Interface Engineering Inc. Retirement Plan — Form 5500 plan (Interface 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, Interface Engineering Inc. Retirement Plan is a benefit plan reported by Interface Engineering Inc under EIN 93-0576423 and plan number 003. The latest loaded filing year is 2023. The filing reports 357 participants and $49,446,133 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Interface Engineering Inc
EIN
93-0576423
Plan number
003
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
357
End-of-year plan assets
$49,446,133

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023357H, C20240712162159NAL0010214979001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,446,133
Total liabilities (EOY)
$0
Net assets (EOY)
$49,446,133
Net assets (BOY)
$36,060,005

Income & contributions

Employer contributions
$1,345,724
Participant contributions
$2,695,094
Total contributions
$4,431,712
Total income / additions
$16,345,146

Expenses & distributions

Benefits paid
$2,815,493
Administrative expenses
$143,525
Total expenses
$2,959,018
Net increase / (decrease)
$13,386,128

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sloy, Dahl & Holst, Inc.CONSULTANT/OTHER SERVICES$139,950not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$3,575$02023

Related Form 5500 pages