2023 Form 5500 filing — Equity League 401k 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 20240918133553NAL0001729667001) for Equity League 401k Plan, reported by Board Of Trustees Of The Equity League 401k Plan under EIN 13-4155733 and plan number 001. It reports 23,388 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240918133553NAL0001729667001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Of The Equity League 401k Plan
EIN
13-4155733
Plan number
001
Location
New York, NY
Participants
23,388
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$488,172,174
Total liabilities (EOY)
$50,228
Net assets (EOY)
$488,121,946
Employer contributions
$11,527,837
Participant contributions
$12,914,443
Total income / additions
$96,404,427
Benefits paid
$13,470,720
Administrative expenses
$1,399,332
Total expenses
$14,870,052
Net increase / (decrease)
$81,534,375
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Proskauer Rose LlpNONE$76,630not reported in the loaded dataset
Spivak Lipton LlpNONE$60,836not reported in the loaded dataset
Schultheis & PanettieriNONE$58,882not reported in the loaded dataset
Segal Marco AdvisorsNONE$52,220not reported in the loaded dataset
Terry Schmidt LLCNONE$31,487not reported in the loaded dataset
The Segal Co (Eastern States) IncNONE$21,357not reported in the loaded dataset
Five Star Dispatch Business ServiceNONE$19,144not reported in the loaded dataset

Related Form 5500 pages