Original filing (PDF)20240103161755NAL0002309201001

NEXTSTEP FOR LIFE, INC.

Name: NEXTSTEP FOR LIFE, INC. — NEXTSTEP FOR LIFE, INC. PROGRESS SHARING PLAN, Form 5500 (2022)
Creator: NEXTSTEP FOR LIFE, INC.

Form 5500

FILING_RECEIVED

NEXTSTEP FOR LIFE, INC. PROGRESS SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 1.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

Filed 1.6 months past the 10.5-month grace window.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXTSTEP FOR LIFE, INC..

Plan sponsor

Name

NEXTSTEP FOR LIFE, INC.

EIN

43-1204559

Address

PO BOX 97 · MAPAVILLE, MO · 63065

Phone

(636) 282-4404

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-01-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

AC EVANS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO OF AM	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$950	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EDWARD D JONES & CO LLP	—	ST LOUIS, MO	INVESTMENT ADVISOR	$6K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT PLANS PLUS LLC	—	ST LOUIS, MO	CONTRACT ADMIN	$1K	—

Investments

2 pooled funds· $26

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE CO · EIN 06-0974148 / PN 000	Pooled Separate Account	$26	100.0%
SEPARATE ACCOUNT 401 MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000	Pooled Separate Account	$0	<0.1%