Step Up Suncoast, Inc. 403(B) Plan — Form 5500 plan (Step Up Suncoast, Inc.)
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, Step Up Suncoast, Inc. 403(B) Plan is a benefit plan reported by Step Up Suncoast, Inc. under EIN 59-6208766 and plan number 004. The latest loaded filing year is 2023. The filing reports 255 participants and $6,319,594 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Step Up Suncoast, Inc.
- EIN
- 59-6208766
- Plan number
- 004
- Plan type
- 2
- Location
- Sarasota, FL
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $6,319,594
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20241016075055NAL0059576210001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,319,594
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,319,594
- Net assets (BOY)
- $5,097,247
Income & contributions
- Employer contributions
- $714,906
- Participant contributions
- $151,647
- Total contributions
- $888,377
- Total income / additions
- $1,663,972
Expenses & distributions
- Benefits paid
- $389,241
- Administrative expenses
- $46,391
- Total expenses
- $441,625
- Net increase / (decrease)
- $1,222,347
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great West Life & Annuity Ins. Co. | RECORDKEEPER | $28,008 | $0 | 2023 |
| Kb Pension Services, Inc | TPA | $10,525 | $15,097 | 2023 |
| Principal Life Insurance Company | RECORDKEEPER | $10,635 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $4,513 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Step Up Suncoast, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Sarasota, FL
- Great West Life & Annuity Ins. Co. — Schedule C compensation
- Kb Pension Services, Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation