Equity 401(K) Plan — Form 5500 plan (Equity Construction Solutions)

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 401(K) Plan is a benefit plan reported by Equity Construction Solutions under EIN 31-1296257 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $4,859,814 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Equity Construction Solutions
EIN
31-1296257
Plan number
001
Plan type
2
Location
Hilliard, OH
Latest filing year
2023
Participants
154
End-of-year plan assets
$4,859,814

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20241015155934NAL0058587954001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,859,814
Total liabilities (EOY)
$0
Net assets (EOY)
$4,859,814
Net assets (BOY)
$4,015,777

Income & contributions

Employer contributions
$183,066
Participant contributions
$594,372
Total contributions
$950,844
Total income / additions
$1,682,180

Expenses & distributions

Benefits paid
$802,521
Administrative expenses
$35,622
Total expenses
$838,143
Net increase / (decrease)
$844,037

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$19,338$32023
Everhart AdvisorsNONE$16,284not reported in the loaded dataset2023

Related Form 5500 pages