Lush 401(K) Savings Plan — Form 5500 plan (Lush Cosmetics 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, Lush 401(K) Savings Plan is a benefit plan reported by Lush Cosmetics Inc. under EIN 98-0379579 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,160 participants and $7,323,767 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.3MPlan net assets, end of year$7,323,521
Participants2.2KCovered participants reported2,160
Assets / participant$3.4KComputed: assets ÷ participants$3,391 (computed)
Provider compensation$99.5K2 Schedule C provider row(s)$99,470
Plan sponsor
Lush Cosmetics Inc.
EIN
98-0379579
Plan number
001
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,160H, C20241008202840NAL0017339233001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.3M total assets
Net assets$7.3MLiabilities$246
Money in vs. money out
Total income / additions$2.1M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$365.5K
Participant$543.9K
Full reported line items

Net assets

Total assets (EOY)
$7,323,767
Total liabilities (EOY)
$246
Net assets (EOY)
$7,323,521
Net assets (BOY)
$6,696,111

Income & contributions

Employer contributions
$365,488
Participant contributions
$543,877
Total contributions
$910,906
Total income / additions
$2,093,717

Expenses & distributions

Benefits paid
$1,372,776
Administrative expenses
$93,531
Total expenses
$1,466,307
Net increase / (decrease)
$627,410
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 40%Participant 60%
Total expenses ÷ net assets20%Computed ratio
Benefits paid ÷ total income66%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$74,105$02023
Hunnex And Shomaker, Inc.CONTRACT ADMIN$21,939$3,4262023

Related Form 5500 pages