How many benefit plans does Stein Eriksen Lodge report on Form 5500?

Stein Eriksen Lodge (EIN 87-0404661) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Stein Eriksen Lodge?

The Employer Identification Number (EIN) reported for Stein Eriksen Lodge is 87-0404661.

What is the latest Form 5500 filing year for Stein Eriksen Lodge?

The latest loaded Form 5500 filing year for Stein Eriksen Lodge is 2023.

Stein Eriksen Lodge — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Stein Eriksen Lodge (EIN 87-0404661) is a plan sponsor located in Park City, UT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 87-0404661
Location: Park City, UT
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $17,406,084
Total reported liabilities (EOY): $47,344
Total reported net assets (EOY): $17,358,740

Contributions & income

Employer contributions: $317,124
Participant contributions: $1,343,330
Total income / additions: $4,080,897

Expenses & distributions

Benefits paid / distributions: $354,045
Total expenses: $485,431
Net increase / (decrease): $3,595,466

Coverage

Total reported participants: 945
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Stein Eriksen Lodge plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Stein Eriksen Lodge 401(K) Retirement Savings Plan	001	752	$17,406,084	2023
Stein Eriksen Lodge Health & Welfare Benefit Plan	502	193	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Stein Eriksen Lodge
Year	Plan	Participants	Schedules	Filing
2023	Stein Eriksen Lodge 401(K) Retirement Savings Plan	752	H, C	20241014160334NAL0046735264001
2023	Stein Eriksen Lodge Health & Welfare Benefit Plan	193	—	20241218114559NAL0005542640001
2023	Stein Eriksen Lodge Health & Welfare Benefit Plan	280	—	20241218172115NAL0003935985001