Interstate Group 401(K) Plan — Form 5500 plan (Interstate Group LLC)
Plain-English plan 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 Group 401(K) Plan is a benefit plan reported by Interstate Group LLC under EIN 37-1398268 and plan number 002. The latest loaded filing year is 2023. The filing reports 575 participants and $6,945,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Interstate Group LLC
- EIN
- 37-1398268
- Plan number
- 002
- Plan type
- 2
- Location
- Nampa, ID
- Latest filing year
- 2023
- Participants
- 575
- End-of-year plan assets
- $6,945,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 575 | H, C | 20241011104803NAL0010833939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,945,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,945,518
- Net assets (BOY)
- $4,683,797
Income & contributions
- Employer contributions
- $409,252
- Participant contributions
- $1,349,109
- Total contributions
- $1,764,006
- Total income / additions
- $2,754,582
Expenses & distributions
- Benefits paid
- $417,686
- Administrative expenses
- $42,091
- Total expenses
- $492,861
- Net increase / (decrease)
- $2,261,721
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $42,091 | $0 | 2023 |