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A STEP TO FREEDOM 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameA STEP TO FREEDOM 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

A STEP TO FREEDOM 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • 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

A STEP TO FREEDOM has sponsored the creation of one or more 401k plans.

Company Name:A STEP TO FREEDOM
Employer identification number (EIN):954704879
NAIC Classification:812990
NAIC Description:All Other Personal Services

Additional information about A STEP TO FREEDOM

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1691778

More information about A STEP TO FREEDOM

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A STEP TO FREEDOM 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD ROJAS2024-06-24

Financial Data on A STEP TO FREEDOM 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : A STEP TO FREEDOM 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-210
Total liabilities as of the end of the plan year2025-05-210
Total liabilities as of the beginning of the plan year2025-05-210
Total expenses incurred by plan in this plan year2025-05-211266
Net assets as of the end of the plan year2025-05-2125813
Total assets as of the beginning of the plan year2025-05-214994
Participant contributions to plan in this plan year2025-05-2112388
Value of participant loans at end of plan year2025-05-211370
Other expenses paid from plan in this plan year2025-05-210
Other contributions to plan in this plan year2025-05-210
Other income to plan in this plan year2025-05-21974
Plan net income in this plan year2025-05-2120819
Net assets as of the end of the plan year2025-05-2125813
Net assets as of the beginning of the plan year2025-05-214994
Employer contributions to plan in this plan year2025-05-218723
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-21211
2024 : A STEP TO FREEDOM 401(K) PROFIT SHARING PLAN & TRUST 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 year2024-06-2413
Net assets as of the end of the plan year2024-06-244994
Total assets as of the beginning of the plan year2024-06-241033
Participant contributions to plan in this plan year2024-06-242150
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 year2024-06-24542
Plan net income in this plan year2024-06-243961
Net assets as of the end of the plan year2024-06-244994
Net assets as of the beginning of the plan year2024-06-241033
Employer contributions to plan in this plan year2024-06-241282
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2413

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