EQUUS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan Contact

  • Address: 4400 WEST 78TH ST,,BLOOMINGTON,MN
  • Contact person: SHARON PAGE
  • Phone: (612) 617-6209

Plan General Information

EQUUS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of EQUUS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is $102,357,315.00.This plan was established in 2007.

EQUUS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in EQUUS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is 300

EQUUS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for EQUUS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is $341,191.00

EQUUS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in EQUUS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is approximately $465.00
Investing in this additonal $465.00 for 20 years would give you extra $29,761.00, assuming a 10% annual return.

EQUUS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of EQUUS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is 14.85%.

EQUUS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for EQUUS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is 17.67%. This measures the effectiveness of the plan participants' investments in the year.

EQUUS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of EQUUS HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is 0.00%.

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