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RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STEP BY STEP INC has sponsored the creation of one or more 401k plans.

Company Name:STEP BY STEP INC
Employer identification number (EIN):232053563
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Additional information about STEP BY STEP INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2733800

More information about STEP BY STEP INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01ERIC LINDEY2023-04-17
0012020-07-01JACQUELINE SHARIFI, VP OF HR2022-04-13
0012019-07-01ERIC LINDEY2021-03-21
0012018-07-01EDIE HENNEBAUL2020-04-06
0012017-07-01JAMES BOBECK2019-03-26
0012016-07-01JAMES BOBECK JAMES BOBECK2018-03-29
0012015-07-01JAMES BOBECK JAMES BOBECK2017-03-30
0012014-07-01JAMES BOBECK JAMES BOBECK2016-03-30
0012013-07-01JAMES L BOBECK JAMES L BOBECK2015-03-30
0012012-07-01JAMES L. BOBECK JAMES L. BOBECK2014-04-02
0012011-07-01JAMES L. BOBECK JAMES L. BOBECK2013-04-01
0012010-07-01JAMES L BOBECK
0012009-07-01JAMES L BOBECK JAMES L. BOBECK2011-04-04

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC

Measure Date Value
2021: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2021 401k membership
Total participants, beginning-of-year2021-07-011,338
Total number of active participants reported on line 7a of the Form 55002021-07-01976
Number of retired or separated participants receiving benefits2021-07-01173
Number of other retired or separated participants entitled to future benefits2021-07-01220
Total of all active and inactive participants2021-07-011,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-015
Total participants2021-07-011,374
Number of participants with account balances2021-07-011,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0163
2020: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2020 401k membership
Total participants, beginning-of-year2020-07-011,210
Total number of active participants reported on line 7a of the Form 55002020-07-01941
Number of retired or separated participants receiving benefits2020-07-0110
Number of other retired or separated participants entitled to future benefits2020-07-01200
Total of all active and inactive participants2020-07-011,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-011,151
Number of participants with account balances2020-07-01948
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0161
2019: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2019 401k membership
Total participants, beginning-of-year2019-07-011,210
Total number of active participants reported on line 7a of the Form 55002019-07-01942
Number of retired or separated participants receiving benefits2019-07-019
Number of other retired or separated participants entitled to future benefits2019-07-01181
Total of all active and inactive participants2019-07-011,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-011,133
Number of participants with account balances2019-07-01952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0159
2018: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2018 401k membership
Total participants, beginning-of-year2018-07-011,261
Total number of active participants reported on line 7a of the Form 55002018-07-01915
Number of retired or separated participants receiving benefits2018-07-0123
Number of other retired or separated participants entitled to future benefits2018-07-01201
Total of all active and inactive participants2018-07-011,139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-011,140
Number of participants with account balances2018-07-01942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0182
2017: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2017 401k membership
Total participants, beginning-of-year2017-07-011,216
Total number of active participants reported on line 7a of the Form 55002017-07-01921
Number of retired or separated participants receiving benefits2017-07-0149
Number of other retired or separated participants entitled to future benefits2017-07-01183
Total of all active and inactive participants2017-07-011,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-011,155
Number of participants with account balances2017-07-01903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0158
2016: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2016 401k membership
Total participants, beginning-of-year2016-07-011,143
Total number of active participants reported on line 7a of the Form 55002016-07-011,067
Number of retired or separated participants receiving benefits2016-07-017
Number of other retired or separated participants entitled to future benefits2016-07-0183
Total of all active and inactive participants2016-07-011,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-011,157
Number of participants with account balances2016-07-01887
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0178
2015: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2015 401k membership
Total participants, beginning-of-year2015-07-011,184
Total number of active participants reported on line 7a of the Form 55002015-07-011,066
Number of retired or separated participants receiving benefits2015-07-015
Number of other retired or separated participants entitled to future benefits2015-07-0172
Total of all active and inactive participants2015-07-011,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-011,143
Number of participants with account balances2015-07-01882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0181
2014: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2014 401k membership
Total participants, beginning-of-year2014-07-011,163
Total number of active participants reported on line 7a of the Form 55002014-07-011,115
Number of retired or separated participants receiving benefits2014-07-016
Number of other retired or separated participants entitled to future benefits2014-07-0163
Total of all active and inactive participants2014-07-011,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-011,184
Number of participants with account balances2014-07-01897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0188
2013: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2013 401k membership
Total participants, beginning-of-year2013-07-011,062
Total number of active participants reported on line 7a of the Form 55002013-07-011,091
Number of retired or separated participants receiving benefits2013-07-016
Number of other retired or separated participants entitled to future benefits2013-07-0166
Total of all active and inactive participants2013-07-011,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-011,163
Number of participants with account balances2013-07-01858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0162
2012: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2012 401k membership
Total participants, beginning-of-year2012-07-011,060
Total number of active participants reported on line 7a of the Form 55002012-07-01999
Number of retired or separated participants receiving benefits2012-07-015
Number of other retired or separated participants entitled to future benefits2012-07-0158
Total of all active and inactive participants2012-07-011,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-011,062
Number of participants with account balances2012-07-01824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-01135
2011: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2011 401k membership
Total participants, beginning-of-year2011-07-011,069
Total number of active participants reported on line 7a of the Form 55002011-07-011,002
Number of retired or separated participants receiving benefits2011-07-013
Number of other retired or separated participants entitled to future benefits2011-07-0155
Total of all active and inactive participants2011-07-011,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-011,060
Number of participants with account balances2011-07-01812
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0197
2010: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2010 401k membership
Total participants, beginning-of-year2010-07-01995
Total number of active participants reported on line 7a of the Form 55002010-07-011,016
Number of retired or separated participants receiving benefits2010-07-012
Number of other retired or separated participants entitled to future benefits2010-07-0151
Total of all active and inactive participants2010-07-011,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-011,069
Number of participants with account balances2010-07-01778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0197
2009: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2009 401k membership
Total participants, beginning-of-year2009-07-01924
Total number of active participants reported on line 7a of the Form 55002009-07-01948
Number of retired or separated participants receiving benefits2009-07-012
Number of other retired or separated participants entitled to future benefits2009-07-0145
Total of all active and inactive participants2009-07-01995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01995
Number of participants with account balances2009-07-01733
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0185

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$2,462
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$2,665
Total income from all sources (including contributions)2022-06-30$-207,474
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$862,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$822,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,826,728
Value of total assets at end of year2022-06-30$17,481,186
Value of total assets at beginning of year2022-06-30$18,550,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$40,019
Total interest from all sources2022-06-30$111,440
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$64
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$358,765
Participant contributions at end of year2022-06-30$67,671
Participant contributions at beginning of year2022-06-30$38,442
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$23,965
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$91,044
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$64
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$79
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$2,462
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$2,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,069,495
Value of net assets at end of year (total assets less liabilities)2022-06-30$17,478,724
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$18,548,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$31,505
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$7,953,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$8,709,469
Value of interest in pooled separate accounts at end of year2022-06-30$4,147,110
Value of interest in pooled separate accounts at beginning of year2022-06-30$5,160,720
Interest on participant loans2022-06-30$2,795
Interest earned on other investments2022-06-30$108,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$3,939,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$3,535,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,332,241
Net investment gain/loss from pooled separate accounts2022-06-30$-813,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Assets. Invements in employer securities at end of year2022-06-30$0
Assets. Invements in employer securities at beginning of year2022-06-30$0
Contributions received in cash from employer2022-06-30$1,376,919
Employer contributions (assets) at end of year2022-06-30$1,373,925
Employer contributions (assets) at beginning of year2022-06-30$1,082,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$822,002
Contract administrator fees2022-06-30$8,450
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BAKER TILLY US, LLP
Accountancy firm EIN2022-06-30390859910
2021 : RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$2,665
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$4,848,972
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,317,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,276,854
Expenses. Certain deemed distributions of participant loans2021-06-30$1,007
Value of total corrective distributions2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,518,385
Value of total assets at end of year2021-06-30$18,550,884
Value of total assets at beginning of year2021-06-30$16,016,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$39,462
Total interest from all sources2021-06-30$114,763
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$72
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$317,374
Participant contributions at end of year2021-06-30$38,442
Participant contributions at beginning of year2021-06-30$47,449
Participant contributions at end of year2021-06-30$23,965
Participant contributions at beginning of year2021-06-30$15,590
Assets. Other investments not covered elsewhere at end of year2021-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$116,184
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$79
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$2,665
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,531,649
Value of net assets at end of year (total assets less liabilities)2021-06-30$18,548,219
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$16,016,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$28,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$8,709,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$7,033,908
Value of interest in pooled separate accounts at end of year2021-06-30$5,160,720
Value of interest in pooled separate accounts at beginning of year2021-06-30$4,264,049
Interest on participant loans2021-06-30$2,497
Interest earned on other investments2021-06-30$112,266
Value of interest in common/collective trusts at end of year2021-06-30$0
Value of interest in common/collective trusts at beginning of year2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$3,535,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$3,778,215
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,612,525
Net investment gain/loss from pooled separate accounts2021-06-30$1,603,299
Net investment gain or loss from common/collective trusts2021-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Assets. Invements in employer securities at end of year2021-06-30$0
Assets. Invements in employer securities at beginning of year2021-06-30$0
Contributions received in cash from employer2021-06-30$1,084,827
Employer contributions (assets) at end of year2021-06-30$1,082,312
Employer contributions (assets) at beginning of year2021-06-30$877,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,276,854
Contract administrator fees2021-06-30$10,436
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30MATLOWSKI CORPORATION P.C.
Accountancy firm EIN2021-06-30232937205
2020 : RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$2,178
Total income from all sources (including contributions)2020-06-30$1,555,743
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$860,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$828,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,239,005
Value of total assets at end of year2020-06-30$16,016,570
Value of total assets at beginning of year2020-06-30$15,323,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$32,819
Total interest from all sources2020-06-30$100,428
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$214,341
Participant contributions at end of year2020-06-30$47,449
Participant contributions at beginning of year2020-06-30$48,875
Participant contributions at end of year2020-06-30$15,590
Participant contributions at beginning of year2020-06-30$10,866
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$141,106
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$2,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$694,826
Value of net assets at end of year (total assets less liabilities)2020-06-30$16,016,570
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$15,321,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$24,301
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$7,033,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$5,162,391
Value of interest in pooled separate accounts at end of year2020-06-30$4,264,049
Value of interest in pooled separate accounts at beginning of year2020-06-30$6,268,174
Interest on participant loans2020-06-30$2,891
Interest earned on other investments2020-06-30$97,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$3,778,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$2,990,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$178,380
Net investment gain/loss from pooled separate accounts2020-06-30$37,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$883,558
Employer contributions (assets) at end of year2020-06-30$877,359
Employer contributions (assets) at beginning of year2020-06-30$843,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$828,098
Contract administrator fees2020-06-30$8,518
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MATLOWSKI CORPORATION, P.C.
Accountancy firm EIN2020-06-30232937205
2019 : RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$2,178
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$2,068
Total income from all sources (including contributions)2019-06-30$1,881,211
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,186,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,156,921
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Value of total corrective distributions2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,040,840
Value of total assets at end of year2019-06-30$15,323,922
Value of total assets at beginning of year2019-06-30$14,629,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$29,773
Total interest from all sources2019-06-30$88,632
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$0
Administrative expenses professional fees incurred2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$169,764
Participant contributions at end of year2019-06-30$48,875
Participant contributions at beginning of year2019-06-30$13,534
Participant contributions at end of year2019-06-30$10,866
Participant contributions at beginning of year2019-06-30$8,397
Assets. Other investments not covered elsewhere at end of year2019-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$27,893
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$2,178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$2,068
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$694,517
Value of net assets at end of year (total assets less liabilities)2019-06-30$15,321,744
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$14,627,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$22,483
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$5,162,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$4,678,210
Value of interest in pooled separate accounts at end of year2019-06-30$6,268,174
Value of interest in pooled separate accounts at beginning of year2019-06-30$6,149,056
Interest on participant loans2019-06-30$1,740
Interest earned on other investments2019-06-30$86,892
Value of interest in common/collective trusts at end of year2019-06-30$0
Value of interest in common/collective trusts at beginning of year2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$2,990,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$2,970,320
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$305,234
Net investment gain/loss from pooled separate accounts2019-06-30$446,505
Net investment gain or loss from common/collective trusts2019-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Assets. Invements in employer securities at end of year2019-06-30$0
Assets. Invements in employer securities at beginning of year2019-06-30$0
Contributions received in cash from employer2019-06-30$843,183
Employer contributions (assets) at end of year2019-06-30$843,183
Employer contributions (assets) at beginning of year2019-06-30$809,778
Income. Dividends from common stock2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,156,921
Contract administrator fees2019-06-30$7,282
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MATLOWSKI CORPORATION, P.C.
Accountancy firm EIN2019-06-30232937205
2018 : RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$2,068
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$2,054,997
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$705,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$674,521
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Value of total corrective distributions2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,060,632
Value of total assets at end of year2018-06-30$14,629,295
Value of total assets at beginning of year2018-06-30$13,277,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$30,831
Total interest from all sources2018-06-30$86,639
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$0
Amount contributed by the employer to the plan for this plan year2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$91,188
Participant contributions at end of year2018-06-30$13,534
Participant contributions at beginning of year2018-06-30$21,578
Participant contributions at end of year2018-06-30$8,397
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$159,666
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$2,068
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,349,645
Value of net assets at end of year (total assets less liabilities)2018-06-30$14,627,227
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$13,277,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$24,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$4,678,210
Value of interest in pooled separate accounts at end of year2018-06-30$6,149,056
Value of interest in pooled separate accounts at beginning of year2018-06-30$9,668,649
Interest on participant loans2018-06-30$772
Interest earned on other investments2018-06-30$85,867
Value of interest in common/collective trusts at end of year2018-06-30$0
Value of interest in common/collective trusts at beginning of year2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$2,970,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$2,912,254
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$174,587
Net investment gain/loss from pooled separate accounts2018-06-30$733,139
Net investment gain or loss from common/collective trusts2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Assets. Invements in employer securities at end of year2018-06-30$0
Assets. Invements in employer securities at beginning of year2018-06-30$0
Contributions received in cash from employer2018-06-30$809,778
Employer contributions (assets) at end of year2018-06-30$809,778
Employer contributions (assets) at beginning of year2018-06-30$675,101
Income. Dividends from common stock2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$674,521
Contract administrator fees2018-06-30$6,304
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MATLOWSKI CORPORATION, P.C.
Accountancy firm EIN2018-06-30232937205
2017 : RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$2,025,128
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,300,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,262,277
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Value of total corrective distributions2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$701,131
Value of total assets at end of year2017-06-30$13,277,582
Value of total assets at beginning of year2017-06-30$12,552,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$38,153
Total interest from all sources2017-06-30$88,805
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$0
Administrative expenses professional fees incurred2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$0
Participant contributions at end of year2017-06-30$21,578
Participant contributions at beginning of year2017-06-30$26,080
Assets. Other investments not covered elsewhere at end of year2017-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$16,446
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$0
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$724,698
Value of net assets at end of year (total assets less liabilities)2017-06-30$13,277,582
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$12,552,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$30,928
Value of interest in pooled separate accounts at end of year2017-06-30$9,668,649
Value of interest in pooled separate accounts at beginning of year2017-06-30$8,785,847
Interest on participant loans2017-06-30$1,185
Interest earned on other investments2017-06-30$87,620
Value of interest in common/collective trusts at end of year2017-06-30$0
Value of interest in common/collective trusts at beginning of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$2,912,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$3,070,689
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$1,235,192
Net investment gain or loss from common/collective trusts2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Assets. Invements in employer securities at end of year2017-06-30$0
Assets. Invements in employer securities at beginning of year2017-06-30$0
Contributions received in cash from employer2017-06-30$684,685
Employer contributions (assets) at end of year2017-06-30$675,101
Employer contributions (assets) at beginning of year2017-06-30$670,268
Income. Dividends from common stock2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,262,277
Contract administrator fees2017-06-30$7,225
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MATLOWSKI CORPORATION, P.C.
Accountancy firm EIN2017-06-30232937205
2016 : RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$815,581
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$918,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$882,973
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Value of total corrective distributions2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$678,631
Value of total assets at end of year2016-06-30$12,552,884
Value of total assets at beginning of year2016-06-30$12,656,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$35,834
Total interest from all sources2016-06-30$88,105
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$0
Administrative expenses professional fees incurred2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$0
Amount contributed by the employer to the plan for this plan year2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$0
Participant contributions at end of year2016-06-30$26,080
Participant contributions at beginning of year2016-06-30$22,838
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$652
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$0
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-103,226
Value of net assets at end of year (total assets less liabilities)2016-06-30$12,552,884
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$12,656,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$29,434
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$0
Value of interest in pooled separate accounts at end of year2016-06-30$8,785,847
Value of interest in pooled separate accounts at beginning of year2016-06-30$8,870,940
Interest on participant loans2016-06-30$1,097
Interest earned on other investments2016-06-30$87,008
Value of interest in common/collective trusts at end of year2016-06-30$0
Value of interest in common/collective trusts at beginning of year2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$3,070,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$3,095,222
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$48,845
Net investment gain or loss from common/collective trusts2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Assets. Invements in employer securities at end of year2016-06-30$0
Assets. Invements in employer securities at beginning of year2016-06-30$0
Contributions received in cash from employer2016-06-30$677,979
Employer contributions (assets) at end of year2016-06-30$670,268
Employer contributions (assets) at beginning of year2016-06-30$667,110
Income. Dividends from common stock2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$882,973
Contract administrator fees2016-06-30$6,400
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MATLOWSKI CORPORATION, P.C.
Accountancy firm EIN2016-06-30232937205
2015 : RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,046,428
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$847,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$807,950
Expenses. Certain deemed distributions of participant loans2015-06-30$4,163
Value of total corrective distributions2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$706,791
Value of total assets at end of year2015-06-30$12,656,110
Value of total assets at beginning of year2015-06-30$12,457,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$35,744
Total interest from all sources2015-06-30$89,621
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$0
Administrative expenses professional fees incurred2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$0
Participant contributions at end of year2015-06-30$22,838
Participant contributions at beginning of year2015-06-30$17,887
Assets. Other investments not covered elsewhere at end of year2015-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$32,545
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$0
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$14
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$198,571
Value of net assets at end of year (total assets less liabilities)2015-06-30$12,656,110
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$12,457,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$30,610
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$0
Value of interest in pooled separate accounts at end of year2015-06-30$8,870,940
Value of interest in pooled separate accounts at beginning of year2015-06-30$8,758,286
Interest on participant loans2015-06-30$745
Interest earned on other investments2015-06-30$88,876
Value of interest in common/collective trusts at end of year2015-06-30$0
Value of interest in common/collective trusts at beginning of year2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$3,095,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$2,999,668
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$250,016
Net investment gain or loss from common/collective trusts2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Assets. Invements in employer securities at end of year2015-06-30$0
Assets. Invements in employer securities at beginning of year2015-06-30$0
Contributions received in cash from employer2015-06-30$674,246
Employer contributions (assets) at end of year2015-06-30$667,110
Employer contributions (assets) at beginning of year2015-06-30$681,698
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$807,950
Contract administrator fees2015-06-30$5,120
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MATLOWSKI CORPORATION, P.C.
Accountancy firm EIN2015-06-30232937205
2014 : RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$2,246,203
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$710,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$673,564
Expenses. Certain deemed distributions of participant loans2014-06-30$3,239
Value of total corrective distributions2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$750,186
Value of total assets at end of year2014-06-30$12,457,539
Value of total assets at beginning of year2014-06-30$10,921,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$33,220
Total interest from all sources2014-06-30$87,713
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$0
Administrative expenses professional fees incurred2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$0
Participant contributions at end of year2014-06-30$17,887
Participant contributions at beginning of year2014-06-30$29,053
Assets. Other investments not covered elsewhere at end of year2014-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$65,356
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$0
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,536,180
Value of net assets at end of year (total assets less liabilities)2014-06-30$12,457,539
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$10,921,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$28,230
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$0
Value of interest in pooled separate accounts at end of year2014-06-30$8,758,286
Value of interest in pooled separate accounts at beginning of year2014-06-30$7,328,751
Interest on participant loans2014-06-30$1,011
Interest earned on other investments2014-06-30$86,702
Value of interest in common/collective trusts at end of year2014-06-30$0
Value of interest in common/collective trusts at beginning of year2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$2,999,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$2,933,223
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$1,408,304
Net investment gain or loss from common/collective trusts2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Assets. Invements in employer securities at end of year2014-06-30$0
Assets. Invements in employer securities at beginning of year2014-06-30$0
Contributions received in cash from employer2014-06-30$684,830
Employer contributions (assets) at end of year2014-06-30$681,698
Employer contributions (assets) at beginning of year2014-06-30$630,332
Income. Dividends from common stock2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$673,564
Contract administrator fees2014-06-30$4,990
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MATLOWSKI CORPORATION, PC
Accountancy firm EIN2014-06-30232937205
2013 : RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,664,276
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$597,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$563,234
Expenses. Certain deemed distributions of participant loans2013-06-30$3,577
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$659,332
Value of total assets at end of year2013-06-30$10,921,359
Value of total assets at beginning of year2013-06-30$9,854,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$30,669
Total interest from all sources2013-06-30$85,405
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$0
Administrative expenses professional fees incurred2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$0
Participant contributions at end of year2013-06-30$29,053
Participant contributions at beginning of year2013-06-30$8,540
Assets. Other investments not covered elsewhere at end of year2013-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$26,087
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,066,796
Value of net assets at end of year (total assets less liabilities)2013-06-30$10,921,359
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$9,854,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$24,759
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$0
Value of interest in pooled separate accounts at end of year2013-06-30$7,328,751
Value of interest in pooled separate accounts at beginning of year2013-06-30$6,356,355
Interest on participant loans2013-06-30$914
Interest earned on other investments2013-06-30$84,491
Value of interest in common/collective trusts at end of year2013-06-30$0
Value of interest in common/collective trusts at beginning of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$2,933,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$2,853,364
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$919,539
Net investment gain or loss from common/collective trusts2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Assets. Invements in employer securities at end of year2013-06-30$0
Assets. Invements in employer securities at beginning of year2013-06-30$0
Contributions received in cash from employer2013-06-30$633,245
Employer contributions (assets) at end of year2013-06-30$630,332
Employer contributions (assets) at beginning of year2013-06-30$636,304
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$563,234
Contract administrator fees2013-06-30$5,910
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MATLOWSKI CORPORATION, P.C.
Accountancy firm EIN2013-06-30232937205
2012 : RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$775,747
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$706,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$679,157
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$680,878
Value of total assets at end of year2012-06-30$9,854,563
Value of total assets at beginning of year2012-06-30$9,785,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$27,052
Total interest from all sources2012-06-30$82,498
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$0
Administrative expenses professional fees incurred2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$0
Participant contributions at end of year2012-06-30$8,540
Participant contributions at beginning of year2012-06-30$11,282
Assets. Other investments not covered elsewhere at end of year2012-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$42,812
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$45
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$69,538
Value of net assets at end of year (total assets less liabilities)2012-06-30$9,854,563
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$9,785,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$22,497
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$0
Value of interest in pooled separate accounts at end of year2012-06-30$6,356,355
Value of interest in pooled separate accounts at beginning of year2012-06-30$6,240,899
Interest on participant loans2012-06-30$354
Interest earned on other investments2012-06-30$82,144
Value of interest in common/collective trusts at end of year2012-06-30$0
Value of interest in common/collective trusts at beginning of year2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$2,853,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$2,910,329
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$12,371
Net investment gain or loss from common/collective trusts2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Assets. Invements in employer securities at end of year2012-06-30$0
Assets. Invements in employer securities at beginning of year2012-06-30$0
Contributions received in cash from employer2012-06-30$638,066
Employer contributions (assets) at end of year2012-06-30$636,304
Employer contributions (assets) at beginning of year2012-06-30$622,515
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$679,157
Contract administrator fees2012-06-30$4,510
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MATLOWSKI CORPORATION, P.C.
Accountancy firm EIN2012-06-30232937205
2011 : RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,908,998
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$520,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$494,706
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$643,935
Value of total assets at end of year2011-06-30$9,785,025
Value of total assets at beginning of year2011-06-30$8,397,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$26,293
Total interest from all sources2011-06-30$85,030
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$0
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$0
Participant contributions at end of year2011-06-30$11,282
Participant contributions at beginning of year2011-06-30$4,229
Assets. Other investments not covered elsewhere at end of year2011-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$20,793
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,387,999
Value of net assets at end of year (total assets less liabilities)2011-06-30$9,785,025
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$8,397,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$22,003
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$0
Value of interest in pooled separate accounts at end of year2011-06-30$6,240,899
Value of interest in pooled separate accounts at beginning of year2011-06-30$5,012,479
Interest on participant loans2011-06-30$255
Interest earned on other investments2011-06-30$84,775
Value of interest in common/collective trusts at end of year2011-06-30$0
Value of interest in common/collective trusts at beginning of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$2,910,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$2,798,134
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$1,180,033
Net investment gain or loss from common/collective trusts2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Assets. Invements in employer securities at end of year2011-06-30$0
Assets. Invements in employer securities at beginning of year2011-06-30$0
Contributions received in cash from employer2011-06-30$623,142
Employer contributions (assets) at end of year2011-06-30$622,515
Employer contributions (assets) at beginning of year2011-06-30$582,184
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$494,706
Contract administrator fees2011-06-30$4,240
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MATLOWSKI CORP PC
Accountancy firm EIN2011-06-30232937205
2010 : RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC

2021: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF STEP BY STEP, INC 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 51806
Policy instance 1
Insurance contract or identification numberRM 51806
Number of Individuals Covered1088
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $571
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $571
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 51806
Policy instance 1
Insurance contract or identification numberRM 51806
Number of Individuals Covered1151
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $549
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $549
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 51806
Policy instance 1
Insurance contract or identification numberRM 51806
Number of Individuals Covered1133
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $543
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $543
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 51806
Policy instance 1
Insurance contract or identification numberRM 51806
Number of Individuals Covered1140
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $511
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $511
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 51806
Policy instance 1
Insurance contract or identification numberRM 51806
Number of Individuals Covered1155
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $516
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51806
Policy instance 1
Insurance contract or identification numberFL 51806
Number of Individuals Covered1143
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $1,438
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,438
Insurance broker organization code?4
Insurance broker nameTBS AGENCY INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51806
Policy instance 1
Insurance contract or identification numberFL 51806
Number of Individuals Covered1184
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $1,526
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,526
Insurance broker organization code?4
Insurance broker nameTBS AGENCY INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51806
Policy instance 1
Insurance contract or identification numberFL 51806
Number of Individuals Covered1163
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $1,462
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,462
Insurance broker organization code?4
Insurance broker nameTBS AGENCY INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51806
Policy instance 1
Insurance contract or identification numberFL 51806
Number of Individuals Covered1062
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $1,404
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,404
Insurance broker organization code?4
Insurance broker nameTBS AGENCY INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51806
Policy instance 1
Insurance contract or identification numberFL 51806
Number of Individuals Covered1060
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $1,417
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51806
Policy instance 1
Insurance contract or identification numberFL 51806
Number of Individuals Covered1069
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $1,303
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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