2023 Form 5500 filing — Step, 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 20250117095746NAL0024873617001) for Step, Inc. 403(B) Plan, reported by Lycoming-Clinton Counties Comm. For Community Action (Step), Inc. under EIN 23-1668784 and plan number 001. It reports 360 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250117095746NAL0024873617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lycoming-Clinton Counties Comm. For Community Action (Step), Inc.
- EIN
- 23-1668784
- Plan number
- 001
- Location
- Williamsport, PA
- Participants
- 360
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,593,697
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,593,697
- Employer contributions
- $509,243
- Participant contributions
- $657,061
- Total income / additions
- $3,038,942
- Benefits paid
- $1,443,631
- Administrative expenses
- $71,796
- Total expenses
- $1,515,427
- Net increase / (decrease)
- $1,523,515
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valley Forge Investment Consultants | SERVICE PROVIDER | $0 | $37,107 |
| Valley Forge Pension Management | SERVICE PROVIDER | $319 | not reported in the loaded dataset |