The Equity Technology Group 401(K) Plan — Form 5500 plan (The Equity Technology Group, 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, The Equity Technology Group 401(K) Plan is a benefit plan reported by The Equity Technology Group, Inc. under EIN 32-0430595 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $20,888,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Equity Technology Group, Inc.
- EIN
- 32-0430595
- Plan number
- 001
- Plan type
- 2
- Location
- Shaker Heights, OH
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $20,888,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241015145434NAL0016680339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,888,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,888,237
- Net assets (BOY)
- $16,900,221
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,948,129
- Total contributions
- $2,088,274
- Total income / additions
- $5,485,979
Expenses & distributions
- Benefits paid
- $1,419,672
- Administrative expenses
- $78,291
- Total expenses
- $1,497,963
- Net increase / (decrease)
- $3,988,016
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,847 | $0 | 2023 |
| Stratos Wealth Partners, Ltd | INVESTMENT ADVISOR | $24,053 | not reported in the loaded dataset | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $22,204 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,559 | not reported in the loaded dataset | 2023 |
| The Equity Engineering Group Inc | TRUSTEE | $504 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Equity Technology Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Shaker Heights, OH
- Empower Annuity Insurance Company O — Schedule C compensation
- Stratos Wealth Partners, Ltd — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- The Equity Engineering Group Inc — Schedule C compensation