401k Plan data: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST plan

EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

EQUAL EXCHANGE, INC. has sponsored the creation of one or more 401k plans.

Company Name: EQUAL EXCHANGE, INC.

Employer identification number (EIN): 042904454

NAIC Classification: 311900
NAIC Description: Other Food Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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
001 2018-01-01
001 2017-01-01 RENIE BITHELL RENIE BITHELL 2018-10-09
001 2016-01-01 RENIE BITHELL RENIE BITHELL 2017-10-13
001 2015-01-01 RENIE BITHELL
001 2014-01-01 RENIE BITHELL 2015-07-13 RENIE BITHELL 2015-07-13
001 2013-01-01 RENIE BITHELL 2014-07-17
001 2012-01-01 RENIE BITHELL 2013-07-19 RENIE BITHELL 2013-07-19
001 2011-01-01 RENIE BITHELL 2012-07-13
001 2010-01-01 RENIE BITHELL
001 2009-01-01 RENIE BITHELL

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
001	2018-01-01
001	2017-01-01	RENIE BITHELL		RENIE BITHELL	2018-10-09
001	2016-01-01	RENIE BITHELL		RENIE BITHELL	2017-10-13
001	2015-01-01	RENIE BITHELL
001	2014-01-01	RENIE BITHELL	2015-07-13	RENIE BITHELL	2015-07-13
001	2013-01-01	RENIE BITHELL	2014-07-17
001	2012-01-01	RENIE BITHELL	2013-07-19	RENIE BITHELL	2013-07-19
001	2011-01-01	RENIE BITHELL	2012-07-13
001	2010-01-01	RENIE BITHELL
001	2009-01-01	RENIE BITHELL

Plan Statistics for EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 103
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 52
Total of all active and inactive participants 2022-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 155
Number of participants with account balances 2022-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 107
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 49
Total of all active and inactive participants 2021-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 158
Number of participants with account balances 2021-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 127
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 33
Total of all active and inactive participants 2020-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 162
Number of participants with account balances 2020-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 128
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 35
Total of all active and inactive participants 2019-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 167
Number of participants with account balances 2019-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 131
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 47
Total of all active and inactive participants 2018-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 181
Number of participants with account balances 2018-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 130
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 43
Total of all active and inactive participants 2017-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 174
Number of participants with account balances 2017-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2016: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 131
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 34
Total of all active and inactive participants 2016-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 166
Number of participants with account balances 2016-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7
2015: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 122
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 28
Total of all active and inactive participants 2015-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 151
Number of participants with account balances 2015-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7
2010: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 96
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 21
Total of all active and inactive participants 2010-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 117
Number of participants with account balances 2010-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 8
2009: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 98
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 20
Total of all active and inactive participants 2009-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 118
Number of participants with account balances 2009-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2022: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	103
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	52
Total of all active and inactive participants	2022-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	155
Number of participants with account balances	2022-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	107
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	49
Total of all active and inactive participants	2021-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	158
Number of participants with account balances	2021-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	127
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	33
Total of all active and inactive participants	2020-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	162
Number of participants with account balances	2020-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	128
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	35
Total of all active and inactive participants	2019-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	167
Number of participants with account balances	2019-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	131
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	47
Total of all active and inactive participants	2018-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	181
Number of participants with account balances	2018-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	130
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	43
Total of all active and inactive participants	2017-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	174
Number of participants with account balances	2017-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2016: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	131
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	34
Total of all active and inactive participants	2016-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	166
Number of participants with account balances	2016-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7
2015: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	122
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	28
Total of all active and inactive participants	2015-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	151
Number of participants with account balances	2015-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7
2010: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	96
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	21
Total of all active and inactive participants	2010-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	117
Number of participants with account balances	2010-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	8
2009: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	98
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	20
Total of all active and inactive participants	2009-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	118
Number of participants with account balances	2009-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$102,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$269,714
Total income from all sources (including contributions)	2022-12-31	$-1,534,703
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,300,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,293,502
Expenses. Certain deemed distributions of participant loans	2022-12-31	$3,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$599,547
Value of total assets at end of year	2022-12-31	$9,173,757
Value of total assets at beginning of year	2022-12-31	$12,176,552
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,930
Total interest from all sources	2022-12-31	$12,836
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$349,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$349,696
Administrative expenses professional fees incurred	2022-12-31	$2,591
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$150,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$393,801
Participant contributions at end of year	2022-12-31	$167,174
Participant contributions at beginning of year	2022-12-31	$155,460
Participant contributions at end of year	2022-12-31	$14,219
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,301
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$268,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$102,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$269,714
Other income not declared elsewhere	2022-12-31	$10,000
Total non interest bearing cash at end of year	2022-12-31	$77,785
Total non interest bearing cash at beginning of year	2022-12-31	$269,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,835,510
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,071,328
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,906,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$1,339
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,829,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,751,659
Interest on participant loans	2022-12-31	$7,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,077,477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$999,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$999,719
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$5,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,506,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$202,445
Employer contributions (assets) at end of year	2022-12-31	$7,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,025,063
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	LMHS, P.C.
Accountancy firm EIN	2022-12-31	042971374
2021 : EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$269,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$137,135
Total income from all sources (including contributions)	2021-12-31	$2,345,464
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,040,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,036,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$662,607
Value of total assets at end of year	2021-12-31	$12,176,552
Value of total assets at beginning of year	2021-12-31	$10,739,104
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$4,441
Total interest from all sources	2021-12-31	$8,203
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$869,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$869,962
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$150,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$440,716
Participant contributions at end of year	2021-12-31	$155,460
Participant contributions at beginning of year	2021-12-31	$148,934
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$63,541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$269,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$137,135
Administrative expenses (other) incurred	2021-12-31	$2,427
Total non interest bearing cash at end of year	2021-12-31	$269,714
Total non interest bearing cash at beginning of year	2021-12-31	$110,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,304,869
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,906,838
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,601,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,751,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,520,348
Interest on participant loans	2021-12-31	$7,896
Interest earned on other investments	2021-12-31	$98
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$999,719
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$958,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$958,858
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$209
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$804,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$221,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$972,613
Contract administrator fees	2021-12-31	$2,014
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	LMHS, P.C
Accountancy firm EIN	2021-12-31	042971374
2020 : EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$137,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,420,121
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$455,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$445,804
Expenses. Certain deemed distributions of participant loans	2020-12-31	$6,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$633,084
Value of total assets at end of year	2020-12-31	$10,739,104
Value of total assets at beginning of year	2020-12-31	$8,637,388
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,918
Total interest from all sources	2020-12-31	$10,978
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$393,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$393,137
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$150,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$397,537
Participant contributions at end of year	2020-12-31	$148,934
Participant contributions at beginning of year	2020-12-31	$158,727
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$4,947
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$137,135
Other income not declared elsewhere	2020-12-31	$4,585
Administrative expenses (other) incurred	2020-12-31	$2,918
Total non interest bearing cash at end of year	2020-12-31	$110,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,964,581
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,601,969
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,637,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,520,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,670,641
Interest on participant loans	2020-12-31	$9,114
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$808,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$958,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,371,927
Net investment gain or loss from common/collective trusts	2020-12-31	$6,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$230,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$445,804
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LMHS, P.C.
Accountancy firm EIN	2020-12-31	042971374
2019 : EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,190,427
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$225,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$219,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$616,878
Value of total assets at end of year	2019-12-31	$8,637,388
Value of total assets at beginning of year	2019-12-31	$6,672,657
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$6,165
Total interest from all sources	2019-12-31	$9,202
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$385,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$385,651
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$150,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$363,885
Participant contributions at end of year	2019-12-31	$158,727
Participant contributions at beginning of year	2019-12-31	$141,701
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$31,413
Other income not declared elsewhere	2019-12-31	$10,526
Administrative expenses (other) incurred	2019-12-31	$6,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,964,731
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,637,388
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,672,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,670,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,601,647
Interest on participant loans	2019-12-31	$9,202
Value of interest in common/collective trusts at end of year	2019-12-31	$808,020
Value of interest in common/collective trusts at beginning of year	2019-12-31	$929,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,164,562
Net investment gain or loss from common/collective trusts	2019-12-31	$3,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$221,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$219,531
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LMHS, P.C.
Accountancy firm EIN	2019-12-31	042971374
2018 : EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$307,746
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$310,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$285,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$542,990
Value of total assets at end of year	2018-12-31	$6,672,657
Value of total assets at beginning of year	2018-12-31	$6,675,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$25,326
Total interest from all sources	2018-12-31	$7,489
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$426,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$426,208
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$150,000
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
Contributions received from participants	2018-12-31	$323,157
Participant contributions at end of year	2018-12-31	$141,701
Participant contributions at beginning of year	2018-12-31	$160,749
Participant contributions at beginning of year	2018-12-31	$10,944
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$11,206
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$2,897
Administrative expenses (other) incurred	2018-12-31	$25,326
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	$-2,928
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,672,657
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,675,585
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,601,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,748,924
Interest on participant loans	2018-12-31	$7,489
Value of interest in common/collective trusts at end of year	2018-12-31	$929,309
Value of interest in common/collective trusts at beginning of year	2018-12-31	$744,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-669,258
Net investment gain or loss from common/collective trusts	2018-12-31	$317
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
Contributions received in cash from employer	2018-12-31	$208,627
Employer contributions (assets) at beginning of year	2018-12-31	$7,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$285,348
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	LMHS, P.C.
Accountancy firm EIN	2018-12-31	042971374
2017 : EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,303,377
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$72,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$49,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$489,782
Value of total assets at end of year	2017-12-31	$6,675,585
Value of total assets at beginning of year	2017-12-31	$5,445,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$23,032
Total interest from all sources	2017-12-31	$7,282
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$303,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$303,703
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$150,000
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
Contributions received from participants	2017-12-31	$290,756
Participant contributions at end of year	2017-12-31	$160,749
Participant contributions at beginning of year	2017-12-31	$114,859
Participant contributions at end of year	2017-12-31	$10,944
Participant contributions at beginning of year	2017-12-31	$11,089
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,351
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$2,897
Administrative expenses (other) incurred	2017-12-31	$23,032
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	$1,230,584
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,675,585
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,445,001
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,748,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,574,787
Interest on participant loans	2017-12-31	$7,282
Value of interest in common/collective trusts at end of year	2017-12-31	$744,269
Value of interest in common/collective trusts at beginning of year	2017-12-31	$736,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$501,621
Net investment gain or loss from common/collective trusts	2017-12-31	$989
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
Contributions received in cash from employer	2017-12-31	$197,675
Employer contributions (assets) at end of year	2017-12-31	$7,802
Employer contributions (assets) at beginning of year	2017-12-31	$7,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$49,761
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LMHS, P.C.
Accountancy firm EIN	2017-12-31	042971374
2016 : EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$812,126
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$131,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$111,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$457,829
Value of total assets at end of year	2016-12-31	$5,445,001
Value of total assets at beginning of year	2016-12-31	$4,764,510
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$19,798
Total interest from all sources	2016-12-31	$5,955
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$141,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$141,404
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$150,000
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
Contributions received from participants	2016-12-31	$274,562
Participant contributions at end of year	2016-12-31	$114,859
Participant contributions at beginning of year	2016-12-31	$155,845
Participant contributions at end of year	2016-12-31	$11,089
Administrative expenses (other) incurred	2016-12-31	$19,798
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	$680,491
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,445,001
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,764,510
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,574,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,017,159
Interest on participant loans	2016-12-31	$5,955
Value of interest in common/collective trusts at end of year	2016-12-31	$736,847
Value of interest in common/collective trusts at beginning of year	2016-12-31	$590,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$206,775
Net investment gain or loss from common/collective trusts	2016-12-31	$163
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
Contributions received in cash from employer	2016-12-31	$183,267
Employer contributions (assets) at end of year	2016-12-31	$7,419
Employer contributions (assets) at beginning of year	2016-12-31	$1,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$111,837
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	LMHS, P.C.
Accountancy firm EIN	2016-12-31	042971374
2015 : EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$415,259
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$112,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$93,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$477,765
Value of total assets at end of year	2015-12-31	$4,764,510
Value of total assets at beginning of year	2015-12-31	$4,461,461
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$18,972
Total interest from all sources	2015-12-31	$6,776
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$242,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$242,123
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$150,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$293,087
Participant contributions at end of year	2015-12-31	$155,845
Participant contributions at beginning of year	2015-12-31	$172,625
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$411
Other income not declared elsewhere	2015-12-31	$-1,199
Administrative expenses (other) incurred	2015-12-31	$18,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$303,049
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,764,510
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,461,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,017,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,685,422
Interest on participant loans	2015-12-31	$6,776
Value of interest in common/collective trusts at end of year	2015-12-31	$590,026
Value of interest in common/collective trusts at beginning of year	2015-12-31	$603,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-310,716
Net investment gain or loss from common/collective trusts	2015-12-31	$510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$184,267
Employer contributions (assets) at end of year	2015-12-31	$1,480
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$93,238
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	LMHS, P.C.
Accountancy firm EIN	2015-12-31	042971374
2010 : EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$575,291
Expenses. Total of all expenses incurred	2010-12-31	$123,785
Benefits paid (including direct rollovers)	2010-12-31	$96,918
Total plan assets at end of year	2010-12-31	$2,098,794
Total plan assets at beginning of year	2010-12-31	$1,647,288
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$212,387
Contributions received from other sources (not participants or employers)	2010-12-31	$14,112
Other income received	2010-12-31	$210,233
Net income (gross income less expenses)	2010-12-31	$451,506
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,098,794
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,647,288
Assets. Value of participant loans	2010-12-31	$62,450
Total contributions received or receivable from employer(s)	2010-12-31	$138,559
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$26,867
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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

Form 5500 Responses for EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

2022: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING 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: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING 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: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING 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: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING 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
2010: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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: EQUAL EXCHANGE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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

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Company Name:	EQUAL EXCHANGE, INC.
Employer identification number (EIN):	042904454
NAIC Classification:	311900
NAIC Description:	Other Food Manufacturing