Rick Steves' Europe, Inc. 401k Plan — Form 5500 plan (Rick Steves' Europe, Inc.)

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, Rick Steves' Europe, Inc. 401k Plan is a benefit plan reported by Rick Steves' Europe, Inc. under EIN 91-1380831 and plan number 001. The latest loaded filing year is 2023. The filing reports 120 participants and $43,377,352 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rick Steves' Europe, Inc.
EIN
91-1380831
Plan number
001
Plan type
2
Location
Edmonds, WA
Latest filing year
2023
Participants
120
End-of-year plan assets
$43,377,352

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023120H, C20241008152226NAL0016938305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,377,352
Total liabilities (EOY)
$0
Net assets (EOY)
$43,377,352
Net assets (BOY)
$37,829,643

Income & contributions

Employer contributions
$1,310,907
Participant contributions
$1,114,047
Total contributions
$2,424,954
Total income / additions
$7,658,230

Expenses & distributions

Benefits paid
$2,097,106
Administrative expenses
$13,415
Total expenses
$2,110,521
Net increase / (decrease)
$5,547,709

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement ServicesNONE$13,415not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$1,4942023

Related Form 5500 pages