2023 Form 5500 filing — Lush 401(K) Savings 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 20241008202840NAL0017339233001) for Lush 401(K) Savings Plan, reported by Lush Cosmetics Inc. under EIN 98-0379579 and plan number 001. It reports 2,160 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)$7.3MReported net assets$7,323,521
Participants2.2K2,160
Provider compensation$99.5K2 Schedule C row(s)$99,470
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008202840NAL0017339233001
Plan sponsor
Lush Cosmetics Inc.
EIN
98-0379579
Plan number
001
Location
Phoenix, AZ
Received date
not reported in the loaded dataset
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)$7.3M total assets
Net assets$7.3MLiabilities$246
Money in vs. money out
Total income / additions$2.1M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$365.5K
Participant$543.9K
Full reported line items
Total assets (EOY)
$7,323,767
Total liabilities (EOY)
$246
Net assets (EOY)
$7,323,521
Employer contributions
$365,488
Participant contributions
$543,877
Total income / additions
$2,093,717
Benefits paid
$1,372,776
Administrative expenses
$93,531
Total expenses
$1,466,307
Net increase / (decrease)
$627,410

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$74,105$0
Hunnex And Shomaker, Inc.CONTRACT ADMIN$21,939$3,426

Related Form 5500 pages