Equinox, Inc. 403(B) Plan — Form 5500 plan (Equinox, Inc.)
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, Equinox, Inc. 403(B) Plan is a benefit plan reported by Equinox, Inc. under EIN 14-1437421 and plan number 002. The latest loaded filing year is 2023. The filing reports 178 participants and $3,622,017 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.6MPlan net assets, end of year$3,622,017
Participants178Covered participants reported
Assets / participant$20.3KComputed: assets ÷ participants$20,348 (computed)
Provider compensation$29.9K2 Schedule C provider row(s)$29,893
- Plan sponsor
- Equinox, Inc.
- EIN
- 14-1437421
- Plan number
- 002
- Plan type
- 2
- Location
- Albany, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20251015135757NAL0006496048001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.6M total assets
Net assets$3.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,622,017
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,622,017
- Net assets (BOY)
- $3,280,486
Income & contributions
- Employer contributions
- $67,561
- Participant contributions
- $85,754
- Total contributions
- $170,050
- Total income / additions
- $689,914
Expenses & distributions
- Benefits paid
- $318,491
- Administrative expenses
- $29,892
- Total expenses
- $348,383
- Net increase / (decrease)
- $341,531
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans Administrative Svc | NONE | $16,180 | $0 | 2023 |
| Marshall & Sterling Wealth Advisors | REG INV ADVISOR | $13,713 | $0 | 2023 |