Next Step Healthcare 401(K) Plan — Form 5500 plan (Next Step Healthcare, LLC)
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, Next Step Healthcare 401(K) Plan is a benefit plan reported by Next Step Healthcare, LLC under EIN 26-3581415 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,554 participants and $10,203,110 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Next Step Healthcare, LLC
- EIN
- 26-3581415
- Plan number
- 001
- Plan type
- 2
- Location
- Woburn, MA
- Latest filing year
- 2023
- Participants
- 1,554
- End-of-year plan assets
- $10,203,110
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,554 | H, C | 20241014094425NAL0052974674001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,203,110
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,203,110
- Net assets (BOY)
- $8,612,329
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,251,347
- Total contributions
- $1,305,577
- Total income / additions
- $2,612,573
Expenses & distributions
- Benefits paid
- $994,813
- Administrative expenses
- $17,655
- Total expenses
- $1,021,792
- Net increase / (decrease)
- $1,590,781
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $17,655 | $0 | 2023 |
| Columbia Small Cap Index Instl 2 | NONE | $0 | $0 | 2023 |
| Pgim Total Return Bond R6 | NONE | $0 | $0 | 2023 |
| Carillon Eagle Mid Cap Gr Fd I | NONE | $0 | $0 | 2023 |
| Pimco Income Inst | NONE | $0 | $0 | 2023 |
| American New World R6 | NONE | $0 | $0 | 2023 |
| Mfs Value R6 | NONE | $0 | $0 | 2023 |
| Jp Morgan Small Cap Value R6 | NONE | $0 | $0 | 2023 |
| Fidelity Intl Enhanced Index | NONE | $0 | $0 | 2023 |
| American Century Sm Cap Growth R6 | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Next Step Healthcare, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Woburn, MA
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Columbia Small Cap Index Instl 2 — Schedule C compensation
- Pgim Total Return Bond R6 — Schedule C compensation
- Carillon Eagle Mid Cap Gr Fd I — Schedule C compensation
- Pimco Income Inst — Schedule C compensation
- American New World R6 — Schedule C compensation
- Mfs Value R6 — Schedule C compensation
- Jp Morgan Small Cap Value R6 — Schedule C compensation
- Fidelity Intl Enhanced Index — Schedule C compensation
- American Century Sm Cap Growth R6 — Schedule C compensation