Plan5500

Nextep 401(K) Retirement Savings Plan — Form 5500 plan (899210-01 Nextep, 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, Nextep 401(K) Retirement Savings Plan is a benefit plan reported by 899210-01 Nextep, Inc. under EIN 73-1543198 and plan number 333. The latest loaded filing year is 2023. The filing reports 20,464 participants and $484,786,897 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
899210-01 Nextep, Inc.
EIN
73-1543198
Plan number
333
Plan type
3
Location
Norman, OK
Latest filing year
2023
Participants
20,464
End-of-year plan assets
$484,786,897

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202320,464H, C20241015110049NAL0028137265001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$484,786,897
Total liabilities (EOY)
$302,039
Net assets (EOY)
$484,484,858
Net assets (BOY)
$375,930,591

Income & contributions

Employer contributions
$21,077,235
Participant contributions
$44,380,724
Total contributions
$73,603,786
Total income / additions
$138,823,357

Expenses & distributions

Benefits paid
$49,705,062
Administrative expenses
$1,307,637
Total expenses
$51,402,348
Net increase / (decrease)
$87,421,009

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins. CompanyRECORDKEEPER$1,735,971$02023
Empower Advisory Group, LLCINVESTMENT MANAGEMENT$17,934not reported in the loaded dataset2023

Related Form 5500 pages