Interstate Engineering, Inc. 401k Profit Sharing Plan — Form 5500 plan (Interstate Engineering, Inc.)
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 Engineering, Inc. 401k Profit Sharing Plan is a benefit plan reported by Interstate Engineering, Inc. under EIN 45-0333441 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $20,100,200 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Interstate Engineering, Inc.
- EIN
- 45-0333441
- Plan number
- 001
- Plan type
- 2
- Location
- Jamestown, ND
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $20,100,200
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241216131838NAL0001204385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,100,200
- Total liabilities (EOY)
- $36,506
- Net assets (EOY)
- $20,063,694
- Net assets (BOY)
- $16,787,463
Income & contributions
- Employer contributions
- $300,000
- Participant contributions
- $957,081
- Total contributions
- $2,206,864
- Total income / additions
- $5,126,943
Expenses & distributions
- Benefits paid
- $1,771,658
- Administrative expenses
- $79,054
- Total expenses
- $1,850,712
- Net increase / (decrease)
- $3,276,231
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,054 | $0 | 2023 |
| Commonwealth Financial Network | INVESTMENT ADVISORY | $0 | $51,412 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Interstate Engineering, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ND
- 401(k) and benefit plan filings in Jamestown, ND
- Principal Life Insurance Company — Schedule C compensation
- Commonwealth Financial Network — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation