Young Living Holdings, LLC — Form 5500 plan (Young Living Holdings, 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, Young Living Holdings, LLC is a benefit plan reported by Young Living Holdings, LLC under EIN 86-2546118 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,243 participants and $75,554,927 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Young Living Holdings, LLC
EIN
86-2546118
Plan number
001
Plan type
2
Location
Lehi, UT
Latest filing year
2023
Participants
2,243
End-of-year plan assets
$75,554,927

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,243H, C20241010125754NAL0034075872001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,554,927
Total liabilities (EOY)
$0
Net assets (EOY)
$75,554,927
Net assets (BOY)
$64,856,169

Income & contributions

Employer contributions
$2,501,507
Participant contributions
$5,507,896
Total contributions
$8,779,152
Total income / additions
$21,626,839

Expenses & distributions

Benefits paid
$10,695,730
Administrative expenses
$231,205
Total expenses
$10,928,081
Net increase / (decrease)
$10,698,758

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$186,318$02023
Resources Investment Advisors LLCADVISOR$44,937not reported in the loaded dataset2023

Related Form 5500 pages