Plan5500

2023 Form 5500 filing — Seven Z Enterprises, Inc. 401(K) Profit Sharing 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 20240904154841NAL0019925073001) for Seven Z Enterprises, Inc. 401(K) Profit Sharing Plan, reported by Seven Z Enterprises, Inc. under EIN 25-1443577 and plan number 001. It reports 95 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240904154841NAL0019925073001
Filing year
2023
Form type
2
Plan sponsor
Seven Z Enterprises, Inc.
EIN
25-1443577
Plan number
001
Location
Bridgeville, PA
Participants
95
Schedules available
Schedule I, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$0
Participant contributions
$0
Total income / additions
$274,726
Benefits paid
$6,175,492
Administrative expenses
$25,444
Total expenses
$6,200,936
Net increase / (decrease)
-$5,926,210
Schedule source
Schedule I

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Ins. Co. Of AmericaRECORDKEEPER$40,201$0
Empower Annuity Ins. Co. Of AmericaRECORDKEEPER$24,261$0
Kestra Investment Services, LLCBROKER/ADVISOR$0$23,331
Kestra Investment Services, LLCBROKER/ADVISER$0$8,297
Empower Advisory Group, LLCINVESTMENT MGMT$1,151not reported in the loaded dataset
Kestra Investment Services, LLCOTHER$836not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$791not reported in the loaded dataset
Keystone Benefits Group IncCONTRACT ADMIN$393not reported in the loaded dataset

Related Form 5500 pages