Mary Kay Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Mary Kay 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, Mary Kay Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Mary Kay Inc. under EIN 75-1151701 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,347 participants and $768,811,707 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mary Kay Inc.
- EIN
- 75-1151701
- Plan number
- 001
- Plan type
- 2
- Location
- Addison, TX
- Latest filing year
- 2023
- Participants
- 2,347
- End-of-year plan assets
- $768,811,707
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,347 | H, C | 20240905093916NAL0021379201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $768,811,707
- Total liabilities (EOY)
- $3,487,138
- Net assets (EOY)
- $765,324,569
- Net assets (BOY)
- $712,541,138
Income & contributions
- Employer contributions
- $7,965,587
- Participant contributions
- $14,611,654
- Total contributions
- $22,965,060
- Total income / additions
- $130,972,626
Expenses & distributions
- Benefits paid
- $76,713,227
- Administrative expenses
- $1,411,837
- Total expenses
- $78,189,195
- Net increase / (decrease)
- $52,783,431
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cooke & Beiler | INVESTMENT MANAGER | $293,985 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management | INVESTMENT MANAGER | $280,193 | not reported in the loaded dataset | 2023 |
| Empower Retirement | RECORDKEEPER | $178,509 | not reported in the loaded dataset | 2023 |
| Sage Advisory | INVESTMENT MANAGER | $165,790 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company, L.P. | INVESTMENT MANAGER | $143,611 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | CONSULTANT | $118,750 | not reported in the loaded dataset | 2023 |
| Frontier Capital Management | INVESTMENT MANAGER | $97,934 | not reported in the loaded dataset | 2023 |
| Whitley Penn Llp | AUDITOR | $38,340 | not reported in the loaded dataset | 2023 |
| Empower Plan Services, LLC | PLAN ADMINISTRATOR | $22,664 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mary Kay Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Addison, TX
- Cooke & Beiler — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Empower Retirement — Schedule C compensation
- Sage Advisory — Schedule C compensation
- Loomis, Sayles & Company, L.P. — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Frontier Capital Management — Schedule C compensation
- Whitley Penn Llp — Schedule C compensation
- Empower Plan Services, LLC — Schedule C compensation