I.E. Holding Company, Inc. Employee Stock Ownership Plan And Trust — 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, I.E. Holding Company, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Interstate Engineering, Inc. under EIN 45-0333441 and plan number 004. The latest loaded filing year is 2023. The filing reports 194 participants and $45,129,775 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
004
Plan type
2
Location
Jamestown, ND
Latest filing year
2023
Participants
194
End-of-year plan assets
$45,129,775

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20241213162830NAL0015995985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,129,775
Total liabilities (EOY)
$4,362,830
Net assets (EOY)
$40,766,945
Net assets (BOY)
$38,867,772

Income & contributions

Employer contributions
$664,505
Total contributions
$1,848,910
Total income / additions
$4,488,515

Expenses & distributions

Benefits paid
$2,485,712
Administrative expenses
$5,085
Total expenses
$2,589,342
Net increase / (decrease)
$1,899,173

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bell BankINVESTMENT MANAGEMENT$5,024not reported in the loaded dataset2023

Related Form 5500 pages