2023 Form 5500 filing — Eagle Alliance Employee Pension 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 20241004074959NAL0011897681001) for Eagle Alliance Employee Pension Plan, reported by Eagle Alliance under EIN 52-2308257 and plan number 001. It reports 454 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)$43.8MReported net assets$43,800,766
Participants454
Provider compensation$244.2K5 Schedule C row(s)$244,164
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004074959NAL0011897681001
Plan sponsor
Eagle Alliance
EIN
52-2308257
Plan number
001
Location
Falls Church, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$43.9M total assets
Net assets$43.8MLiabilities$97.3K
Money in vs. money out
Total income / additions$4.5M
Total expenses$3.6M
Benefits paid / distributions$3M
Full reported line items
Total assets (EOY)
$43,898,036
Total liabilities (EOY)
$97,270
Net assets (EOY)
$43,800,766
Total income / additions
$4,535,834
Benefits paid
$2,993,761
Administrative expenses
$581,085
Total expenses
$3,574,846
Net increase / (decrease)
$960,988
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ACTUARIAL & FORM 5500 PR · Direct $113.8K
  2. 2
    PLAN TRUSTEE · Direct $77.5K · Indirect $0
  3. 3
    INVESTMENT MANAGER · Direct $25.4K · Indirect $0
  4. 4
    PLAN AUDITOR · Direct $18.3K
  5. 5
    FINANCIAL STATEMENT PREP · Direct $9.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004074959NAL0011897681001 cover?
It is the 2023 Form 5500 filing for Eagle Alliance Employee Pension Plan, reported by Eagle Alliance (EIN 52-2308257).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages