How many benefit plans does Equity Resources, Inc report on Form 5500?

Equity Resources, Inc (EIN 31-1401378) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Equity Resources, Inc?

The Employer Identification Number (EIN) reported for Equity Resources, Inc is 31-1401378.

What is the latest Form 5500 filing year for Equity Resources, Inc?

The latest loaded Form 5500 filing year for Equity Resources, Inc is 2023.

Equity Resources, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 31-1401378) is a plan sponsor located in Newark, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 31-1401378
Location: Newark, OH
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $21,176,251
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $21,176,251

Contributions & income

Participant contributions: $1,241,100
Total income / additions: $4,762,634

Expenses & distributions

Benefits paid / distributions: $2,549,321
Total expenses: $2,705,926
Net increase / (decrease): $2,056,708

Coverage

Total reported participants: 535
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Equity Resources, Inc plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Equity Resources, Inc 401k Profit Sharing Plan	001	283	$21,176,251	2023
Equity Resources Health And Welfare Plan	501	252	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Equity Resources, Inc
Year	Plan	Participants	Schedules	Filing
2023	Equity Resources Health And Welfare Plan	252	—	20240726150904NAL0009098851001
2023	Equity Resources, Inc 401k Profit Sharing Plan	283	H, C	20241015071232NAL0048367264001