2023 Form 5500 filing — Equity Resources, Inc 401k Profit Sharing 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 20241015071232NAL0048367264001) for Equity Resources, Inc 401k Profit Sharing Plan, reported by Equity Resources, Inc under EIN 31-1401378 and plan number 001. It reports 283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015071232NAL0048367264001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Equity Resources, Inc
- EIN
- 31-1401378
- Plan number
- 001
- Location
- Newark, OH
- Participants
- 283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,176,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,176,251
- Participant contributions
- $1,241,100
- Total income / additions
- $4,762,634
- Benefits paid
- $2,549,321
- Administrative expenses
- $104,361
- Total expenses
- $2,705,926
- Net increase / (decrease)
- $2,056,708
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | SERVICE PROVIDER | $200,811 | $0 |
| Morgan Stanley Global Banking | PLAN ADVISOR | $57,608 | not reported in the loaded dataset |
| Crest Retirement Advisors LLC | THIRDPARTY ADMINISTRATOR | $5,486 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,132 | $0 |