Equibrand Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Equibrand Corporation)
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, Equibrand Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Equibrand Corporation under EIN 75-2661586 and plan number 003. The latest loaded filing year is 2023. The filing reports 240 participants and $12,008,047 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Equibrand Corporation
- EIN
- 75-2661586
- Plan number
- 003
- Plan type
- 2
- Location
- Granbury, TX
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $12,008,047
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20240702052436NAL0006742128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,008,047
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,008,047
- Net assets (BOY)
- $10,385,855
Income & contributions
- Employer contributions
- $258,003
- Participant contributions
- $634,905
- Total contributions
- $892,908
- Total income / additions
- $2,562,598
Expenses & distributions
- Benefits paid
- $861,383
- Administrative expenses
- $75,691
- Total expenses
- $940,406
- Net increase / (decrease)
- $1,622,192
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Axa Advisors, LLC | INVESTMENT ADVISORS | $45,020 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $30,670 | $0 | 2023 |