Next Step Strategies Inc
Plan context: Next Step Strategies 401(K) Plan
EIN 47-2584174 • Clackamas, OR • 4 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
49
2024 Assets
$913,799
2024 Contributions
$362,708
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 49 | $913,799 | $362,708 | $7,402iApproximate average salary by contribution assumption: employee only about $185,055 at 4% or $123,370 at 6%; with 50% employer match about $123,370 at 4% or $82,247 at 6%; with 100% employer match about $92,528 at 4% or $61,685 at 6%. |
| Next Step Strategies 401(K) Plan | - | 49 | $913,799 | $362,708 | $7,402iApproximate average salary by contribution assumption: employee only about $185,055 at 4% or $123,370 at 6%; with 50% employer match about $123,370 at 4% or $82,247 at 6%; with 100% employer match about $92,528 at 4% or $61,685 at 6%. |
| 2023 | 1 | 42 | $527,220 | $219,319 | $5,222iApproximate average salary by contribution assumption: employee only about $130,547 at 4% or $87,031 at 6%; with 50% employer match about $87,031 at 4% or $58,021 at 6%; with 100% employer match about $65,274 at 4% or $43,516 at 6%. |
| Next Step Strategies 401(K) Plan | - | 42 | $527,220 | $219,319 | $5,222iApproximate average salary by contribution assumption: employee only about $130,547 at 4% or $87,031 at 6%; with 50% employer match about $87,031 at 4% or $58,021 at 6%; with 100% employer match about $65,274 at 4% or $43,516 at 6%. |
| 2022 | 1 | 30 | $263,961 | $191,543 | $6,385iApproximate average salary by contribution assumption: employee only about $159,619 at 4% or $106,413 at 6%; with 50% employer match about $106,413 at 4% or $70,942 at 6%; with 100% employer match about $79,810 at 4% or $53,206 at 6%. |
| Next Step Strategies 401(K) Plan | - | 30 | $263,961 | $191,543 | $6,385iApproximate average salary by contribution assumption: employee only about $159,619 at 4% or $106,413 at 6%; with 50% employer match about $106,413 at 4% or $70,942 at 6%; with 100% employer match about $79,810 at 4% or $53,206 at 6%. |
| 2021 | 1 | 24 | $125,134 | $120,995 | $5,041iApproximate average salary by contribution assumption: employee only about $126,036 at 4% or $84,024 at 6%; with 50% employer match about $84,024 at 4% or $56,016 at 6%; with 100% employer match about $63,018 at 4% or $42,012 at 6%. |
| Next Step Strategies 401(K) Plan | - | 24 | $125,134 | $120,995 | $5,041iApproximate average salary by contribution assumption: employee only about $126,036 at 4% or $84,024 at 6%; with 50% employer match about $84,024 at 4% or $56,016 at 6%; with 100% employer match about $63,018 at 4% or $42,012 at 6%. |