Equinox, Inc. 403(B) Plan — Form 5500 plan (Equinox, Inc.)

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, Equinox, Inc. 403(B) Plan is a benefit plan reported by Equinox, Inc. under EIN 14-1437421 and plan number 002. The latest loaded filing year is 2023. The filing reports 178 participants and $3,622,017 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Equinox, Inc.
EIN
14-1437421
Plan number
002
Plan type
2
Location
Albany, NY
Latest filing year
2023
Participants
178
End-of-year plan assets
$3,622,017

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H, C20251015135757NAL0006496048001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,622,017
Total liabilities (EOY)
$0
Net assets (EOY)
$3,622,017
Net assets (BOY)
$3,280,486

Income & contributions

Employer contributions
$67,561
Participant contributions
$85,754
Total contributions
$170,050
Total income / additions
$689,914

Expenses & distributions

Benefits paid
$318,491
Administrative expenses
$29,892
Total expenses
$348,383
Net increase / (decrease)
$341,531

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plans Administrative SvcNONE$16,180$02023
Marshall & Sterling Wealth AdvisorsREG INV ADVISOR$13,713$02023

Related Form 5500 pages