2023 Form 5500 filing — Zo Skin Health, Inc. 401(K) 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 20241015165531NAL0030414929001) for Zo Skin Health, Inc. 401(K) Profit Sharing Plan, reported by Zo Skin Health, Inc. under EIN 20-4686721 and plan number 002. It reports 379 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)$20.7MReported net assets$20,652,255
Participants379
Provider compensation$35.3K4 Schedule C row(s)$35,271
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015165531NAL0030414929001
- Plan sponsor
- Zo Skin Health, Inc.
- EIN
- 20-4686721
- Plan number
- 002
- Location
- Irvine, CA
- 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)$20.7M total assets
Net assets$20.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $20,652,255
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,652,255
- Employer contributions
- $1,566,445
- Participant contributions
- $2,966,459
- Total income / additions
- $8,484,233
- Benefits paid
- $1,255,730
- Administrative expenses
- $58,134
- Total expenses
- $1,345,217
- Net increase / (decrease)
- $7,139,016
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bancwest Investment Services Inc | INVESTMENT ADVISOR | $14,827 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,608 | not reported in the loaded dataset |
| Lpl Financial | INVESTMENT ADVISOR | $9,836 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |