Plan5500

Interstate Td Investments, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Interstate Td Investments, LLC (EIN 65-1195108) is a plan sponsor located in Ventura, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
65-1195108
Location
Ventura, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Interstate Td Investments, LLC

  • 2 loaded plans hold $4.3M in reported assets.
  • The largest, Interstate Td Investments, LLC Profit Sharing Plan, holds 56% of this company's reported plan assets.
  • Plans cover 20 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.3MSummed across loaded plans$4,323,605
Total reported assets$4.3M$4,323,605
Total reported participants20
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.3M total assets
Net assets$4.3MLiabilities—
Contributions & income
Employer contributions$250K
Participant contributions$0
Total income / additions$480.3K
Expenses & distributions
Benefits paid / distributions$56.3K
Total expenses$56.4K
Net increase / (decrease)$423.8K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets56%Interstate Td Investments, LLC Profit Sharing Plan
Participants per plan10Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Interstate Td Investments, LLC Profit Sharing Plan$2.4M
    Plan #004 · 13 participants · 2023
  2. 2
    Interstate Td Investments, LLC Cash Balance Pension Plan$1.9M
    Plan #003 · 7 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Interstate Td Investments, LLC. Open one for its full reported snapshot.

  1. 2023
    Interstate Td Investments, LLC Cash Balance Pension Plan7 participants · 2Sch I
    View filing →
  2. 2023
    Interstate Td Investments, LLC Profit Sharing Plan13 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Interstate Td Investments, LLC report on Form 5500?
Interstate Td Investments, LLC (EIN 65-1195108) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Interstate Td Investments, LLC?
The Employer Identification Number (EIN) reported for Interstate Td Investments, LLC is 65-1195108.
What is the latest Form 5500 filing year for Interstate Td Investments, LLC?
The latest loaded Form 5500 filing year for Interstate Td Investments, LLC is 2023.

Related Form 5500 pages