United Talent Agency LLC 401(K) Plan — Form 5500 plan (United Talent Agency 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, United Talent Agency LLC 401(K) Plan is a benefit plan reported by United Talent Agency LLC under EIN 95-4312582 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,761 participants and $130,104,922 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Talent Agency LLC
- EIN
- 95-4312582
- Plan number
- 001
- Plan type
- 2
- Location
- Beverly Hills, CA
- Latest filing year
- 2023
- Participants
- 1,761
- End-of-year plan assets
- $130,104,922
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,761 | H, C | 20241010150312NAL0021298913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $130,104,922
- Net assets (EOY)
- $130,104,922
- Net assets (BOY)
- $102,011,242
Income & contributions
- Employer contributions
- $3,150,169
- Participant contributions
- $12,813,337
- Total contributions
- $17,961,669
- Total income / additions
- $34,451,084
Expenses & distributions
- Benefits paid
- $7,719,656
- Administrative expenses
- $191,859
- Total expenses
- $7,912,979
- Net increase / (decrease)
- $26,538,105
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $127,957 | $0 | 2023 |
| Nfp Retirement, Inc. | CONSULTANT | $62,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $387 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Talent Agency LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Beverly Hills, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Nfp Retirement, Inc. — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation