2023 Form 5500 filing — Wella Retirement Savings 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 20241217130546NAL0002101121001) for Wella Retirement Savings Plan, reported by Wella Operations Us LLC under EIN 85-2416861 and plan number 001. It reports 705 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241217130546NAL0002101121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wella Operations Us LLC
- EIN
- 85-2416861
- Plan number
- 001
- Location
- Calabasas, CA
- Participants
- 705
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,072,555
- Net assets (EOY)
- $53,072,555
- Employer contributions
- $6,185,629
- Participant contributions
- $6,352,595
- Total income / additions
- $20,290,095
- Benefits paid
- $3,914,386
- Administrative expenses
- $202,006
- Total expenses
- $4,136,522
- Net increase / (decrease)
- $16,153,573
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $124,676 | not reported in the loaded dataset |
| Morgan Stanley Domestic Holdin | NONE | $64,350 | not reported in the loaded dataset |
| Jgd & Associates Llp | NONE | $12,500 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $159 | $0 |