2023 Form 5500 filing — Stein Eriksen Lodge 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014160334NAL0046735264001) for Stein Eriksen Lodge 401(K) Retirement Savings Plan, reported by Stein Eriksen Lodge under EIN 87-0404661 and plan number 001. It reports 752 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160334NAL0046735264001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stein Eriksen Lodge
- EIN
- 87-0404661
- Plan number
- 001
- Location
- Park City, UT
- Participants
- 752
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,406,084
- Total liabilities (EOY)
- $47,344
- Net assets (EOY)
- $17,358,740
- Employer contributions
- $317,124
- Participant contributions
- $1,343,330
- Total income / additions
- $4,080,897
- Benefits paid
- $354,045
- Administrative expenses
- $86,614
- Total expenses
- $485,431
- Net increase / (decrease)
- $3,595,466
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $86,614 | $0 |
| Kestra Investment Services LLC | BROKER/ADVISER | $0 | $43,864 |