Aequitas at 1000 Vermont Ave NW STE 1010, Washington, Dc 20005 lists Jennifer Gentile Long and Marta Holbrook of Washington, DC as associates.
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Christa Jane Anderson
Individual Agent
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521 OLD FARM CT, DANVILLE, CA 94526
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Jennifer Gentile Long
CEO
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1000 VERMONT AVE NW STE 1010, WASHINGTON, DC 20005
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Marta Holbrook
Chief Financial Officer
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1000 VERMONT AVE STE 1010, WASHINGTON, DC 20005
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Toolsi Gowin Meisner
Secretary
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1000 VERMONT AVE NW STE 1010, WASHINGTON, DC 20005
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1000 VERMONT AVE NW STE 1010, WASHINGTON, DC 20005
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameAEQUITAS 403(B) PLAN Plan #001 Participants BOY/EOY23 / 25 Assets BOY/EOY$1,858,006 / $1,826,735 | 2022 | AEQUITAS 403(B) PLAN - Plan #001 | 23 / 25 | $1,858,006 / $1,826,735 |
| 2021 | Plan NameAEQUITAS 403(B) PLAN Plan #001 Participants BOY/EOY19 / 23 Assets BOY/EOY$1,839,562 / $1,858,006 | 2021 | AEQUITAS 403(B) PLAN - Plan #001 | 19 / 23 | $1,839,562 / $1,858,006 |
| 2020 | Plan NameAEQUITAS 403(B) PLAN Plan #001 Participants BOY/EOY18 / 19 Assets BOY/EOY$1,419,174 / $1,839,562 | 2020 | AEQUITAS 403(B) PLAN - Plan #001 | 18 / 19 | $1,419,174 / $1,839,562 |
| 2019 | Plan NameAEQUITAS 403(B) PLAN Plan #001 Participants BOY/EOY15 / 18 Assets BOY/EOY$1,090,374 / $1,419,174 | 2019 | AEQUITAS 403(B) PLAN - Plan #001 | 15 / 18 | $1,090,374 / $1,419,174 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
|---|---|---|---|---|---|---|---|---|
| 2022 | # of Emps20 Contributions$2,361,369 Revenue$2,419,642 Expenses$2,867,261 Assets EOY$1,414,831 Liabilities$510,327 | 2022 | 20 | $2,361,369 | $2,419,642 | $2,867,261 | $1,414,831 | $510,327 |
| 2021 | # of Emps16 Contributions$3,121,491 Revenue$3,188,486 Expenses$2,412,874 Assets EOY$1,899,851 Liabilities$547,728 | 2021 | 16 | $3,121,491 | $3,188,486 | $2,412,874 | $1,899,851 | $547,728 |
| 2020 | # of Emps15 Contributions$2,652,939 Revenue$2,742,456 Expenses$2,646,212 Assets EOY$1,220,075 Liabilities$643,564 | 2020 | 15 | $2,652,939 | $2,742,456 | $2,646,212 | $1,220,075 | $643,564 |
| 2019 | # of Emps14 Contributions$2,124,912 Revenue$2,275,318 Expenses$2,334,157 Assets EOY$693,777 Liabilities$213,510 | 2019 | 14 | $2,124,912 | $2,275,318 | $2,334,157 | $693,777 | $213,510 |
| 2018 | # of Emps12 Contributions$1,829,440 Revenue$1,923,144 Expenses$1,820,651 Assets EOY$353,955 Liabilities$148,914 | 2018 | 12 | $1,829,440 | $1,923,144 | $1,820,651 | $353,955 | $148,914 |
| Year | Gross Receipts 50K or Less | Terminated |
|---|---|---|
| 2014 | Yes | No |
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