Plan5500

A Step Up Academy 403(B) Plan — Form 5500 plan (A Step Up Academy)

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, A Step Up Academy 403(B) Plan is a benefit plan reported by A Step Up Academy under EIN 46-2346137 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $351,631 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A Step Up Academy
EIN
46-2346137
Plan number
001
Plan type
2
Location
Jenkintown, PA
Latest filing year
2023
Participants
168
End-of-year plan assets
$351,631

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20250415105005NAL0003189985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$351,631
Total liabilities (EOY)
$0
Net assets (EOY)
$351,631
Net assets (BOY)
$322,734

Income & contributions

Participant contributions
$141,827
Total contributions
$156,139
Total income / additions
$220,640

Expenses & distributions

Benefits paid
$182,958
Administrative expenses
$8,785
Total expenses
$191,743
Net increase / (decrease)
$28,897

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$6,840$02023
Ubs Financial Services Inc.NONE$1,945not reported in the loaded dataset2023

Related Form 5500 pages