Next Step Healthcare 401(K) Plan — Form 5500 plan (Next Step Healthcare, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Next Step Healthcare 401(K) Plan is a benefit plan reported by Next Step Healthcare, LLC under EIN 26-3581415 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,554 participants and $10,203,110 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.2MPlan net assets, end of year$10,203,110
Participants1.6KCovered participants reported1,554
Assets / participant$6.6KComputed: assets ÷ participants$6,566 (computed)
Provider compensation$17.7K10 Schedule C provider row(s)$17,655
- Plan sponsor
- Next Step Healthcare, LLC
- EIN
- 26-3581415
- Plan number
- 001
- Plan type
- 2
- Location
- Woburn, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,554 | H, C | 20241014094425NAL0052974674001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$10.2M total assets
Net assets$10.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,203,110
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,203,110
- Net assets (BOY)
- $8,612,329
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,251,347
- Total contributions
- $1,305,577
- Total income / additions
- $2,612,573
Expenses & distributions
- Benefits paid
- $994,813
- Administrative expenses
- $17,655
- Total expenses
- $1,021,792
- Net increase / (decrease)
- $1,590,781
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $17,655 | $0 | 2023 |
| Columbia Small Cap Index Instl 2 | NONE | $0 | $0 | 2023 |
| Pgim Total Return Bond R6 | NONE | $0 | $0 | 2023 |
| Carillon Eagle Mid Cap Gr Fd I | NONE | $0 | $0 | 2023 |
| Pimco Income Inst | NONE | $0 | $0 | 2023 |
| American New World R6 | NONE | $0 | $0 | 2023 |
| Mfs Value R6 | NONE | $0 | $0 | 2023 |
| Jp Morgan Small Cap Value R6 | NONE | $0 | $0 | 2023 |
| Fidelity Intl Enhanced Index | NONE | $0 | $0 | 2023 |
| American Century Sm Cap Growth R6 | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Next Step Healthcare, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Woburn, MA
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Columbia Small Cap Index Instl 2 — Schedule C compensation
- Pgim Total Return Bond R6 — Schedule C compensation
- Carillon Eagle Mid Cap Gr Fd I — Schedule C compensation
- Pimco Income Inst — Schedule C compensation
- American New World R6 — Schedule C compensation
- Mfs Value R6 — Schedule C compensation
- Jp Morgan Small Cap Value R6 — Schedule C compensation
- Fidelity Intl Enhanced Index — Schedule C compensation
- American Century Sm Cap Growth R6 — Schedule C compensation