Tauck, Inc. — 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, Tauck, Inc. (EIN 13-1368720) is a plan sponsor located in Wilton, CT 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
13-1368720
Location
Wilton, CT
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$96,965,381
Total reported net assets (EOY)
$96,965,381

Contributions & income

Employer contributions
$2,927,789
Participant contributions
$4,427,753
Total income / additions
$20,668,814

Expenses & distributions

Benefits paid / distributions
$3,263,905
Total expenses
$3,317,962
Net increase / (decrease)
$17,350,852

Coverage

Total reported participants
874
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

Tauck, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Tauck, Inc. 401(K) Profit Sharing Plan001611$96,965,3812023
Tauck, Inc. Employee Benefit Plan501263not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Tauck, Inc.
YearPlanParticipantsSchedulesFiling
2023Tauck, Inc. 401(K) Profit Sharing Plan611H, C20240925081855NAL0005312915002
2023Tauck, Inc. Employee Benefit Plan26320241217184359NAL0006329426001

Related Form 5500 pages