Equiliem, Inc. 401(K) Plan — Form 5500 plan (Equiliem, 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, Equiliem, Inc. 401(K) Plan is a benefit plan reported by Equiliem, Inc. under EIN 22-3367209 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,745 participants and $14,115,974 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Equiliem, Inc.
- EIN
- 22-3367209
- Plan number
- 002
- Plan type
- 2
- Location
- East Brunswick, NJ
- Latest filing year
- 2023
- Participants
- 2,745
- End-of-year plan assets
- $14,115,974
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,745 | H, C | 20241014125847NAL0026207073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,115,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,115,974
- Net assets (BOY)
- $11,419,824
Income & contributions
- Employer contributions
- $117,339
- Participant contributions
- $1,476,692
- Total contributions
- $1,800,354
- Total income / additions
- $3,895,550
Expenses & distributions
- Benefits paid
- $970,228
- Administrative expenses
- $6,200
- Total expenses
- $1,199,400
- Net increase / (decrease)
- $2,696,150
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities LLC | BROKER/DEALER | $0 | $19,096 | 2023 |
| Planned Retirement Consultants & Ad | THIRD PARTY ADMINISTRATOR | $0 | $6,096 | 2023 |
| Voya Retirement Insurance And Annui | OTHER FEES | $2,932 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Equiliem, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in East Brunswick, NJ
- Mma Securities LLC — Schedule C compensation
- Planned Retirement Consultants & Ad — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation