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EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameEQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN
Plan identification number 001

EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EQUITY INVESTMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:EQUITY INVESTMENT CORPORATION
Employer identification number (EIN):581684151
NAIC Classification:523900

Additional information about EQUITY INVESTMENT CORPORATION

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1997-03-19
Company Identification Number: P97000024747
Legal Registered Office Address: 877 NE JENSEN BEACH BLVD.

JENSEN BEACH

34957

More information about EQUITY INVESTMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01JAMES BARKSDALE2016-10-17
0012014-01-01
0012013-01-01
0012012-01-01JAMES F. BARKSDALE JAMES F. BARKSDALE2013-10-09
0012011-01-01JAMES F. BARKSDALE JAMES F. BARKSDALE2013-01-15
0012010-01-01JAMES F. BARKSDALE JAMES F. BARKSDALE2013-01-15
0012009-01-01JAMES BARKSDALE

Plan Statistics for EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0130
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0130
Total number of active participants reported on line 7a of the Form 55002016-01-0129
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0130
Number of participants with account balances2016-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0124
Total number of active participants reported on line 7a of the Form 55002015-01-0124
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0125
Number of participants with account balances2015-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0122
Total number of active participants reported on line 7a of the Form 55002014-01-0122
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0123
Number of participants with account balances2014-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0120
Total number of active participants reported on line 7a of the Form 55002013-01-0120
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0121
Total participants2013-01-0121
Number of participants with account balances2013-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Total of all active and inactive participants2012-01-0116
Total participants2012-01-0116
Number of participants with account balances2012-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0112
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0110
Total number of active participants reported on line 7a of the Form 55002010-01-0111
Total of all active and inactive participants2010-01-0111
Total participants2010-01-0111
Number of participants with account balances2010-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Total of all active and inactive participants2009-01-0110
Total participants2009-01-0110
Number of participants with account balances2009-01-0110

Financial Data on EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-04-30$0
Total plan liabilities at beginning of year2017-04-30$577
Total income from all sources2017-04-30$97,210
Expenses. Total of all expenses incurred2017-04-30$6,766,732
Benefits paid (including direct rollovers)2017-04-30$6,677,146
Total plan assets at end of year2017-04-30$0
Total plan assets at beginning of year2017-04-30$6,670,099
Value of fidelity bond covering the plan2017-04-30$500,000
Total contributions received or receivable from participants2017-04-30$0
Assets. Value of loans (other than to participants)2017-04-30$0
Other income received2017-04-30$97,210
Net income (gross income less expenses)2017-04-30$-6,669,522
Net plan assets at end of year (total assets less liabilities)2017-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2017-04-30$6,669,522
Value of certain deemed distributions of participant loans2017-04-30$89,586
2016 : EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$577
Total plan liabilities at beginning of year2016-12-31$577
Total income from all sources2016-12-31$813,226
Expenses. Total of all expenses incurred2016-12-31$761,690
Benefits paid (including direct rollovers)2016-12-31$761,690
Total plan assets at end of year2016-12-31$6,670,099
Total plan assets at beginning of year2016-12-31$6,618,563
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$224,949
Other income received2016-12-31$588,277
Net income (gross income less expenses)2016-12-31$51,536
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,669,522
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,617,986
Assets. Value of participant loans2016-12-31$89,586
2015 : EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$17,710
Total plan liabilities at beginning of year2015-12-31$35,411
Total income from all sources2015-12-31$998,845
Expenses. Total of all expenses incurred2015-12-31$61,629
Benefits paid (including direct rollovers)2015-12-31$61,629
Total plan assets at end of year2015-12-31$7,090,072
Total plan assets at beginning of year2015-12-31$6,170,557
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$229,498
Contributions received from other sources (not participants or employers)2015-12-31$512,683
Other income received2015-12-31$769,347
Net income (gross income less expenses)2015-12-31$937,216
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,072,362
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,135,146
Assets. Value of participant loans2015-12-31$62,158
2014 : EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$35,411
Total plan liabilities at beginning of year2014-12-31$32,584
Total income from all sources2014-12-31$970,776
Expenses. Total of all expenses incurred2014-12-31$37,560
Benefits paid (including direct rollovers)2014-12-31$4,675
Total plan assets at end of year2014-12-31$6,170,557
Total plan assets at beginning of year2014-12-31$5,234,514
Value of fidelity bond covering the plan2014-12-31$617,055
Total contributions received or receivable from participants2014-12-31$248,821
Other income received2014-12-31$721,955
Net income (gross income less expenses)2014-12-31$933,216
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,135,146
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,201,930
Assets. Value of participant loans2014-12-31$42,813
Value of corrective distributions2014-12-31$32,885
2013 : EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$32,584
Total income from all sources2013-12-31$864,786
Expenses. Total of all expenses incurred2013-12-31$32,584
Total plan assets at end of year2013-12-31$5,234,514
Total plan assets at beginning of year2013-12-31$4,369,728
Value of fidelity bond covering the plan2013-12-31$523,451
Total contributions received or receivable from participants2013-12-31$209,684
Contributions received from other sources (not participants or employers)2013-12-31$170,655
Other income received2013-12-31$484,447
Net income (gross income less expenses)2013-12-31$832,202
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,201,930
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,369,728
Assets. Value of participant loans2013-12-31$18,166
Value of corrective distributions2013-12-31$32,584
2012 : EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$750
Total income from all sources2012-12-31$672,863
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$4,369,728
Total plan assets at beginning of year2012-12-31$3,697,615
Value of fidelity bond covering the plan2012-12-31$436,973
Total contributions received or receivable from participants2012-12-31$173,081
Other income received2012-12-31$313,696
Net income (gross income less expenses)2012-12-31$672,863
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,369,728
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,696,865
Assets. Value of participant loans2012-12-31$24,774
Total contributions received or receivable from employer(s)2012-12-31$186,086
2011 : EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$750
Total income from all sources2011-12-31$341,205
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$3,682,158
Total plan assets at beginning of year2011-12-31$3,340,203
Value of fidelity bond covering the plan2011-12-31$368,216
Total contributions received or receivable from participants2011-12-31$147,387
Other income received2011-12-31$32,825
Net income (gross income less expenses)2011-12-31$341,205
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,681,408
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,340,203
Assets. Value of participant loans2011-12-31$15,458
Total contributions received or receivable from employer(s)2011-12-31$160,993
2010 : EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$690,059
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$3,340,203
Total plan assets at beginning of year2010-12-31$2,650,144
Value of fidelity bond covering the plan2010-12-31$334,020
Total contributions received or receivable from participants2010-12-31$129,400
Other income received2010-12-31$433,517
Net income (gross income less expenses)2010-12-31$690,059
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,340,203
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,650,144
Assets. Value of participant loans2010-12-31$19,114
Total contributions received or receivable from employer(s)2010-12-31$127,142

Form 5500 Responses for EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN

2017: EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EQUITY INVESTMENT CORPORATION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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