2023 Form 5500 filing — Doterra 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 20241009141357NAL0010707123001) for Doterra 401(K) Plan, reported by Doterra International LLC under EIN 26-1898940 and plan number 001. It reports 2,707 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009141357NAL0010707123001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Doterra International LLC
- EIN
- 26-1898940
- Plan number
- 001
- Location
- Pleasant Grove, UT
- Participants
- 2,707
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,302,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,302,712
- Employer contributions
- $3,847,439
- Participant contributions
- $7,401,558
- Total income / additions
- $21,782,089
- Benefits paid
- $3,708,302
- Administrative expenses
- $213,537
- Total expenses
- $3,925,338
- Net increase / (decrease)
- $17,856,751
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMIN | $145,257 | $0 |
| Raymond James | CONTRACT ADMINISTRATOR | $68,280 | not reported in the loaded dataset |
| Dwc Erisa Consultants | THIRD PARTY ADMIN | $0 | $21,444 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $20,644 |