Helen Of Troy 401(K) Plan — Form 5500 plan (Helen Of Troy Nevada Corporation)
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, Helen Of Troy 401(K) Plan is a benefit plan reported by Helen Of Troy Nevada Corporation under EIN 74-2804062 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,882 participants and $141,222,789 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Helen Of Troy Nevada Corporation
- EIN
- 74-2804062
- Plan number
- 001
- Plan type
- 2
- Location
- El Paso, TX
- Latest filing year
- 2023
- Participants
- 1,882
- End-of-year plan assets
- $141,222,789
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,882 | H, C | 20240925185014NAL0027562354001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $141,222,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $141,222,789
- Net assets (BOY)
- $117,111,785
Income & contributions
- Employer contributions
- $3,872,683
- Participant contributions
- $9,029,972
- Total contributions
- $13,257,902
- Total income / additions
- $37,831,073
Expenses & distributions
- Benefits paid
- $13,525,715
- Administrative expenses
- $184,160
- Total expenses
- $13,720,069
- Net increase / (decrease)
- $24,111,004
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $115,193 | $0 | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $44,171 | not reported in the loaded dataset | 2023 |
| Lauterbach Borschow & Company Pc | ACCOUNTANT/AUDITOR | $22,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Helen Of Troy Nevada Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in El Paso, TX
- Fidelity Investments Institutional — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Lauterbach Borschow & Company Pc — Schedule C compensation