Equity Development Group, LLC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Equity Development Group, LLC
  • Sponsor EIN: 204917590
  • Sponsor Address: 6420 CONGRESS AVENUE, BOCA RATON, FL, 334872811
  • Plan Type: 401(k)
  • Total Participants: 18
  • Total Assets: $2.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202518$2.1M$60,150$149,700
202414$1.8M$44,568$122,000
202310$1.5M$25,947$61,200
202212$1.4M$23,992$62,300

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