2023 Form 5500 filing — United Scenic Artist Local 829 Retirement 401k 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 20241009120406NAL0010585331001) for United Scenic Artist Local 829 Retirement 401k Plan, reported by Board Of Trustees Of United Scenic Artists Local 829 Retirement 401k P under EIN 36-3945238 and plan number 001. It reports 2,305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009120406NAL0010585331001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of United Scenic Artists Local 829 Retirement 401k P
- EIN
- 36-3945238
- Plan number
- 001
- Location
- Englewood Cliffs, NJ
- Participants
- 2,305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $192,639,079
- Total liabilities (EOY)
- $13,976
- Net assets (EOY)
- $192,625,103
- Employer contributions
- $405,740
- Participant contributions
- $7,425,718
- Total income / additions
- $36,373,017
- Benefits paid
- $9,222,662
- Administrative expenses
- $485,233
- Total expenses
- $9,707,895
- Net increase / (decrease)
- $26,665,122
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard | NONE | $222,781 | not reported in the loaded dataset |
| Zenith American Solutions Inc. | NONE | $92,875 | not reported in the loaded dataset |
| Spivak Lipton | NONE | $66,200 | not reported in the loaded dataset |
| Sikich, Llp | NONE | $54,000 | not reported in the loaded dataset |
| Marquette Assoc | NONE | $25,000 | not reported in the loaded dataset |
| Schultheis & Panettieri | NONE | $22,000 | not reported in the loaded dataset |