2023 Form 5500 filing — Step Up Suncoast, Inc. 403(B) 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 20241016075055NAL0059576210001) for Step Up Suncoast, Inc. 403(B) Plan, reported by Step Up Suncoast, Inc. under EIN 59-6208766 and plan number 004. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016075055NAL0059576210001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Step Up Suncoast, Inc.
- EIN
- 59-6208766
- Plan number
- 004
- Location
- Sarasota, FL
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,319,594
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,319,594
- Employer contributions
- $714,906
- Participant contributions
- $151,647
- Total income / additions
- $1,663,972
- Benefits paid
- $389,241
- Administrative expenses
- $46,391
- Total expenses
- $441,625
- Net increase / (decrease)
- $1,222,347
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great West Life & Annuity Ins. Co. | RECORDKEEPER | $28,008 | $0 |
| Kb Pension Services, Inc | TPA | $10,525 | $15,097 |
| Principal Life Insurance Company | RECORDKEEPER | $10,635 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $4,513 | not reported in the loaded dataset |