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EQUITY MANAGEMENT, INC. 401(K) PLAN 401k Plan overview

Plan NameEQUITY MANAGEMENT, INC. 401(K) PLAN
Plan identification number 001

EQUITY MANAGEMENT, INC. 401(K) 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

EQUITY MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:EQUITY MANAGEMENT, INC.
Employer identification number (EIN):363380490
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EQUITY MANAGEMENT, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01ALBERT BENSUSEN ALBERT BENSUSEN2018-07-12
0012016-01-01ALBERT BENSUSEN ALBERT BENSUSEN2017-09-27
0012015-01-01ALBERT BENSUSEN
0012014-01-01ALBERT BENSUSEN
0012013-01-01ALBERT BENSUSEN
0012012-01-01ALBERT BENSUSEN
0012011-01-01ALBERT BENSUSEN
0012010-01-01ALBERT BENSUSEN
0012009-01-01ALBERT BENSUSEN

Financial Data on EQUITY MANAGEMENT, INC. 401(K) PLAN

Measure Date Value
2025 : EQUITY MANAGEMENT, INC. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-300
Total liabilities as of the end of the plan year2025-04-300
Total liabilities as of the beginning of the plan year2025-04-300
Total expenses incurred by plan in this plan year2025-04-30243882
Net assets as of the end of the plan year2025-04-307763786
Total assets as of the beginning of the plan year2025-04-306975733
Value of plan covered by a fidelity bond2025-04-30500000
Participant contributions to plan in this plan year2025-04-30202754
Other expenses paid from plan in this plan year2025-04-300
Other contributions to plan in this plan year2025-04-300
Other income to plan in this plan year2025-04-30753456
Plan net income in this plan year2025-04-30788053
Net assets as of the end of the plan year2025-04-307763786
Net assets as of the beginning of the plan year2025-04-306975733
Employer contributions to plan in this plan year2025-04-3075725
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-3017596
2024 : EQUITY MANAGEMENT, INC. 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-06-070
Total liabilities as of the beginning of the plan year2024-06-070
Total expenses incurred by plan in this plan year2024-06-07255764
Net assets as of the end of the plan year2024-06-076975733
Total assets as of the beginning of the plan year2024-06-076201410
Value of plan covered by a fidelity bond2024-06-07500000
Participant contributions to plan in this plan year2024-06-07179760
Other expenses paid from plan in this plan year2024-06-070
Other contributions to plan in this plan year2024-06-070
Other income to plan in this plan year2024-06-07776732
Plan net income in this plan year2024-06-07774323
Net assets as of the end of the plan year2024-06-076975733
Net assets as of the beginning of the plan year2024-06-076201410
Employer contributions to plan in this plan year2024-06-0773595
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0715765
2020 : EQUITY MANAGEMENT, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,257,268
Expenses. Total of all expenses incurred2020-12-31$418,787
Benefits paid (including direct rollovers)2020-12-31$416,847
Total plan assets at end of year2020-12-31$7,165,019
Total plan assets at beginning of year2020-12-31$6,326,538
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$153,970
Other income received2020-12-31$1,103,298
Net income (gross income less expenses)2020-12-31$838,481
Net plan assets at end of year (total assets less liabilities)2020-12-31$7,165,019
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,326,538
Assets. Value of participant loans2020-12-31$21,035
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,940
2019 : EQUITY MANAGEMENT, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,516,203
Expenses. Total of all expenses incurred2019-12-31$954,551
Benefits paid (including direct rollovers)2019-12-31$950,871
Total plan assets at end of year2019-12-31$6,327,938
Total plan assets at beginning of year2019-12-31$5,766,286
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$124,439
Other income received2019-12-31$1,388,764
Net income (gross income less expenses)2019-12-31$561,652
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,327,938
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,766,286
Assets. Value of participant loans2019-12-31$33,142
Total contributions received or receivable from employer(s)2019-12-31$3,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,680
2018 : EQUITY MANAGEMENT, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$-75,153
Expenses. Total of all expenses incurred2018-12-31$1,081,619
Benefits paid (including direct rollovers)2018-12-31$1,078,193
Total plan assets at end of year2018-12-31$5,766,286
Total plan assets at beginning of year2018-12-31$6,923,058
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$165,016
Other income received2018-12-31$-244,391
Net income (gross income less expenses)2018-12-31$-1,156,772
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,766,286
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,923,058
Assets. Value of participant loans2018-12-31$44,372
Total contributions received or receivable from employer(s)2018-12-31$4,222
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,426
2017 : EQUITY MANAGEMENT, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,526,766
Expenses. Total of all expenses incurred2017-12-31$502,561
Benefits paid (including direct rollovers)2017-12-31$497,015
Total plan assets at end of year2017-12-31$6,923,058
Total plan assets at beginning of year2017-12-31$5,898,853
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$267,171
Other income received2017-12-31$1,249,595
Net income (gross income less expenses)2017-12-31$1,024,205
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,923,058
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,898,853
Assets. Value of participant loans2017-12-31$46,895
Total contributions received or receivable from employer(s)2017-12-31$10,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$5,546
2016 : EQUITY MANAGEMENT, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$673,105
Expenses. Total of all expenses incurred2016-12-31$826,316
Benefits paid (including direct rollovers)2016-12-31$825,032
Total plan assets at end of year2016-12-31$5,898,853
Total plan assets at beginning of year2016-12-31$6,052,064
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$314,071
Other income received2016-12-31$354,634
Net income (gross income less expenses)2016-12-31$-153,211
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,898,853
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,052,064
Assets. Value of participant loans2016-12-31$37,249
Total contributions received or receivable from employer(s)2016-12-31$4,400
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,284
2015 : EQUITY MANAGEMENT, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$188,871
Expenses. Total of all expenses incurred2015-12-31$817,368
Benefits paid (including direct rollovers)2015-12-31$812,600
Total plan assets at end of year2015-12-31$6,052,064
Total plan assets at beginning of year2015-12-31$6,680,561
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$255,565
Other income received2015-12-31$-66,694
Net income (gross income less expenses)2015-12-31$-628,497
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,052,064
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,680,561
Assets. Value of participant loans2015-12-31$60,260
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,768
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$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : EQUITY MANAGEMENT, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$763,440
Expenses. Total of all expenses incurred2014-12-31$1,298,543
Benefits paid (including direct rollovers)2014-12-31$1,292,996
Total plan assets at end of year2014-12-31$6,680,561
Total plan assets at beginning of year2014-12-31$7,215,664
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$289,417
Other income received2014-12-31$474,023
Net income (gross income less expenses)2014-12-31$-535,103
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,680,561
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$7,215,664
Assets. Value of participant loans2014-12-31$66,388
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,547
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$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : EQUITY MANAGEMENT, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,436,878
Expenses. Total of all expenses incurred2013-12-31$345,151
Benefits paid (including direct rollovers)2013-12-31$339,445
Total plan assets at end of year2013-12-31$7,215,664
Total plan assets at beginning of year2013-12-31$6,123,937
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$323,238
Other income received2013-12-31$1,113,640
Net income (gross income less expenses)2013-12-31$1,091,727
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,215,664
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,123,937
Assets. Value of participant loans2013-12-31$52,643
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,706
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$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : EQUITY MANAGEMENT, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$950,045
Expenses. Total of all expenses incurred2012-12-31$287,356
Benefits paid (including direct rollovers)2012-12-31$282,564
Total plan assets at end of year2012-12-31$6,123,937
Total plan assets at beginning of year2012-12-31$5,461,248
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$297,267
Expenses. Other expenses not covered elsewhere2012-12-31$4,792
Other income received2012-12-31$652,778
Net income (gross income less expenses)2012-12-31$662,689
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,123,937
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,461,248
Assets. Value of participant loans2012-12-31$59,723
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$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : EQUITY MANAGEMENT, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$102,669
Expenses. Total of all expenses incurred2011-12-31$410,586
Benefits paid (including direct rollovers)2011-12-31$403,028
Total plan assets at end of year2011-12-31$5,461,248
Total plan assets at beginning of year2011-12-31$5,769,165
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$272,331
Expenses. Other expenses not covered elsewhere2011-12-31$7,558
Other income received2011-12-31$-169,662
Net income (gross income less expenses)2011-12-31$-307,917
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,461,248
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,769,165
Assets. Value of participant loans2011-12-31$44,955
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$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : EQUITY MANAGEMENT, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$978,340
Expenses. Total of all expenses incurred2010-12-31$503,735
Benefits paid (including direct rollovers)2010-12-31$497,905
Total plan assets at end of year2010-12-31$5,769,165
Total plan assets at beginning of year2010-12-31$5,294,560
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$304,898
Expenses. Other expenses not covered elsewhere2010-12-31$5,830
Other income received2010-12-31$673,442
Net income (gross income less expenses)2010-12-31$474,605
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,769,165
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,294,560
Assets. Value of participant loans2010-12-31$15,206
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$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : EQUITY MANAGEMENT, INC. 401(K) 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$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for EQUITY MANAGEMENT, INC. 401(K) PLAN

2020: EQUITY MANAGEMENT, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EQUITY MANAGEMENT, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EQUITY MANAGEMENT, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EQUITY MANAGEMENT, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EQUITY MANAGEMENT, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EQUITY MANAGEMENT, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EQUITY MANAGEMENT, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EQUITY MANAGEMENT, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EQUITY MANAGEMENT, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EQUITY MANAGEMENT, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EQUITY MANAGEMENT, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EQUITY MANAGEMENT, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number644501
Policy instance 1
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number644501
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number605077
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number605077
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number605077
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22784
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number605077
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22784
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number605077
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number605077
Policy instance 2
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number22784
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number605077
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number605077
Policy instance 1

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