Doterra 401(K) Plan — Form 5500 plan (Doterra International LLC)
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, Doterra 401(K) Plan is a benefit plan reported by Doterra International LLC under EIN 26-1898940 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,707 participants and $74,302,712 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Doterra International LLC
- EIN
- 26-1898940
- Plan number
- 001
- Plan type
- 3
- Location
- Pleasant Grove, UT
- Latest filing year
- 2023
- Participants
- 2,707
- End-of-year plan assets
- $74,302,712
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,707 | H, C | 20241009141357NAL0010707123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,302,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,302,712
- Net assets (BOY)
- $56,445,961
Income & contributions
- Employer contributions
- $3,847,439
- Participant contributions
- $7,401,558
- Total contributions
- $12,494,344
- Total income / additions
- $21,782,089
Expenses & distributions
- Benefits paid
- $3,708,302
- Administrative expenses
- $213,537
- Total expenses
- $3,925,338
- Net increase / (decrease)
- $17,856,751
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMIN | $145,257 | $0 | 2023 |
| Raymond James | CONTRACT ADMINISTRATOR | $68,280 | not reported in the loaded dataset | 2023 |
| Dwc Erisa Consultants | THIRD PARTY ADMIN | $0 | $21,444 | 2023 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $20,644 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Doterra International LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Pleasant Grove, UT
- Principal Life Insurance Company — Schedule C compensation
- Raymond James — Schedule C compensation
- Dwc Erisa Consultants — Schedule C compensation
- Raymond James Fin Svcs Advisors — Schedule C compensation