Sacramento Steps Forward at 2150 River Plaza Dr STE 385, Sacramento, Ca 95833 lists Lisa Renee Bates and Michael Colton of Sacramento, CA as associates.
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Rolf Davidson
Individual Agent
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2150 RIVER PLAZA DR STE 385, SACRAMENTO, CA 95833
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Lisa Renee Bates
CEO
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2150 RIVER PLAZA DR STE 385, SACRAMENTO, CA 95833
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Michael Colton
Chief Financial Officer
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2150 RIVER PLAZA DR STE 385, SACRAMENTO, CA 95833
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David Husid
Secretary
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2150 RIVER PLAZA DR STE 385, SACRAMENTO, CA 95833
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2150 RIVER PLAZA DR STE 385, SACRAMENTO, CA 95833
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSACRAMENTO STEPS FORWARD 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY29 / 42 Assets BOY/EOY$193,061 / $203,346 | 2022 | SACRAMENTO STEPS FORWARD 401(K) PLAN & TRUST - Plan #001 | 29 / 42 | $193,061 / $203,346 |
| 2021 | Plan NameSACRAMENTO STEPS FORWARD 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY32 / 30 Assets BOY/EOY$145,301 / $193,061 | 2021 | SACRAMENTO STEPS FORWARD 401(K) PLAN & TRUST - Plan #001 | 32 / 30 | $145,301 / $193,061 |
| 2020 | Plan NameSACRAMENTO STEPS FORWARD 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY28 / 30 Assets BOY/EOY$103,680 / $145,301 | 2020 | SACRAMENTO STEPS FORWARD 401(K) PLAN & TRUST - Plan #001 | 28 / 30 | $103,680 / $145,301 |
| 2019 | Plan NameSACRAMENTO STEPS FORWARD 401(K) PLAN & TRUST Plan #001 Participants BOY/EOY31 / 29 Assets BOY/EOY$78,373 / $103,680 | 2019 | SACRAMENTO STEPS FORWARD 401(K) PLAN & TRUST - Plan #001 | 31 / 29 | $78,373 / $103,680 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps45 Contributions$20,147,379 Revenue$20,331,274 Expenses$19,959,476 Assets EOY$16,252,714 Liabilities$3,103,424 | 2022 | 45 | $20,147,379 | $20,331,274 | $19,959,476 | $16,252,714 | $3,103,424 |
| 2021 | # of Emps36 Contributions$24,121,420 Revenue$24,231,781 Expenses$18,071,589 Assets EOY$15,140,259 Liabilities$1,770,652 | 2021 | 36 | $24,121,420 | $24,231,781 | $18,071,589 | $15,140,259 | $1,770,652 |
| 2020 | # of Emps39 Contributions$22,020,162 Revenue$22,291,647 Expenses$16,131,537 Assets EOY$9,271,126 Liabilities$1,848,601 | 2020 | 39 | $22,020,162 | $22,291,647 | $16,131,537 | $9,271,126 | $1,848,601 |
| 2019 | # of Emps37 Contributions$25,931,382 Revenue$26,322,040 Expenses$26,080,095 Assets EOY$3,544,879 Liabilities$2,282,464 | 2019 | 37 | $25,931,382 | $26,322,040 | $26,080,095 | $3,544,879 | $2,282,464 |
| 2018 | # of Emps38 Contributions$13,272,907 Revenue$13,735,976 Expenses$13,858,612 Assets EOY$4,071,334 Liabilities$3,050,864 | 2018 | 38 | $13,272,907 | $13,735,976 | $13,858,612 | $4,071,334 | $3,050,864 |
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