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, Retirement Plan For Employees Of Step By Step, Inc is a benefit plan reported by Step By Step, Inc. under EIN 23-2053563 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,528 participants and $21,398,074 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,398,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,398,074
- Net assets (BOY)
- $19,259,762
Income & contributions
- Employer contributions
- $1,366,634
- Participant contributions
- $739,696
- Total contributions
- $2,192,432
- Total income / additions
- $4,394,650
Expenses & distributions
- Benefits paid
- $2,210,885
- Administrative expenses
- $26,195
- Total expenses
- $2,256,338
- Net increase / (decrease)
- $2,138,312