2023 Form 5500 filing — Young Living Holdings, LLC
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 20241010125754NAL0034075872001) for Young Living Holdings, LLC, reported by Young Living Holdings, LLC under EIN 86-2546118 and plan number 001. It reports 2,243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010125754NAL0034075872001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Young Living Holdings, LLC
- EIN
- 86-2546118
- Plan number
- 001
- Location
- Lehi, UT
- Participants
- 2,243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,554,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,554,927
- Employer contributions
- $2,501,507
- Participant contributions
- $5,507,896
- Total income / additions
- $21,626,839
- Benefits paid
- $10,695,730
- Administrative expenses
- $231,205
- Total expenses
- $10,928,081
- Net increase / (decrease)
- $10,698,758
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $186,318 | $0 |
| Resources Investment Advisors LLC | ADVISOR | $44,937 | not reported in the loaded dataset |