Plan5500

Stepworks 401(K) Plan — Form 5500 plan (Stepworks Recovery Centers, 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, Stepworks 401(K) Plan is a benefit plan reported by Stepworks Recovery Centers, LLC under EIN 47-1447625 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $4,408,671 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stepworks Recovery Centers, LLC
EIN
47-1447625
Plan number
001
Plan type
2
Location
Elizabethtown, KY
Latest filing year
2023
Participants
142
End-of-year plan assets
$4,408,671

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20240729154530NAL0032405760001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,408,671
Net assets (EOY)
$4,408,671
Net assets (BOY)
$3,159,804

Income & contributions

Employer contributions
$434,738
Participant contributions
$329,693
Total contributions
$764,431
Total income / additions
$1,369,738

Expenses & distributions

Benefits paid
$74,381
Administrative expenses
$46,490
Total expenses
$120,871
Net increase / (decrease)
$1,248,867

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Meridian Wealth Management LLCINVESTMENT ADVISOR$24,918$02023
Empower Annuity Insurance CompanyRECORDKEEPER$17,734$02023
Empower Advisory Group, LLCINVESTMENT MGMT$2,633$02023
Anew 401k Tpa LLCTPA$945$02023

Related Form 5500 pages