Schwan Cosmetics Usa Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Schwan Cosmetics Usa, Inc.)

Plain-English plan 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, Schwan Cosmetics Usa Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Schwan Cosmetics Usa, Inc. under EIN 27-1669957 and plan number 001. The latest loaded filing year is 2023. The filing reports 363 participants and $9,028,866 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schwan Cosmetics Usa, Inc.
EIN
27-1669957
Plan number
001
Plan type
2
Location
Murfreesboro, TN
Latest filing year
2023
Participants
363
End-of-year plan assets
$9,028,866

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023363H, C20241002051547NAL0007860193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,028,866
Total liabilities (EOY)
$0
Net assets (EOY)
$9,028,866
Net assets (BOY)
$8,178,988

Income & contributions

Employer contributions
$374,272
Participant contributions
$757,931
Total contributions
$1,135,836
Total income / additions
$2,395,112

Expenses & distributions

Benefits paid
$1,503,012
Administrative expenses
$37,752
Total expenses
$1,545,234
Net increase / (decrease)
$849,878

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Financial ServiceINVESTMENT/FINANCIAL ADVI$24,770$02023
Adp, Inc.RECORD KEEPER$12,981$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages