Plan5500

Tauck, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Tauck, 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, Tauck, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Tauck, Inc. under EIN 13-1368720 and plan number 001. The latest loaded filing year is 2023. The filing reports 611 participants and $96,965,381 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tauck, Inc.
EIN
13-1368720
Plan number
001
Plan type
2
Location
Wilton, CT
Latest filing year
2023
Participants
611
End-of-year plan assets
$96,965,381

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023611H, C20240925081855NAL0005312915002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$96,965,381
Net assets (EOY)
$96,965,381
Net assets (BOY)
$79,614,529

Income & contributions

Employer contributions
$2,927,789
Participant contributions
$4,427,753
Total contributions
$7,876,251
Total income / additions
$20,668,814

Expenses & distributions

Benefits paid
$3,263,905
Administrative expenses
$54,057
Total expenses
$3,317,962
Net increase / (decrease)
$17,350,852

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services IncNONE$54,006not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$152$02023

Related Form 5500 pages