Original filing (PDF)20241126162831NAL0012836466001

EQUITY PLANNING GRP

Name: EQUITY PLANNING GRP — EQUITY PLANNING GRP WELFARE PLAN A, Form 5500 (2023)
Creator: EQUITY PLANNING GRP

Form 5500-SF

FILING_RECEIVED

EQUITY PLANNING GRP WELFARE PLAN A

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EQUITY PLANNING GRP.

Plan sponsor

Name

EQUITY PLANNING GRP

EIN

34-1904433

Address

4041 W SYLVANIA AVE · SUITE 200 · TOLEDO, OH · 43623

Phone

(419) 842-3314

Industry

Finance & Insurancesee all

Plan administrator

Name

NORTHWEST OHIO BUSINESS ALLIANCE HEALTH & WELLNESS TRUST

EIN

88-1977111

City

SYLVANIA, OH

Phone

(419) 882-2135

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-05-01

Tax period

2024-04-30

Filed

2024-11-26

Welfare benefit codes

4A · Health (other than dental or vision)

4Q · Other

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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