401k Plan data: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST plan

THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan Name	THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number	002

THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. The employer maintaining this ESOP is an S Corporation Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name: THE EQUITY TECHNOLOGY GROUP, INC.

Employer identification number (EIN): 320430595

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 MICHAEL SHERBAN 2023-10-15
002 2021-01-01 MICHAEL SHERBAN 2022-10-16
002 2020-01-01 MICHAEL SHERBAN 2021-10-13
002 2019-01-01 MICHAEL SHERBAN 2020-10-13
002 2019-01-01 MICHAEL SHERBAN 2021-07-26
002 2019-01-01 MICHAEL SHERBAN 2021-12-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	MICHAEL SHERBAN	2023-10-15
002	2021-01-01	MICHAEL SHERBAN	2022-10-16
002	2020-01-01	MICHAEL SHERBAN	2021-10-13
002	2019-01-01	MICHAEL SHERBAN	2020-10-13
002	2019-01-01	MICHAEL SHERBAN	2021-07-26
002	2019-01-01	MICHAEL SHERBAN	2021-12-12

Plan Statistics for THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2022: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 142
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 33
Total of all active and inactive participants 2022-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 175
Number of participants with account balances 2022-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 11
2021: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 131
Number of retired or separated participants receiving benefits 2021-01-01 8
Number of other retired or separated participants entitled to future benefits 2021-01-01 21
Total of all active and inactive participants 2021-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 160
Number of participants with account balances 2021-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 119
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 26
Total of all active and inactive participants 2020-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 150
Number of participants with account balances 2020-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 111
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 32
Total of all active and inactive participants 2019-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 145
Number of participants with account balances 2019-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2

Measure	Date	Value
2022: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	142
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	33
Total of all active and inactive participants	2022-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	175
Number of participants with account balances	2022-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	11
2021: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	131
Number of retired or separated participants receiving benefits	2021-01-01	8
Number of other retired or separated participants entitled to future benefits	2021-01-01	21
Total of all active and inactive participants	2021-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	160
Number of participants with account balances	2021-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	119
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	26
Total of all active and inactive participants	2020-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	150
Number of participants with account balances	2020-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	111
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	32
Total of all active and inactive participants	2019-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	145
Number of participants with account balances	2019-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2

Financial Data on THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure	Date	Value
2022 : THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-5,212,884
Total unrealized appreciation/depreciation of assets	2022-12-31	$-5,212,884
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$6,632,718
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$7,176,198
Expenses. Interest paid	2022-12-31	$155,520
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$155,520
Total income from all sources (including contributions)	2022-12-31	$-3,972,495
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,762,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,607,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,240,389
Value of total assets at end of year	2022-12-31	$22,663,502
Value of total assets at beginning of year	2022-12-31	$28,942,124
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$0
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$124,822
Total non interest bearing cash at end of year	2022-12-31	$246,365
Total non interest bearing cash at beginning of year	2022-12-31	$922,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,735,142
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,030,784
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$21,765,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$21,875,496
Assets. Invements in employer securities at beginning of year	2022-12-31	$27,935,994
Contributions received in cash from employer	2022-12-31	$1,240,389
Employer contributions (assets) at end of year	2022-12-31	$541,641
Employer contributions (assets) at beginning of year	2022-12-31	$83,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,607,127
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$6,632,718
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$7,051,376
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BSE PARTNERS LLC
Accountancy firm EIN	2022-12-31	060462571
2021 : THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$768,000
Total unrealized appreciation/depreciation of assets	2021-12-31	$768,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$7,176,198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$7,553,545
Expenses. Interest paid	2021-12-31	$183,077
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$183,077
Total income from all sources (including contributions)	2021-12-31	$1,412,315
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,252,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,069,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$644,315
Value of total assets at end of year	2021-12-31	$28,942,124
Value of total assets at beginning of year	2021-12-31	$29,159,485
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$124,822
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$922,240
Total non interest bearing cash at beginning of year	2021-12-31	$778,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$159,986
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$21,765,926
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$21,605,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$27,935,994
Assets. Invements in employer securities at beginning of year	2021-12-31	$28,299,994
Contributions received in cash from employer	2021-12-31	$644,315
Employer contributions (assets) at end of year	2021-12-31	$83,890
Employer contributions (assets) at beginning of year	2021-12-31	$81,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,069,252
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$7,051,376
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$7,553,545
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BSE PARTNERS LLC
Accountancy firm EIN	2021-12-31	060462571
2020 : THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$1,823,979
Total unrealized appreciation/depreciation of assets	2020-12-31	$1,823,979
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$7,553,545
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$5,528,748
Expenses. Interest paid	2020-12-31	$192,500
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$192,500
Total income from all sources (including contributions)	2020-12-31	$2,359,292
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$957,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$765,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$535,313
Value of total assets at end of year	2020-12-31	$29,159,485
Value of total assets at beginning of year	2020-12-31	$25,733,252
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Total non interest bearing cash at end of year	2020-12-31	$778,399
Total non interest bearing cash at beginning of year	2020-12-31	$828,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,401,436
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$21,605,940
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$20,204,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$28,299,994
Assets. Invements in employer securities at beginning of year	2020-12-31	$24,189,519
Contributions received in cash from employer	2020-12-31	$535,313
Employer contributions (assets) at end of year	2020-12-31	$81,092
Employer contributions (assets) at beginning of year	2020-12-31	$714,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$765,356
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$7,553,545
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$5,528,748
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BSE PARTNERS LLC
Accountancy firm EIN	2020-12-31	060462571
2019 : THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$5,186,019
Total unrealized appreciation/depreciation of assets	2019-12-31	$5,186,019
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$5,528,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$6,628,543
Expenses. Interest paid	2019-12-31	$232,262
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$232,262
Total income from all sources (including contributions)	2019-12-31	$6,209,089
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,571,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,339,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,023,070
Value of total assets at end of year	2019-12-31	$25,733,252
Value of total assets at beginning of year	2019-12-31	$22,195,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Total non interest bearing cash at end of year	2019-12-31	$828,756
Total non interest bearing cash at beginning of year	2019-12-31	$2,170,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,637,316
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$20,204,504
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$15,567,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$24,189,519
Assets. Invements in employer securities at beginning of year	2019-12-31	$19,003,501
Contributions received in cash from employer	2019-12-31	$1,023,070
Employer contributions (assets) at end of year	2019-12-31	$714,977
Employer contributions (assets) at beginning of year	2019-12-31	$1,021,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,339,511
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$2,014
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$5,528,748
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$6,626,529
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	BSE PARTNERS LLC
Accountancy firm EIN	2019-12-31	060462571

Form 5500 Responses for THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2022: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	THE EQUITY TECHNOLOGY GROUP, INC.
Employer identification number (EIN):	320430595
NAIC Classification:	541330
NAIC Description:	Engineering Services