Plan5500

Wasserman Media Group 401(K) Plan — Form 5500 plan (Wasserman Media Group, LLC)

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, Wasserman Media Group 401(K) Plan is a benefit plan reported by Wasserman Media Group, LLC under EIN 72-1559402 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,670 participants and $77,534,690 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wasserman Media Group, LLC
EIN
72-1559402
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
1,670
End-of-year plan assets
$77,534,690

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,670H, C20241010162233NAL0020519041001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,534,690
Total liabilities (EOY)
$0
Net assets (EOY)
$77,534,690
Net assets (BOY)
$52,572,464

Income & contributions

Employer contributions
$1,335,087
Participant contributions
$9,319,732
Total contributions
$16,837,783
Total income / additions
$28,059,822

Expenses & distributions

Benefits paid
$2,895,248
Administrative expenses
$202,348
Total expenses
$3,097,596
Net increase / (decrease)
$24,962,226

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Invest Inst Operations CoRECORDKEEPER$103,489$02023
Raymond James Financial ServicesADVISOR$86,643not reported in the loaded dataset2023
Futureplan By AscensusOTHER SERVICES$12,216not reported in the loaded dataset2023

Related Form 5500 pages