Steptoe & Johnson Pllc 401(K) Plan — Form 5500 plan (Steptoe & Johnson Pllc)
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, Steptoe & Johnson Pllc 401(K) Plan is a benefit plan reported by Steptoe & Johnson Pllc under EIN 55-0286140 and plan number 001. The latest loaded filing year is 2023. The filing reports 804 participants and $166,711,366 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Steptoe & Johnson Pllc
- EIN
- 55-0286140
- Plan number
- 001
- Plan type
- 2
- Location
- Bridgeport, WV
- Latest filing year
- 2023
- Participants
- 804
- End-of-year plan assets
- $166,711,366
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 804 | H, C | 20241015125039NAL0057681986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $166,711,366
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $166,711,366
- Net assets (BOY)
- $142,745,279
Income & contributions
- Employer contributions
- $5,842,196
- Participant contributions
- $4,399,724
- Total contributions
- $11,199,084
- Total income / additions
- $35,119,101
Expenses & distributions
- Benefits paid
- $10,888,401
- Administrative expenses
- $264,613
- Total expenses
- $11,153,014
- Net increase / (decrease)
- $23,966,087
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services | RECORDKEEPER | $114,218 | $515 | 2023 |
| Geoffrey Korwan/Morgan Stanley | ADVISOR | $22,520 | not reported in the loaded dataset | 2023 |
| Russell Dunkin | ADVISOR | $22,020 | not reported in the loaded dataset | 2023 |
| Undra J. Johnson | ADVISOR | $21,195 | not reported in the loaded dataset | 2023 |
| Charles Schwab | ADVISOR | $17,312 | not reported in the loaded dataset | 2023 |
| Joshua Young | ADVISOR | $17,086 | not reported in the loaded dataset | 2023 |
| C. Todd Molessa | ADVISOR | $11,165 | not reported in the loaded dataset | 2023 |
| Lois Chricton | ADVISOR | $10,076 | not reported in the loaded dataset | 2023 |
| Les Wilkerson | ADVISOR | $7,649 | not reported in the loaded dataset | 2023 |
| Ernie Coffindaffer | ADVISOR | $7,228 | not reported in the loaded dataset | 2023 |
| Terry Raab | ADVISOR | $5,424 | not reported in the loaded dataset | 2023 |
| Td Ameritrade | ADVISOR | $4,101 | $0 | 2023 |
| Matrix Trust Company | TRUSTEE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Steptoe & Johnson Pllc
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Bridgeport, WV
- Oneamerica Retirement Services — Schedule C compensation
- Geoffrey Korwan/Morgan Stanley — Schedule C compensation
- Russell Dunkin — Schedule C compensation
- Undra J. Johnson — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Joshua Young — Schedule C compensation
- C. Todd Molessa — Schedule C compensation
- Lois Chricton — Schedule C compensation
- Les Wilkerson — Schedule C compensation
- Ernie Coffindaffer — Schedule C compensation
- Terry Raab — Schedule C compensation
- Td Ameritrade — Schedule C compensation
- Matrix Trust Company — Schedule C compensation