401k Plan data: STAGESTEP, INC. CASH BALANCE PLAN plan

STAGESTEP, INC. CASH BALANCE PLAN 401k Plan overview

Plan Name	STAGESTEP, INC. CASH BALANCE PLAN
Plan identification number	001

STAGESTEP, INC. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

STAGESTEP, INC. has sponsored the creation of one or more 401k plans.

Company Name: STAGESTEP, INC.

Employer identification number (EIN): 822774543

NAIC Classification: 711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STAGESTEP, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 RANDY SWARTZ 2023-10-14
001 2021-01-01 RANDY SWARTZ 2022-09-26
001 2020-01-01 RANDY SWARTZ 2021-10-12
001 2019-01-01 RANDY SWARTZ 2020-09-24
001 2018-01-01 ERIC STASHIN 2019-10-08
001 2017-01-01 ERIC STASHIN 2018-10-15
001 2017-01-01 ERIC STASHIN 2019-10-08
001 2016-01-01 ERIC STASHIN 2017-10-16
001 2016-01-01 ERIC STASHIN 2019-10-08
001 2016-01-01 ERIC STASHIN 2018-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	RANDY SWARTZ	2023-10-14
001	2021-01-01	RANDY SWARTZ	2022-09-26
001	2020-01-01	RANDY SWARTZ	2021-10-12
001	2019-01-01	RANDY SWARTZ	2020-09-24
001	2018-01-01	ERIC STASHIN	2019-10-08
001	2017-01-01	ERIC STASHIN	2018-10-15
001	2017-01-01	ERIC STASHIN	2019-10-08
001	2016-01-01	ERIC STASHIN	2017-10-16
001	2016-01-01	ERIC STASHIN	2019-10-08
001	2016-01-01	ERIC STASHIN	2018-10-15

Plan Statistics for STAGESTEP, INC. CASH BALANCE PLAN

401k plan membership statisitcs for STAGESTEP, INC. CASH BALANCE PLAN

Measure Date Value
2022: STAGESTEP, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 0
Acturial value of plan assets 2022-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 0
Number of active participants 2022-12-31 0
Total funding liabilities for active participants 2022-12-31 0
Total participant count 2022-12-31 0
Total funding target for all participants 2022-12-31 0
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 27,657
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 27,657
Present value of excess contributions 2022-12-31 100,039
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 104,831
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 104,831
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 134,308
Total employer contributions 2022-12-31 499,555
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 506,095
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 640,403
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 640,403
Prefunding balance elected to use to offset funding requirement 2022-12-31 134,308
Additional cash requirement 2022-12-31 506,095
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 506,095
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: STAGESTEP, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,940,430
Acturial value of plan assets 2021-12-31 1,940,430
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 5
Fundng target for terminated vested participants 2021-12-31 33,107
Active participant vested funding target 2021-12-31 2,615,754
Number of active participants 2021-12-31 8
Total funding liabilities for active participants 2021-12-31 2,623,369
Total participant count 2021-12-31 13
Total funding target for all participants 2021-12-31 2,656,476
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 18,345
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 18,345
Present value of excess contributions 2021-12-31 7,771
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 8,176
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 8,176
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 27,657
Total employer contributions 2021-12-31 647,322
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 629,645
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 529,606
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 529,606
Additional cash requirement 2021-12-31 529,606
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 629,645
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: STAGESTEP, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,303,064
Acturial value of plan assets 2020-12-31 1,303,064
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,407,230
Number of active participants 2020-12-31 10
Total funding liabilities for active participants 2020-12-31 1,977,467
Total participant count 2020-12-31 10
Total funding target for all participants 2020-12-31 1,977,467
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 11,858
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 11,858
Present value of excess contributions 2020-12-31 5,938
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 6,256
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 6,256
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 18,345
Total employer contributions 2020-12-31 534,031
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 519,852
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 512,081
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 512,081
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 512,081
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 519,852
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: STAGESTEP, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 724,941
Acturial value of plan assets 2019-12-31 724,941
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,356,493
Number of active participants 2019-12-31 11
Total funding liabilities for active participants 2019-12-31 1,363,265
Total participant count 2019-12-31 11
Total funding target for all participants 2019-12-31 1,363,265
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 14,845
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 3,109
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 11,736
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 11,858
Total employer contributions 2019-12-31 536,052
Total employee contributions 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 522,528
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 516,590
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 516,590
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 516,590
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 522,528
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: STAGESTEP, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 713,590
Acturial value of plan assets 2018-12-31 713,590
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 749,480
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 753,690
Total participant count 2018-12-31 5
Total funding target for all participants 2018-12-31 753,690
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 12,619
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 12,619
Present value of excess contributions 2018-12-31 2,103
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 2,223
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 2,223
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 14,845
Total employer contributions 2018-12-31 260,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 252,010
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 255,119
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 255,119
Prefunding balance elected to use to offset funding requirement 2018-12-31 3,109
Additional cash requirement 2018-12-31 252,010
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 252,010
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: STAGESTEP, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 447,562
Acturial value of plan assets 2017-12-31 447,562
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 8
Total funding liabilities for active participants 2017-12-31 465,027
Total participant count 2017-12-31 8
Total funding target for all participants 2017-12-31 465,027
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 11,915
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 12,619
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 12,619
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 12,619
Total employer contributions 2017-12-31 267,500
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 260,470
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 258,367
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 258,367
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 258,367
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 260,470
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: STAGESTEP, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 180,000
Acturial value of plan assets 2016-12-31 180,000
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 180,000
Number of active participants 2016-12-31 13
Total funding liabilities for active participants 2016-12-31 180,000
Total participant count 2016-12-31 13
Total funding target for all participants 2016-12-31 180,000
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 180,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 180,000
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 180,000
Additional cash requirement 2016-12-31 180,000
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 180,000
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: STAGESTEP, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	0
Acturial value of plan assets	2022-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	0
Number of active participants	2022-12-31	0
Total funding liabilities for active participants	2022-12-31	0
Total participant count	2022-12-31	0
Total funding target for all participants	2022-12-31	0
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	27,657
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	27,657
Present value of excess contributions	2022-12-31	100,039
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	104,831
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	104,831
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	134,308
Total employer contributions	2022-12-31	499,555
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	506,095
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	640,403
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	640,403
Prefunding balance elected to use to offset funding requirement	2022-12-31	134,308
Additional cash requirement	2022-12-31	506,095
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	506,095
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: STAGESTEP, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,940,430
Acturial value of plan assets	2021-12-31	1,940,430
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	5
Fundng target for terminated vested participants	2021-12-31	33,107
Active participant vested funding target	2021-12-31	2,615,754
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	2,623,369
Total participant count	2021-12-31	13
Total funding target for all participants	2021-12-31	2,656,476
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	18,345
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	18,345
Present value of excess contributions	2021-12-31	7,771
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	8,176
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	8,176
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	27,657
Total employer contributions	2021-12-31	647,322
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	629,645
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	529,606
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	529,606
Additional cash requirement	2021-12-31	529,606
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	629,645
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: STAGESTEP, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,303,064
Acturial value of plan assets	2020-12-31	1,303,064
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,407,230
Number of active participants	2020-12-31	10
Total funding liabilities for active participants	2020-12-31	1,977,467
Total participant count	2020-12-31	10
Total funding target for all participants	2020-12-31	1,977,467
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	11,858
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	11,858
Present value of excess contributions	2020-12-31	5,938
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	6,256
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	6,256
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	18,345
Total employer contributions	2020-12-31	534,031
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	519,852
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	512,081
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	512,081
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	512,081
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	519,852
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: STAGESTEP, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	724,941
Acturial value of plan assets	2019-12-31	724,941
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,356,493
Number of active participants	2019-12-31	11
Total funding liabilities for active participants	2019-12-31	1,363,265
Total participant count	2019-12-31	11
Total funding target for all participants	2019-12-31	1,363,265
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	14,845
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	3,109
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	11,736
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	11,858
Total employer contributions	2019-12-31	536,052
Total employee contributions	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	522,528
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	516,590
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	516,590
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	516,590
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	522,528
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: STAGESTEP, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	713,590
Acturial value of plan assets	2018-12-31	713,590
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	749,480
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	753,690
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	753,690
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	12,619
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	12,619
Present value of excess contributions	2018-12-31	2,103
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	2,223
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	2,223
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	14,845
Total employer contributions	2018-12-31	260,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	252,010
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	255,119
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	255,119
Prefunding balance elected to use to offset funding requirement	2018-12-31	3,109
Additional cash requirement	2018-12-31	252,010
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	252,010
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: STAGESTEP, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	447,562
Acturial value of plan assets	2017-12-31	447,562
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	8
Total funding liabilities for active participants	2017-12-31	465,027
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	465,027
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	11,915
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	12,619
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	12,619
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	12,619
Total employer contributions	2017-12-31	267,500
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	260,470
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	258,367
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	258,367
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	258,367
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	260,470
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: STAGESTEP, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	180,000
Acturial value of plan assets	2016-12-31	180,000
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	180,000
Number of active participants	2016-12-31	13
Total funding liabilities for active participants	2016-12-31	180,000
Total participant count	2016-12-31	13
Total funding target for all participants	2016-12-31	180,000
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	180,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	180,000
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	180,000
Additional cash requirement	2016-12-31	180,000
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	180,000
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	STAGESTEP, INC.
Employer identification number (EIN):	822774543
NAIC Classification:	711100
NAIC Description:	Performing Arts Companies