Step, Inc. 403(B) Plan — Form 5500 plan (Lycoming-Clinton Counties Comm. For Community Action (Step), Inc.)
Plain-English plan 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, Step, Inc. 403(B) Plan is a benefit plan reported by Lycoming-Clinton Counties Comm. For Community Action (Step), Inc. under EIN 23-1668784 and plan number 001. The latest loaded filing year is 2023. The filing reports 360 participants and $14,593,697 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lycoming-Clinton Counties Comm. For Community Action (Step), Inc.
- EIN
- 23-1668784
- Plan number
- 001
- Plan type
- 2
- Location
- Williamsport, PA
- Latest filing year
- 2023
- Participants
- 360
- End-of-year plan assets
- $14,593,697
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 360 | H, C | 20250117095746NAL0024873617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,593,697
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,593,697
- Net assets (BOY)
- $13,070,182
Income & contributions
- Employer contributions
- $509,243
- Participant contributions
- $657,061
- Total contributions
- $1,218,427
- Total income / additions
- $3,038,942
Expenses & distributions
- Benefits paid
- $1,443,631
- Administrative expenses
- $71,796
- Total expenses
- $1,515,427
- Net increase / (decrease)
- $1,523,515
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valley Forge Investment Consultants | SERVICE PROVIDER | $0 | $37,107 | 2023 |
| Valley Forge Pension Management | SERVICE PROVIDER | $319 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lycoming-Clinton Counties Comm. For Community Action (Step), Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Williamsport, PA
- Valley Forge Investment Consultants — Schedule C compensation
- Valley Forge Pension Management — Schedule C compensation