Equity Resources, Inc 401k Profit Sharing Plan — Form 5500 plan (Equity Resources, 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, Equity Resources, Inc 401k Profit Sharing Plan is a benefit plan reported by Equity Resources, Inc under EIN 31-1401378 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $21,176,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Equity Resources, Inc
- EIN
- 31-1401378
- Plan number
- 001
- Plan type
- 2
- Location
- Newark, OH
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $21,176,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20241015071232NAL0048367264001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,176,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,176,251
- Net assets (BOY)
- $19,119,543
Income & contributions
- Participant contributions
- $1,241,100
- Total contributions
- $1,293,233
- Total income / additions
- $4,762,634
Expenses & distributions
- Benefits paid
- $2,549,321
- Administrative expenses
- $104,361
- Total expenses
- $2,705,926
- Net increase / (decrease)
- $2,056,708
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | SERVICE PROVIDER | $200,811 | $0 | 2023 |
| Morgan Stanley Global Banking | PLAN ADVISOR | $57,608 | not reported in the loaded dataset | 2023 |
| Crest Retirement Advisors LLC | THIRDPARTY ADMINISTRATOR | $5,486 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,132 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Equity Resources, Inc
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Newark, OH
- Nationwide — Schedule C compensation
- Morgan Stanley Global Banking — Schedule C compensation
- Crest Retirement Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation