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, Interwest Insurance Services, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Interwest Insurance Services, LLC under EIN 68-0266090 and plan number 001. The latest loaded filing year is 2023. The filing reports 428 participants and $63,317,838 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,317,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,317,838
- Net assets (BOY)
- $57,206,660
Income & contributions
- Employer contributions
- $570,945
- Participant contributions
- $3,262,528
- Total contributions
- $4,194,720
- Total income / additions
- $13,369,947
Expenses & distributions
- Benefits paid
- $7,217,551
- Administrative expenses
- $41,218
- Total expenses
- $7,258,769
- Net increase / (decrease)
- $6,111,178