Equity Trust Company
Plan context: Equity Trust Company 401(K) Plan
EIN 05-0552743 • 14 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
601
2024 Assets
$29,895,702
2024 Contributions
$4,237,515
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 601 | $29,895,702 | $4,237,515 | $7,051iApproximate average salary by contribution assumption: employee only about $176,269 at 4% or $117,513 at 6%; with 50% employer match about $117,513 at 4% or $78,342 at 6%; with 100% employer match about $88,135 at 4% or $58,756 at 6%. |
| Equity Trust Company 401(K) Plan | - | 601 | $29,895,702 | $4,237,515 | $7,051iApproximate average salary by contribution assumption: employee only about $176,269 at 4% or $117,513 at 6%; with 50% employer match about $117,513 at 4% or $78,342 at 6%; with 100% employer match about $88,135 at 4% or $58,756 at 6%. |
| 2023 | 1 | 452 | $21,499,505 | $2,955,817 | $6,539iApproximate average salary by contribution assumption: employee only about $163,485 at 4% or $108,990 at 6%; with 50% employer match about $108,990 at 4% or $72,660 at 6%; with 100% employer match about $81,743 at 4% or $54,495 at 6%. |
| Equity Trust Company 401(K) Plan | - | 452 | $21,499,505 | $2,955,817 | $6,539iApproximate average salary by contribution assumption: employee only about $163,485 at 4% or $108,990 at 6%; with 50% employer match about $108,990 at 4% or $72,660 at 6%; with 100% employer match about $81,743 at 4% or $54,495 at 6%. |
| 2022 | 1 | 400 | $19,215,921 | $2,443,372 | $6,108iApproximate average salary by contribution assumption: employee only about $152,711 at 4% or $101,807 at 6%; with 50% employer match about $101,807 at 4% or $67,871 at 6%; with 100% employer match about $76,355 at 4% or $50,904 at 6%. |
| Equity Trust Company 401(K) Plan | - | 400 | $19,215,921 | $2,443,372 | $6,108iApproximate average salary by contribution assumption: employee only about $152,711 at 4% or $101,807 at 6%; with 50% employer match about $101,807 at 4% or $67,871 at 6%; with 100% employer match about $76,355 at 4% or $50,904 at 6%. |
| 2021 | 1 | 323 | $21,106,593 | $2,392,697 | $7,408iApproximate average salary by contribution assumption: employee only about $185,193 at 4% or $123,462 at 6%; with 50% employer match about $123,462 at 4% or $82,308 at 6%; with 100% employer match about $92,597 at 4% or $61,731 at 6%. |
| Equity Trust Company 401(K) Plan | - | 323 | $21,106,593 | $2,392,697 | $7,408iApproximate average salary by contribution assumption: employee only about $185,193 at 4% or $123,462 at 6%; with 50% employer match about $123,462 at 4% or $82,308 at 6%; with 100% employer match about $92,597 at 4% or $61,731 at 6%. |
| 2020 | 1 | 369 | $17,774,504 | $2,153,222 | $5,835iApproximate average salary by contribution assumption: employee only about $145,882 at 4% or $97,255 at 6%; with 50% employer match about $97,255 at 4% or $64,837 at 6%; with 100% employer match about $72,941 at 4% or $48,627 at 6%. |
| Equity Trust Company 401(K) Plan | - | 369 | $17,774,504 | $2,153,222 | $5,835iApproximate average salary by contribution assumption: employee only about $145,882 at 4% or $97,255 at 6%; with 50% employer match about $97,255 at 4% or $64,837 at 6%; with 100% employer match about $72,941 at 4% or $48,627 at 6%. |
| 2019 | 1 | 367 | $14,341,641 | $1,904,706 | $5,190iApproximate average salary by contribution assumption: employee only about $129,748 at 4% or $86,499 at 6%; with 50% employer match about $86,499 at 4% or $57,666 at 6%; with 100% employer match about $64,874 at 4% or $43,249 at 6%. |
| Equity Trust Company 401(K) Plan | - | 367 | $14,341,641 | $1,904,706 | $5,190iApproximate average salary by contribution assumption: employee only about $129,748 at 4% or $86,499 at 6%; with 50% employer match about $86,499 at 4% or $57,666 at 6%; with 100% employer match about $64,874 at 4% or $43,249 at 6%. |
| 2018 | 1 | 390 | $11,597,992 | $1,835,572 | $4,707iApproximate average salary by contribution assumption: employee only about $117,665 at 4% or $78,443 at 6%; with 50% employer match about $78,443 at 4% or $52,295 at 6%; with 100% employer match about $58,832 at 4% or $39,222 at 6%. |
| Equity Trust Company 401(K) Plan | - | 390 | $11,597,992 | $1,835,572 | $4,707iApproximate average salary by contribution assumption: employee only about $117,665 at 4% or $78,443 at 6%; with 50% employer match about $78,443 at 4% or $52,295 at 6%; with 100% employer match about $58,832 at 4% or $39,222 at 6%. |
| 2017 | 1 | 368 | $11,202,918 | $1,944,035 | $5,283iApproximate average salary by contribution assumption: employee only about $132,068 at 4% or $88,045 at 6%; with 50% employer match about $88,045 at 4% or $58,697 at 6%; with 100% employer match about $66,034 at 4% or $44,023 at 6%. |
| Equity Trust Company 401(K) Plan | - | 368 | $11,202,918 | $1,944,035 | $5,283iApproximate average salary by contribution assumption: employee only about $132,068 at 4% or $88,045 at 6%; with 50% employer match about $88,045 at 4% or $58,697 at 6%; with 100% employer match about $66,034 at 4% or $44,023 at 6%. |
| 2016 | 1 | 365 | $9,415,877 | $1,735,560 | $4,755iApproximate average salary by contribution assumption: employee only about $118,874 at 4% or $79,249 at 6%; with 50% employer match about $79,249 at 4% or $52,833 at 6%; with 100% employer match about $59,437 at 4% or $39,625 at 6%. |
| Equity Trust Company 401(K) Plan | - | 365 | $9,415,877 | $1,735,560 | $4,755iApproximate average salary by contribution assumption: employee only about $118,874 at 4% or $79,249 at 6%; with 50% employer match about $79,249 at 4% or $52,833 at 6%; with 100% employer match about $59,437 at 4% or $39,625 at 6%. |
| 2015 | 1 | 344 | $7,673,160 | $1,663,648 | $4,836iApproximate average salary by contribution assumption: employee only about $120,905 at 4% or $80,603 at 6%; with 50% employer match about $80,603 at 4% or $53,735 at 6%; with 100% employer match about $60,452 at 4% or $40,302 at 6%. |
| Equity Trust Company 401(K) Plan | - | 344 | $7,673,160 | $1,663,648 | $4,836iApproximate average salary by contribution assumption: employee only about $120,905 at 4% or $80,603 at 6%; with 50% employer match about $80,603 at 4% or $53,735 at 6%; with 100% employer match about $60,452 at 4% or $40,302 at 6%. |
| 2014 | 1 | 280 | $7,477,015 | $1,335,561 | $4,770iApproximate average salary by contribution assumption: employee only about $119,247 at 4% or $79,498 at 6%; with 50% employer match about $79,498 at 4% or $52,998 at 6%; with 100% employer match about $59,623 at 4% or $39,749 at 6%. |
| Equity Trust Company 401(K) Plan | - | 280 | $7,477,015 | $1,335,561 | $4,770iApproximate average salary by contribution assumption: employee only about $119,247 at 4% or $79,498 at 6%; with 50% employer match about $79,498 at 4% or $52,998 at 6%; with 100% employer match about $59,623 at 4% or $39,749 at 6%. |
| 2011 | 1 | 370 | $0 | $0 | - |
| Equity Trust Company Severance Pay Plan | - | 370 | - | - | - |
| 2010 | 1 | 340 | $0 | $0 | - |
| Equity Trust Company Severance Pay Plan | - | 340 | - | - | - |
| 2009 | 1 | 290 | $0 | $0 | - |
| Equity Trust Company Severance Pay Plan | - | 290 | - | - | - |