Equity Planning Group, Ltd. (EIN 34-1904433) has filed 4 Form 5500 plans with the U.S. Department of Labor, covering $4.7M in plan assets and 16 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| EPG 401(k) Plan | 001 | 8 | $2.9M |
| EPG Cash Balance Pension Plan | 002 | 8 | $1.8M |
| Equity Planning GRP Welfare Plan a | 501 | 0 | $0 |
| Equity Planning GRP Welfare Plan B | 502 | 0 | $0 |
34-1904433 is the Employer Identification Number (EIN) Equity Planning Group, Ltd. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
