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 ENGINEERING GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE EQUITY ENGINEERING GROUP, INC.

Employer identification number (EIN): 341970354

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about THE EQUITY ENGINEERING GROUP, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2001-11-05

Company Identification Number: 1267430

Legal Registered Office Address: C/O NICOLA GUDBRANSON & COOPER LLC--REPUBLIC BLDG STE 1400
25 W PROSPECT AVE
CLEVELAND
United States of America (USA)
44115

More information about THE EQUITY ENGINEERING GROUP, INC.

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 2018-01-01 JOHN TURKALY 2019-10-13
002 2017-01-01
002 2016-01-01
002 2015-01-01 KYLA DAHL
002 2014-01-01 JAMES C SOWINSKI
002 2013-01-01 JAMES C SOWINSKI
002 2012-10-01 JAMES C SOWINSKI

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
2018: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 86
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 48
Total of all active and inactive participants 2018-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 139
Number of participants with account balances 2018-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 86
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 41
Total of all active and inactive participants 2017-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 131
Number of participants with account balances 2017-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 12
2016: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 95
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 28
Total of all active and inactive participants 2016-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 124
Number of participants with account balances 2016-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 74
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 18
Total of all active and inactive participants 2015-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 92
Number of participants with account balances 2015-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 11
2014: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 74
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 18
Total of all active and inactive participants 2014-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 92
Number of participants with account balances 2014-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 11
2013: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 79
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 5
Total of all active and inactive participants 2013-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 84
Number of participants with account balances 2013-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 15
2012: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-10-01 83
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 79
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 0
Total of all active and inactive participants 2012-10-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 79
Number of participants with account balances 2012-10-01 79

Measure	Date	Value
2018: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	86
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	48
Total of all active and inactive participants	2018-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	139
Number of participants with account balances	2018-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	86
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	41
Total of all active and inactive participants	2017-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	131
Number of participants with account balances	2017-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	12
2016: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	95
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	28
Total of all active and inactive participants	2016-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	124
Number of participants with account balances	2016-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	74
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	18
Total of all active and inactive participants	2015-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	92
Number of participants with account balances	2015-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	11
2014: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	74
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	18
Total of all active and inactive participants	2014-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	92
Number of participants with account balances	2014-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	11
2013: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	79
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	5
Total of all active and inactive participants	2013-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	84
Number of participants with account balances	2013-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	15
2012: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-10-01	83
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	79
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	79
Number of participants with account balances	2012-10-01	79

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

Measure	Date	Value
2018 : THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$972,936
Total unrealized appreciation/depreciation of assets	2018-12-31	$972,936
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$6,628,543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$7,702,030
Expenses. Interest paid	2018-12-31	$288,475
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$288,475
Total income from all sources (including contributions)	2018-12-31	$2,338,049
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$296,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$8,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,365,113
Value of total assets at end of year	2018-12-31	$22,195,731
Value of total assets at beginning of year	2018-12-31	$21,227,725
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Total non interest bearing cash at end of year	2018-12-31	$2,170,282
Total non interest bearing cash at beginning of year	2018-12-31	$5,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$2,041,493
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$15,567,188
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$13,525,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$19,003,501
Assets. Invements in employer securities at beginning of year	2018-12-31	$20,200,000
Contributions received in cash from employer	2018-12-31	$1,365,113
Employer contributions (assets) at end of year	2018-12-31	$1,021,948
Employer contributions (assets) at beginning of year	2018-12-31	$1,021,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$8,081
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$2,014
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$1,379
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$6,626,529
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$7,700,651
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	BSE PARTNERS LLC
Accountancy firm EIN	2018-12-31	060462571
2017 : THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$2,100,000
Total unrealized appreciation/depreciation of assets	2017-12-31	$2,100,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$7,702,030
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$8,732,725
Expenses. Interest paid	2017-12-31	$330,524
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$330,524
Total income from all sources (including contributions)	2017-12-31	$3,462,598
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$342,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$11,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,362,598
Value of total assets at end of year	2017-12-31	$21,227,725
Value of total assets at beginning of year	2017-12-31	$19,137,930
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Total non interest bearing cash at end of year	2017-12-31	$5,777
Total non interest bearing cash at beginning of year	2017-12-31	$15,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,120,490
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$13,525,695
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,405,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$20,200,000
Assets. Invements in employer securities at beginning of year	2017-12-31	$18,100,000
Contributions received in cash from employer	2017-12-31	$1,362,598
Employer contributions (assets) at end of year	2017-12-31	$1,021,948
Employer contributions (assets) at beginning of year	2017-12-31	$1,021,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$11,584
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$1,379
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$7,700,651
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$8,732,725
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	BSE PARTNERS LLC
Accountancy firm EIN	2017-12-31	060462571
2016 : THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$1,500,000
Total unrealized appreciation/depreciation of assets	2016-12-31	$1,500,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$8,732,725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$9,679,844
Expenses. Interest paid	2016-12-31	$370,480
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$370,480
Total income from all sources (including contributions)	2016-12-31	$2,877,598
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$370,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$324
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,377,598
Value of total assets at end of year	2016-12-31	$19,137,930
Value of total assets at beginning of year	2016-12-31	$17,578,255
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Total non interest bearing cash at end of year	2016-12-31	$15,983
Total non interest bearing cash at beginning of year	2016-12-31	$1,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,506,794
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,405,205
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,898,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$18,100,000
Assets. Invements in employer securities at beginning of year	2016-12-31	$16,600,000
Contributions received in cash from employer	2016-12-31	$1,377,598
Employer contributions (assets) at end of year	2016-12-31	$1,021,947
Employer contributions (assets) at beginning of year	2016-12-31	$976,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$324
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$8,732,725
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$9,679,844
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	BSE PARTNERS LLC
Accountancy firm EIN	2016-12-31	060462571
2015 : THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$10,270,553
Total plan liabilities at beginning of year	2015-12-31	$10,270,553
Total income from all sources	2015-12-31	$0
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$26,362,818
Total plan assets at beginning of year	2015-12-31	$26,362,818
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Net income (gross income less expenses)	2015-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$16,092,265
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$16,092,265
Assets. Value of employer securities	2015-12-31	$15,400,000
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 ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$10,270,553
Total plan liabilities at beginning of year	2014-12-31	$10,855,927
Total income from all sources	2014-12-31	$6,157,078
Expenses. Total of all expenses incurred	2014-12-31	$423,428
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$26,362,818
Total plan assets at beginning of year	2014-12-31	$21,214,542
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$423,428
Other income received	2014-12-31	$5,314,677
Net income (gross income less expenses)	2014-12-31	$5,733,650
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$16,092,265
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$10,358,615
Assets. Value of employer securities	2014-12-31	$15,400,000
Total contributions received or receivable from employer(s)	2014-12-31	$842,401
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 ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$10,855,927
Total plan liabilities at beginning of year	2013-12-31	$11,224,457
Total income from all sources	2013-12-31	$4,448,620
Expenses. Total of all expenses incurred	2013-12-31	$442,271
Total plan assets at end of year	2013-12-31	$21,198,420
Total plan assets at beginning of year	2013-12-31	$17,560,601
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$442,271
Other income received	2013-12-31	$3,606,076
Net income (gross income less expenses)	2013-12-31	$4,006,349
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$10,342,493
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,336,144
Assets. Value of employer securities	2013-12-31	$9,499,950
Total contributions received or receivable from employer(s)	2013-12-31	$842,544
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 ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$11,224,457
Total income from all sources	2012-12-31	$-4,739,399
Expenses. Total of all expenses incurred	2012-12-31	$74,457
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$6,410,601
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$74,457
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$-5,550,200
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-4,813,856
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$-4,813,856
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of employer securities	2012-12-31	$5,599,800
Total contributions received or receivable from employer(s)	2012-12-31	$810,801
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

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

2018: THE EQUITY ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 form 5500 responses
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 ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 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 ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses
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 ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2014 form 5500 responses
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 ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2013 form 5500 responses
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 ENGINEERING GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	First time form 5500 has been submitted	Yes
2012-10-01	Submission has been amended	Yes
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE EQUITY ENGINEERING GROUP, INC.
Employer identification number (EIN):	341970354
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2001-11-05
Company Identification Number:	1267430
Legal Registered Office Address:	C/O NICOLA GUDBRANSON & COOPER LLC--REPUBLIC BLDG STE 1400 25 W PROSPECT AVE CLEVELAND United States of America (USA) 44115

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2018-01-01	JOHN TURKALY	2019-10-13
002	2017-01-01
002	2016-01-01
002	2015-01-01	KYLA DAHL
002	2014-01-01	JAMES C SOWINSKI
002	2013-01-01	JAMES C SOWINSKI
002	2012-10-01	JAMES C SOWINSKI