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, First Step 401(K) Retirement Savings Plan & Trust is a benefit plan reported by First Step, Inc. under EIN 71-0307372 and plan number 001. The latest loaded filing year is 2023. The filing reports 707 participants and $14,464,494 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,464,494
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,464,494
- Net assets (BOY)
- $12,622,171
Income & contributions
- Employer contributions
- $603,076
- Participant contributions
- $756,762
- Total contributions
- $1,359,838
- Total income / additions
- $3,277,597
Expenses & distributions
- Benefits paid
- $1,354,591
- Administrative expenses
- $79,904
- Total expenses
- $1,435,274
- Net increase / (decrease)
- $1,842,323