2023 Form 5500 filing — Helen Of Troy 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 20240925185014NAL0027562354001) for Helen Of Troy 401(K) Plan, reported by Helen Of Troy Nevada Corporation under EIN 74-2804062 and plan number 001. It reports 1,882 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925185014NAL0027562354001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Helen Of Troy Nevada Corporation
- EIN
- 74-2804062
- Plan number
- 001
- Location
- El Paso, TX
- Participants
- 1,882
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $141,222,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $141,222,789
- Employer contributions
- $3,872,683
- Participant contributions
- $9,029,972
- Total income / additions
- $37,831,073
- Benefits paid
- $13,525,715
- Administrative expenses
- $184,160
- Total expenses
- $13,720,069
- Net increase / (decrease)
- $24,111,004
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $115,193 | $0 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $44,171 | not reported in the loaded dataset |
| Lauterbach Borschow & Company Pc | ACCOUNTANT/AUDITOR | $22,000 | not reported in the loaded dataset |