How big is Step INTO Success Inc.'s plan?

Step INTO Success Inc.'s plan reported $396K in assets and 1 participants for 2022.

Original filing (PDF)20230602121507NAL0022165201001

Step INTO Success Inc.

Name: Step INTO Success Inc. — Step INTO Success Inc., Form 5500 (2022)
Creator: Step INTO Success Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Step INTO Success Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Step INTO Success Inc.'s Step INTO Success Inc. 401(k) Profit Sharing Plan & Trust held $396K in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$396K

Net assets (EOY)

$396K

People on this filing

Belinda Ellsworth signed Step INTO Success Inc.'s 2022 Form 5500 as plan administrator.

Belinda Ellsworth — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Step INTO Success Inc.'s EIN is 38-3470600.

EIN 38-3470600

Plan number 001

Plan year 2022

ACK ID 20230602121507NAL0022165201001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Step INTO Success Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Step INTO Success Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

STEP INTO SUCCESS INC

EIN

all filings

Address

9940 SUNRISE DR · PINCKNEY, MI · 481699423

Phone

(734) 426-1075

Industry

Other Services (ex. Public Admin)

Plan administrator