401k Plan data: EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN plan

EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN 401k Plan overview

Plan Name	EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN
Plan identification number	001

EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

EQUITY FUNDING PORTFOLIO MANAGEMENT, CORP. has sponsored the creation of one or more 401k plans.

Company Name: EQUITY FUNDING PORTFOLIO MANAGEMENT, CORP.

Employer identification number (EIN): 842559023

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01

Plan Statistics for EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN

401k plan membership statisitcs for EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN

Measure Date Value
2022: EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
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 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
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	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN

Measure	Date	Value
2022 : EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-09-08	$-60,054
Expenses. Total of all expenses incurred	2022-09-08	$11,365
Benefits paid (including direct rollovers)	2022-09-08	$11,365
Total plan assets at end of year	2022-09-08	$0
Total plan assets at beginning of year	2022-09-08	$71,419
Other income received	2022-09-08	$-60,054
Net income (gross income less expenses)	2022-09-08	$-71,419
Net plan assets at end of year (total assets less liabilities)	2022-09-08	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-09-08	$71,419
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-09-08	$0
2021 : EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$60
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$71,419
Total plan assets at beginning of year	2021-12-31	$71,359
Other income received	2021-12-31	$60
Net income (gross income less expenses)	2021-12-31	$60
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$71,419
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$71,359
Assets. Value of participant loans	2021-12-31	$5,449
Assets. Value of employer securities	2021-12-31	$65,391
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,081
Expenses. Total of all expenses incurred	2020-12-31	$30
Total plan assets at end of year	2020-12-31	$71,359
Total plan assets at beginning of year	2020-12-31	$70,308
Expenses. Other expenses not covered elsewhere	2020-12-31	$30
Contributions received from other sources (not participants or employers)	2020-12-31	$20,000
Other income received	2020-12-31	$-18,919
Net income (gross income less expenses)	2020-12-31	$1,051
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$71,359
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$70,308
Assets. Value of participant loans	2020-12-31	$5,713
Assets. Value of employer securities	2020-12-31	$65,391
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$70,358
Expenses. Total of all expenses incurred	2019-12-31	$50
Total plan assets at end of year	2019-12-31	$70,308
Total plan assets at beginning of year	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$50
Contributions received from other sources (not participants or employers)	2019-12-31	$75,000
Other income received	2019-12-31	$-4,642
Net income (gross income less expenses)	2019-12-31	$70,308
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$70,308
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Assets. Value of employer securities	2019-12-31	$69,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0

Form 5500 Responses for EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN

2022: EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN 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	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN 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: EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN 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: EQUITY FUNDING PORTFOLIO MANAGEMENT RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	EQUITY FUNDING PORTFOLIO MANAGEMENT, CORP.
Employer identification number (EIN):	842559023
NAIC Classification:	531310