Sally Beauty 401(K) And Profit Sharing Plan — Form 5500 plan (Sally Beauty Holdings, 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, Sally Beauty 401(K) And Profit Sharing Plan is a benefit plan reported by Sally Beauty Holdings, Inc. under EIN 36-2257936 and plan number 006. The latest loaded filing year is 2023. The filing reports 19,889 participants and $275,355,423 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sally Beauty Holdings, Inc.
EIN
36-2257936
Plan number
006
Plan type
2
Location
Denton, TX
Latest filing year
2023
Participants
19,889
End-of-year plan assets
$275,355,423

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202319,889H, C20241014091622NAL0025802721001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$275,355,423
Total liabilities (EOY)
$0
Net assets (EOY)
$275,355,423
Net assets (BOY)
$245,826,656

Income & contributions

Employer contributions
$6,396,532
Participant contributions
$12,464,022
Total contributions
$20,801,458
Total income / additions
$59,730,490

Expenses & distributions

Benefits paid
$29,581,422
Administrative expenses
$477,967
Total expenses
$30,201,723
Net increase / (decrease)
$29,528,767

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$414,770$02023
Creative Planning Holdco LLC Dba CrNONE$57,750not reported in the loaded dataset2023
Bdo Usa LlpNONE$29,000not reported in the loaded dataset2023

Related Form 5500 pages