2023 Form 5500 filing — Sag-Aftra 401(K) Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240816190955NAL0008264675001) for Sag-Aftra 401(K) Retirement Plan, reported by Sag Aftra under EIN 45-4931719 and plan number 002. It reports 609 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$50.6MReported net assets$50,552,018
Participants609
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240816190955NAL0008264675001
Plan sponsor
Sag Aftra
EIN
45-4931719
Plan number
002
Location
Los Angeles, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$50.6M total assets
Net assets$50.6MLiabilities$0
Money in vs. money out
Total income / additions$11.1M
Total expenses$3.6M
Benefits paid / distributions$3.6M
Contributions
Employer$300.7K
Participant$3.1M
Full reported line items
Total assets (EOY)
$50,552,018
Total liabilities (EOY)
$0
Net assets (EOY)
$50,552,018
Employer contributions
$300,724
Participant contributions
$3,115,074
Total income / additions
$11,122,741
Benefits paid
$3,609,034
Administrative expenses
-$9,242
Total expenses
$3,627,335
Net increase / (decrease)
$7,495,406
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct -$9.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240816190955NAL0008264675001 cover?
It is the 2023 Form 5500 filing for Sag-Aftra 401(K) Retirement Plan, reported by Sag Aftra (EIN 45-4931719).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages