Equote
Plan context: Equote, Cross-Tested 401(K) Profit Sharing Plan
EIN 33-0873372 • 8 filings • 3 plans
Current Snapshot
Latest Year
2017
2017 Participants
2
2017 Assets
$1,361,735
2017 Contributions
$5,686
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 2 | $1,361,735 | $0 | - |
| Equote, Cross-Tested 401(K) Profit Sharing Plan | - | 2 | $1,361,735 | - | - |
| 2016 | 1 | 3 | $1,405,324 | $0 | - |
| Equote, Cross-Tested 401(K) Profit Sharing Plan | - | 3 | $1,405,324 | - | - |
| 2011 | 1 | 4 | $1,612,352 | $0 | - |
| Equote, Cross-Tested 401(K) Profit Sharing Plan | - | 4 | $1,612,352 | - | - |
| 2010 | 1 | 4 | $1,492,937 | $5,686 | $1,422iApproximate average salary by contribution assumption: employee only about $35,538 at 4% or $23,692 at 6%; with 50% employer match about $23,692 at 4% or $15,794 at 6%; with 100% employer match about $17,769 at 4% or $11,846 at 6%. |
| Equote, Cross-Tested 401(K) Profit Sharing Plan | - | 4 | $1,492,937 | $5,686 | $1,422iApproximate average salary by contribution assumption: employee only about $35,538 at 4% or $23,692 at 6%; with 50% employer match about $23,692 at 4% or $15,794 at 6%; with 100% employer match about $17,769 at 4% or $11,846 at 6%. |
| 2009 | 1 | 4 | $1,475,158 | $24,060 | $6,015iApproximate average salary by contribution assumption: employee only about $150,375 at 4% or $100,250 at 6%; with 50% employer match about $100,250 at 4% or $66,833 at 6%; with 100% employer match about $75,188 at 4% or $50,125 at 6%. |
| Equote, Cross-Tested 401(K) Profit Sharing Plan | - | 4 | $1,475,158 | $24,060 | $6,015iApproximate average salary by contribution assumption: employee only about $150,375 at 4% or $100,250 at 6%; with 50% employer match about $100,250 at 4% or $66,833 at 6%; with 100% employer match about $75,188 at 4% or $50,125 at 6%. |
| 2008 | 1 | 4 | $0 | $0 | - |
| Equote, Cross-Tested 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Equote, Cross-Tested 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 5 | $1,356,956 | $80,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| Equote, Cross-Tested 401(K) Profit Sharing Plan | - | 5 | $1,356,956 | $80,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |