2023 Form 5500 filing — Iredale Cosmetics, Inc. 401(K) 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 20240821160229NAL0002492995001) for Iredale Cosmetics, Inc. 401(K) Plan, reported by Iredale Cosmetics, Inc. under EIN 14-1769595 and plan number 001. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821160229NAL0002492995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iredale Cosmetics, Inc.
- EIN
- 14-1769595
- Plan number
- 001
- Location
- Great Barrington, MA
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,519,772
- Net assets (EOY)
- $16,519,772
- Employer contributions
- $316,038
- Participant contributions
- $758,646
- Total income / additions
- $3,634,710
- Benefits paid
- $1,579,474
- Administrative expenses
- $13,082
- Total expenses
- $1,616,762
- Net increase / (decrease)
- $2,017,948
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $6,671 | $0 |
| Morningstar Investment Management | not reported in the loaded dataset | $2,697 | not reported in the loaded dataset |
| Futureplan Intac | THIRD PARTY ADMINISTRATOR | $1,995 | not reported in the loaded dataset |
| Envestnet Retirement Solutions | not reported in the loaded dataset | $1,469 | not reported in the loaded dataset |
| Futureplan | THIRD PARTY ADMINISTRATOR | $250 | not reported in the loaded dataset |