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Plan Name | EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | EQUITY MANAGEMENT, LLC |
Employer identification number (EIN): | 841369089 |
NAIC Classification: | 531310 |
Additional information about EQUITY MANAGEMENT, LLC
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1996-11-08 |
Company Identification Number: | 19961145860 |
Legal Registered Office Address: |
90 S CASCADE AVE STE 1500 Colorado Springs United States of America (USA) 80903 |
More information about EQUITY MANAGEMENT, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2017-01-01 | DANNY MIENTKA | DANNY MIENTKA | 2018-08-23 | |
002 | 2016-01-01 | DANNY MIENTKA | DANNY MIENTKA | 2017-09-27 | |
002 | 2015-01-01 | DANNY MIENTKA | DANNY MIENTKA | 2017-07-24 | |
002 | 2014-01-01 | DANNY MIENTKA | |||
002 | 2013-01-01 | DANNY MIENTKA | |||
002 | 2012-01-01 | DANNY MIENTKA | |||
002 | 2011-01-01 | DANNY MIENTKA | |||
002 | 2010-01-01 | DANNY MIENTKA | |||
002 | 2009-01-01 | DANNY MIENTKA | |||
002 | 2009-01-01 | DANNY MIENTKA |
Measure | Date | Value |
---|---|---|
2017: EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 378,034 |
Acturial value of plan assets | 2017-12-31 | 378,034 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 1 |
Fundng target for terminated vested participants | 2017-12-31 | 9,786 |
Active participant vested funding target | 2017-12-31 | 304,786 |
Number of active participants | 2017-12-31 | 7 |
Total funding liabilities for active participants | 2017-12-31 | 304,786 |
Total participant count | 2017-12-31 | 8 |
Total funding target for all participants | 2017-12-31 | 314,572 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 20,520 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 20,382 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 20,382 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
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 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 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: EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 356,649 |
Acturial value of plan assets | 2016-12-31 | 356,649 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 1 |
Fundng target for terminated vested participants | 2016-12-31 | 339 |
Active participant vested funding target | 2016-12-31 | 297,048 |
Number of active participants | 2016-12-31 | 7 |
Total funding liabilities for active participants | 2016-12-31 | 297,367 |
Total participant count | 2016-12-31 | 8 |
Total funding target for all participants | 2016-12-31 | 297,706 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
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 | 1 |
Total of all active and inactive participants | 2015-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
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 | 0 |
Total of all active and inactive participants | 2014-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
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 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
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 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
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 | 5 |
Total of all active and inactive participants | 2010-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
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 | 6 |
Total of all active and inactive participants | 2009-01-01 | 10 |
Total participants | 2009-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2017 : EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 2017 401k financial data | ||
Total plan liabilities at beginning of year | 2017-12-31 | $103,496 |
Total income from all sources | 2017-12-31 | $132,663 |
Expenses. Total of all expenses incurred | 2017-12-31 | $506,741 |
Benefits paid (including direct rollovers) | 2017-12-31 | $453,962 |
Total plan assets at end of year | 2017-12-31 | $3,957 |
Total plan assets at beginning of year | 2017-12-31 | $481,531 |
Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $112,143 |
Net income (gross income less expenses) | 2017-12-31 | $-374,078 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,957 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $378,035 |
Assets. Value of participant loans | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $20,520 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $52,779 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
2016 : EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 2016 401k financial data | ||
Total plan liabilities at end of year | 2016-12-31 | $103,497 |
Total plan liabilities at beginning of year | 2016-12-31 | $107,298 |
Total income from all sources | 2016-12-31 | $21,414 |
Expenses. Total of all expenses incurred | 2016-12-31 | $28 |
Total plan assets at end of year | 2016-12-31 | $481,531 |
Total plan assets at beginning of year | 2016-12-31 | $463,946 |
Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $255,567 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $21,414 |
Net income (gross income less expenses) | 2016-12-31 | $21,386 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $378,034 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $356,648 |
Assets. Value of participant loans | 2016-12-31 | $50,610 |
Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $71,504 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $28 |
2015 : EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-12-31 | $107,298 |
Total plan liabilities at beginning of year | 2015-12-31 | $110,327 |
Total income from all sources | 2015-12-31 | $26,758 |
Expenses. Total of all expenses incurred | 2015-12-31 | $7,484 |
Total plan assets at end of year | 2015-12-31 | $463,946 |
Total plan assets at beginning of year | 2015-12-31 | $447,701 |
Value of fidelity bond covering the plan | 2015-12-31 | $420,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Assets. Value of loans (other than to participants) | 2015-12-31 | $237,320 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $7,464 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $26,758 |
Net income (gross income less expenses) | 2015-12-31 | $19,274 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $356,648 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $337,374 |
Assets. Value of participant loans | 2015-12-31 | $51,220 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $175,000 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $20 |
2014 : EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 2014 401k financial data | ||
Total plan liabilities at end of year | 2014-12-31 | $110,327 |
Total plan liabilities at beginning of year | 2014-12-31 | $113,448 |
Total income from all sources | 2014-12-31 | $41,181 |
Expenses. Total of all expenses incurred | 2014-12-31 | $18,271 |
Total plan assets at end of year | 2014-12-31 | $447,701 |
Total plan assets at beginning of year | 2014-12-31 | $427,912 |
Value of fidelity bond covering the plan | 2014-12-31 | $470,000 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $7,474 |
Other income received | 2014-12-31 | $41,181 |
Net income (gross income less expenses) | 2014-12-31 | $22,910 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $337,374 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $314,464 |
Assets. Value of participant loans | 2014-12-31 | $50,000 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $175,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $10,797 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-12-31 | $113,448 |
Total income from all sources | 2013-12-31 | $8,594 |
Expenses. Total of all expenses incurred | 2013-12-31 | $6,974 |
Total plan assets at end of year | 2013-12-31 | $427,912 |
Total plan assets at beginning of year | 2013-12-31 | $312,844 |
Value of fidelity bond covering the plan | 2013-12-31 | $30,000 |
Assets. Value of loans (other than to participants) | 2013-12-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $228 |
Other income received | 2013-12-31 | $8,594 |
Net income (gross income less expenses) | 2013-12-31 | $1,620 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $314,464 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $312,844 |
Assets. Value of participant loans | 2013-12-31 | $50,000 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $175,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $6,746 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $22,145 |
Expenses. Total of all expenses incurred | 2012-12-31 | $8,163 |
Total plan assets at end of year | 2012-12-31 | $312,844 |
Total plan assets at beginning of year | 2012-12-31 | $298,862 |
Value of fidelity bond covering the plan | 2012-12-31 | $30,000 |
Assets. Value of loans (other than to participants) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $22,145 |
Net income (gross income less expenses) | 2012-12-31 | $13,982 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $312,844 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $298,862 |
Assets. Value of participant loans | 2012-12-31 | $50,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $8,163 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $30,035 |
Expenses. Total of all expenses incurred | 2011-12-31 | $18,293 |
Benefits paid (including direct rollovers) | 2011-12-31 | $8,143 |
Total plan assets at end of year | 2011-12-31 | $298,862 |
Total plan assets at beginning of year | 2011-12-31 | $287,120 |
Value of fidelity bond covering the plan | 2011-12-31 | $220,000 |
Assets. Value of loans (other than to participants) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $4,805 |
Net income (gross income less expenses) | 2011-12-31 | $11,742 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $298,862 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $287,120 |
Assets. Value of participant loans | 2011-12-31 | $51,284 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $25,230 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $10,150 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $82,342 |
Expenses. Total of all expenses incurred | 2010-12-31 | $5,352 |
Total plan assets at end of year | 2010-12-31 | $287,120 |
Total plan assets at beginning of year | 2010-12-31 | $210,130 |
Value of fidelity bond covering the plan | 2010-12-31 | $265,000 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $216,304 |
Other income received | 2010-12-31 | $13,576 |
Net income (gross income less expenses) | 2010-12-31 | $76,990 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $287,120 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $210,130 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $68,766 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,352 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 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 |
2017: EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 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: EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 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: EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 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: EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 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: EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 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: EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 2012 form 5500 responses | ||
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: EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 2011 form 5500 responses | ||
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: EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 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: EQUITY MANAGEMENT, LLC DEFINED BENEFIT RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
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 |