Civic Intelligence

Equivest Development Company

Plan context: Equivest Benefits 401K Retirement Plan

EIN 23-2277015 • Philadelphia, PA • 26 filings • 2 plans

1500 Walnut StreetSuite 805Philadelphia, PA 19102
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$2,665,365

2024 Contributions

$86,813

Historical Graphs

Total Assets Over Time

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

$2,665,365$1,332,683$0199920132024YearValue
$2,665,365Latest year 2024

Participants Over Time

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

80400199920122024YearValue
18Latest year 2024

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
2024118$2,665,365$86,813$4,823iApproximate average salary by contribution assumption: employee only about $120,574 at 4% or $80,382 at 6%; with 50% employer match about $80,382 at 4% or $53,588 at 6%; with 100% employer match about $60,287 at 4% or $40,191 at 6%.
Equivest Benefits 401K Retirement Plan-18$2,665,365$86,813$4,823iApproximate average salary by contribution assumption: employee only about $120,574 at 4% or $80,382 at 6%; with 50% employer match about $80,382 at 4% or $53,588 at 6%; with 100% employer match about $60,287 at 4% or $40,191 at 6%.
2023118$2,244,190$72,198$4,011iApproximate average salary by contribution assumption: employee only about $100,275 at 4% or $66,850 at 6%; with 50% employer match about $66,850 at 4% or $44,567 at 6%; with 100% employer match about $50,138 at 4% or $33,425 at 6%.
Equivest Benefits 401K Retirement Plan-18$2,244,190$72,198$4,011iApproximate average salary by contribution assumption: employee only about $100,275 at 4% or $66,850 at 6%; with 50% employer match about $66,850 at 4% or $44,567 at 6%; with 100% employer match about $50,138 at 4% or $33,425 at 6%.
2022116$1,838,300$70,708$4,419iApproximate average salary by contribution assumption: employee only about $110,481 at 4% or $73,654 at 6%; with 50% employer match about $73,654 at 4% or $49,103 at 6%; with 100% employer match about $55,241 at 4% or $36,827 at 6%.
Equivest Benefits 401K Retirement Plan-16$1,838,300$70,708$4,419iApproximate average salary by contribution assumption: employee only about $110,481 at 4% or $73,654 at 6%; with 50% employer match about $73,654 at 4% or $49,103 at 6%; with 100% employer match about $55,241 at 4% or $36,827 at 6%.
2021118$2,238,535$63,937$3,552iApproximate average salary by contribution assumption: employee only about $88,801 at 4% or $59,201 at 6%; with 50% employer match about $59,201 at 4% or $39,467 at 6%; with 100% employer match about $44,401 at 4% or $29,600 at 6%.
Equivest Benefits 401K Retirement Plan-18$2,238,535$63,937$3,552iApproximate average salary by contribution assumption: employee only about $88,801 at 4% or $59,201 at 6%; with 50% employer match about $59,201 at 4% or $39,467 at 6%; with 100% employer match about $44,401 at 4% or $29,600 at 6%.
2020115$1,901,091$50,558$3,371iApproximate average salary by contribution assumption: employee only about $84,263 at 4% or $56,176 at 6%; with 50% employer match about $56,176 at 4% or $37,450 at 6%; with 100% employer match about $42,132 at 4% or $28,088 at 6%.
Equivest Benefits 401K Retirement Plan-15$1,901,091$50,558$3,371iApproximate average salary by contribution assumption: employee only about $84,263 at 4% or $56,176 at 6%; with 50% employer match about $56,176 at 4% or $37,450 at 6%; with 100% employer match about $42,132 at 4% or $28,088 at 6%.
2019119$2,032,524$83,323$4,385iApproximate average salary by contribution assumption: employee only about $109,636 at 4% or $73,090 at 6%; with 50% employer match about $73,090 at 4% or $48,727 at 6%; with 100% employer match about $54,818 at 4% or $36,545 at 6%.
Equivest Benefits 401K Retirement Plan-19$2,032,524$83,323$4,385iApproximate average salary by contribution assumption: employee only about $109,636 at 4% or $73,090 at 6%; with 50% employer match about $73,090 at 4% or $48,727 at 6%; with 100% employer match about $54,818 at 4% or $36,545 at 6%.
2018124$1,751,968$79,927$3,330iApproximate average salary by contribution assumption: employee only about $83,257 at 4% or $55,505 at 6%; with 50% employer match about $55,505 at 4% or $37,003 at 6%; with 100% employer match about $41,629 at 4% or $27,752 at 6%.
Equivest Benefits 401K Retirement Plan-24$1,751,968$79,927$3,330iApproximate average salary by contribution assumption: employee only about $83,257 at 4% or $55,505 at 6%; with 50% employer match about $55,505 at 4% or $37,003 at 6%; with 100% employer match about $41,629 at 4% or $27,752 at 6%.
2017123$1,805,339$97,302$4,231iApproximate average salary by contribution assumption: employee only about $105,763 at 4% or $70,509 at 6%; with 50% employer match about $70,509 at 4% or $47,006 at 6%; with 100% employer match about $52,882 at 4% or $35,254 at 6%.
Equivest Benefits 401K Retirement Plan-23$1,805,339$97,302$4,231iApproximate average salary by contribution assumption: employee only about $105,763 at 4% or $70,509 at 6%; with 50% employer match about $70,509 at 4% or $47,006 at 6%; with 100% employer match about $52,882 at 4% or $35,254 at 6%.
2016127$2,270,358$144,149$5,339iApproximate average salary by contribution assumption: employee only about $133,471 at 4% or $88,981 at 6%; with 50% employer match about $88,981 at 4% or $59,321 at 6%; with 100% employer match about $66,736 at 4% or $44,490 at 6%.
Equivest Benefits 401K Retirement Plan-27$2,270,358$144,149$5,339iApproximate average salary by contribution assumption: employee only about $133,471 at 4% or $88,981 at 6%; with 50% employer match about $88,981 at 4% or $59,321 at 6%; with 100% employer match about $66,736 at 4% or $44,490 at 6%.
2015128$2,013,706$140,176$5,006iApproximate average salary by contribution assumption: employee only about $125,157 at 4% or $83,438 at 6%; with 50% employer match about $83,438 at 4% or $55,625 at 6%; with 100% employer match about $62,579 at 4% or $41,719 at 6%.
Equivest Benefits 401K Retirement Plan-28$2,013,706$140,176$5,006iApproximate average salary by contribution assumption: employee only about $125,157 at 4% or $83,438 at 6%; with 50% employer match about $83,438 at 4% or $55,625 at 6%; with 100% employer match about $62,579 at 4% or $41,719 at 6%.
2014129$1,933,298$130,100$4,486iApproximate average salary by contribution assumption: employee only about $112,155 at 4% or $74,770 at 6%; with 50% employer match about $74,770 at 4% or $49,847 at 6%; with 100% employer match about $56,078 at 4% or $37,385 at 6%.
Equivest Benefits 401K Retirement Plan-29$1,933,298$130,100$4,486iApproximate average salary by contribution assumption: employee only about $112,155 at 4% or $74,770 at 6%; with 50% employer match about $74,770 at 4% or $49,847 at 6%; with 100% employer match about $56,078 at 4% or $37,385 at 6%.
2013127$1,710,502$127,093$4,707iApproximate average salary by contribution assumption: employee only about $117,679 at 4% or $78,452 at 6%; with 50% employer match about $78,452 at 4% or $52,302 at 6%; with 100% employer match about $58,839 at 4% or $39,226 at 6%.
Equivest Benefits 401K Retirement Plan-27$1,710,502$127,093$4,707iApproximate average salary by contribution assumption: employee only about $117,679 at 4% or $78,452 at 6%; with 50% employer match about $78,452 at 4% or $52,302 at 6%; with 100% employer match about $58,839 at 4% or $39,226 at 6%.
2012129$1,321,081$124,888$4,306iApproximate average salary by contribution assumption: employee only about $107,662 at 4% or $71,775 at 6%; with 50% employer match about $71,775 at 4% or $47,850 at 6%; with 100% employer match about $53,831 at 4% or $35,887 at 6%.
Equivest Benefits 401K Retirement Plan-29$1,321,081$124,888$4,306iApproximate average salary by contribution assumption: employee only about $107,662 at 4% or $71,775 at 6%; with 50% employer match about $71,775 at 4% or $47,850 at 6%; with 100% employer match about $53,831 at 4% or $35,887 at 6%.
2011126$1,091,365$110,629$4,255iApproximate average salary by contribution assumption: employee only about $106,374 at 4% or $70,916 at 6%; with 50% employer match about $70,916 at 4% or $47,277 at 6%; with 100% employer match about $53,187 at 4% or $35,458 at 6%.
Equivest Benefits 401K Retirement Plan-26$1,091,365$110,629$4,255iApproximate average salary by contribution assumption: employee only about $106,374 at 4% or $70,916 at 6%; with 50% employer match about $70,916 at 4% or $47,277 at 6%; with 100% employer match about $53,187 at 4% or $35,458 at 6%.
2010129$1,211,324$139,829$4,822iApproximate average salary by contribution assumption: employee only about $120,542 at 4% or $80,361 at 6%; with 50% employer match about $80,361 at 4% or $53,574 at 6%; with 100% employer match about $60,271 at 4% or $40,181 at 6%.
Equivest Benefits 401K Retirement Plan-29$1,211,324$139,829$4,822iApproximate average salary by contribution assumption: employee only about $120,542 at 4% or $80,361 at 6%; with 50% employer match about $80,361 at 4% or $53,574 at 6%; with 100% employer match about $60,271 at 4% or $40,181 at 6%.
2009128$999,774$130,485$4,660iApproximate average salary by contribution assumption: employee only about $116,504 at 4% or $77,670 at 6%; with 50% employer match about $77,670 at 4% or $51,780 at 6%; with 100% employer match about $58,252 at 4% or $38,835 at 6%.
Equivest Benefits 401K Retirement Plan-28$999,774$130,485$4,660iApproximate average salary by contribution assumption: employee only about $116,504 at 4% or $77,670 at 6%; with 50% employer match about $77,670 at 4% or $51,780 at 6%; with 100% employer match about $58,252 at 4% or $38,835 at 6%.
2008152$715,229$148,694$2,860iApproximate average salary by contribution assumption: employee only about $71,488 at 4% or $47,658 at 6%; with 50% employer match about $47,658 at 4% or $31,772 at 6%; with 100% employer match about $35,744 at 4% or $23,829 at 6%.
Equivest Benefits 401K Retirement Plan-52$715,229$148,694$2,860iApproximate average salary by contribution assumption: employee only about $71,488 at 4% or $47,658 at 6%; with 50% employer match about $47,658 at 4% or $31,772 at 6%; with 100% employer match about $35,744 at 4% or $23,829 at 6%.
2007149$0$0-
Equivest Benefits 401K Retirement Plan-49---
2006154$785,390$116,836$2,164iApproximate average salary by contribution assumption: employee only about $54,091 at 4% or $36,060 at 6%; with 50% employer match about $36,060 at 4% or $24,040 at 6%; with 100% employer match about $27,045 at 4% or $18,030 at 6%.
Equivest Benefits 401K Retirement Plan-54$785,390$116,836$2,164iApproximate average salary by contribution assumption: employee only about $54,091 at 4% or $36,060 at 6%; with 50% employer match about $36,060 at 4% or $24,040 at 6%; with 100% employer match about $27,045 at 4% or $18,030 at 6%.
2005152$653,009$87,155$1,676iApproximate average salary by contribution assumption: employee only about $41,901 at 4% or $27,934 at 6%; with 50% employer match about $27,934 at 4% or $18,623 at 6%; with 100% employer match about $20,951 at 4% or $13,967 at 6%.
Equivest Benefits 401K Retirement Plan-52$653,009$87,155$1,676iApproximate average salary by contribution assumption: employee only about $41,901 at 4% or $27,934 at 6%; with 50% employer match about $27,934 at 4% or $18,623 at 6%; with 100% employer match about $20,951 at 4% or $13,967 at 6%.
2004143$531,828$81,052$1,885iApproximate average salary by contribution assumption: employee only about $47,123 at 4% or $31,416 at 6%; with 50% employer match about $31,416 at 4% or $20,944 at 6%; with 100% employer match about $23,562 at 4% or $15,708 at 6%.
Equivest Benefits 401K Retirement Plan-43$531,828$81,052$1,885iApproximate average salary by contribution assumption: employee only about $47,123 at 4% or $31,416 at 6%; with 50% employer match about $31,416 at 4% or $20,944 at 6%; with 100% employer match about $23,562 at 4% or $15,708 at 6%.
2003138$602,051$53,470$1,407iApproximate average salary by contribution assumption: employee only about $35,178 at 4% or $23,452 at 6%; with 50% employer match about $23,452 at 4% or $15,635 at 6%; with 100% employer match about $17,589 at 4% or $11,726 at 6%.
Equivest Benefits 401K Retirement Plan-38$602,051$53,470$1,407iApproximate average salary by contribution assumption: employee only about $35,178 at 4% or $23,452 at 6%; with 50% employer match about $23,452 at 4% or $15,635 at 6%; with 100% employer match about $17,589 at 4% or $11,726 at 6%.
2002135$483,589$61,437$1,755iApproximate average salary by contribution assumption: employee only about $43,884 at 4% or $29,256 at 6%; with 50% employer match about $29,256 at 4% or $19,504 at 6%; with 100% employer match about $21,942 at 4% or $14,628 at 6%.
Equivest Benefits 401K Retirement Plan-35$483,589$61,437$1,755iApproximate average salary by contribution assumption: employee only about $43,884 at 4% or $29,256 at 6%; with 50% employer match about $29,256 at 4% or $19,504 at 6%; with 100% employer match about $21,942 at 4% or $14,628 at 6%.
2001145$0$0-
Equivest Benefits 401K Retirement Plan-45---
2000180$0$0-
Equivest Benefits 401K Retirement Plan-80---
1999134$353,046$62,469$1,837iApproximate average salary by contribution assumption: employee only about $45,933 at 4% or $30,622 at 6%; with 50% employer match about $30,622 at 4% or $20,415 at 6%; with 100% employer match about $22,967 at 4% or $15,311 at 6%.
Equivest Benefits 401K Retirement Plan-34$353,046$62,469$1,837iApproximate average salary by contribution assumption: employee only about $45,933 at 4% or $30,622 at 6%; with 50% employer match about $30,622 at 4% or $20,415 at 6%; with 100% employer match about $22,967 at 4% or $15,311 at 6%.