2023 Form 5500 filing — United Talent Agency LLC 401(K) 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 20241010150312NAL0021298913001) for United Talent Agency LLC 401(K) Plan, reported by United Talent Agency LLC under EIN 95-4312582 and plan number 001. It reports 1,761 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010150312NAL0021298913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Talent Agency LLC
- EIN
- 95-4312582
- Plan number
- 001
- Location
- Beverly Hills, CA
- Participants
- 1,761
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,104,922
- Net assets (EOY)
- $130,104,922
- Employer contributions
- $3,150,169
- Participant contributions
- $12,813,337
- Total income / additions
- $34,451,084
- Benefits paid
- $7,719,656
- Administrative expenses
- $191,859
- Total expenses
- $7,912,979
- Net increase / (decrease)
- $26,538,105
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $127,957 | $0 |
| Nfp Retirement, Inc. | CONSULTANT | $62,000 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $387 | $0 |