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, Equus Employee Savings And Retirement Plan is a benefit plan reported by Equus Holdings, Inc. under EIN 41-1827055 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $24,729,748 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,729,748
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,729,748
- Net assets (BOY)
- $21,562,203
Income & contributions
- Employer contributions
- $506,783
- Participant contributions
- $1,478,215
- Total contributions
- $2,012,344
- Total income / additions
- $6,107,534
Expenses & distributions
- Benefits paid
- $2,889,319
- Administrative expenses
- $50,670
- Total expenses
- $2,939,989
- Net increase / (decrease)
- $3,167,545