Capri Holdings Limited (Usa) 401(K) Plan — Form 5500 plan (Capri Holdings Limited (Usa))
Plain-English plan 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, Capri Holdings Limited (Usa) 401(K) Plan is a benefit plan reported by Capri Holdings Limited (Usa) under EIN 06-1665964 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,991 participants and $195,102,908 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capri Holdings Limited (Usa)
- EIN
- 06-1665964
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 6,991
- End-of-year plan assets
- $195,102,908
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,991 | H, C | 20240911133635NAL0004300051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $195,102,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $195,102,908
- Net assets (BOY)
- $162,310,131
Income & contributions
- Employer contributions
- $5,986,132
- Participant contributions
- $20,025,403
- Total contributions
- $28,253,868
- Total income / additions
- $49,680,254
Expenses & distributions
- Benefits paid
- $16,205,081
- Administrative expenses
- $682,396
- Total expenses
- $16,887,477
- Net increase / (decrease)
- $32,792,777
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $682,396 | $0 | 2023 |
| Morgan Stanley, Advisory Fee Billin | INVESTMENT MANAGEMENT | $0 | $82,637 | 2023 |
| Pkf O'Connor Davies, Llp | CONSULTANT | $0 | $25,000 | 2023 |
| Bdo | CONSULTANT | $0 | $7,500 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Capri Holdings Limited (Usa)
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Principal Life Insurance Company — Schedule C compensation
- Morgan Stanley, Advisory Fee Billin — Schedule C compensation
- Pkf O'Connor Davies, Llp — Schedule C compensation
- Bdo — Schedule C compensation