OpenERISAForm 5500 plan search

Equity Planning Group, Ltd

Toledo, OH, 43623

EIN 34-1904433

Plans: 4
Total participants: 83
Filing years: 2024, 2023, 2022, 2021, 2020
NAICS: 523120

Plan sponsors in Ohio Finance & Insurance

Benefit plans on file

Year	Form	Plan #	Plan name	Participants
2024	Form 5500-SF	001	Epg 401(K) Plan	8
2024	Form 5500-SF	002	Epg Cash Balance Pension Plan	8
2023	Form 5500-SF	001	Epg 401(K) Plan	8
2023	Form 5500-SF	002	Epg Cash Balance Pension Plan	8
2023	Form 5500-SF	501	Equity Planning Grp Welfare Plan A	0
2023	Form 5500-SF	502	Equity Planning Grp Welfare Plan B	0
2022	Form 5500-SF	001	Epg 401(K) Plan	8
2022	Form 5500-SF	002	Epg Cash Balance Pension Plan	8
2022	Form 5500-SF	501	Equity Planning Grp Welfare Plan A	2
2022	Form 5500-SF	502	Equity Planning Grp Welfare Plan B	3
2021	Form 5500-SF	001	Epg 401(K) Plan	7
2021	Form 5500-SF	002	Epg Cash Balance Pension Plan	7
2020	Form 5500-SF	001	Epg 401(K) Plan	8
2020	Form 5500-SF	002	Epg Cash Balance Pension Plan	8

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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