Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan — Form 5500 plan (Sally Beauty Holdings, 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, Sally Beauty De Puerto Rico, Inc. Coda Profit Sharing Plan is a benefit plan reported by Sally Beauty Holdings, Inc under EIN 66-0492477 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $2,724,256 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sally Beauty Holdings, Inc
EIN
66-0492477
Plan number
001
Plan type
2
Location
Denton, TX
Latest filing year
2023
Participants
273
End-of-year plan assets
$2,724,256

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023273H, C20241014095923NAL0013093251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,724,256
Total liabilities (EOY)
$0
Net assets (EOY)
$2,724,256
Net assets (BOY)
$2,151,539

Income & contributions

Employer contributions
$122,358
Participant contributions
$146,883
Total contributions
$269,241
Total income / additions
$631,963

Expenses & distributions

Benefits paid
$43,770
Administrative expenses
$15,476
Total expenses
$59,246
Net increase / (decrease)
$572,717

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Great-West Life & Annuity InsuranceNONE$15,476$02023

Related Form 5500 pages