2023 Form 5500 filing — Usana Health Sciences 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723171531NAL0006855139001) for Usana Health Sciences 401(K) Plan, reported by Usana Health Sciences, Inc. under EIN 87-0500306 and plan number 001. It reports 1,242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$112.4MReported net assets$112,370,711
Participants1.2K1,242
Provider compensation$137.2K2 Schedule C row(s)$137,154
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240723171531NAL0006855139001
Plan sponsor
Usana Health Sciences, Inc.
EIN
87-0500306
Plan number
001
Location
Salt Lake City, UT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$112.4M total assets
Net assets$112.4MLiabilities$0
Money in vs. money out
Total income / additions$26.8M
Total expenses$10.4M
Benefits paid / distributions$10.3M
Contributions
Employer$2.5M
Participant$6.3M
Full reported line items
Total assets (EOY)
$112,370,711
Total liabilities (EOY)
$0
Net assets (EOY)
$112,370,711
Employer contributions
$2,501,826
Participant contributions
$6,281,671
Total income / additions
$26,819,886
Benefits paid
$10,285,372
Administrative expenses
$137,154
Total expenses
$10,420,375
Net increase / (decrease)
$16,399,511
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $77K · Indirect $0
  2. 2
    ADVISOR · Direct $60.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240723171531NAL0006855139001 cover?
It is the 2023 Form 5500 filing for Usana Health Sciences 401(K) Plan, reported by Usana Health Sciences, Inc. (EIN 87-0500306).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages