2023 Form 5500 filing — Eagle Seven Holdings, Lp 401(K) Plan & Trust
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 20241008141620NAL0008447347001) for Eagle Seven Holdings, Lp 401(K) Plan & Trust, reported by Eagle Seven under EIN 27-3706077 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$23.9MReported net assets$23,907,744
Participants160
Provider compensation$50.6K2 Schedule C row(s)$50,594
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008141620NAL0008447347001
- Plan sponsor
- Eagle Seven
- EIN
- 27-3706077
- Plan number
- 001
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$23.9M total assets
Net assets$23.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $23,907,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,907,744
- Employer contributions
- $1,010,570
- Participant contributions
- $1,853,617
- Total income / additions
- $6,551,202
- Benefits paid
- $218,318
- Administrative expenses
- $50,594
- Total expenses
- $268,912
- Net increase / (decrease)
- $6,282,290
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC. | NONE | $38,573 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $12,021 | $0 |