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EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameEQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN
Plan identification number 007

EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KEYSTONE FOODS, LLC has sponsored the creation of one or more 401k plans.

Company Name:KEYSTONE FOODS, LLC
Employer identification number (EIN):233073393
NAIC Classification:311610
NAIC Description: Animal Slaughtering and Processing

Additional information about KEYSTONE FOODS, LLC

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 2895267

More information about KEYSTONE FOODS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072020-01-01
0072019-01-01
0072018-01-01
0072017-01-01ERICA COLLINS
0072016-01-01ERICA HIGGINSON COLLINS
0072015-01-01ERICA HIGGINSON
0072014-01-01SARAH HENDRICKS HECTOR CARRASQUILLO2015-10-14
0072013-01-01ERIN KRZEMINSKI
0072012-01-01ERIN KRZEMINSKI
0072011-01-01STEWART BROWN, JR.
0072010-01-01STEWART BROWN JR
0072009-01-01ERIN KRZEMINSKI

Plan Statistics for EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN

Measure Date Value
2020: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01930
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
2019: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01893
Total number of active participants reported on line 7a of the Form 55002019-01-01686
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01239
Total of all active and inactive participants2019-01-01928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01930
Number of participants with account balances2019-01-01919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0145
2018: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01868
Total number of active participants reported on line 7a of the Form 55002018-01-01732
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01157
Total of all active and inactive participants2018-01-01892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01893
Number of participants with account balances2018-01-01883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01831
Total number of active participants reported on line 7a of the Form 55002017-01-01716
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01149
Total of all active and inactive participants2017-01-01867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01868
Number of participants with account balances2017-01-01857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01816
Total number of active participants reported on line 7a of the Form 55002016-01-01690
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01139
Total of all active and inactive participants2016-01-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01831
Number of participants with account balances2016-01-01821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01727
Total number of active participants reported on line 7a of the Form 55002015-01-01682
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01133
Total of all active and inactive participants2015-01-01816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01816
Number of participants with account balances2015-01-01788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01690
Total number of active participants reported on line 7a of the Form 55002014-01-01607
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01119
Total of all active and inactive participants2014-01-01727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01727
Number of participants with account balances2014-01-01705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01663
Total number of active participants reported on line 7a of the Form 55002013-01-01571
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01118
Total of all active and inactive participants2013-01-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01690
Number of participants with account balances2013-01-01671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01635
Total number of active participants reported on line 7a of the Form 55002012-01-01547
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01134
Total of all active and inactive participants2012-01-01682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01682
Number of participants with account balances2012-01-01663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01606
Total number of active participants reported on line 7a of the Form 55002011-01-01522
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01112
Total of all active and inactive participants2011-01-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01635
Number of participants with account balances2011-01-01607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01610
Total number of active participants reported on line 7a of the Form 55002010-01-01488
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01117
Total of all active and inactive participants2010-01-01606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01606
Number of participants with account balances2010-01-01588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01499
Total number of active participants reported on line 7a of the Form 55002009-01-01443
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01167
Total of all active and inactive participants2009-01-01610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01610
Number of participants with account balances2009-01-01595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN

Measure Date Value
2020 : EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-07-01$0
Total transfer of assets from this plan2020-07-01$2,215,963
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-01$0
Total income from all sources (including contributions)2020-07-01$1,575
Total loss/gain on sale of assets2020-07-01$0
Total of all expenses incurred2020-07-01$62,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-07-01$62,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-07-01$73,293
Value of total assets at end of year2020-07-01$0
Value of total assets at beginning of year2020-07-01$2,276,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-07-01$0
Total interest from all sources2020-07-01$0
Total dividends received (eg from common stock, registered investment company shares)2020-07-01$580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-07-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-07-01$0
Total dividends received from registered investment company shares (eg mutual funds)2020-07-01$580
Was this plan covered by a fidelity bond2020-07-01Yes
Value of fidelity bond cover2020-07-01$5,000,000
If this is an individual account plan, was there a blackout period2020-07-01No
Funding deficiency by the employer to the plan for this plan year2020-07-01$0
Minimum employer required contribution for this plan year2020-07-01$85,168
Amount contributed by the employer to the plan for this plan year2020-07-01$85,168
Were there any nonexempt tranactions with any party-in-interest2020-07-01No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-01No
Value of net income/loss2020-07-01$-60,809
Value of net assets at end of year (total assets less liabilities)2020-07-01$0
Value of net assets at beginning of year (total assets less liabilities)2020-07-01$2,276,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-07-01No
Were any loans by the plan or fixed income obligations due to the plan in default2020-07-01No
Were any leases to which the plan was party in default or uncollectible2020-07-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-07-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-07-01$2,255,353
Value of interest in common/collective trusts at end of year2020-07-01$0
Value of interest in common/collective trusts at beginning of year2020-07-01$9,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-07-01$-72,489
Net investment gain or loss from common/collective trusts2020-07-01$191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-07-01No
Was there a failure to transmit to the plan any participant contributions2020-07-01No
Has the plan failed to provide any benefit when due under the plan2020-07-01No
Contributions received in cash from employer2020-07-01$73,293
Employer contributions (assets) at end of year2020-07-01$0
Employer contributions (assets) at beginning of year2020-07-01$11,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-07-01$62,384
Did the plan have assets held for investment2020-07-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-07-01Yes
Opinion of an independent qualified public accountant for this plan2020-07-01Disclaimer
Accountancy firm name2020-07-01EISNERAMPER LLP
Accountancy firm EIN2020-07-01131639826
2019 : EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$1,553
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 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$543,121
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$83,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$83,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$148,839
Value of total assets at end of year2019-12-31$2,276,772
Value of total assets at beginning of year2019-12-31$1,818,947
Value of total assets at beginning of year2019-12-31$1,818,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$55,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$55,267
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$148,839
Amount contributed by the employer to the plan for this plan year2019-12-31$148,839
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$459,378
Value of net income/loss2019-12-31$459,378
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,276,772
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,818,947
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,818,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,255,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,255,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,787,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,787,212
Value of interest in common/collective trusts at end of year2019-12-31$9,544
Value of interest in common/collective trusts at beginning of year2019-12-31$5,104
Value of interest in common/collective trusts at beginning of year2019-12-31$5,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$338,802
Net investment gain or loss from common/collective trusts2019-12-31$213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$148,839
Employer contributions (assets) at end of year2019-12-31$11,875
Employer contributions (assets) at beginning of year2019-12-31$26,631
Employer contributions (assets) at beginning of year2019-12-31$26,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$83,743
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EISNERAMPER LLP
Accountancy firm EIN2019-12-31131639826
2018 : EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$2,927
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$15,302
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$121,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$121,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$133,683
Value of total assets at end of year2018-12-31$1,818,947
Value of total assets at beginning of year2018-12-31$1,927,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$53,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$53,550
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$133,683
Amount contributed by the employer to the plan for this plan year2018-12-31$133,683
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-106,093
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,818,947
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,927,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,787,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,911,171
Value of interest in common/collective trusts at end of year2018-12-31$5,104
Value of interest in common/collective trusts at beginning of year2018-12-31$4,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-172,026
Net investment gain or loss from common/collective trusts2018-12-31$95
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$133,683
Employer contributions (assets) at end of year2018-12-31$26,631
Employer contributions (assets) at beginning of year2018-12-31$12,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$121,395
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EISNERAMPER LLP
Accountancy firm EIN2018-12-31131639826
2017 : EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$390,910
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$117,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$117,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$103,573
Value of total assets at end of year2017-12-31$1,927,967
Value of total assets at beginning of year2017-12-31$1,654,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$43,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$43,344
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$103,573
Amount contributed by the employer to the plan for this plan year2017-12-31$103,573
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$273,700
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,927,967
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,654,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,911,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,618,910
Value of interest in common/collective trusts at end of year2017-12-31$4,100
Value of interest in common/collective trusts at beginning of year2017-12-31$9,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$243,850
Net investment gain or loss from common/collective trusts2017-12-31$143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$103,573
Employer contributions (assets) at end of year2017-12-31$12,696
Employer contributions (assets) at beginning of year2017-12-31$25,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$117,210
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EISNER AMPER, LLP
Accountancy firm EIN2017-12-31131639826
2016 : EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$268,936
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$72,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$72,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$154,433
Value of total assets at end of year2016-12-31$1,654,267
Value of total assets at beginning of year2016-12-31$1,457,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$40,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$40,066
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$154,433
Amount contributed by the employer to the plan for this plan year2016-12-31$154,433
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$196,479
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,654,267
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,457,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,618,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,436,564
Value of interest in common/collective trusts at end of year2016-12-31$9,505
Value of interest in common/collective trusts at beginning of year2016-12-31$8,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$74,272
Net investment gain or loss from common/collective trusts2016-12-31$165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$154,433
Employer contributions (assets) at end of year2016-12-31$25,852
Employer contributions (assets) at beginning of year2016-12-31$12,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$72,457
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EISNER AMPER, LLP
Accountancy firm EIN2016-12-31131639826
2015 : EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$130,825
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$49,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$49,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$147,508
Value of total assets at end of year2015-12-31$1,457,788
Value of total assets at beginning of year2015-12-31$1,376,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$53,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$53,086
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$147,508
Amount contributed by the employer to the plan for this plan year2015-12-31$147,508
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$81,679
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,457,788
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,376,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,436,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,359,811
Value of interest in common/collective trusts at end of year2015-12-31$8,420
Value of interest in common/collective trusts at beginning of year2015-12-31$5,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-69,892
Net investment gain or loss from common/collective trusts2015-12-31$123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$147,508
Employer contributions (assets) at end of year2015-12-31$12,804
Employer contributions (assets) at beginning of year2015-12-31$10,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$49,146
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EISNER AMPER, LLP
Accountancy firm EIN2015-12-31131639826
2014 : EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$219,865
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$170,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$137,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$130,452
Value of total assets at end of year2014-12-31$1,376,109
Value of total assets at beginning of year2014-12-31$1,327,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$32,970
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$28,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$28,305
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$130,452
Amount contributed by the employer to the plan for this plan year2014-12-31$130,452
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$32,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$48,907
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,376,109
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,327,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,359,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,278,687
Value of interest in common/collective trusts at end of year2014-12-31$5,378
Value of interest in common/collective trusts at beginning of year2014-12-31$4,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$60,968
Net investment gain or loss from common/collective trusts2014-12-31$140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$130,452
Employer contributions (assets) at end of year2014-12-31$10,920
Employer contributions (assets) at beginning of year2014-12-31$43,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$137,988
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EISNER AMPER, LLP
Accountancy firm EIN2014-12-31131639826
2013 : EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$334,899
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$100,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$100,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$130,410
Value of total assets at end of year2013-12-31$1,327,202
Value of total assets at beginning of year2013-12-31$1,092,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$60
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$23,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$23,996
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$130,410
Amount contributed by the employer to the plan for this plan year2013-12-31$130,410
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$234,834
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,327,202
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,092,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,278,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,070,485
Interest earned on other investments2013-12-31$60
Value of interest in common/collective trusts at end of year2013-12-31$4,541
Value of interest in common/collective trusts at beginning of year2013-12-31$85
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$180,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$130,410
Employer contributions (assets) at end of year2013-12-31$43,974
Employer contributions (assets) at beginning of year2013-12-31$21,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$100,065
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EISNER AMPER, LLP
Accountancy firm EIN2013-12-31131639826
2012 : EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$257,134
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$119,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$119,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$132,218
Value of total assets at end of year2012-12-31$1,092,368
Value of total assets at beginning of year2012-12-31$955,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$23,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$23,099
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$132,218
Amount contributed by the employer to the plan for this plan year2012-12-31$132,218
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$137,311
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,092,368
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$955,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,070,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$933,657
Value of interest in common/collective trusts at end of year2012-12-31$85
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$101,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$132,218
Employer contributions (assets) at end of year2012-12-31$21,798
Employer contributions (assets) at beginning of year2012-12-31$21,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$119,823
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EISNER AMPER, LLP
Accountancy firm EIN2012-12-31131639826
2011 : EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$114,558
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$103,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$103,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$120,908
Value of total assets at end of year2011-12-31$955,057
Value of total assets at beginning of year2011-12-31$944,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$729
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$21,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$21,588
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$120,908
Amount contributed by the employer to the plan for this plan year2011-12-31$120,908
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$10,777
Value of net assets at end of year (total assets less liabilities)2011-12-31$955,057
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$944,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$933,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$934,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-27,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$120,908
Employer contributions (assets) at end of year2011-12-31$21,400
Employer contributions (assets) at beginning of year2011-12-31$9,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$103,052
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31EISNERAMPER, LLP
Accountancy firm EIN2011-12-31131639826
2010 : EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,832
Total income from all sources (including contributions)2010-12-31$224,163
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$109,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$109,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$114,313
Value of total assets at end of year2010-12-31$944,280
Value of total assets at beginning of year2010-12-31$839,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$20,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$20,854
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$114,313
Amount contributed by the employer to the plan for this plan year2010-12-31$114,313
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$9,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$115,023
Value of net assets at end of year (total assets less liabilities)2010-12-31$944,280
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$829,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$934,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$820,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$88,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$114,313
Employer contributions (assets) at end of year2010-12-31$9,792
Employer contributions (assets) at beginning of year2010-12-31$18,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$109,140
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EISNERAMPER, LLP
Accountancy firm EIN2010-12-31131639826
2009 : EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$91,584
Amount contributed by the employer to the plan for this plan year2009-12-31$91,584

Form 5500 Responses for EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN

2020: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EQUITY GROUP - ALABAMA DIVISION MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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