Plan5500

Interstate And Istate 401(K) Profit Sharing Plan — Form 5500 plan (Interstate Companies, 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 And Istate 401(K) Profit Sharing Plan is a benefit plan reported by Interstate Companies, Inc. under EIN 41-1634358 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,826 participants and $88,077,884 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Interstate Companies, Inc.
EIN
41-1634358
Plan number
004
Plan type
2
Location
Eagan, MN
Latest filing year
2023
Participants
1,826
End-of-year plan assets
$88,077,884

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,826H, C20240918104525NAL0004159761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$88,077,884
Total liabilities (EOY)
$0
Net assets (EOY)
$88,077,884
Net assets (BOY)
$71,339,220

Income & contributions

Employer contributions
$1,973,467
Participant contributions
$7,590,563
Total contributions
$11,461,986
Total income / additions
$23,676,720

Expenses & distributions

Benefits paid
$6,621,451
Administrative expenses
$192,762
Total expenses
$6,938,056
Net increase / (decrease)
$16,738,664

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$177,686$02023
Sageview Advisory GroupINVESTMENT ADVISORY$33,375not reported in the loaded dataset2023

Related Form 5500 pages