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EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameEQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN
Plan identification number 001

EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHAI TRUST COMPANY, LLC D/B/A EQUITY GROUP INVESTMENTS has sponsored the creation of one or more 401k plans.

Company Name:CHAI TRUST COMPANY, LLC D/B/A EQUITY GROUP INVESTMENTS
Employer identification number (EIN):364268733
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARLENE KOSFELD LUCILLE MCFARLAND2018-09-20
0012016-01-01JACLYN PULKRABEK LUCILLE MCFARLAND2017-10-03
0012015-01-01JACLYN PULKRABEK LUCILLE MCFARLAND2016-09-30
0012014-01-01JACLYN PULKRABEK LUCILLE MCFARLAND2015-10-13
0012013-01-01JACLYN PULKRABEK LUCILLE MCFARLAND2014-10-02
0012012-01-01MARLENE KOSFELD LUCILLE MCFARLAND2013-10-10

Plan Statistics for EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN

Measure Date Value
2022: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01243
Total number of active participants reported on line 7a of the Form 55002022-01-01139
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01107
Total of all active and inactive participants2022-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01249
Number of participants with account balances2022-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01245
Total number of active participants reported on line 7a of the Form 55002021-01-01136
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01105
Total of all active and inactive participants2021-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01243
Number of participants with account balances2021-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01250
Total number of active participants reported on line 7a of the Form 55002020-01-01143
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01100
Total of all active and inactive participants2020-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01245
Number of participants with account balances2020-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01213
Total number of active participants reported on line 7a of the Form 55002019-01-01145
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01103
Total of all active and inactive participants2019-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01250
Number of participants with account balances2019-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01212
Total number of active participants reported on line 7a of the Form 55002018-01-01129
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0182
Total of all active and inactive participants2018-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01213
Number of participants with account balances2018-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01204
Total number of active participants reported on line 7a of the Form 55002017-01-01117
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0193
Total of all active and inactive participants2017-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01212
Number of participants with account balances2017-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01225
Total number of active participants reported on line 7a of the Form 55002016-01-01108
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0194
Total of all active and inactive participants2016-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01204
Number of participants with account balances2016-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01230
Total number of active participants reported on line 7a of the Form 55002015-01-01120
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01103
Total of all active and inactive participants2015-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01225
Number of participants with account balances2015-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01228
Total number of active participants reported on line 7a of the Form 55002014-01-01105
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01125
Total of all active and inactive participants2014-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01230
Number of participants with account balances2014-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01230
Total number of active participants reported on line 7a of the Form 55002013-01-01108
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01120
Total of all active and inactive participants2013-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01228
Number of participants with account balances2013-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01230
Total number of active participants reported on line 7a of the Form 55002012-01-01127
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01103
Total of all active and inactive participants2012-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01230
Number of participants with account balances2012-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012

Financial Data on EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,999,523
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,238,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,108,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,930,053
Value of total assets at end of year2022-12-31$61,201,645
Value of total assets at beginning of year2022-12-31$75,439,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$129,500
Total interest from all sources2022-12-31$24,711
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,540,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,540,060
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,334,287
Participant contributions at end of year2022-12-31$143,478
Participant contributions at beginning of year2022-12-31$118,069
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$202,744
Administrative expenses (other) incurred2022-12-31$129,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,237,665
Value of net assets at end of year (total assets less liabilities)2022-12-31$61,201,645
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$75,439,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$57,942,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$70,727,620
Interest on participant loans2022-12-31$6,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,627,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,140,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,140,582
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$18,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,494,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,393,022
Employer contributions (assets) at end of year2022-12-31$487,565
Employer contributions (assets) at beginning of year2022-12-31$453,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,108,642
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$13,181,955
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,874,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,738,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,689,904
Value of total assets at end of year2021-12-31$75,439,310
Value of total assets at beginning of year2021-12-31$64,132,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$136,525
Total interest from all sources2021-12-31$11,047
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,423,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,423,802
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,258,784
Participant contributions at end of year2021-12-31$118,069
Participant contributions at beginning of year2021-12-31$160,174
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$85,035
Administrative expenses (other) incurred2021-12-31$136,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$11,307,168
Value of net assets at end of year (total assets less liabilities)2021-12-31$75,439,310
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$64,132,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$70,727,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$61,303,383
Interest on participant loans2021-12-31$8,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,140,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,254,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,254,434
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,057,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,346,085
Employer contributions (assets) at end of year2021-12-31$453,039
Employer contributions (assets) at beginning of year2021-12-31$414,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,738,262
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
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$10,884,734
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,099,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,984,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,634,528
Value of total assets at end of year2020-12-31$64,132,142
Value of total assets at beginning of year2020-12-31$57,346,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$114,427
Total interest from all sources2020-12-31$22,641
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,176,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,176,679
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,008,722
Participant contributions at end of year2020-12-31$160,174
Participant contributions at beginning of year2020-12-31$237,457
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$341,616
Administrative expenses (other) incurred2020-12-31$114,427
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,785,618
Value of net assets at end of year (total assets less liabilities)2020-12-31$64,132,142
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$57,346,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$61,303,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$54,693,762
Interest on participant loans2020-12-31$11,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,254,434
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,106,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,106,907
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$10,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,050,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,284,190
Employer contributions (assets) at end of year2020-12-31$414,151
Employer contributions (assets) at beginning of year2020-12-31$308,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,984,689
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$7,244,480
Total transfer of assets to this plan2019-12-31$7,244,480
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)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$12,453,079
Total income from all sources (including contributions)2019-12-31$12,453,079
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,570,225
Total of all expenses incurred2019-12-31$7,570,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,438,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,438,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,096,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,096,845
Value of total assets at end of year2019-12-31$57,346,524
Value of total assets at end of year2019-12-31$57,346,524
Value of total assets at beginning of year2019-12-31$45,219,190
Value of total assets at beginning of year2019-12-31$45,219,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$131,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$131,390
Total interest from all sources2019-12-31$43,670
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,311,408
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,311,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,311,408
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,311,408
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,934,053
Contributions received from participants2019-12-31$1,934,053
Participant contributions at end of year2019-12-31$237,457
Participant contributions at end of year2019-12-31$237,457
Participant contributions at beginning of year2019-12-31$105,346
Participant contributions at beginning of year2019-12-31$105,346
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,939
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,939
Administrative expenses (other) incurred2019-12-31$131,390
Administrative expenses (other) incurred2019-12-31$131,390
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$68,386
Total non interest bearing cash at beginning of year2019-12-31$68,386
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
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$4,882,854
Value of net income/loss2019-12-31$4,882,854
Value of net assets at end of year (total assets less liabilities)2019-12-31$57,346,524
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$45,219,190
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$45,219,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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
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$54,693,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$54,693,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,255,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,255,695
Interest on participant loans2019-12-31$9,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,106,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,106,907
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,489,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,489,073
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,489,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,489,073
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$34,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$34,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,001,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,001,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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$1,147,853
Contributions received in cash from employer2019-12-31$1,147,853
Employer contributions (assets) at end of year2019-12-31$308,398
Employer contributions (assets) at beginning of year2019-12-31$300,690
Employer contributions (assets) at beginning of year2019-12-31$300,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,438,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,438,835
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
Accountancy firm EIN2019-12-31350921680
2018 : EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$236,376
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,217,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,121,544
Value of total corrective distributions2018-12-31$3,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,432,603
Value of total assets at end of year2018-12-31$45,219,190
Value of total assets at beginning of year2018-12-31$49,200,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$92,694
Total interest from all sources2018-12-31$22,164
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,059,804
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$1,059,804
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 period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,512,716
Participant contributions at end of year2018-12-31$105,346
Participant contributions at beginning of year2018-12-31$86,773
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$20,939
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$122,550
Administrative expenses (other) incurred2018-12-31$92,694
Total non interest bearing cash at end of year2018-12-31$68,386
Total non interest bearing cash at beginning of year2018-12-31$71,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,981,619
Value of net assets at end of year (total assets less liabilities)2018-12-31$45,219,190
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$49,200,809
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$42,255,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$46,551,933
Interest on participant loans2018-12-31$5,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,489,073
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,272,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,272,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$16,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,278,195
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$797,337
Employer contributions (assets) at end of year2018-12-31$300,690
Employer contributions (assets) at beginning of year2018-12-31$196,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,121,544
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS 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$8,006,423
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,074,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,960,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,350,916
Value of total assets at end of year2017-12-31$49,200,809
Value of total assets at beginning of year2017-12-31$44,269,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$114,622
Total interest from all sources2017-12-31$18,758
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$941,881
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$941,881
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,499,240
Participant contributions at end of year2017-12-31$86,773
Participant contributions at beginning of year2017-12-31$110,691
Participant contributions at end of year2017-12-31$20,939
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$127,903
Administrative expenses (other) incurred2017-12-31$114,622
Total non interest bearing cash at end of year2017-12-31$71,525
Total non interest bearing cash at beginning of year2017-12-31$0
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$4,931,628
Value of net assets at end of year (total assets less liabilities)2017-12-31$49,200,809
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$44,269,181
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$46,551,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$41,173,991
Interest on participant loans2017-12-31$4,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,272,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,727,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,727,359
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$14,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,694,868
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$723,773
Employer contributions (assets) at end of year2017-12-31$196,663
Employer contributions (assets) at beginning of year2017-12-31$257,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,960,173
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 name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS 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$5,546,690
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,283,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,152,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,119,511
Value of total assets at end of year2016-12-31$44,269,181
Value of total assets at beginning of year2016-12-31$40,005,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$130,626
Total interest from all sources2016-12-31$12,204
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$870,839
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$870,839
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,311,330
Participant contributions at end of year2016-12-31$110,691
Participant contributions at beginning of year2016-12-31$57,494
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$16,826
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$73,970
Administrative expenses (other) incurred2016-12-31$130,626
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$4,263,548
Value of net assets at end of year (total assets less liabilities)2016-12-31$44,269,181
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$40,005,633
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$41,173,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$37,350,163
Interest on participant loans2016-12-31$3,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,727,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,296,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,296,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$8,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,544,136
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$734,211
Employer contributions (assets) at end of year2016-12-31$257,140
Employer contributions (assets) at beginning of year2016-12-31$284,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,152,516
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 name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS 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$3,194,183
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,865,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,859,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,312,347
Value of total assets at end of year2015-12-31$40,005,633
Value of total assets at beginning of year2015-12-31$41,676,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,603
Total interest from all sources2015-12-31$4,696
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$587,241
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$587,241
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,366,338
Participant contributions at end of year2015-12-31$57,494
Participant contributions at beginning of year2015-12-31$98,806
Participant contributions at end of year2015-12-31$16,826
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$190,229
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$162
Administrative expenses (other) incurred2015-12-31$5,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,671,294
Value of net assets at end of year (total assets less liabilities)2015-12-31$40,005,633
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$41,676,927
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$37,350,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$38,151,655
Interest on participant loans2015-12-31$3,685
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$3,136,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,296,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$273,736
Net investment gain or loss from common/collective trusts2015-12-31$16,163
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 plan2015-12-31Yes
Contributions received in cash from employer2015-12-31$755,780
Employer contributions (assets) at end of year2015-12-31$284,504
Employer contributions (assets) at beginning of year2015-12-31$289,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,859,874
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 name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS 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$4,636,180
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,301,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,301,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,590,458
Value of total assets at end of year2014-12-31$41,676,927
Value of total assets at beginning of year2014-12-31$38,342,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$626
Total interest from all sources2014-12-31$4,573
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,809,407
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$1,809,407
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,515,454
Participant contributions at end of year2014-12-31$98,806
Participant contributions at beginning of year2014-12-31$135,139
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$310,765
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$162
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$194
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$3,334,403
Value of net assets at end of year (total assets less liabilities)2014-12-31$41,676,927
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$38,342,524
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$38,151,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$35,081,710
Interest on participant loans2014-12-31$4,573
Value of interest in common/collective trusts at end of year2014-12-31$3,136,711
Value of interest in common/collective trusts at beginning of year2014-12-31$2,890,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$225,054
Net investment gain or loss from common/collective trusts2014-12-31$6,688
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$764,239
Employer contributions (assets) at end of year2014-12-31$289,593
Employer contributions (assets) at beginning of year2014-12-31$234,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,301,151
Contract administrator fees2014-12-31$626
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 name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS 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$1,205
Total income from all sources (including contributions)2013-12-31$10,020,920
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,001,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,999,640
Value of total corrective distributions2013-12-31$1,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,560,986
Value of total assets at end of year2013-12-31$38,342,524
Value of total assets at beginning of year2013-12-31$34,324,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$674
Total interest from all sources2013-12-31$8,607
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$916,394
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$916,394
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,534,994
Participant contributions at end of year2013-12-31$135,139
Participant contributions at beginning of year2013-12-31$239,775
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$255,714
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$194
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,205
Other income not declared elsewhere2013-12-31$566
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$4,019,401
Value of net assets at end of year (total assets less liabilities)2013-12-31$38,342,524
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$34,323,123
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$35,081,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,059,538
Interest on participant loans2013-12-31$8,607
Value of interest in common/collective trusts at end of year2013-12-31$2,890,812
Value of interest in common/collective trusts at beginning of year2013-12-31$2,710,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,556,152
Net investment gain or loss from common/collective trusts2013-12-31$-21,785
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$770,278
Employer contributions (assets) at end of year2013-12-31$234,669
Employer contributions (assets) at beginning of year2013-12-31$313,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,999,640
Contract administrator fees2013-12-31$674
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 name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS 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$1,205
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$25,035
Total income from all sources (including contributions)2012-12-31$7,056,935
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,615,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,614,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,561,826
Value of total assets at end of year2012-12-31$34,324,328
Value of total assets at beginning of year2012-12-31$28,907,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,082
Total interest from all sources2012-12-31$8,189
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$775,980
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$775,980
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,527,174
Participant contributions at end of year2012-12-31$239,775
Participant contributions at beginning of year2012-12-31$125,707
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$169,270
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$268
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$177
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$25,035
Other income not declared elsewhere2012-12-31$0
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$5,441,019
Value of net assets at end of year (total assets less liabilities)2012-12-31$34,323,123
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,882,104
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$31,059,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$25,475,305
Interest on participant loans2012-12-31$8,189
Value of interest in common/collective trusts at end of year2012-12-31$2,710,930
Value of interest in common/collective trusts at beginning of year2012-12-31$2,964,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,608,819
Net investment gain or loss from common/collective trusts2012-12-31$102,121
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$865,382
Employer contributions (assets) at end of year2012-12-31$313,817
Employer contributions (assets) at beginning of year2012-12-31$341,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,614,834
Contract administrator fees2012-12-31$1,082
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2012-12-31132781641

Form 5500 Responses for EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN

2022: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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 planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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 planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EQUITY GROUP INVESTMENTS ADVANTAGE RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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