How many benefit plans does Equal Exchange, Inc. report on Form 5500?

Equal Exchange, Inc. (EIN 04-2904454) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Equal Exchange, Inc.?

The Employer Identification Number (EIN) reported for Equal Exchange, Inc. is 04-2904454.

What is the latest Form 5500 filing year for Equal Exchange, Inc.?

The latest loaded Form 5500 filing year for Equal Exchange, Inc. is 2023.

Equal Exchange, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Equal Exchange, Inc. (EIN 04-2904454) is a plan sponsor located in West Bridgewater, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 04-2904454
Location: West Bridgewater, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $10,675,016
Total reported liabilities (EOY): $66,519
Total reported net assets (EOY): $10,608,497

Contributions & income

Employer contributions: $216,595
Participant contributions: $397,412
Total income / additions: $2,452,422

Expenses & distributions

Benefits paid / distributions: $910,271
Total expenses: $915,253
Net increase / (decrease): $1,537,169

Coverage

Total reported participants: 270
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Equal Exchange, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Equal Exchange, Inc. 401(K) Profit Sharing Plan And Trust	001	162	$10,675,016	2023
Equal Exchange, Inc.	501	108	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Equal Exchange, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Equal Exchange, Inc. 401(K) Profit Sharing Plan And Trust	162	H, C	20241011084703NAL0022434865001
2023	Equal Exchange, Inc.	108	—	20250415155937NAL0006166176001