2023 Form 5500 filing — Next Step Healthcare 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 20241014094425NAL0052974674001) for Next Step Healthcare 401(K) Plan, reported by Next Step Healthcare, LLC under EIN 26-3581415 and plan number 001. It reports 1,554 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014094425NAL0052974674001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Next Step Healthcare, LLC
- EIN
- 26-3581415
- Plan number
- 001
- Location
- Woburn, MA
- Participants
- 1,554
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,203,110
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,203,110
- Employer contributions
- $0
- Participant contributions
- $1,251,347
- Total income / additions
- $2,612,573
- Benefits paid
- $994,813
- Administrative expenses
- $17,655
- Total expenses
- $1,021,792
- Net increase / (decrease)
- $1,590,781
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $17,655 | $0 |
| Columbia Small Cap Index Instl 2 | NONE | $0 | $0 |
| Pgim Total Return Bond R6 | NONE | $0 | $0 |
| Carillon Eagle Mid Cap Gr Fd I | NONE | $0 | $0 |
| Pimco Income Inst | NONE | $0 | $0 |
| American New World R6 | NONE | $0 | $0 |
| Mfs Value R6 | NONE | $0 | $0 |
| Jp Morgan Small Cap Value R6 | NONE | $0 | $0 |
| Fidelity Intl Enhanced Index | NONE | $0 | $0 |
| American Century Sm Cap Growth R6 | NONE | $0 | $0 |