Zo Skin Health, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Zo Skin Health, 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, Zo Skin Health, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Zo Skin Health, Inc. under EIN 20-4686721 and plan number 002. The latest loaded filing year is 2023. The filing reports 379 participants and $20,652,255 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zo Skin Health, Inc.
- EIN
- 20-4686721
- Plan number
- 002
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 379
- End-of-year plan assets
- $20,652,255
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 379 | H, C | 20241015165531NAL0030414929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,652,255
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,652,255
- Net assets (BOY)
- $13,513,239
Income & contributions
- Employer contributions
- $1,566,445
- Participant contributions
- $2,966,459
- Total contributions
- $5,512,567
- Total income / additions
- $8,484,233
Expenses & distributions
- Benefits paid
- $1,255,730
- Administrative expenses
- $58,134
- Total expenses
- $1,345,217
- Net increase / (decrease)
- $7,139,016
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bancwest Investment Services Inc | INVESTMENT ADVISOR | $14,827 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,608 | not reported in the loaded dataset | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $9,836 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zo Skin Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- Bancwest Investment Services Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation