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THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameTHE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST
Plan identification number 001

THE STEP2 COMPANY 401K RETIREMENT 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE STEP2 COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:THE STEP2 COMPANY, LLC
Employer identification number (EIN):204605472
NAIC Classification:326100

Additional information about THE STEP2 COMPANY, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4134241

More information about THE STEP2 COMPANY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01HEATHER BEDILLION
0012016-01-01HEATHER BEDILLION
0012015-01-01KELLIE KERR
0012014-01-01WILLIAM DAW
0012013-01-01HOLLY OHLRICH
0012012-01-01JAMES H SMITH
0012011-01-01JAMES H SMITH
0012009-01-01RONALD S. GROSS
0012007-01-01RONALD S GROSS
0012007-01-01RONALD GROSS

Plan Statistics for THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST

401k plan membership statisitcs for THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST

Measure Date Value
2022: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-011,035
Total number of active participants reported on line 7a of the Form 55002022-01-01591
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01142
Total of all active and inactive participants2022-01-01735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01737
Number of participants with account balances2022-01-01565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0132
2021: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01784
Total number of active participants reported on line 7a of the Form 55002021-01-01722
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01271
Total of all active and inactive participants2021-01-01993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01993
Number of participants with account balances2021-01-01791
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0148
2020: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-011,503
Total number of active participants reported on line 7a of the Form 55002020-01-01578
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01206
Total of all active and inactive participants2020-01-01784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01784
Number of participants with account balances2020-01-01784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01113
2019: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-011,889
Total number of active participants reported on line 7a of the Form 55002019-01-01724
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01779
Total of all active and inactive participants2019-01-011,503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,503
Number of participants with account balances2019-01-011,453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01144
2018: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011,587
Total number of active participants reported on line 7a of the Form 55002018-01-011,288
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01597
Total of all active and inactive participants2018-01-011,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,886
Number of participants with account balances2018-01-011,246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0193
2017: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011,076
Total number of active participants reported on line 7a of the Form 55002017-01-011,060
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01507
Total of all active and inactive participants2017-01-011,567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,568
Number of participants with account balances2017-01-011,184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01131
2016: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01926
Total number of active participants reported on line 7a of the Form 55002016-01-01663
Number of other retired or separated participants entitled to future benefits2016-01-01413
Total of all active and inactive participants2016-01-011,076
Total participants2016-01-011,076
Number of participants with account balances2016-01-011,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01110
2015: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01831
Total number of active participants reported on line 7a of the Form 55002015-01-01626
Number of other retired or separated participants entitled to future benefits2015-01-01300
Total of all active and inactive participants2015-01-01926
Total participants2015-01-01926
Number of participants with account balances2015-01-01861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01117
2014: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01746
Total number of active participants reported on line 7a of the Form 55002014-01-01610
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01221
Total of all active and inactive participants2014-01-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01831
Number of participants with account balances2014-01-01757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0125
2013: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01710
Total number of active participants reported on line 7a of the Form 55002013-01-01684
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01727
Number of participants with account balances2013-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01680
Total number of active participants reported on line 7a of the Form 55002012-01-01655
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01695
Number of participants with account balances2012-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01735
Total number of active participants reported on line 7a of the Form 55002011-01-01646
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01680
Number of participants with account balances2011-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01879
Total number of active participants reported on line 7a of the Form 55002009-01-01838
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01853
Number of participants with account balances2009-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2007: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year2007-01-01707
Total number of active participants reported on line 7a of the Form 55002007-01-01743
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-013
Total of all active and inactive participants2007-01-01746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-01746
Number of participants with account balances2007-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST

Measure Date Value
2022 : THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-905,956
Total of all expenses incurred2022-12-31$2,770,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,688,191
Expenses. Certain deemed distributions of participant loans2022-12-31$3,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,350,413
Value of total assets at end of year2022-12-31$15,735,927
Value of total assets at beginning of year2022-12-31$19,412,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$78,623
Total interest from all sources2022-12-31$12,797
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$239,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$239,190
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,439,329
Participant contributions at end of year2022-12-31$292,419
Participant contributions at beginning of year2022-12-31$270,411
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$134,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$594
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$468
Administrative expenses (other) incurred2022-12-31$45,719
Total non interest bearing cash at end of year2022-12-31$8,853
Total non interest bearing cash at beginning of year2022-12-31$9,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,676,291
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,735,927
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,412,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$32,904
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,875,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,308,197
Value of interest in pooled separate accounts at end of year2022-12-31$1,529,498
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,781,566
Interest on participant loans2022-12-31$12,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,526,236
Net investment gain/loss from pooled separate accounts2022-12-31$17,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$776,721
Employer contributions (assets) at end of year2022-12-31$28,763
Employer contributions (assets) at beginning of year2022-12-31$41,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,688,191
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31THORNHILL FINANCIAL
Accountancy firm EIN2022-12-31341818419
2021 : THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$5,044,351
Total of all expenses incurred2021-12-31$1,359,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,252,808
Expenses. Certain deemed distributions of participant loans2021-12-31$5,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,773,425
Value of total assets at end of year2021-12-31$19,412,218
Value of total assets at beginning of year2021-12-31$15,726,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$101,004
Total interest from all sources2021-12-31$13,293
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$316,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$316,971
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,658,228
Participant contributions at end of year2021-12-31$270,411
Participant contributions at beginning of year2021-12-31$250,443
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$99
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$205,751
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$985
Administrative expenses (other) incurred2021-12-31$66,850
Total non interest bearing cash at end of year2021-12-31$9,714
Total non interest bearing cash at beginning of year2021-12-31$7,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,685,333
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,412,218
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,726,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$34,154
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,308,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,076,628
Value of interest in pooled separate accounts at end of year2021-12-31$1,781,566
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,377,769
Interest on participant loans2021-12-31$13,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,930,591
Net investment gain/loss from pooled separate accounts2021-12-31$10,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$909,446
Employer contributions (assets) at end of year2021-12-31$41,862
Employer contributions (assets) at beginning of year2021-12-31$13,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,252,808
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31THORNHILL FINANCIAL
Accountancy firm EIN2021-12-31341818419
2020 : THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,400,008
Total of all expenses incurred2020-12-31$886,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$775,780
Value of total corrective distributions2020-12-31$14,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,310,962
Value of total assets at end of year2020-12-31$15,726,885
Value of total assets at beginning of year2020-12-31$12,213,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$96,818
Total interest from all sources2020-12-31$15,115
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$211,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$211,522
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,400,786
Participant contributions at end of year2020-12-31$250,443
Participant contributions at beginning of year2020-12-31$219,397
Participant contributions at end of year2020-12-31$99
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$67,113
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$985
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$491
Administrative expenses (other) incurred2020-12-31$72,840
Total non interest bearing cash at end of year2020-12-31$7,298
Total non interest bearing cash at beginning of year2020-12-31$5,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,513,409
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,726,885
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,213,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$23,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,076,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,578,173
Value of interest in pooled separate accounts at end of year2020-12-31$1,377,769
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,409,491
Interest on participant loans2020-12-31$15,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,870,659
Net investment gain/loss from pooled separate accounts2020-12-31$-8,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$843,063
Employer contributions (assets) at end of year2020-12-31$13,663
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$775,780
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31THORNHILL FINANCIAL
Accountancy firm EIN2020-12-31341818419
2019 : THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,406,425
Total of all expenses incurred2019-12-31$534,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$453,301
Expenses. Certain deemed distributions of participant loans2019-12-31$199
Value of total corrective distributions2019-12-31$20,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,334,635
Value of total assets at end of year2019-12-31$12,213,476
Value of total assets at beginning of year2019-12-31$9,341,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,516
Total interest from all sources2019-12-31$13,889
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$164,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$164,495
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,152,833
Participant contributions at end of year2019-12-31$219,397
Participant contributions at beginning of year2019-12-31$229,145
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,492
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$491
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$423
Administrative expenses (other) incurred2019-12-31$39,854
Total non interest bearing cash at end of year2019-12-31$5,924
Total non interest bearing cash at beginning of year2019-12-31$5,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,871,748
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,213,476
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,341,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$20,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,578,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,792,392
Value of interest in pooled separate accounts at end of year2019-12-31$1,409,491
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,314,637
Interest on participant loans2019-12-31$13,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,891,211
Net investment gain/loss from pooled separate accounts2019-12-31$2,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$160,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$453,301
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31THORNHILL FINANCIAL
Accountancy firm EIN2019-12-31341818419
2018 : THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$754,504
Total of all expenses incurred2018-12-31$515,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$450,209
Expenses. Certain deemed distributions of participant loans2018-12-31$2,194
Value of total corrective distributions2018-12-31$8,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,166,903
Value of total assets at end of year2018-12-31$9,341,728
Value of total assets at beginning of year2018-12-31$9,102,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$55,148
Total interest from all sources2018-12-31$11,418
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$143,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$143,244
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$911,957
Participant contributions at end of year2018-12-31$229,145
Participant contributions at beginning of year2018-12-31$171,594
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$129,893
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$423
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$36,504
Total non interest bearing cash at end of year2018-12-31$5,131
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$238,738
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,341,728
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,102,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$18,644
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,792,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,723,407
Value of interest in pooled separate accounts at end of year2018-12-31$1,314,637
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,207,989
Interest on participant loans2018-12-31$11,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-586,973
Net investment gain/loss from pooled separate accounts2018-12-31$19,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$125,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$450,209
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31THORNHILL FINANCIAL
Accountancy firm EIN2018-12-31341818419
2017 : THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,332,309
Total of all expenses incurred2017-12-31$424,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$358,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,077,418
Value of total assets at end of year2017-12-31$9,102,990
Value of total assets at beginning of year2017-12-31$7,195,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$66,096
Total interest from all sources2017-12-31$22,172
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$109,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$109,474
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$884,236
Participant contributions at end of year2017-12-31$171,594
Participant contributions at beginning of year2017-12-31$98,603
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$68,774
Administrative expenses (other) incurred2017-12-31$50,544
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,907,371
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,102,990
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,195,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$15,552
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,723,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,016,082
Value of interest in pooled separate accounts at end of year2017-12-31$1,207,989
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,080,934
Interest on participant loans2017-12-31$8,182
Interest earned on other investments2017-12-31$13,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,123,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$124,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$358,842
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31THORNHILL FINANCIAL
Accountancy firm EIN2017-12-31341818419
2016 : THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,373,628
Total of all expenses incurred2016-12-31$805,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$761,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$980,370
Value of total assets at end of year2016-12-31$7,195,619
Value of total assets at beginning of year2016-12-31$6,627,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$44,680
Total interest from all sources2016-12-31$6,428
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$89,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$89,594
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$850,391
Participant contributions at end of year2016-12-31$98,603
Participant contributions at beginning of year2016-12-31$155,078
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,575
Other income not declared elsewhere2016-12-31$18,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$567,667
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,195,619
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,627,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,016,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,357,842
Value of interest in pooled separate accounts at end of year2016-12-31$1,080,934
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,111,067
Interest on participant loans2016-12-31$6,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$267,282
Net investment gain/loss from pooled separate accounts2016-12-31$11,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$126,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$761,281
Contract administrator fees2016-12-31$44,680
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31THORNHILL FINANCIAL
Accountancy firm EIN2016-12-31341818419
2015 : THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$766,966
Total of all expenses incurred2015-12-31$1,566,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,528,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$814,041
Value of total assets at end of year2015-12-31$6,627,952
Value of total assets at beginning of year2015-12-31$7,427,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$38,030
Total interest from all sources2015-12-31$6,774
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$218,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$218,676
Administrative expenses professional fees incurred2015-12-31$15,437
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$680,699
Participant contributions at end of year2015-12-31$155,078
Participant contributions at beginning of year2015-12-31$162,061
Participant contributions at beginning of year2015-12-31$5,528
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$38,325
Other income not declared elsewhere2015-12-31$16,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-799,800
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,627,952
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,427,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$22,593
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,357,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$1,111,067
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,181,605
Interest on participant loans2015-12-31$6,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,077,449
Net gain/loss from 103.12 investment entities2015-12-31$-289,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$95,017
Employer contributions (assets) at beginning of year2015-12-31$1,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,528,736
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31THORNHILL FINANCIAL
Accountancy firm EIN2015-12-31341818419
2014 : THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,370,453
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$604,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$591,433
Value of total corrective distributions2014-12-31$4,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$932,941
Value of total assets at end of year2014-12-31$7,427,752
Value of total assets at beginning of year2014-12-31$6,661,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,780
Total interest from all sources2014-12-31$11,010
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$776,532
Participant contributions at end of year2014-12-31$162,061
Participant contributions at beginning of year2014-12-31$189,093
Participant contributions at end of year2014-12-31$5,528
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$37,125
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$766,263
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,427,752
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,661,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$6,181,605
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,534,147
Interest on participant loans2014-12-31$9,721
Interest earned on other investments2014-12-31$1,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,077,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$938,249
Net investment gain/loss from pooled separate accounts2014-12-31$426,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$119,284
Employer contributions (assets) at end of year2014-12-31$1,109
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$591,232
Contract administrator fees2014-12-31$7,780
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31THORNHILL FINANCIAL
Accountancy firm EIN2014-12-31341818419
2013 : THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,653,412
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$895,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$815,225
Value of total corrective distributions2013-12-31$64,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$546,416
Value of total assets at end of year2013-12-31$6,661,489
Value of total assets at beginning of year2013-12-31$5,903,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,368
Total interest from all sources2013-12-31$9,185
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$546,416
Participant contributions at end of year2013-12-31$189,093
Participant contributions at beginning of year2013-12-31$182,589
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$2,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$757,599
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,661,489
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,903,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$5,534,147
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,726,739
Interest on participant loans2013-12-31$9,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$938,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$992,510
Net investment gain/loss from pooled separate accounts2013-12-31$1,097,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$815,225
Contract administrator fees2013-12-31$16,368
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31THORNHILL FINANCIAL
Accountancy firm EIN2013-12-31341818419
2012 : THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,229,452
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$294,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$291,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$596,129
Value of total assets at end of year2012-12-31$5,903,890
Value of total assets at beginning of year2012-12-31$4,968,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,848
Total interest from all sources2012-12-31$10,491
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$552,012
Participant contributions at end of year2012-12-31$182,589
Participant contributions at beginning of year2012-12-31$228,516
Participant contributions at end of year2012-12-31$2,052
Participant contributions at beginning of year2012-12-31$52,583
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$44,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$935,274
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,903,890
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,968,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$4,726,739
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,724,278
Interest on participant loans2012-12-31$10,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$992,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$963,239
Net investment gain/loss from pooled separate accounts2012-12-31$622,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$291,330
Contract administrator fees2012-12-31$2,848
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31THORNHILL FINANCIAL
Accountancy firm EIN2012-12-31341818419
2011 : THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$484,491
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$292,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$254,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$623,726
Value of total assets at end of year2011-12-31$4,968,616
Value of total assets at beginning of year2011-12-31$4,776,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$37,777
Total interest from all sources2011-12-31$7,962
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$441,540
Participant contributions at end of year2011-12-31$228,516
Participant contributions at beginning of year2011-12-31$175,345
Participant contributions at end of year2011-12-31$52,583
Participant contributions at beginning of year2011-12-31$14,179
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$182,186
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$2,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$191,837
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,968,616
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,776,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,217,984
Value of interest in pooled separate accounts at end of year2011-12-31$3,724,278
Interest on participant loans2011-12-31$7,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$963,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$369,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-181,833
Net investment gain/loss from pooled separate accounts2011-12-31$34,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$252,877
Contract administrator fees2011-12-31$37,777
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31THORNHILL FINANCIAL
Accountancy firm EIN2011-12-31341818419
2010 : THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$940,731
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$813,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$783,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$408,780
Value of total assets at end of year2010-12-31$4,776,779
Value of total assets at beginning of year2010-12-31$4,649,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$29,592
Total interest from all sources2010-12-31$6,776
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$404,247
Participant contributions at end of year2010-12-31$175,345
Participant contributions at beginning of year2010-12-31$103,230
Participant contributions at end of year2010-12-31$14,179
Participant contributions at beginning of year2010-12-31$26,474
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$127,254
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,776,779
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,649,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$13,042
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,217,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,217,298
Interest on participant loans2010-12-31$6,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$369,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$302,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$525,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$783,885
Contract administrator fees2010-12-31$16,550
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31THORNHILL FINANCIAL
Accountancy firm EIN2010-12-31341818419

Form 5500 Responses for THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST

2022: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2007: THE STEP2 COMPANY 401K RETIREMENT PLAN & TRUST 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512420
Policy instance 1
Insurance contract or identification number512420
Number of Individuals Covered565
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512420
Policy instance 1
Insurance contract or identification number512420
Number of Individuals Covered791
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512420
Policy instance 1
Insurance contract or identification number512420
Number of Individuals Covered784
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512420
Policy instance 1
Insurance contract or identification number512420
Number of Individuals Covered1453
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512420
Policy instance 1
Insurance contract or identification number512420
Number of Individuals Covered1246
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512420
Policy instance 1
Insurance contract or identification number512420
Number of Individuals Covered1184
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874005
Policy instance 1
Insurance contract or identification number874005
Number of Individuals Covered861
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $906
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees906
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker organization code?5
Insurance broker nameBENEFIT SERVICES GROUP, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512420-000
Policy instance 2
Insurance contract or identification number512420-000
Number of Individuals Covered861
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874005
Policy instance 1
Insurance contract or identification number874005
Number of Individuals Covered758
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,320
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
Amount paid for insurance broker fees3320
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker organization code?5
Insurance broker nameBENEFIT SERVICES GROUP, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874005
Policy instance 1
Insurance contract or identification number874005
Number of Individuals Covered238
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,021
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
Amount paid for insurance broker fees4021
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA ALLIANCE PROGRAM
Insurance broker organization code?5
Insurance broker nameBENEFIT SERVICES GROUP, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874005
Policy instance 1
Insurance contract or identification number874005
Number of Individuals Covered230
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,012
Total amount of fees paid to insurance companyUSD $17,729
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
Amount paid for insurance broker fees17729
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA ALLIANCE PROGRAM
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $2,012
Insurance broker nameFN INSURANCE SERVICES INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number33580133
Policy instance 1
Insurance contract or identification number33580133
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $330
Total amount of fees paid to insurance companyUSD $199
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?No
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number874005
Policy instance 2
Insurance contract or identification number874005
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number33580133
Policy instance 1
Insurance contract or identification number33580133
Number of Individuals Covered23
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
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

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