2023 Form 5500 filing — Sally Beauty 401(K) And Profit Sharing 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 20241014091622NAL0025802721001) for Sally Beauty 401(K) And Profit Sharing Plan, reported by Sally Beauty Holdings, Inc. under EIN 36-2257936 and plan number 006. It reports 19,889 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014091622NAL0025802721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sally Beauty Holdings, Inc.
- EIN
- 36-2257936
- Plan number
- 006
- Location
- Denton, TX
- Participants
- 19,889
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $275,355,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $275,355,423
- Employer contributions
- $6,396,532
- Participant contributions
- $12,464,022
- Total income / additions
- $59,730,490
- Benefits paid
- $29,581,422
- Administrative expenses
- $477,967
- Total expenses
- $30,201,723
- Net increase / (decrease)
- $29,528,767
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $414,770 | $0 |
| Creative Planning Holdco LLC Dba Cr | NONE | $57,750 | not reported in the loaded dataset |
| Bdo Usa Llp | NONE | $29,000 | not reported in the loaded dataset |