Aequitas Services, Inc 401(K) Plan — Form 5500 plan (Aequitas Services, 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, Aequitas Services, Inc 401(K) Plan is a benefit plan reported by Aequitas Services, Inc under EIN 99-0503126 and plan number 001. The latest loaded filing year is 2023. The filing reports 0 participants and $1,563,374 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aequitas Services, Inc
- EIN
- 99-0503126
- Plan number
- 001
- Plan type
- 2
- Location
- Shelbyville, KY
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $1,563,374
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | I | 20240927111437NAL0001999281001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,563,374
- Net assets (EOY)
- $1,563,374
- Net assets (BOY)
- $0
Income & contributions
- Total income / additions
- $1,563,709
Expenses & distributions
- Total expenses
- $335
- Net increase / (decrease)
- $1,563,374
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.