The Animation Guild 401(K) Plan — Form 5500 plan (The Animation Guild, Local 839)
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, The Animation Guild 401(K) Plan is a benefit plan reported by The Animation Guild, Local 839 under EIN 95-1715755 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,719 participants and $583,905,623 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Animation Guild, Local 839
- EIN
- 95-1715755
- Plan number
- 001
- Plan type
- 1
- Location
- Burbank, CA
- Latest filing year
- 2023
- Participants
- 4,719
- End-of-year plan assets
- $583,905,623
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,719 | H, C | 20241015103506NAL0014410467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $583,905,623
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $583,905,623
- Net assets (BOY)
- $485,280,412
Income & contributions
- Participant contributions
- $30,157,297
- Total contributions
- $31,632,130
- Total income / additions
- $115,254,647
Expenses & distributions
- Benefits paid
- $16,099,248
- Administrative expenses
- $395,309
- Total expenses
- $16,629,436
- Net increase / (decrease)
- $98,625,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $240,597 | $0 | 2023 |
| Marsh & Mclennan Agency LLC | NONE | $47,525 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Grp LLC | NONE | $43,500 | not reported in the loaded dataset | 2023 |
| Cbiz Retirement Plan Svcs Inc | NONE | $31,350 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $19,500 | not reported in the loaded dataset | 2023 |
| Mitchell Silberberg & Knupp Llp | NONE | $15,888 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Animation Guild, Local 839
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Burbank, CA
- The Vanguard Group, Inc. — Schedule C compensation
- Marsh & Mclennan Agency LLC — Schedule C compensation
- Sageview Advisory Grp LLC — Schedule C compensation
- Cbiz Retirement Plan Svcs Inc — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Mitchell Silberberg & Knupp Llp — Schedule C compensation