Wella Retirement Savings Plan — Form 5500 plan (Wella Operations Us 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, Wella Retirement Savings Plan is a benefit plan reported by Wella Operations Us LLC under EIN 85-2416861 and plan number 001. The latest loaded filing year is 2023. The filing reports 705 participants and $53,072,555 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wella Operations Us LLC
- EIN
- 85-2416861
- Plan number
- 001
- Plan type
- 2
- Location
- Calabasas, CA
- Latest filing year
- 2023
- Participants
- 705
- End-of-year plan assets
- $53,072,555
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 705 | H, C | 20241217130546NAL0002101121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,072,555
- Net assets (EOY)
- $53,072,555
- Net assets (BOY)
- $35,491,424
Income & contributions
- Employer contributions
- $6,185,629
- Participant contributions
- $6,352,595
- Total contributions
- $13,153,327
- Total income / additions
- $20,290,095
Expenses & distributions
- Benefits paid
- $3,914,386
- Administrative expenses
- $202,006
- Total expenses
- $4,136,522
- Net increase / (decrease)
- $16,153,573
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $124,676 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Domestic Holdin | NONE | $64,350 | not reported in the loaded dataset | 2023 |
| Jgd & Associates Llp | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $159 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wella Operations Us LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Calabasas, CA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Morgan Stanley Domestic Holdin — Schedule C compensation
- Jgd & Associates Llp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation