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THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 401k Plan overview

Plan NameTHE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80
Plan identification number 002

THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

THE EQUITY GROUP INC. has sponsored the creation of one or more 401k plans.

Company Name:THE EQUITY GROUP INC.
Employer identification number (EIN):132789149
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LOREN MORTMAN, PRESIDENT
0022016-01-01LOREN MORTMAN
0022015-01-01LOREN MORTMAN
0022014-01-01LOREN MORTMAN, PRESIDENT
0022013-01-01ROBERT D. GOLDSTEIN, PRESIDENT
0022012-01-01ROBERT D. GOLDSTEIN, PRESIDENT
0022011-01-01ROBERT D. GOLDSTEIN, PRESIDENT
0022010-01-01ROBERT D. GOLDSTEIN, PRESIDENT
0022009-01-01ROBERT D. GOLDSTEIN, PRESIDENT

Plan Statistics for THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80

401k plan membership statisitcs for THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80

Measure Date Value
2022: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2022 401k membership
Total participants, beginning-of-year2022-01-0114
Total number of active participants reported on line 7a of the Form 55002022-01-0112
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0113
Number of participants with account balances2022-01-011
2021: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2021 401k membership
Total participants, beginning-of-year2021-01-0116
Total number of active participants reported on line 7a of the Form 55002021-01-0114
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0115
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2020 401k membership
Total participants, beginning-of-year2020-01-0115
Total number of active participants reported on line 7a of the Form 55002020-01-0115
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0116
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2019 401k membership
Total participants, beginning-of-year2019-01-0116
Total number of active participants reported on line 7a of the Form 55002019-01-0114
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0115
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2018 401k membership
Total participants, beginning-of-year2018-01-0117
Total number of active participants reported on line 7a of the Form 55002018-01-0115
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0116
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2017 401k membership
Total participants, beginning-of-year2017-01-0118
Total number of active participants reported on line 7a of the Form 55002017-01-0117
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0118
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2016 401k membership
Total participants, beginning-of-year2016-01-0117
Total number of active participants reported on line 7a of the Form 55002016-01-0117
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0118
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2015 401k membership
Total participants, beginning-of-year2015-01-0115
Total number of active participants reported on line 7a of the Form 55002015-01-0116
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0117
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2014 401k membership
Total participants, beginning-of-year2014-01-0112
Total number of active participants reported on line 7a of the Form 55002014-01-0114
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0115
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0112
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2010 401k membership
Total participants, beginning-of-year2010-01-0112
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0112
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80

Measure Date Value
2022 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2022 401k financial data
Total income from all sources2022-12-31$1,171,525
Expenses. Total of all expenses incurred2022-12-31$20,179,379
Benefits paid (including direct rollovers)2022-12-31$20,116,598
Total plan assets at end of year2022-12-31$20,022,423
Total plan assets at beginning of year2022-12-31$39,030,277
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of loans (other than to participants)2022-12-31$7,039,573
Expenses. Other expenses not covered elsewhere2022-12-31$62,781
Other income received2022-12-31$1,171,525
Net income (gross income less expenses)2022-12-31$-19,007,854
Net plan assets at end of year (total assets less liabilities)2022-12-31$20,022,423
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$39,030,277
Assets. Value of assets in partnership/joint-venture interests2022-12-31$7,699,792
Assets. Value of real-estate (other than employer real property)2022-12-31$256,311
2021 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2021 401k financial data
Total income from all sources2021-12-31$1,397,409
Expenses. Total of all expenses incurred2021-12-31$2,473,691
Benefits paid (including direct rollovers)2021-12-31$2,460,525
Total plan assets at end of year2021-12-31$39,030,277
Total plan assets at beginning of year2021-12-31$40,106,559
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of loans (other than to participants)2021-12-31$12,620,874
Expenses. Other expenses not covered elsewhere2021-12-31$13,166
Other income received2021-12-31$1,397,409
Net income (gross income less expenses)2021-12-31$-1,076,282
Net plan assets at end of year (total assets less liabilities)2021-12-31$39,030,277
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$40,106,559
Assets. Value of assets in partnership/joint-venture interests2021-12-31$8,076,394
Assets. Value of real-estate (other than employer real property)2021-12-31$223,783
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2020 401k financial data
Total income from all sources2020-12-31$2,487,721
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$40,106,559
Total plan assets at beginning of year2020-12-31$37,618,838
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of loans (other than to participants)2020-12-31$11,352,510
Other income received2020-12-31$2,487,721
Net income (gross income less expenses)2020-12-31$2,487,721
Net plan assets at end of year (total assets less liabilities)2020-12-31$40,106,559
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$37,618,838
Assets. Value of assets in partnership/joint-venture interests2020-12-31$9,012,311
Assets. Value of real-estate (other than employer real property)2020-12-31$200,623
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2019 401k financial data
Total income from all sources2019-12-31$2,797,471
Expenses. Total of all expenses incurred2019-12-31$2,060,436
Benefits paid (including direct rollovers)2019-12-31$2,060,436
Total plan assets at end of year2019-12-31$37,618,838
Total plan assets at beginning of year2019-12-31$36,881,803
Value of fidelity bond covering the plan2019-12-31$500,000
Assets. Value of loans (other than to participants)2019-12-31$8,825,627
Other income received2019-12-31$2,797,471
Net income (gross income less expenses)2019-12-31$737,035
Net plan assets at end of year (total assets less liabilities)2019-12-31$37,618,838
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$36,881,803
Assets. Value of assets in partnership/joint-venture interests2019-12-31$9,316,778
Assets. Value of real-estate (other than employer real property)2019-12-31$592,258
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$135,333
Expenses. Total of all expenses incurred2018-12-31$2,076,072
Benefits paid (including direct rollovers)2018-12-31$2,076,072
Total plan assets at end of year2018-12-31$36,881,803
Total plan assets at beginning of year2018-12-31$38,822,542
Value of fidelity bond covering the plan2018-12-31$500,000
Assets. Value of loans (other than to participants)2018-12-31$6,640,124
Other income received2018-12-31$135,333
Net income (gross income less expenses)2018-12-31$-1,940,739
Net plan assets at end of year (total assets less liabilities)2018-12-31$36,881,803
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$38,822,542
Assets. Value of assets in partnership/joint-venture interests2018-12-31$10,904,534
Assets. Value of real-estate (other than employer real property)2018-12-31$622,002
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,916,287
Expenses. Total of all expenses incurred2017-12-31$1,994,933
Benefits paid (including direct rollovers)2017-12-31$1,994,933
Total plan assets at end of year2017-12-31$38,822,542
Total plan assets at beginning of year2017-12-31$38,901,188
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$0
Assets. Value of loans (other than to participants)2017-12-31$6,902,597
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,916,287
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-78,646
Net plan assets at end of year (total assets less liabilities)2017-12-31$38,822,542
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$38,901,188
Assets. Value of assets in partnership/joint-venture interests2017-12-31$12,501,585
Assets. Value of real-estate (other than employer real property)2017-12-31$653,713
Total contributions received or receivable from employer(s)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$8,913
Total income from all sources2016-12-31$2,266,626
Expenses. Total of all expenses incurred2016-12-31$1,915,375
Benefits paid (including direct rollovers)2016-12-31$1,899,012
Total plan assets at end of year2016-12-31$38,901,188
Total plan assets at beginning of year2016-12-31$38,558,850
Value of fidelity bond covering the plan2016-12-31$500,000
Assets. Value of loans (other than to participants)2016-12-31$7,610,884
Expenses. Other expenses not covered elsewhere2016-12-31$16,363
Other income received2016-12-31$2,266,626
Net income (gross income less expenses)2016-12-31$351,251
Net plan assets at end of year (total assets less liabilities)2016-12-31$38,901,188
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$38,549,937
Assets. Value of assets in partnership/joint-venture interests2016-12-31$14,930,651
Assets. Value of real-estate (other than employer real property)2016-12-31$755,011
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2015 401k financial data
Total plan liabilities at end of year2015-12-31$8,913
Total plan liabilities at beginning of year2015-12-31$30,000
Total income from all sources2015-12-31$1,603,082
Expenses. Total of all expenses incurred2015-12-31$1,838,406
Benefits paid (including direct rollovers)2015-12-31$1,829,493
Total plan assets at end of year2015-12-31$38,558,850
Total plan assets at beginning of year2015-12-31$38,815,261
Value of fidelity bond covering the plan2015-12-31$500,000
Assets. Value of loans (other than to participants)2015-12-31$6,354,164
Expenses. Other expenses not covered elsewhere2015-12-31$8,913
Other income received2015-12-31$1,603,082
Net income (gross income less expenses)2015-12-31$-235,324
Net plan assets at end of year (total assets less liabilities)2015-12-31$38,549,937
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$38,785,261
Assets. Value of assets in partnership/joint-venture interests2015-12-31$14,318,321
Assets. Value of real-estate (other than employer real property)2015-12-31$950,785
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$30,000
Total plan liabilities at beginning of year2014-12-31$2,852
Total income from all sources2014-12-31$2,909,207
Expenses. Total of all expenses incurred2014-12-31$1,739,812
Benefits paid (including direct rollovers)2014-12-31$1,709,812
Total plan assets at end of year2014-12-31$38,815,261
Total plan assets at beginning of year2014-12-31$37,618,718
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Assets. Value of loans (other than to participants)2014-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$30,000
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$2,909,207
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$1,169,395
Net plan assets at end of year (total assets less liabilities)2014-12-31$38,785,261
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$37,615,866
Assets. Value of assets in partnership/joint-venture interests2014-12-31$15,238,571
Assets. Value of real-estate (other than employer real property)2014-12-31$772,080
Total contributions received or receivable from employer(s)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2013 401k financial data
Total plan liabilities at end of year2013-12-31$2,852
Total plan liabilities at beginning of year2013-12-31$69,771
Total income from all sources2013-12-31$3,024,790
Expenses. Total of all expenses incurred2013-12-31$1,705,132
Benefits paid (including direct rollovers)2013-12-31$1,702,280
Total plan assets at end of year2013-12-31$37,618,718
Total plan assets at beginning of year2013-12-31$36,365,979
Value of fidelity bond covering the plan2013-12-31$500,000
Assets. Value of loans (other than to participants)2013-12-31$3,000,000
Expenses. Other expenses not covered elsewhere2013-12-31$2,852
Other income received2013-12-31$3,024,790
Net income (gross income less expenses)2013-12-31$1,319,658
Net plan assets at end of year (total assets less liabilities)2013-12-31$37,615,866
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$36,296,208
Assets. Value of assets in partnership/joint-venture interests2013-12-31$14,228,972
Assets. Value of real-estate (other than employer real property)2013-12-31$766,935
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$69,771
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$2,772,908
Expenses. Total of all expenses incurred2012-12-31$1,527,719
Benefits paid (including direct rollovers)2012-12-31$1,457,948
Total plan assets at end of year2012-12-31$36,365,979
Total plan assets at beginning of year2012-12-31$35,051,019
Value of fidelity bond covering the plan2012-12-31$500,000
Assets. Value of loans (other than to participants)2012-12-31$4,500,000
Expenses. Other expenses not covered elsewhere2012-12-31$69,771
Other income received2012-12-31$2,772,908
Net income (gross income less expenses)2012-12-31$1,245,189
Net plan assets at end of year (total assets less liabilities)2012-12-31$36,296,208
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$35,051,019
Assets. Value of assets in partnership/joint-venture interests2012-12-31$14,078,026
Assets. Value of real-estate (other than employer real property)2012-12-31$762,156
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$1,748,513
Expenses. Total of all expenses incurred2011-12-31$1,400,596
Benefits paid (including direct rollovers)2011-12-31$1,400,596
Total plan assets at end of year2011-12-31$35,051,019
Total plan assets at beginning of year2011-12-31$34,703,102
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Assets. Value of loans (other than to participants)2011-12-31$2,000,000
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$1,748,513
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$347,917
Net plan assets at end of year (total assets less liabilities)2011-12-31$35,051,019
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$34,703,102
Assets. Value of assets in partnership/joint-venture interests2011-12-31$12,833,347
Assets. Value of real-estate (other than employer real property)2011-12-31$790,110
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$3,509,545
Expenses. Total of all expenses incurred2010-12-31$1,264,055
Benefits paid (including direct rollovers)2010-12-31$1,264,055
Total plan assets at end of year2010-12-31$34,703,102
Total plan assets at beginning of year2010-12-31$32,457,612
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$3,509,545
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$2,245,490
Net plan assets at end of year (total assets less liabilities)2010-12-31$34,703,102
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$32,457,612
Assets. Value of assets in partnership/joint-venture interests2010-12-31$9,663,782
Assets. Value of real-estate (other than employer real property)2010-12-31$758,095
Total contributions received or receivable from employer(s)2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80

2022: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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