2023 Form 5500 filing — Interstate And Istate 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240918104525NAL0004159761001) for Interstate And Istate 401(K) Profit Sharing Plan, reported by Interstate Companies, Inc. under EIN 41-1634358 and plan number 004. It reports 1,826 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918104525NAL0004159761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Interstate Companies, Inc.
- EIN
- 41-1634358
- Plan number
- 004
- Location
- Eagan, MN
- Participants
- 1,826
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,077,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,077,884
- Employer contributions
- $1,973,467
- Participant contributions
- $7,590,563
- Total income / additions
- $23,676,720
- Benefits paid
- $6,621,451
- Administrative expenses
- $192,762
- Total expenses
- $6,938,056
- Net increase / (decrease)
- $16,738,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $177,686 | $0 |
| Sageview Advisory Group | INVESTMENT ADVISORY | $33,375 | not reported in the loaded dataset |