Equinox Information Systems, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Equinox Information Systems, Inc. under EIN 62-1300862 and plan number 002. The latest loaded filing year is 2023. The filing reports 26 participants and $1,618,720 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.6MPlan net assets, end of year$1,618,720
Participants26Covered participants reported
Assets / participant$62.3KComputed: assets ÷ participants$62,258 (computed)
Provider compensationNone reported
Plan sponsor
Equinox Information Systems, Inc.
EIN
62-1300862
Plan number
002
Plan type
2
Location
Madison, TN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202326I20240827140549NAL0023294450001
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)$1.6M total assets
Net assets$1.6MLiabilities
Money in vs. money out
Total income / additions$296.8K
Total expenses$13.5K
Benefits paid / distributions$13.5K
Contributions
Employer$337.7K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,618,720
Net assets (EOY)
$1,618,720
Net assets (BOY)
$1,335,486

Income & contributions

Employer contributions
$337,716
Total income / additions
$296,751

Expenses & distributions

Benefits paid
$13,517
Total expenses
$13,517
Net increase / (decrease)
$283,234
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.

Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income5%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages