Retirement plan

I.E. HOLDING COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Name: INTERSTATE ENGINEERING, INC. - I.E. HOLDING COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST (2023) Form 5500
Creator: INTERSTATE ENGINEERING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, I.E. HOLDING COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, INTERSTATE ENGINEERING, INC.

INTERSTATE ENGINEERING, INC.EIN 45-0333441Plan #004PY 2023

1903 12TH AVENUE SW - JAMESTOWN, ND 584016114701-252-0234interstateeng.comLinkedIn51-200 employeescivil engineering

Other plans on this EIN

1 filing

#001Retirement-$16.8M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$43.5M

+10.0% from 2022

Total participants

172

+4.2% from 2022

Average account balance

$255,596

+5.5% from 2022

Annual return

17.08%

+8.72 pp from 2022

Benchmarks

See 6,236 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,236 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$46.18M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$258K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

179

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$359K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.31%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$32

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2I2P2Q3H3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$5K

$40 / participant

Investment mgmt$5K99.2%
Other / not subdivided$400.8%

% of EOY assets

0.012%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: EIDE BAILLY, LLP
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$255,596

$91,407+179.6%

$135,903+88.1%

$71,457+257.7%

Participation rate

98.4%

75.7%+22.7pp

81.9%+16.5pp

67.9%+30.5pp

Annual return

17.08%

29.90%-12.8pp

68.23%-51.1pp

28.85%-11.8pp

Employer contribution / active EE

$3,914

$3,703+5.7%

$4,856-19.4%

$2,588+51.3%

Participant deferral / active EE

$7,092-100.0%

$7,758-100.0%

$4,289-100.0%

Admin fee / account holder

$29

$1,266-97.7%

$10,762-99.7%

$1,587-98.1%

I.E. HOLDING COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

I.E. HOLDING COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion