Isagenix International LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Isagenix International LLC)
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, Isagenix International LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Isagenix International LLC under EIN 72-1532513 and plan number 001. The latest loaded filing year is 2023. The filing reports 613 participants and $41,546,778 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Isagenix International LLC
- EIN
- 72-1532513
- Plan number
- 001
- Plan type
- 2
- Location
- Gilbert, AZ
- Latest filing year
- 2023
- Participants
- 613
- End-of-year plan assets
- $41,546,778
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 613 | H, C | 20241003180555NAL0010294865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,546,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,546,778
- Net assets (BOY)
- $37,466,611
Income & contributions
- Employer contributions
- $1,071,821
- Participant contributions
- $2,542,928
- Total contributions
- $3,653,308
- Total income / additions
- $10,388,505
Expenses & distributions
- Benefits paid
- $6,254,309
- Administrative expenses
- $54,029
- Total expenses
- $6,308,338
- Net increase / (decrease)
- $4,080,167
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $46,141 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $7,888 | $0 | 2023 |