Equity League 401k Plan — Form 5500 plan (Board Of Trustees Of The Equity League 401k Plan)
Plain-English plan 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 League 401k Plan is a benefit plan reported by Board Of Trustees Of The Equity League 401k Plan under EIN 13-4155733 and plan number 001. The latest loaded filing year is 2023. The filing reports 23,388 participants and $488,172,174 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Equity League 401k Plan
- EIN
- 13-4155733
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 23,388
- End-of-year plan assets
- $488,172,174
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23,388 | H, C | 20240918133553NAL0001729667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $488,172,174
- Total liabilities (EOY)
- $50,228
- Net assets (EOY)
- $488,121,946
- Net assets (BOY)
- $406,587,571
Income & contributions
- Employer contributions
- $11,527,837
- Participant contributions
- $12,914,443
- Total contributions
- $24,765,304
- Total income / additions
- $96,404,427
Expenses & distributions
- Benefits paid
- $13,470,720
- Administrative expenses
- $1,399,332
- Total expenses
- $14,870,052
- Net increase / (decrease)
- $81,534,375
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Proskauer Rose Llp | NONE | $76,630 | not reported in the loaded dataset | 2023 |
| Spivak Lipton Llp | NONE | $60,836 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri | NONE | $58,882 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $52,220 | not reported in the loaded dataset | 2023 |
| Terry Schmidt LLC | NONE | $31,487 | not reported in the loaded dataset | 2023 |
| The Segal Co (Eastern States) Inc | NONE | $21,357 | not reported in the loaded dataset | 2023 |
| Five Star Dispatch Business Service | NONE | $19,144 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Equity League 401k Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Proskauer Rose Llp — Schedule C compensation
- Spivak Lipton Llp — Schedule C compensation
- Schultheis & Panettieri — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Terry Schmidt LLC — Schedule C compensation
- The Segal Co (Eastern States) Inc — Schedule C compensation
- Five Star Dispatch Business Service — Schedule C compensation