Equinox Information Systems, Inc. 401(K) Plan — Form 5500 plan (Equinox Information Systems 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 Information Systems, Inc. 401(K) Plan is a benefit plan reported by Equinox Information Systems Inc under EIN 62-1300862 and plan number 001. The latest loaded filing year is 2023. The filing reports 24 participants and $6,467,896 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.5MPlan net assets, end of year$6,467,896
Participants24Covered participants reported
Assets / participant$269.5KComputed: assets ÷ participants$269,496 (computed)
Provider compensationNone reported
Plan sponsor
Equinox Information Systems Inc
EIN
62-1300862
Plan number
001
Plan type
2
Location
Madison, TN
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    24 participants · 2Sch I
    View filing →
Schedule I · 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)$6.5M total assets
Net assets$6.5MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$907.4K
Benefits paid / distributions$904.6K
Contributions
Employer$66.6K
Participant$216.9K
Full reported line items

Net assets

Total assets (EOY)
$6,467,896
Total liabilities (EOY)
$0
Net assets (EOY)
$6,467,896
Net assets (BOY)
$5,894,945

Income & contributions

Employer contributions
$66,585
Participant contributions
$216,936
Total income / additions
$1,480,375

Expenses & distributions

Benefits paid
$904,632
Administrative expenses
$2,792
Total expenses
$907,424
Net increase / (decrease)
$572,951
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 23%Participant 77%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income61%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages