2023 Form 5500 filing — A Step Up Academy 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 20250415105005NAL0003189985001) for A Step Up Academy 403(B) Plan, reported by A Step Up Academy under EIN 46-2346137 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415105005NAL0003189985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A Step Up Academy
- EIN
- 46-2346137
- Plan number
- 001
- Location
- Jenkintown, PA
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $351,631
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $351,631
- Participant contributions
- $141,827
- Total income / additions
- $220,640
- Benefits paid
- $182,958
- Administrative expenses
- $8,785
- Total expenses
- $191,743
- Net increase / (decrease)
- $28,897
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $6,840 | $0 |
| Ubs Financial Services Inc. | NONE | $1,945 | not reported in the loaded dataset |