Stein Eriksen Lodge 401(K) Retirement Savings Plan — Form 5500 plan (Stein Eriksen Lodge)
Plain-English plan 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 401(K) Retirement Savings Plan is a benefit plan reported by Stein Eriksen Lodge under EIN 87-0404661 and plan number 001. The latest loaded filing year is 2023. The filing reports 752 participants and $17,406,084 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stein Eriksen Lodge
- EIN
- 87-0404661
- Plan number
- 001
- Plan type
- 2
- Location
- Park City, UT
- Latest filing year
- 2023
- Participants
- 752
- End-of-year plan assets
- $17,406,084
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 752 | H, C | 20241014160334NAL0046735264001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,406,084
- Total liabilities (EOY)
- $47,344
- Net assets (EOY)
- $17,358,740
- Net assets (BOY)
- $13,763,274
Income & contributions
- Employer contributions
- $317,124
- Participant contributions
- $1,343,330
- Total contributions
- $1,663,488
- Total income / additions
- $4,080,897
Expenses & distributions
- Benefits paid
- $354,045
- Administrative expenses
- $86,614
- Total expenses
- $485,431
- Net increase / (decrease)
- $3,595,466
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $86,614 | $0 | 2023 |
| Kestra Investment Services LLC | BROKER/ADVISER | $0 | $43,864 | 2023 |