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403(B) THRIFT PLAN OF STEPPING STONES, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF STEPPING STONES, INC.
Plan identification number 001

403(B) THRIFT PLAN OF STEPPING STONES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

STEPPING STONES, INC. has sponsored the creation of one or more 401k plans.

Company Name:STEPPING STONES, INC.
Employer identification number (EIN):363784963
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF STEPPING STONES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NICOLE HERNANDEZ2024-06-24
0012022-01-01NICOLE HERNANDEZ2023-06-15
0012021-01-01PAUL LAURIDSEN2022-10-19
0012021-01-01PAUL LAURIDSEN2022-10-17
0012020-01-01PAUL LAURIDSEN2021-10-06
0012019-01-01PAUL LAURIDSEN2020-10-12
0012018-01-01PAUL LAURIDSEN2019-10-09
0012017-01-01PAUL LAURIDSEN2018-07-31 PAUL LAURIDSEN2018-07-31
0012016-01-01PAUL LAURIDSEN2017-08-03 PAUL LAURIDSEN2017-08-03
0012015-01-01PETER MCLENIGHAN2016-09-29 PETER MCLENIGHAN2016-09-29
0012014-01-01PETER MCLENIGHAN2015-04-17 PETER MCLENIGHAN2015-04-17
0012013-01-01PETER MCLENIGHAN2014-05-05 PETER MCLENIGHAN2014-05-05
0012012-01-01PETER MCLENIGHAN2013-06-12 PETER MCLENIGHAN2013-06-12
0012011-01-01PETER MCLENIGHAN2012-06-06 PETER MCLENIGHAN2012-06-06
0012010-01-01PETER MCLENIGHAN2011-07-26 PETER MCLENIGHAN2011-07-26

Financial Data on 403(B) THRIFT PLAN OF STEPPING STONES, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF STEPPING STONES, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-150
Total liabilities as of the end of the plan year2025-09-150
Total liabilities as of the beginning of the plan year2025-09-150
Total expenses incurred by plan in this plan year2025-09-1520846
Net assets as of the end of the plan year2025-09-15365197
Total assets as of the beginning of the plan year2025-09-15290521
Value of plan covered by a fidelity bond2025-09-1550000
Participant contributions to plan in this plan year2025-09-1539274
Value of participant loans at end of plan year2025-09-151723
Other expenses paid from plan in this plan year2025-09-150
Other contributions to plan in this plan year2025-09-15185
Other income to plan in this plan year2025-09-1547572
Plan net income in this plan year2025-09-1574676
Net assets as of the end of the plan year2025-09-15365197
Net assets as of the beginning of the plan year2025-09-15290521
Employer contributions to plan in this plan year2025-09-158491
Fees paid to broker by Benefit Provider2025-09-1570
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1536
2024 : 403(B) THRIFT PLAN OF STEPPING STONES, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-240
Total liabilities as of the end of the plan year2024-06-240
Total liabilities as of the beginning of the plan year2024-06-240
Total expenses incurred by plan in this plan year2024-06-2444101
Net assets as of the end of the plan year2024-06-24290521
Total assets as of the beginning of the plan year2024-06-24249216
Value of plan covered by a fidelity bond2024-06-2450000
Participant contributions to plan in this plan year2024-06-2433051
Other expenses paid from plan in this plan year2024-06-240
Other contributions to plan in this plan year2024-06-240
Other income to plan in this plan year2024-06-2445358
Plan net income in this plan year2024-06-2441305
Net assets as of the end of the plan year2024-06-24290521
Net assets as of the beginning of the plan year2024-06-24249216
Employer contributions to plan in this plan year2024-06-246997
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2429
2022 : 403(B) THRIFT PLAN OF STEPPING STONES, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-190
Total liabilities as of the end of the plan year2022-10-190
Total liabilities as of the beginning of the plan year2022-10-190
Total expenses incurred by plan in this plan year2022-10-1918604
Net assets as of the end of the plan year2022-10-19269373
Total assets as of the beginning of the plan year2022-10-19220464
Value of plan covered by a fidelity bond2022-10-1950000
Participant contributions to plan in this plan year2022-10-1926477
Value of participant loans at end of plan year2022-10-194153
Other expenses paid from plan in this plan year2022-10-1948
Other contributions to plan in this plan year2022-10-190
Other income to plan in this plan year2022-10-1935932
Plan net income in this plan year2022-10-1948909
Net assets as of the end of the plan year2022-10-19269373
Net assets as of the beginning of the plan year2022-10-19220464
Employer contributions to plan in this plan year2022-10-195104
Fees paid to broker by Benefit Provider2022-10-1926

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