2023 Form 5500 filing — Stepworks 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729154530NAL0032405760001) for Stepworks 401(K) Plan, reported by Stepworks Recovery Centers, LLC under EIN 47-1447625 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729154530NAL0032405760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stepworks Recovery Centers, LLC
- EIN
- 47-1447625
- Plan number
- 001
- Location
- Elizabethtown, KY
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,408,671
- Net assets (EOY)
- $4,408,671
- Employer contributions
- $434,738
- Participant contributions
- $329,693
- Total income / additions
- $1,369,738
- Benefits paid
- $74,381
- Administrative expenses
- $46,490
- Total expenses
- $120,871
- Net increase / (decrease)
- $1,248,867
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meridian Wealth Management LLC | INVESTMENT ADVISOR | $24,918 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $17,734 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,633 | $0 |
| Anew 401k Tpa LLC | TPA | $945 | $0 |