2023 Form 5500 filing — Warner Music Group 401(K) 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 20241007095147NAL0025888976001) for Warner Music Group 401(K) Plan, reported by Warner Music Group under EIN 13-3565869 and plan number 001. It reports 3,120 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)$404.4MReported net assets$404,354,277
Participants3.1K3,120
Provider compensation$278.5K3 Schedule C row(s)$278,485
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007095147NAL0025888976001
- Plan sponsor
- Warner Music Group
- EIN
- 13-3565869
- Plan number
- 001
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
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)$404.4M total assets
Net assets$404.4MLiabilities$1.5K
Full reported line items
- Total assets (EOY)
- $404,355,731
- Total liabilities (EOY)
- $1,454
- Net assets (EOY)
- $404,354,277
- Employer contributions
- $9,472,443
- Participant contributions
- $23,604,071
- Total income / additions
- $99,221,922
- Benefits paid
- $33,964,091
- Administrative expenses
- $278,486
- Total expenses
- $34,243,463
- Net increase / (decrease)
- $64,978,459
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $153,425 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $113,915 | not reported in the loaded dataset |
| The Wagner Law Group | ATTORNEY/LEGAL | $11,145 | not reported in the loaded dataset |