THE EQUITY GROUP INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2022: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 13 |
Number of participants with account balances | 2022-01-01 | 1 |
2021: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 15 |
Number of participants with account balances | 2021-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 16 |
Number of participants with account balances | 2020-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 15 |
Number of participants with account balances | 2019-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 16 |
Number of participants with account balances | 2018-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 18 |
Number of participants with account balances | 2017-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 18 |
Number of participants with account balances | 2016-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 17 |
Number of participants with account balances | 2015-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 15 |
Number of participants with account balances | 2014-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 12 |
Number of participants with account balances | 2013-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 2 |
Number of participants with account balances | 2011-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 2 |
Number of participants with account balances | 2010-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 12 |
Number of participants with account balances | 2009-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $1,171,525 |
Expenses. Total of all expenses incurred | 2022-12-31 | $20,179,379 |
Benefits paid (including direct rollovers) | 2022-12-31 | $20,116,598 |
Total plan assets at end of year | 2022-12-31 | $20,022,423 |
Total plan assets at beginning of year | 2022-12-31 | $39,030,277 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $7,039,573 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $62,781 |
Other income received | 2022-12-31 | $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 interests | 2022-12-31 | $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 |
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Total income from all sources | 2021-12-31 | $1,397,409 |
Expenses. Total of all expenses incurred | 2021-12-31 | $2,473,691 |
Benefits paid (including direct rollovers) | 2021-12-31 | $2,460,525 |
Total plan assets at end of year | 2021-12-31 | $39,030,277 |
Total plan assets at beginning of year | 2021-12-31 | $40,106,559 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $12,620,874 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $13,166 |
Other income received | 2021-12-31 | $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 interests | 2021-12-31 | $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 securities | 2021-12-31 | $0 |
2020 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $2,487,721 |
Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $40,106,559 |
Total plan assets at beginning of year | 2020-12-31 | $37,618,838 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $11,352,510 |
Other income received | 2020-12-31 | $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 interests | 2020-12-31 | $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 securities | 2020-12-31 | $0 |
2019 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $2,797,471 |
Expenses. Total of all expenses incurred | 2019-12-31 | $2,060,436 |
Benefits paid (including direct rollovers) | 2019-12-31 | $2,060,436 |
Total plan assets at end of year | 2019-12-31 | $37,618,838 |
Total plan assets at beginning of year | 2019-12-31 | $36,881,803 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Assets. Value of loans (other than to participants) | 2019-12-31 | $8,825,627 |
Other income received | 2019-12-31 | $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 interests | 2019-12-31 | $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 securities | 2019-12-31 | $0 |
2018 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2018 401k financial data |
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Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $135,333 |
Expenses. Total of all expenses incurred | 2018-12-31 | $2,076,072 |
Benefits paid (including direct rollovers) | 2018-12-31 | $2,076,072 |
Total plan assets at end of year | 2018-12-31 | $36,881,803 |
Total plan assets at beginning of year | 2018-12-31 | $38,822,542 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Assets. Value of loans (other than to participants) | 2018-12-31 | $6,640,124 |
Other income received | 2018-12-31 | $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 interests | 2018-12-31 | $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 securities | 2018-12-31 | $0 |
2017 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $1,916,287 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,994,933 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,994,933 |
Total plan assets at end of year | 2017-12-31 | $38,822,542 |
Total plan assets at beginning of year | 2017-12-31 | $38,901,188 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $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 received | 2017-12-31 | $1,916,287 |
Noncash contributions received | 2017-12-31 | $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 interests | 2017-12-31 | $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 securities | 2017-12-31 | $0 |
2016 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $8,913 |
Total income from all sources | 2016-12-31 | $2,266,626 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,915,375 |
Benefits paid (including direct rollovers) | 2016-12-31 | $1,899,012 |
Total plan assets at end of year | 2016-12-31 | $38,901,188 |
Total plan assets at beginning of year | 2016-12-31 | $38,558,850 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $7,610,884 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $16,363 |
Other income received | 2016-12-31 | $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 interests | 2016-12-31 | $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 securities | 2016-12-31 | $0 |
2015 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $8,913 |
Total plan liabilities at beginning of year | 2015-12-31 | $30,000 |
Total income from all sources | 2015-12-31 | $1,603,082 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,838,406 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,829,493 |
Total plan assets at end of year | 2015-12-31 | $38,558,850 |
Total plan assets at beginning of year | 2015-12-31 | $38,815,261 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Assets. Value of loans (other than to participants) | 2015-12-31 | $6,354,164 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $8,913 |
Other income received | 2015-12-31 | $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 interests | 2015-12-31 | $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 securities | 2015-12-31 | $0 |
2014 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $30,000 |
Total plan liabilities at beginning of year | 2014-12-31 | $2,852 |
Total income from all sources | 2014-12-31 | $2,909,207 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,739,812 |
Benefits paid (including direct rollovers) | 2014-12-31 | $1,709,812 |
Total plan assets at end of year | 2014-12-31 | $38,815,261 |
Total plan assets at beginning of year | 2014-12-31 | $37,618,718 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $30,000 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $2,909,207 |
Noncash contributions received | 2014-12-31 | $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 interests | 2014-12-31 | $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 securities | 2014-12-31 | $0 |
2013 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $2,852 |
Total plan liabilities at beginning of year | 2013-12-31 | $69,771 |
Total income from all sources | 2013-12-31 | $3,024,790 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,705,132 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,702,280 |
Total plan assets at end of year | 2013-12-31 | $37,618,718 |
Total plan assets at beginning of year | 2013-12-31 | $36,365,979 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Assets. Value of loans (other than to participants) | 2013-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $2,852 |
Other income received | 2013-12-31 | $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 interests | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
2012 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $69,771 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $2,772,908 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,527,719 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,457,948 |
Total plan assets at end of year | 2012-12-31 | $36,365,979 |
Total plan assets at beginning of year | 2012-12-31 | $35,051,019 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Assets. Value of loans (other than to participants) | 2012-12-31 | $4,500,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $69,771 |
Other income received | 2012-12-31 | $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 interests | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2011 401k financial data |
---|
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $1,748,513 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,400,596 |
Benefits paid (including direct rollovers) | 2011-12-31 | $1,400,596 |
Total plan assets at end of year | 2011-12-31 | $35,051,019 |
Total plan assets at beginning of year | 2011-12-31 | $34,703,102 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $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 received | 2011-12-31 | $1,748,513 |
Noncash contributions received | 2011-12-31 | $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 interests | 2011-12-31 | $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 loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $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 securities | 2011-12-31 | $0 |
2010 : THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2010 401k financial data |
---|
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $3,509,545 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,264,055 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,264,055 |
Total plan assets at end of year | 2010-12-31 | $34,703,102 |
Total plan assets at beginning of year | 2010-12-31 | $32,457,612 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $3,509,545 |
Noncash contributions received | 2010-12-31 | $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 interests | 2010-12-31 | $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 securities | 2010-12-31 | $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 securities | 2009-12-31 | $0 |
2022: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE EQUITY GROUP INC. PROFIT SHARING PLAN & TRUST DTD 1/1/80 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |