Nature'S Sunshine Products, Inc. Tax Deferred Retirement Plan — Form 5500 plan (Nature'S Sunshine Products, 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, Nature'S Sunshine Products, Inc. Tax Deferred Retirement Plan is a benefit plan reported by Nature'S Sunshine Products, Inc. under EIN 87-0327982 and plan number 002. The latest loaded filing year is 2023. The filing reports 681 participants and $68,358,520 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nature'S Sunshine Products, Inc.
EIN
87-0327982
Plan number
002
Plan type
2
Location
Lehi, UT
Latest filing year
2023
Participants
681
End-of-year plan assets
$68,358,520

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023681H, C20240924132243NAL0023824882001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$68,358,520
Total liabilities (EOY)
$0
Net assets (EOY)
$68,358,520
Net assets (BOY)
$57,928,222

Income & contributions

Employer contributions
$1,009,263
Participant contributions
$2,522,685
Total contributions
$3,580,498
Total income / additions
$13,767,592

Expenses & distributions

Benefits paid
$3,194,737
Administrative expenses
$142,557
Total expenses
$3,337,294
Net increase / (decrease)
$10,430,298

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$142,557$02023
Raymond James Fin Svcs AdvisorsINVESTMENT ADVISORY$0$70,0002023

Related Form 5500 pages