2023 Form 5500 filing — Equinox, Inc. 403(B) 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 20251015135757NAL0006496048001) for Equinox, Inc. 403(B) Plan, reported by Equinox, Inc. under EIN 14-1437421 and plan number 002. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.6MReported net assets$3,622,017
Participants178
Provider compensation$29.9K2 Schedule C row(s)$29,893
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251015135757NAL0006496048001
Plan sponsor
Equinox, Inc.
EIN
14-1437421
Plan number
002
Location
Albany, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.6M total assets
Net assets$3.6MLiabilities$0
Money in vs. money out
Total income / additions$689.9K
Total expenses$348.4K
Benefits paid / distributions$318.5K
Contributions
Employer$67.6K
Participant$85.8K
Full reported line items
Total assets (EOY)
$3,622,017
Total liabilities (EOY)
$0
Net assets (EOY)
$3,622,017
Employer contributions
$67,561
Participant contributions
$85,754
Total income / additions
$689,914
Benefits paid
$318,491
Administrative expenses
$29,892
Total expenses
$348,383
Net increase / (decrease)
$341,531

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Benefit Plans Administrative SvcNONE$16,180$0
Marshall & Sterling Wealth AdvisorsREG INV ADVISOR$13,713$0

Related Form 5500 pages