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, Equus Capital Partners, Ltd. 401(K) Savings Plan is a benefit plan reported by Equus Capital Partners, Ltd. under EIN 20-0971206 and plan number 001. The latest loaded filing year is 2023. The filing reports 527 participants and $60,957,589 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,957,589
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,957,589
- Net assets (BOY)
- $55,825,474
Income & contributions
- Employer contributions
- $801,914
- Participant contributions
- $1,709,698
- Total contributions
- $2,625,169
- Total income / additions
- $11,862,762
Expenses & distributions
- Benefits paid
- $6,725,817
- Administrative expenses
- $4,830
- Total expenses
- $6,730,647
- Net increase / (decrease)
- $5,132,115