Seven Z Enterprises, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Seven Z Enterprises, Inc.)
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, Seven Z Enterprises, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Seven Z Enterprises, Inc. under EIN 25-1443577 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seven Z Enterprises, Inc.
- EIN
- 25-1443577
- Plan number
- 001
- Plan type
- 2
- Location
- Bridgeville, PA
- Latest filing year
- 2023
- Participants
- 297
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | I, C | 20240822114942NAL0003032387001 |
| 2023 | 95 | I, C | 20240904154841NAL0019925073001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $5,926,210
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $274,726
Expenses & distributions
- Benefits paid
- $6,175,492
- Administrative expenses
- $25,444
- Total expenses
- $6,200,936
- Net increase / (decrease)
- -$5,926,210
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $40,201 | $0 | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $24,261 | $0 | 2023 |
| Kestra Investment Services, LLC | BROKER/ADVISOR | $0 | $23,331 | 2023 |
| Kestra Investment Services, LLC | BROKER/ADVISER | $0 | $8,297 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,151 | not reported in the loaded dataset | 2023 |
| Kestra Investment Services, LLC | OTHER | $836 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $791 | not reported in the loaded dataset | 2023 |
| Keystone Benefits Group Inc | CONTRACT ADMIN | $393 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Seven Z Enterprises, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Bridgeville, PA
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Kestra Investment Services, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Keystone Benefits Group Inc — Schedule C compensation