Eagle Seven Holdings, Lp 401(K) Plan & Trust — Form 5500 plan (Eagle Seven)
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, Eagle Seven Holdings, Lp 401(K) Plan & Trust is a benefit plan reported by Eagle Seven under EIN 27-3706077 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $23,907,744 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$23.9MPlan net assets, end of year$23,907,744
Participants160Covered participants reported
Assets / participant$149.4KComputed: assets ÷ participants$149,423 (computed)
Provider compensation$50.6K2 Schedule C provider row(s)$50,594
- Plan sponsor
- Eagle Seven
- EIN
- 27-3706077
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241008141620NAL0008447347001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$23.9M total assets
Net assets$23.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $23,907,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,907,744
- Net assets (BOY)
- $17,625,454
Income & contributions
- Employer contributions
- $1,010,570
- Participant contributions
- $1,853,617
- Total contributions
- $3,126,978
- Total income / additions
- $6,551,202
Expenses & distributions
- Benefits paid
- $218,318
- Administrative expenses
- $50,594
- Total expenses
- $268,912
- Net increase / (decrease)
- $6,282,290
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning LLC. | NONE | $38,573 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $12,021 | $0 | 2023 |