EQ WEALTH ADVISORS
Plan context: EQ WEALTH ADVISORS 401K PLAN
EIN 88-3539931 • Dallas, TX • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$385,172
2025 Contributions
$128,772
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $385,172 | $128,772 | $25,754iApproximate average salary by contribution assumption: employee only about $643,860 at 4% or $429,240 at 6%; with 50% employer match about $429,240 at 4% or $286,160 at 6%; with 100% employer match about $321,930 at 4% or $214,620 at 6%. |
| EQ WEALTH ADVISORS 401K PLAN | - | 5 | $385,172 | $128,772 | $25,754iApproximate average salary by contribution assumption: employee only about $643,860 at 4% or $429,240 at 6%; with 50% employer match about $429,240 at 4% or $286,160 at 6%; with 100% employer match about $321,930 at 4% or $214,620 at 6%. |
| 2024 | 1 | 6 | $2,159,829 | $152,990 | $25,498iApproximate average salary by contribution assumption: employee only about $637,458 at 4% or $424,972 at 6%; with 50% employer match about $424,972 at 4% or $283,315 at 6%; with 100% employer match about $318,729 at 4% or $212,486 at 6%. |
| EQ WEALTH ADVISORS 401K PLAN | - | 6 | $2,159,829 | $152,990 | $25,498iApproximate average salary by contribution assumption: employee only about $637,458 at 4% or $424,972 at 6%; with 50% employer match about $424,972 at 4% or $283,315 at 6%; with 100% employer match about $318,729 at 4% or $212,486 at 6%. |
| 2023 | 1 | 8 | $1,888,180 | $1,618,693 | $202,337iApproximate average salary by contribution assumption: employee only about $5,058,416 at 4% or $3,372,277 at 6%; with 50% employer match about $3,372,277 at 4% or $2,248,185 at 6%; with 100% employer match about $2,529,208 at 4% or $1,686,139 at 6%. |
| EQ WEALTH ADVISORS 401K PLAN | - | 8 | $1,888,180 | $1,618,693 | $202,337iApproximate average salary by contribution assumption: employee only about $5,058,416 at 4% or $3,372,277 at 6%; with 50% employer match about $3,372,277 at 4% or $2,248,185 at 6%; with 100% employer match about $2,529,208 at 4% or $1,686,139 at 6%. |