Step Investments Inc.
Plan context: Step Investments Inc. Profit Sharing Plan
EIN 20-5734703 • Jackson, TN • 13 filings • 5 plans
Current Snapshot
Latest Year
2019
2019 Participants
2
2019 Assets
$287,458
2019 Contributions
$11,500
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 1 | 2 | $287,458 | $11,500 | $5,750iApproximate average salary by contribution assumption: employee only about $143,750 at 4% or $95,833 at 6%; with 50% employer match about $95,833 at 4% or $63,889 at 6%; with 100% employer match about $71,875 at 4% or $47,917 at 6%. |
| Step Investments Inc. Profit Sharing Plan | - | 2 | $287,458 | $11,500 | $5,750iApproximate average salary by contribution assumption: employee only about $143,750 at 4% or $95,833 at 6%; with 50% employer match about $95,833 at 4% or $63,889 at 6%; with 100% employer match about $71,875 at 4% or $47,917 at 6%. |
| 2018 | 1 | 2 | $291,587 | $9,000 | $4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%. |
| Step Investments Inc. Profit Sharing Plan | - | 2 | $291,587 | $9,000 | $4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%. |
| 2017 | 1 | 2 | $264,774 | $8,330 | $4,165iApproximate average salary by contribution assumption: employee only about $104,125 at 4% or $69,417 at 6%; with 50% employer match about $69,417 at 4% or $46,278 at 6%; with 100% employer match about $52,063 at 4% or $34,708 at 6%. |
| Step Investments Inc. Profit Sharing Plan | - | 2 | $264,774 | $8,330 | $4,165iApproximate average salary by contribution assumption: employee only about $104,125 at 4% or $69,417 at 6%; with 50% employer match about $69,417 at 4% or $46,278 at 6%; with 100% employer match about $52,063 at 4% or $34,708 at 6%. |
| 2016 | 1 | 2 | $222,841 | $6,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Step Investments Inc. Profit Sharing Plan | - | 2 | $222,841 | $6,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| 2015 | 1 | 2 | $187,025 | $6,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Step Investments Inc. Profit Sharing Plan | - | 2 | $187,025 | $6,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| 2014 | 1 | 2 | $154,742 | $6,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| Step Investments Inc. Profit Sharing Plan | - | 2 | $154,742 | $6,000 | $3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%. |
| 2013 | 1 | 2 | $149,635 | $7,000 | $3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%. |
| Step Investments Inc. Profit Sharing Plan | - | 2 | $149,635 | $7,000 | $3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%. |
| 2012 | 1 | 2 | $139,987 | $0 | - |
| Step Investments Inc. Profit Sharing Plan | - | 2 | $139,987 | - | - |
| 2011 | 1 | 2 | $128,003 | $0 | - |
| Step Investments Inc. Profit Sharing Plan | - | 2 | $128,003 | - | - |
| 2010 | 1 | 2 | $127,447 | $0 | - |
| Step Investments Inc. Profit Sharing Plan | - | 2 | $127,447 | - | - |
| 2009 | 1 | 2 | $189,381 | $0 | - |
| Step Investments Inc. Profit Sharing Plan | - | 2 | $189,381 | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Step Investments Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $177,158 | $174,104 | $87,052iApproximate average salary by contribution assumption: employee only about $2,176,300 at 4% or $1,450,867 at 6%; with 50% employer match about $1,450,867 at 4% or $967,244 at 6%; with 100% employer match about $1,088,150 at 4% or $725,433 at 6%. |
| Step Investments Inc. Profit Sharing Plan | - | 2 | $177,158 | $174,104 | $87,052iApproximate average salary by contribution assumption: employee only about $2,176,300 at 4% or $1,450,867 at 6%; with 50% employer match about $1,450,867 at 4% or $967,244 at 6%; with 100% employer match about $1,088,150 at 4% or $725,433 at 6%. |