First Step Funding, INC. DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: First Step Funding, INC.
  • Sponsor EIN: 810583733
  • Sponsor Address: PO BOX 32681, TUCSON, AZ, 857512681
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $2.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231$2.3M$13,700$25,000
20224$2.3M$18,125$25,000

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