Natural Beauty Growers, LLC Retirement Savings Plan — Form 5500 plan (Natural Beauty Growers, 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, Natural Beauty Growers, LLC Retirement Savings Plan is a benefit plan reported by Natural Beauty Growers, LLC under EIN 52-1993530 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $9,114,367 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Natural Beauty Growers, LLC
EIN
52-1993530
Plan number
001
Plan type
2
Location
Denmark, WI
Latest filing year
2023
Participants
244
End-of-year plan assets
$9,114,367

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023244H, C20240917114554NAL0005090560001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,114,367
Total liabilities (EOY)
$0
Net assets (EOY)
$9,114,367
Net assets (BOY)
$7,778,549

Income & contributions

Employer contributions
$48,769
Participant contributions
$374,566
Total contributions
$514,167
Total income / additions
$1,823,079

Expenses & distributions

Benefits paid
$437,460
Administrative expenses
$49,801
Total expenses
$487,261
Net increase / (decrease)
$1,335,818

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kerberrose Wealth Management LLCINVESTMENT ADVISOR$24,714not reported in the loaded dataset2023
Cliftonlarsenallen LlpAUDITOR$16,538not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$7,065$02023
Empower Advisory Group, LLCINVESTMENT MGMT$1,484not reported in the loaded dataset2023

Related Form 5500 pages