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.
Reported financial statement (2023 · Schedule H)
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