Shaklee 401(K) Retirement Savings Plan — Form 5500 plan (Shaklee 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, Shaklee 401(K) Retirement Savings Plan is a benefit plan reported by Shaklee Corporation under EIN 94-3389365 and plan number 001. The latest loaded filing year is 2023. The filing reports 351 participants and $62,880,893 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shaklee Corporation
- EIN
- 94-3389365
- Plan number
- 001
- Plan type
- 2
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 351
- End-of-year plan assets
- $62,880,893
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 351 | H, C | 20250508192300NAL0012446385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,880,893
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,880,893
- Net assets (BOY)
- $53,899,259
Income & contributions
- Employer contributions
- $1,003,269
- Participant contributions
- $2,517,735
- Total contributions
- $3,527,851
- Total income / additions
- $12,238,905
Expenses & distributions
- Benefits paid
- $3,200,790
- Administrative expenses
- $56,481
- Total expenses
- $3,257,271
- Net increase / (decrease)
- $8,981,634
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $50,009 | $0 | 2023 |
| Withumsmith+Brown, Pc | AUDITOR | $6,472 | not reported in the loaded dataset | 2023 |