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LULULEMON SAVINGS PLAN 401k Plan overview

Plan NameLULULEMON SAVINGS PLAN
Plan identification number 001

LULULEMON SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LULULEMON ATHLETICA INC. has sponsored the creation of one or more 401k plans.

Company Name:LULULEMON ATHLETICA INC.
Employer identification number (EIN):203842867
NAIC Classification:448190
NAIC Description:Other Clothing Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LULULEMON SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01STANLEY MACH
0012023-01-01
0012023-01-01STANLEY MACH
0012022-01-01
0012022-01-01STANLEY MACH

Financial Data on LULULEMON SAVINGS PLAN

Measure Date Value
2023 : LULULEMON SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$98,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$43,545
Total income from all sources (including contributions)2023-12-31$68,544,056
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$11,716,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$9,740,056
Value of total corrective distributions2023-12-31$1,470,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$42,700,292
Value of total assets at end of year2023-12-31$167,565,150
Value of total assets at beginning of year2023-12-31$110,682,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$506,224
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$826,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$826,790
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$26,492,781
Participant contributions at end of year2023-12-31$3,752
Participant contributions at beginning of year2023-12-31$3,752
Participant contributions at end of year2023-12-31$870,761
Participant contributions at beginning of year2023-12-31$787,621
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$3,336,019
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$154,030
Other income not declared elsewhere2023-12-31$143,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$56,827,577
Value of net assets at end of year (total assets less liabilities)2023-12-31$167,466,322
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$110,638,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$38,761,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$109,135,439
Value of interest in common/collective trusts at end of year2023-12-31$127,484,413
Value of interest in common/collective trusts at beginning of year2023-12-31$384,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$14,027,258
Net investment gain or loss from common/collective trusts2023-12-31$10,846,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$12,871,492
Employer contributions (assets) at end of year2023-12-31$444,348
Employer contributions (assets) at beginning of year2023-12-31$371,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$9,586,026
Contract administrator fees2023-12-31$506,224
Liabilities. Value of benefit claims payable at end of year2023-12-31$98,828
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$43,545
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2023-12-31134008324
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$98,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$43,545
Total income from all sources (including contributions)2023-01-01$68,544,056
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$11,716,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$9,740,056
Value of total corrective distributions2023-01-01$1,470,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$42,700,292
Value of total assets at end of year2023-01-01$167,565,150
Value of total assets at beginning of year2023-01-01$110,682,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$506,224
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$826,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$826,790
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$26,492,781
Participant contributions at end of year2023-01-01$3,752
Participant contributions at beginning of year2023-01-01$3,752
Participant contributions at end of year2023-01-01$870,761
Participant contributions at beginning of year2023-01-01$787,621
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$3,336,019
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$154,030
Other income not declared elsewhere2023-01-01$143,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$56,827,577
Value of net assets at end of year (total assets less liabilities)2023-01-01$167,466,322
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$110,638,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$38,761,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$109,135,439
Value of interest in common/collective trusts at end of year2023-01-01$127,484,413
Value of interest in common/collective trusts at beginning of year2023-01-01$384,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$14,027,258
Net investment gain or loss from common/collective trusts2023-01-01$10,846,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$12,871,492
Employer contributions (assets) at end of year2023-01-01$444,348
Employer contributions (assets) at beginning of year2023-01-01$371,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$9,586,026
Contract administrator fees2023-01-01$506,224
Liabilities. Value of benefit claims payable at end of year2023-01-01$98,828
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$43,545
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01PRICEWATERHOUSECOOPERS
Accountancy firm EIN2023-01-01134008324
2022 : LULULEMON SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$43,545
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,437
Total income from all sources (including contributions)2022-12-31$12,472,422
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,842,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,437,469
Value of total corrective distributions2022-12-31$933,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$31,923,362
Value of total assets at end of year2022-12-31$110,682,290
Value of total assets at beginning of year2022-12-31$107,019,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$471,844
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,381,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,381,788
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$20,278,345
Participant contributions at end of year2022-12-31$3,752
Participant contributions at beginning of year2022-12-31$3,752
Participant contributions at end of year2022-12-31$787,621
Participant contributions at beginning of year2022-12-31$588,623
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,360,833
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$34,384
Other income not declared elsewhere2022-12-31$160,713
Administrative expenses (other) incurred2022-12-31$471,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$3,629,762
Value of net assets at end of year (total assets less liabilities)2022-12-31$110,638,745
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$107,008,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$109,135,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$105,956,584
Value of interest in common/collective trusts at end of year2022-12-31$384,062
Value of interest in common/collective trusts at beginning of year2022-12-31$239,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-22,997,867
Net investment gain or loss from common/collective trusts2022-12-31$4,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,284,184
Employer contributions (assets) at end of year2022-12-31$371,416
Employer contributions (assets) at beginning of year2022-12-31$231,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,403,085
Liabilities. Value of benefit claims payable at end of year2022-12-31$43,545
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$10,437
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2022-12-31134008324
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$43,545
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$10,437
Total income from all sources (including contributions)2022-01-01$12,472,422
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$8,842,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$7,437,469
Value of total corrective distributions2022-01-01$933,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$31,923,362
Value of total assets at end of year2022-01-01$110,682,290
Value of total assets at beginning of year2022-01-01$107,019,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$471,844
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$3,381,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$3,381,788
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$20,278,345
Participant contributions at end of year2022-01-01$3,752
Participant contributions at beginning of year2022-01-01$3,752
Participant contributions at end of year2022-01-01$787,621
Participant contributions at beginning of year2022-01-01$588,623
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$3,360,833
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$34,384
Other income not declared elsewhere2022-01-01$160,713
Administrative expenses (other) incurred2022-01-01$471,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$3,629,762
Value of net assets at end of year (total assets less liabilities)2022-01-01$110,638,745
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$107,008,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$109,135,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$105,956,584
Value of interest in common/collective trusts at end of year2022-01-01$384,062
Value of interest in common/collective trusts at beginning of year2022-01-01$239,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-22,997,867
Net investment gain or loss from common/collective trusts2022-01-01$4,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$8,284,184
Employer contributions (assets) at end of year2022-01-01$371,416
Employer contributions (assets) at beginning of year2022-01-01$231,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$7,403,085
Liabilities. Value of benefit claims payable at end of year2022-01-01$43,545
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$10,437
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01PRICEWATERHOUSECOOPERS
Accountancy firm EIN2022-01-01134008324

Form 5500 Responses for LULULEMON SAVINGS PLAN

2023: LULULEMON SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LULULEMON SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes

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