Iredale Cosmetics, Inc. 401(K) Plan — Form 5500 plan (Iredale Cosmetics, Inc.)
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, Iredale Cosmetics, Inc. 401(K) Plan is a benefit plan reported by Iredale Cosmetics, Inc. under EIN 14-1769595 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $16,519,772 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iredale Cosmetics, Inc.
- EIN
- 14-1769595
- Plan number
- 001
- Plan type
- 2
- Location
- Great Barrington, MA
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $16,519,772
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20240821160229NAL0002492995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,519,772
- Net assets (EOY)
- $16,519,772
- Net assets (BOY)
- $14,501,824
Income & contributions
- Employer contributions
- $316,038
- Participant contributions
- $758,646
- Total contributions
- $1,130,176
- Total income / additions
- $3,634,710
Expenses & distributions
- Benefits paid
- $1,579,474
- Administrative expenses
- $13,082
- Total expenses
- $1,616,762
- Net increase / (decrease)
- $2,017,948
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $6,671 | $0 | 2023 |
| Morningstar Investment Management | not reported in the loaded dataset | $2,697 | not reported in the loaded dataset | 2023 |
| Futureplan Intac | THIRD PARTY ADMINISTRATOR | $1,995 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions | not reported in the loaded dataset | $1,469 | not reported in the loaded dataset | 2023 |
| Futureplan | THIRD PARTY ADMINISTRATOR | $250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iredale Cosmetics, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Great Barrington, MA
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Futureplan Intac — Schedule C compensation
- Envestnet Retirement Solutions — Schedule C compensation
- Futureplan — Schedule C compensation