2023 Form 5500 filing — Equus Capital Partners, Ltd. 401(K) Savings 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 20240731070948NAL0012494755001) for Equus Capital Partners, Ltd. 401(K) Savings Plan, reported by Equus Capital Partners, Ltd. under EIN 20-0971206 and plan number 001. It reports 527 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731070948NAL0012494755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Equus Capital Partners, Ltd.
- EIN
- 20-0971206
- Plan number
- 001
- Location
- Newtown Square, PA
- Participants
- 527
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,957,589
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,957,589
- Employer contributions
- $801,914
- Participant contributions
- $1,709,698
- Total income / additions
- $11,862,762
- Benefits paid
- $6,725,817
- Administrative expenses
- $4,830
- Total expenses
- $6,730,647
- Net increase / (decrease)
- $5,132,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $4,830 | $0 |