Civic Intelligence

Equity Fund Advisors

Plan context: Equity Fund Advisors Inc. 401(K) Plan

EIN 20-0572888 • Phoenix, AZ • 56 filings • 14 plans

2555 E. CamelbackSuite 400Phoenix, AZ 85016
Current Snapshot

Latest Year

2022

2022 Participants

33

2022 Assets

$29,240,090

2022 Contributions

$2,067,005

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$29,240,090$14,620,045$0200420132021YearValue
$29,240,090Latest year 2021

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

4242120200420132021YearValue
33Latest year 2021

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202210$0$0-
Equity Fund Advisors Inc. 401(K) Plan-0---
2021233$29,240,090$2,067,005$62,637iApproximate average salary by contribution assumption: employee only about $1,565,913 at 4% or $1,043,942 at 6%; with 50% employer match about $1,043,942 at 4% or $695,961 at 6%; with 100% employer match about $782,956 at 4% or $521,971 at 6%.
Equity Fund Advisors Inc. 401(K) Plan-33$29,240,090$2,067,005$62,637iApproximate average salary by contribution assumption: employee only about $1,565,913 at 4% or $1,043,942 at 6%; with 50% employer match about $1,043,942 at 4% or $695,961 at 6%; with 100% employer match about $782,956 at 4% or $521,971 at 6%.
Equity Fund Advisors Inc. Group Welfare Benefit Plan-0---
20202158$28,852,402$2,223,096$14,070iApproximate average salary by contribution assumption: employee only about $351,756 at 4% or $234,504 at 6%; with 50% employer match about $234,504 at 4% or $156,336 at 6%; with 100% employer match about $175,878 at 4% or $117,252 at 6%.
Equity Fund Advisors Inc. 401(K) Plan-136$28,852,402$2,223,096$16,346iApproximate average salary by contribution assumption: employee only about $408,657 at 4% or $272,438 at 6%; with 50% employer match about $272,438 at 4% or $181,625 at 6%; with 100% employer match about $204,329 at 4% or $136,219 at 6%.
Equity Fund Advisors Inc. Group Welfare Benefit Plan-158---
20192158$26,694,467$2,352,982$14,892iApproximate average salary by contribution assumption: employee only about $372,307 at 4% or $248,205 at 6%; with 50% employer match about $248,205 at 4% or $165,470 at 6%; with 100% employer match about $186,154 at 4% or $124,102 at 6%.
Equity Fund Advisors Inc. 401(K) Plan-135$26,694,467$2,352,982$17,429iApproximate average salary by contribution assumption: employee only about $435,737 at 4% or $290,492 at 6%; with 50% employer match about $290,492 at 4% or $193,661 at 6%; with 100% employer match about $217,869 at 4% or $145,246 at 6%.
Equity Fund Advisors Inc. Group Welfare Benefit Plan-158---
20182179$22,472,781$2,864,172$16,001iApproximate average salary by contribution assumption: employee only about $400,024 at 4% or $266,683 at 6%; with 50% employer match about $266,683 at 4% or $177,788 at 6%; with 100% employer match about $200,012 at 4% or $133,341 at 6%.
Equity Fund Advisors Inc. 401(K) Plan-179$22,472,781$2,864,172$16,001iApproximate average salary by contribution assumption: employee only about $400,024 at 4% or $266,683 at 6%; with 50% employer match about $266,683 at 4% or $177,788 at 6%; with 100% employer match about $200,012 at 4% or $133,341 at 6%.
Equity Fund Advisors Inc. Group Welfare Benefit Plan-142---
20172330$27,372,693$4,447,589$13,478iApproximate average salary by contribution assumption: employee only about $336,939 at 4% or $224,626 at 6%; with 50% employer match about $224,626 at 4% or $149,750 at 6%; with 100% employer match about $168,469 at 4% or $112,313 at 6%.
Equity Fund Advisors Inc. 401(K) Plan-275$27,372,693$4,447,589$16,173iApproximate average salary by contribution assumption: employee only about $404,326 at 4% or $269,551 at 6%; with 50% employer match about $269,551 at 4% or $179,701 at 6%; with 100% employer match about $202,163 at 4% or $134,775 at 6%.
Equity Fund Advisors Inc. Group Welfare Benefit Plan-330---
20162345$20,791,796$3,749,593$10,868iApproximate average salary by contribution assumption: employee only about $271,710 at 4% or $181,140 at 6%; with 50% employer match about $181,140 at 4% or $120,760 at 6%; with 100% employer match about $135,855 at 4% or $90,570 at 6%.
Equity Fund Advisors Inc. 401(K) Plan-276$20,791,796$3,749,593$13,585iApproximate average salary by contribution assumption: employee only about $339,637 at 4% or $226,425 at 6%; with 50% employer match about $226,425 at 4% or $150,950 at 6%; with 100% employer match about $169,819 at 4% or $113,212 at 6%.
Equity Fund Advisors Inc. Group Welfare Benefit Plan-345---
20157349$19,024,655$3,849,632$11,030iApproximate average salary by contribution assumption: employee only about $275,762 at 4% or $183,841 at 6%; with 50% employer match about $183,841 at 4% or $122,561 at 6%; with 100% employer match about $137,881 at 4% or $91,921 at 6%.
Equity Fund Advisors Inc. 401(K) Plan-349$19,024,655$3,849,632$11,030iApproximate average salary by contribution assumption: employee only about $275,762 at 4% or $183,841 at 6%; with 50% employer match about $183,841 at 4% or $122,561 at 6%; with 100% employer match about $137,881 at 4% or $91,921 at 6%.
Equity Fund Advisors Employee Benefit Plan-0---
Equity Fund Advisors Vision Employee Benefit Plan-0---
EQUITY FUND ADVISORS, INC. DENTAL PLAN-0---
EQUITY FUND ADVISORS, INC. EMPLOYEE ASSISTANCE PLAN-0---
EQUITY FUND ADVISORS, INC. MEDICAL PLAN-0---
EQUITY FUND ADVISORS, INC. FSA PLAN-0---
20148424$20,741,213$4,889,130$11,531iApproximate average salary by contribution assumption: employee only about $288,274 at 4% or $192,183 at 6%; with 50% employer match about $192,183 at 4% or $128,122 at 6%; with 100% employer match about $144,137 at 4% or $96,091 at 6%.
Equity Fund Advisors Inc. 401(K) Plan-424$20,741,213$4,889,130$11,531iApproximate average salary by contribution assumption: employee only about $288,274 at 4% or $192,183 at 6%; with 50% employer match about $192,183 at 4% or $128,122 at 6%; with 100% employer match about $144,137 at 4% or $96,091 at 6%.
Equity Fund Advisors Employee Benefit Plan-378---
Equity Fund Advisors Vision Employee Benefit Plan-369---
Equity Fund Advisors Employee Benefit Plan-378---
EQUITY FUND ADVISORS, INC. DENTAL PLAN-161---
EQUITY FUND ADVISORS, INC. EMPLOYEE ASSISTANCE PLAN-344---
EQUITY FUND ADVISORS, INC. MEDICAL PLAN-313---
EQUITY FUND ADVISORS, INC. FSA PLAN-133---
20137378$18,903,321$4,297,392$11,369iApproximate average salary by contribution assumption: employee only about $284,219 at 4% or $189,479 at 6%; with 50% employer match about $189,479 at 4% or $126,320 at 6%; with 100% employer match about $142,110 at 4% or $94,740 at 6%.
Equity Fund Advisors Inc. 401(K) Plan-374$18,903,321$4,297,392$11,490iApproximate average salary by contribution assumption: employee only about $287,259 at 4% or $191,506 at 6%; with 50% employer match about $191,506 at 4% or $127,671 at 6%; with 100% employer match about $143,629 at 4% or $95,753 at 6%.
Equity Fund Advisors Employee Benefit Plan-378---
Equity Fund Advisors Vision Employee Benefit Plan-314---
Equity Fund Advisors Employee Benefit Plan-378---
EQUITY FUND ADVISORS, INC. DENTAL PLAN-158---
EQUITY FUND ADVISORS, INC. FSA PLAN-100---
EQUITY FUND ADVISORS, INC. MEDICAL PLAN-154---
20127341$12,671,162$3,647,022$10,695iApproximate average salary by contribution assumption: employee only about $267,377 at 4% or $178,251 at 6%; with 50% employer match about $178,251 at 4% or $118,834 at 6%; with 100% employer match about $133,688 at 4% or $89,126 at 6%.
Equity Fund Advisors Inc. 401(K) Plan-338$12,671,162$3,647,022$10,790iApproximate average salary by contribution assumption: employee only about $269,750 at 4% or $179,833 at 6%; with 50% employer match about $179,833 at 4% or $119,889 at 6%; with 100% employer match about $134,875 at 4% or $89,917 at 6%.
Equity Fund Advisors Employee Benefit Plan-341---
Equity Fund Advisors Vision Employee Benefit Plan-285---
Equity Fund Advisors Employee Benefit Plan-336---
EQUITY FUND ADVISORS, INC. DENTAL PLAN-141---
EQUITY FUND ADVISORS, INC. MEDICAL PLAN-283---
EQUITY FUND ADVISORS, INC. FSA PLAN-100---
20112315$8,535,360$2,875,411$9,128iApproximate average salary by contribution assumption: employee only about $228,207 at 4% or $152,138 at 6%; with 50% employer match about $152,138 at 4% or $101,425 at 6%; with 100% employer match about $114,104 at 4% or $76,069 at 6%.
Equity Fund Advisors Inc. 401(K) Plan-294$8,535,360$2,875,411$9,780iApproximate average salary by contribution assumption: employee only about $244,508 at 4% or $163,005 at 6%; with 50% employer match about $163,005 at 4% or $108,670 at 6%; with 100% employer match about $122,254 at 4% or $81,503 at 6%.
Equity Fund Advisors Employee Benefit Plan-315---
20102249$6,756,962$2,078,786$8,349iApproximate average salary by contribution assumption: employee only about $208,713 at 4% or $139,142 at 6%; with 50% employer match about $139,142 at 4% or $92,762 at 6%; with 100% employer match about $104,357 at 4% or $69,571 at 6%.
Equity Fund Advisors Inc. 401(K) Plan-176$6,756,962$2,078,786$11,811iApproximate average salary by contribution assumption: employee only about $295,282 at 4% or $196,855 at 6%; with 50% employer match about $196,855 at 4% or $131,236 at 6%; with 100% employer match about $147,641 at 4% or $98,427 at 6%.
Equity Fund Advisors Employee Benefit Plan-249---
20092195$4,605,146$1,662,125$8,524iApproximate average salary by contribution assumption: employee only about $213,093 at 4% or $142,062 at 6%; with 50% employer match about $142,062 at 4% or $94,708 at 6%; with 100% employer match about $106,546 at 4% or $71,031 at 6%.
Equity Fund Advisors Inc. 401(K) Plan-182$4,605,146$1,662,125$9,133iApproximate average salary by contribution assumption: employee only about $228,314 at 4% or $152,209 at 6%; with 50% employer match about $152,209 at 4% or $101,473 at 6%; with 100% employer match about $114,157 at 4% or $76,105 at 6%.
Equity Fund Advisors Employee Benefit Plan-195---
20082171$2,340,123$1,640,857$9,596iApproximate average salary by contribution assumption: employee only about $239,891 at 4% or $159,928 at 6%; with 50% employer match about $159,928 at 4% or $106,618 at 6%; with 100% employer match about $119,946 at 4% or $79,964 at 6%.
Equity Fund Advisors Inc. 401(K) Plan-171$2,340,123$1,640,857$9,596iApproximate average salary by contribution assumption: employee only about $239,891 at 4% or $159,928 at 6%; with 50% employer match about $159,928 at 4% or $106,618 at 6%; with 100% employer match about $119,946 at 4% or $79,964 at 6%.
Equity Fund Advisors Employee Benefit Plan-169---
20072152$0$0-
Equity Fund Advisors Employee Benefit Plan-152---
Equity Fund Advisors Inc. 401(K) Plan-150---
2006297$722,799$537,916$5,546iApproximate average salary by contribution assumption: employee only about $138,638 at 4% or $92,425 at 6%; with 50% employer match about $92,425 at 4% or $61,617 at 6%; with 100% employer match about $69,319 at 4% or $46,213 at 6%.
Equity Fund Advisors Inc. 401(K) Plan-97$722,799$537,916$5,546iApproximate average salary by contribution assumption: employee only about $138,638 at 4% or $92,425 at 6%; with 50% employer match about $92,425 at 4% or $61,617 at 6%; with 100% employer match about $69,319 at 4% or $46,213 at 6%.
Equity Fund Advisors Employee Benefit Plan-85---
2005124$371,336$231,462$9,644iApproximate average salary by contribution assumption: employee only about $241,106 at 4% or $160,738 at 6%; with 50% employer match about $160,738 at 4% or $107,158 at 6%; with 100% employer match about $120,553 at 4% or $80,369 at 6%.
Equity Fund Advisors Inc. 401(K) Plan-24$371,336$231,462$9,644iApproximate average salary by contribution assumption: employee only about $241,106 at 4% or $160,738 at 6%; with 50% employer match about $160,738 at 4% or $107,158 at 6%; with 100% employer match about $120,553 at 4% or $80,369 at 6%.
2004123$135,046$134,113$5,831iApproximate average salary by contribution assumption: employee only about $145,775 at 4% or $97,183 at 6%; with 50% employer match about $97,183 at 4% or $64,789 at 6%; with 100% employer match about $72,888 at 4% or $48,592 at 6%.
Equity Fund Advisors Inc. 401(K) Plan-23$135,046$134,113$5,831iApproximate average salary by contribution assumption: employee only about $145,775 at 4% or $97,183 at 6%; with 50% employer match about $97,183 at 4% or $64,789 at 6%; with 100% employer match about $72,888 at 4% or $48,592 at 6%.