2023 Form 5500 filing — The Equity Technology Group 401(K) 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 20241015145434NAL0016680339001) for The Equity Technology Group 401(K) Plan, reported by The Equity Technology Group, Inc. under EIN 32-0430595 and plan number 001. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145434NAL0016680339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Equity Technology Group, Inc.
- EIN
- 32-0430595
- Plan number
- 001
- Location
- Shaker Heights, OH
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,888,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,888,237
- Employer contributions
- $0
- Participant contributions
- $1,948,129
- Total income / additions
- $5,485,979
- Benefits paid
- $1,419,672
- Administrative expenses
- $78,291
- Total expenses
- $1,497,963
- Net increase / (decrease)
- $3,988,016
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,847 | $0 |
| Stratos Wealth Partners, Ltd | INVESTMENT ADVISOR | $24,053 | not reported in the loaded dataset |
| Lpl Financial | INVESTMENT ADVISOR | $22,204 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,559 | not reported in the loaded dataset |
| The Equity Engineering Group Inc | TRUSTEE | $504 | not reported in the loaded dataset |