United Scenic Artist Local 829 Retirement 401k Plan — Form 5500 plan (Board Of Trustees Of United Scenic Artists Local 829 Retirement 401k P)
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, United Scenic Artist Local 829 Retirement 401k Plan is a benefit plan reported by Board Of Trustees Of United Scenic Artists Local 829 Retirement 401k P under EIN 36-3945238 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,305 participants and $192,639,079 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of United Scenic Artists Local 829 Retirement 401k P
- EIN
- 36-3945238
- Plan number
- 001
- Plan type
- 1
- Location
- Englewood Cliffs, NJ
- Latest filing year
- 2023
- Participants
- 2,305
- End-of-year plan assets
- $192,639,079
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,305 | H, C | 20241009120406NAL0010585331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $192,639,079
- Total liabilities (EOY)
- $13,976
- Net assets (EOY)
- $192,625,103
- Net assets (BOY)
- $165,959,981
Income & contributions
- Employer contributions
- $405,740
- Participant contributions
- $7,425,718
- Total contributions
- $8,023,803
- Total income / additions
- $36,373,017
Expenses & distributions
- Benefits paid
- $9,222,662
- Administrative expenses
- $485,233
- Total expenses
- $9,707,895
- Net increase / (decrease)
- $26,665,122
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard | NONE | $222,781 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions Inc. | NONE | $92,875 | not reported in the loaded dataset | 2023 |
| Spivak Lipton | NONE | $66,200 | not reported in the loaded dataset | 2023 |
| Sikich, Llp | NONE | $54,000 | not reported in the loaded dataset | 2023 |
| Marquette Assoc | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri | NONE | $22,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of United Scenic Artists Local 829 Retirement 401k P
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Englewood Cliffs, NJ
- Vanguard — Schedule C compensation
- Zenith American Solutions Inc. — Schedule C compensation
- Spivak Lipton — Schedule C compensation
- Sikich, Llp — Schedule C compensation
- Marquette Assoc — Schedule C compensation
- Schultheis & Panettieri — Schedule C compensation