2023 Form 5500 filing — Equus Employee Savings And Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726100924NAL0026221504001) for Equus Employee Savings And Retirement Plan, reported by Equus Holdings, Inc. under EIN 41-1827055 and plan number 001. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726100924NAL0026221504001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Equus Holdings, Inc.
- EIN
- 41-1827055
- Plan number
- 001
- Location
- Golden Valley, MN
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,729,748
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,729,748
- Employer contributions
- $506,783
- Participant contributions
- $1,478,215
- Total income / additions
- $6,107,534
- Benefits paid
- $2,889,319
- Administrative expenses
- $50,670
- Total expenses
- $2,939,989
- Net increase / (decrease)
- $3,167,545
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $28,170 | $0 |
| Nfp Retirement Inc | ADVISOR | $22,500 | not reported in the loaded dataset |