Equip Health 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, Equip Health Inc. (EIN 84-3571900) is a plan sponsor located in Carlsbad, CA with 1 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
84-3571900
Location
Carlsbad, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Equip Health Inc.

  • 2 loaded plans hold $5M in reported assets.
  • The largest, Equip Health 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 433 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5MSummed across loaded plans$5,017,851
Total reported assets$5M$5,017,851
Total reported participants433
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5M total assets
Net assets$5MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$1.1M
Total income / additions$1.5M
Expenses & distributions
Benefits paid / distributions$132.5K
Total expenses$139K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Equip Health 401(K) Plan
Participants per plan217Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 257 participants · 2023
  2. 2
    Equip Health, Inc. Health & Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 176 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Equip Health Inc.. Open one for its full reported snapshot.

  1. 2023
    Equip Health, Inc. Health & Welfare Benefit Plan176 participants · 2No schedules
    View filing →
  2. 2023
    Equip Health 401(K) Plan257 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Equip Health Inc. report on Form 5500?
Equip Health Inc. (EIN 84-3571900) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Equip Health Inc.?
The Employer Identification Number (EIN) reported for Equip Health Inc. is 84-3571900.
What is the latest Form 5500 filing year for Equip Health Inc.?
The latest loaded Form 5500 filing year for Equip Health Inc. is 2023.

Related Form 5500 pages