2023 Form 5500 filing — The Mentholatum Company 401(K) Savings 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 20241014103656NAL0013146275001) for The Mentholatum Company 401(K) Savings And Profit Sharing Plan, reported by The Mentholatum Company under EIN 16-0709461 and plan number 001. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014103656NAL0013146275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Mentholatum Company
- EIN
- 16-0709461
- Plan number
- 001
- Location
- Orchard Park, NY
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,952,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,952,948
- Employer contributions
- $895,413
- Participant contributions
- $1,465,449
- Total income / additions
- $8,157,374
- Benefits paid
- $3,768,866
- Administrative expenses
- $101,309
- Total expenses
- $3,870,175
- Net increase / (decrease)
- $4,287,199
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $50,273 | $0 |
| Ubs Financial Services, Inc. | RETAINED BY EMPLOYER | $48,450 | not reported in the loaded dataset |
| John Hancock | PARTICIPANT SERVICES | $2,586 | not reported in the loaded dataset |