2023 Form 5500 filing — Mary Kay Inc. Profit Sharing And 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 20240905093916NAL0021379201001) for Mary Kay Inc. Profit Sharing And 401(K) Plan, reported by Mary Kay Inc. under EIN 75-1151701 and plan number 001. It reports 2,347 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905093916NAL0021379201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mary Kay Inc.
- EIN
- 75-1151701
- Plan number
- 001
- Location
- Addison, TX
- Participants
- 2,347
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $768,811,707
- Total liabilities (EOY)
- $3,487,138
- Net assets (EOY)
- $765,324,569
- Employer contributions
- $7,965,587
- Participant contributions
- $14,611,654
- Total income / additions
- $130,972,626
- Benefits paid
- $76,713,227
- Administrative expenses
- $1,411,837
- Total expenses
- $78,189,195
- Net increase / (decrease)
- $52,783,431
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cooke & Beiler | INVESTMENT MANAGER | $293,985 | not reported in the loaded dataset |
| Lazard Asset Management | INVESTMENT MANAGER | $280,193 | not reported in the loaded dataset |
| Empower Retirement | RECORDKEEPER | $178,509 | not reported in the loaded dataset |
| Sage Advisory | INVESTMENT MANAGER | $165,790 | not reported in the loaded dataset |
| Loomis, Sayles & Company, L.P. | INVESTMENT MANAGER | $143,611 | not reported in the loaded dataset |
| Morgan Stanley | CONSULTANT | $118,750 | not reported in the loaded dataset |
| Frontier Capital Management | INVESTMENT MANAGER | $97,934 | not reported in the loaded dataset |
| Whitley Penn Llp | AUDITOR | $38,340 | not reported in the loaded dataset |
| Empower Plan Services, LLC | PLAN ADMINISTRATOR | $22,664 | $0 |