Interwest Construction Employee Stock Ownership Plan — Form 5500 plan (Interwest Associates, 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, Interwest Construction Employee Stock Ownership Plan is a benefit plan reported by Interwest Associates, Inc under EIN 87-0330102 and plan number 002. The latest loaded filing year is 2023. The filing reports 17 participants and $1,102,208 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Interwest Associates, Inc
- EIN
- 87-0330102
- Plan number
- 002
- Plan type
- 2
- Location
- Bountiful, UT
- Latest filing year
- 2023
- Participants
- 17
- End-of-year plan assets
- $1,102,208
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17 | I | 20240521134343NAL0005553858001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,102,208
- Net assets (EOY)
- $1,102,208
- Net assets (BOY)
- $1,214,645
Income & contributions
- Total income / additions
- $71,722
Expenses & distributions
- Benefits paid
- $179,679
- Administrative expenses
- $4,480
- Total expenses
- $184,159
- Net increase / (decrease)
- -$112,437
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.