THE STEP TWO POLICY GROUP, INC.
Plan context: THE STEP TWO POLICY GROUP, INC. 401(K) RETIREMENT PLAN
EIN 88-3386655 • Wilmington, NC • 3 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$73,838
2024 Contributions
$31,688
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 | 1 | $73,838 | $31,688 | $31,688iApproximate average salary by contribution assumption: employee only about $792,200 at 4% or $528,133 at 6%; with 50% employer match about $528,133 at 4% or $352,089 at 6%; with 100% employer match about $396,100 at 4% or $264,067 at 6%. |
| THE STEP TWO POLICY GROUP, INC. 401(K) RETIREMENT PLAN | - | 1 | $73,838 | $31,688 | $31,688iApproximate average salary by contribution assumption: employee only about $792,200 at 4% or $528,133 at 6%; with 50% employer match about $528,133 at 4% or $352,089 at 6%; with 100% employer match about $396,100 at 4% or $264,067 at 6%. |
| 2023 | 1 | 1 | $33,597 | $25,875 | $25,875iApproximate average salary by contribution assumption: employee only about $646,875 at 4% or $431,250 at 6%; with 50% employer match about $431,250 at 4% or $287,500 at 6%; with 100% employer match about $323,438 at 4% or $215,625 at 6%. |
| THE STEP TWO POLICY GROUP, INC. 401(K) RETIREMENT PLAN | - | 1 | $33,597 | $25,875 | $25,875iApproximate average salary by contribution assumption: employee only about $646,875 at 4% or $431,250 at 6%; with 50% employer match about $431,250 at 4% or $287,500 at 6%; with 100% employer match about $323,438 at 4% or $215,625 at 6%. |
| 2022 | 1 | 1 | $3,636 | $3,750 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| THE STEP TWO POLICY GROUP, INC. 401(K) RETIREMENT PLAN | - | 1 | $3,636 | $3,750 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |