401k Plan data: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP plan

EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 401k Plan overview

Plan Name	EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP
Plan identification number	001

EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INVESTWEST PROPERTY CORP has sponsored the creation of one or more 401k plans.

Company Name: INVESTWEST PROPERTY CORP

Employer identification number (EIN): 840900591

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-03-01
001 2021-03-01
001 2020-03-01
001 2019-03-01
001 2018-03-01
001 2017-03-01 WARREN COHEN
001 2016-03-01 WARREN COHEN
001 2015-03-01 WARREN COHEN
001 2014-03-01 WARREN COHEN
001 2013-03-01 WARREN COHEN
001 2012-03-01 WARREN COHEN
001 2011-03-01 WARREN COHEN
001 2010-03-01 WARREN COHEN
001 2009-03-01 WARREN P COHEN
001 2009-03-01 WARREN COHEN
001 2009-03-01 WARREN P COHEN

Plan Statistics for EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP

401k plan membership statisitcs for EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP

Measure Date Value
2022: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2022 401k membership
Total participants, beginning-of-year 2022-03-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-03-01 2
Number of retired or separated participants receiving benefits 2022-03-01 0
Number of other retired or separated participants entitled to future benefits 2022-03-01 0
Total of all active and inactive participants 2022-03-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-03-01 0
Total participants 2022-03-01 2
Number of participants with account balances 2022-03-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-03-01 0
2021: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2021 401k membership
Total participants, beginning-of-year 2021-03-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-03-01 2
Number of retired or separated participants receiving benefits 2021-03-01 0
Number of other retired or separated participants entitled to future benefits 2021-03-01 0
Total of all active and inactive participants 2021-03-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-03-01 0
Total participants 2021-03-01 2
Number of participants with account balances 2021-03-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-03-01 0
2020: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2020 401k membership
Total participants, beginning-of-year 2020-03-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-03-01 2
Number of retired or separated participants receiving benefits 2020-03-01 0
Number of other retired or separated participants entitled to future benefits 2020-03-01 0
Total of all active and inactive participants 2020-03-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-03-01 0
Total participants 2020-03-01 2
Number of participants with account balances 2020-03-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-03-01 0
2019: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2019 401k membership
Total participants, beginning-of-year 2019-03-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-03-01 2
Number of retired or separated participants receiving benefits 2019-03-01 0
Number of other retired or separated participants entitled to future benefits 2019-03-01 0
Total of all active and inactive participants 2019-03-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-03-01 0
Total participants 2019-03-01 2
Number of participants with account balances 2019-03-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-03-01 0
2018: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2018 401k membership
Total participants, beginning-of-year 2018-03-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-03-01 2
Number of retired or separated participants receiving benefits 2018-03-01 0
Number of other retired or separated participants entitled to future benefits 2018-03-01 0
Total of all active and inactive participants 2018-03-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-03-01 0
Total participants 2018-03-01 2
Number of participants with account balances 2018-03-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-03-01 0
2017: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2017 401k membership
Total participants, beginning-of-year 2017-03-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-03-01 2
Number of retired or separated participants receiving benefits 2017-03-01 0
Number of other retired or separated participants entitled to future benefits 2017-03-01 0
Total of all active and inactive participants 2017-03-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-03-01 0
Total participants 2017-03-01 2
Number of participants with account balances 2017-03-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-03-01 0
2016: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2016 401k membership
Total participants, beginning-of-year 2016-03-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-03-01 2
Number of retired or separated participants receiving benefits 2016-03-01 0
Number of other retired or separated participants entitled to future benefits 2016-03-01 0
Total of all active and inactive participants 2016-03-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-03-01 0
Total participants 2016-03-01 2
Number of participants with account balances 2016-03-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-03-01 0
2015: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2015 401k membership
Total participants, beginning-of-year 2015-03-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-03-01 2
Number of retired or separated participants receiving benefits 2015-03-01 0
Number of other retired or separated participants entitled to future benefits 2015-03-01 0
Total of all active and inactive participants 2015-03-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-03-01 0
Total participants 2015-03-01 2
Number of participants with account balances 2015-03-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-03-01 0
2014: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2014 401k membership
Total participants, beginning-of-year 2014-03-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-03-01 2
Number of retired or separated participants receiving benefits 2014-03-01 0
Number of other retired or separated participants entitled to future benefits 2014-03-01 0
Total of all active and inactive participants 2014-03-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-03-01 0
Total participants 2014-03-01 2
Number of participants with account balances 2014-03-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-03-01 0
2013: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2013 401k membership
Total participants, beginning-of-year 2013-03-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-03-01 2
Number of retired or separated participants receiving benefits 2013-03-01 0
Number of other retired or separated participants entitled to future benefits 2013-03-01 0
Total of all active and inactive participants 2013-03-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-03-01 0
Total participants 2013-03-01 2
Number of participants with account balances 2013-03-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-03-01 0
2012: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2012 401k membership
Total participants, beginning-of-year 2012-03-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-03-01 3
Number of retired or separated participants receiving benefits 2012-03-01 0
Number of other retired or separated participants entitled to future benefits 2012-03-01 0
Total of all active and inactive participants 2012-03-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-03-01 0
Total participants 2012-03-01 3
Number of participants with account balances 2012-03-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-03-01 0
2011: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2011 401k membership
Total participants, beginning-of-year 2011-03-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-03-01 3
Number of retired or separated participants receiving benefits 2011-03-01 0
Number of other retired or separated participants entitled to future benefits 2011-03-01 0
Total of all active and inactive participants 2011-03-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-03-01 0
Total participants 2011-03-01 3
Number of participants with account balances 2011-03-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-03-01 0
2010: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2010 401k membership
Total participants, beginning-of-year 2010-03-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-03-01 3
Number of retired or separated participants receiving benefits 2010-03-01 0
Number of other retired or separated participants entitled to future benefits 2010-03-01 0
Total of all active and inactive participants 2010-03-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-03-01 0
Total participants 2010-03-01 3
Number of participants with account balances 2010-03-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-03-01 0
2009: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2009 401k membership
Total participants, beginning-of-year 2009-03-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-03-01 3
Number of retired or separated participants receiving benefits 2009-03-01 0
Number of other retired or separated participants entitled to future benefits 2009-03-01 0
Total of all active and inactive participants 2009-03-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-03-01 0
Total participants 2009-03-01 3
Number of participants with account balances 2009-03-01 3

Measure	Date	Value
2022: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2022 401k membership
Total participants, beginning-of-year	2022-03-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-03-01	2
Number of retired or separated participants receiving benefits	2022-03-01	0
Number of other retired or separated participants entitled to future benefits	2022-03-01	0
Total of all active and inactive participants	2022-03-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-03-01	0
Total participants	2022-03-01	2
Number of participants with account balances	2022-03-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-03-01	0
2021: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2021 401k membership
Total participants, beginning-of-year	2021-03-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-03-01	2
Number of retired or separated participants receiving benefits	2021-03-01	0
Number of other retired or separated participants entitled to future benefits	2021-03-01	0
Total of all active and inactive participants	2021-03-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-03-01	0
Total participants	2021-03-01	2
Number of participants with account balances	2021-03-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-03-01	0
2020: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2020 401k membership
Total participants, beginning-of-year	2020-03-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-03-01	2
Number of retired or separated participants receiving benefits	2020-03-01	0
Number of other retired or separated participants entitled to future benefits	2020-03-01	0
Total of all active and inactive participants	2020-03-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-03-01	0
Total participants	2020-03-01	2
Number of participants with account balances	2020-03-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-03-01	0
2019: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2019 401k membership
Total participants, beginning-of-year	2019-03-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-03-01	2
Number of retired or separated participants receiving benefits	2019-03-01	0
Number of other retired or separated participants entitled to future benefits	2019-03-01	0
Total of all active and inactive participants	2019-03-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-03-01	0
Total participants	2019-03-01	2
Number of participants with account balances	2019-03-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-03-01	0
2018: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2018 401k membership
Total participants, beginning-of-year	2018-03-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-03-01	2
Number of retired or separated participants receiving benefits	2018-03-01	0
Number of other retired or separated participants entitled to future benefits	2018-03-01	0
Total of all active and inactive participants	2018-03-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-03-01	0
Total participants	2018-03-01	2
Number of participants with account balances	2018-03-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-03-01	0
2017: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2017 401k membership
Total participants, beginning-of-year	2017-03-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-03-01	2
Number of retired or separated participants receiving benefits	2017-03-01	0
Number of other retired or separated participants entitled to future benefits	2017-03-01	0
Total of all active and inactive participants	2017-03-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-03-01	0
Total participants	2017-03-01	2
Number of participants with account balances	2017-03-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-03-01	0
2016: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2016 401k membership
Total participants, beginning-of-year	2016-03-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-03-01	2
Number of retired or separated participants receiving benefits	2016-03-01	0
Number of other retired or separated participants entitled to future benefits	2016-03-01	0
Total of all active and inactive participants	2016-03-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-03-01	0
Total participants	2016-03-01	2
Number of participants with account balances	2016-03-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-03-01	0
2015: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2015 401k membership
Total participants, beginning-of-year	2015-03-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-03-01	2
Number of retired or separated participants receiving benefits	2015-03-01	0
Number of other retired or separated participants entitled to future benefits	2015-03-01	0
Total of all active and inactive participants	2015-03-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-03-01	0
Total participants	2015-03-01	2
Number of participants with account balances	2015-03-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-03-01	0
2014: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2014 401k membership
Total participants, beginning-of-year	2014-03-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-03-01	2
Number of retired or separated participants receiving benefits	2014-03-01	0
Number of other retired or separated participants entitled to future benefits	2014-03-01	0
Total of all active and inactive participants	2014-03-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-03-01	0
Total participants	2014-03-01	2
Number of participants with account balances	2014-03-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-03-01	0
2013: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2013 401k membership
Total participants, beginning-of-year	2013-03-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-03-01	2
Number of retired or separated participants receiving benefits	2013-03-01	0
Number of other retired or separated participants entitled to future benefits	2013-03-01	0
Total of all active and inactive participants	2013-03-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-03-01	0
Total participants	2013-03-01	2
Number of participants with account balances	2013-03-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-03-01	0
2012: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2012 401k membership
Total participants, beginning-of-year	2012-03-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-03-01	3
Number of retired or separated participants receiving benefits	2012-03-01	0
Number of other retired or separated participants entitled to future benefits	2012-03-01	0
Total of all active and inactive participants	2012-03-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-03-01	0
Total participants	2012-03-01	3
Number of participants with account balances	2012-03-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-03-01	0
2011: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2011 401k membership
Total participants, beginning-of-year	2011-03-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-03-01	3
Number of retired or separated participants receiving benefits	2011-03-01	0
Number of other retired or separated participants entitled to future benefits	2011-03-01	0
Total of all active and inactive participants	2011-03-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-03-01	0
Total participants	2011-03-01	3
Number of participants with account balances	2011-03-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-03-01	0
2010: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2010 401k membership
Total participants, beginning-of-year	2010-03-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-03-01	3
Number of retired or separated participants receiving benefits	2010-03-01	0
Number of other retired or separated participants entitled to future benefits	2010-03-01	0
Total of all active and inactive participants	2010-03-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-03-01	0
Total participants	2010-03-01	3
Number of participants with account balances	2010-03-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-03-01	0
2009: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2009 401k membership
Total participants, beginning-of-year	2009-03-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-03-01	3
Number of retired or separated participants receiving benefits	2009-03-01	0
Number of other retired or separated participants entitled to future benefits	2009-03-01	0
Total of all active and inactive participants	2009-03-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-03-01	0
Total participants	2009-03-01	3
Number of participants with account balances	2009-03-01	3

Financial Data on EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP

Measure	Date	Value
2023 : EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2023 401k financial data
Total income from all sources	2023-02-28	$53,368
Expenses. Total of all expenses incurred	2023-02-28	$70,000
Benefits paid (including direct rollovers)	2023-02-28	$70,000
Total plan assets at end of year	2023-02-28	$1,078,438
Total plan assets at beginning of year	2023-02-28	$1,095,070
Value of fidelity bond covering the plan	2023-02-28	$165,000
Other income received	2023-02-28	$53,368
Net income (gross income less expenses)	2023-02-28	$-16,632
Net plan assets at end of year (total assets less liabilities)	2023-02-28	$1,078,438
Net plan assets at beginning of year (total assets less liabilities)	2023-02-28	$1,095,070
Assets. Value of assets in partnership/joint-venture interests	2023-02-28	$-4,816
2022 : EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2022 401k financial data
Total income from all sources	2022-02-28	$1,235
Expenses. Total of all expenses incurred	2022-02-28	$166,107
Benefits paid (including direct rollovers)	2022-02-28	$100,900
Total plan assets at end of year	2022-02-28	$1,095,070
Total plan assets at beginning of year	2022-02-28	$1,259,942
Value of fidelity bond covering the plan	2022-02-28	$165,000
Assets. Value of loans (other than to participants)	2022-02-28	$160,000
Expenses. Other expenses not covered elsewhere	2022-02-28	$65,207
Other income received	2022-02-28	$1,235
Net income (gross income less expenses)	2022-02-28	$-164,872
Net plan assets at end of year (total assets less liabilities)	2022-02-28	$1,095,070
Net plan assets at beginning of year (total assets less liabilities)	2022-02-28	$1,259,942
Assets. Value of assets in partnership/joint-venture interests	2022-02-28	$277,914
2021 : EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2021 401k financial data
Total income from all sources	2021-02-28	$46
Expenses. Total of all expenses incurred	2021-02-28	$99,135
Benefits paid (including direct rollovers)	2021-02-28	$99,000
Total plan assets at end of year	2021-02-28	$1,259,942
Total plan assets at beginning of year	2021-02-28	$1,359,031
Value of fidelity bond covering the plan	2021-02-28	$165,000
Assets. Value of loans (other than to participants)	2021-02-28	$160,000
Expenses. Other expenses not covered elsewhere	2021-02-28	$135
Other income received	2021-02-28	$46
Net income (gross income less expenses)	2021-02-28	$-99,089
Net plan assets at end of year (total assets less liabilities)	2021-02-28	$1,259,942
Net plan assets at beginning of year (total assets less liabilities)	2021-02-28	$1,359,031
Assets. Value of assets in partnership/joint-venture interests	2021-02-28	$276,748
2020 : EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2020 401k financial data
Total income from all sources	2020-02-29	$28,289
Expenses. Total of all expenses incurred	2020-02-29	$100,108
Benefits paid (including direct rollovers)	2020-02-29	$100,000
Total plan assets at end of year	2020-02-29	$1,359,031
Total plan assets at beginning of year	2020-02-29	$1,430,850
Value of fidelity bond covering the plan	2020-02-29	$165,000
Assets. Value of loans (other than to participants)	2020-02-29	$806,000
Expenses. Other expenses not covered elsewhere	2020-02-29	$108
Other income received	2020-02-29	$28,289
Net income (gross income less expenses)	2020-02-29	$-71,819
Net plan assets at end of year (total assets less liabilities)	2020-02-29	$1,359,031
Net plan assets at beginning of year (total assets less liabilities)	2020-02-29	$1,430,850
Assets. Value of assets in partnership/joint-venture interests	2020-02-29	$276,883
2018 : EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2018 401k financial data
Total income from all sources	2018-02-28	$51,301
Expenses. Total of all expenses incurred	2018-02-28	$75
Total plan assets at end of year	2018-02-28	$1,400,416
Total plan assets at beginning of year	2018-02-28	$1,349,190
Value of fidelity bond covering the plan	2018-02-28	$165,000
Assets. Value of loans (other than to participants)	2018-02-28	$906,000
Expenses. Other expenses not covered elsewhere	2018-02-28	$75
Other income received	2018-02-28	$51,301
Net income (gross income less expenses)	2018-02-28	$51,226
Net plan assets at end of year (total assets less liabilities)	2018-02-28	$1,400,416
Net plan assets at beginning of year (total assets less liabilities)	2018-02-28	$1,349,190
Assets. Value of assets in partnership/joint-venture interests	2018-02-28	$249,625
2017 : EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2017 401k financial data
Total income from all sources	2017-02-28	$6,603
Total plan assets at end of year	2017-02-28	$1,349,190
Total plan assets at beginning of year	2017-02-28	$1,342,587
Value of fidelity bond covering the plan	2017-02-28	$165,000
Assets. Value of loans (other than to participants)	2017-02-28	$906,000
Other income received	2017-02-28	$6,603
Net income (gross income less expenses)	2017-02-28	$6,603
Net plan assets at end of year (total assets less liabilities)	2017-02-28	$1,349,190
Net plan assets at beginning of year (total assets less liabilities)	2017-02-28	$1,342,587
Assets. Value of assets in partnership/joint-venture interests	2017-02-28	$249,625
2016 : EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2016 401k financial data
Total income from all sources	2016-02-29	$-8,268
Expenses. Total of all expenses incurred	2016-02-29	$25
Total plan assets at end of year	2016-02-29	$1,342,587
Total plan assets at beginning of year	2016-02-29	$1,350,880
Value of fidelity bond covering the plan	2016-02-29	$165,000
Assets. Value of loans (other than to participants)	2016-02-29	$906,000
Expenses. Other expenses not covered elsewhere	2016-02-29	$25
Other income received	2016-02-29	$-8,268
Net income (gross income less expenses)	2016-02-29	$-8,293
Net plan assets at end of year (total assets less liabilities)	2016-02-29	$1,342,587
Net plan assets at beginning of year (total assets less liabilities)	2016-02-29	$1,350,880
Assets. Value of assets in partnership/joint-venture interests	2016-02-29	$249,625
2015 : EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2015 401k financial data
Total plan liabilities at beginning of year	2015-02-28	$8
Total income from all sources	2015-02-28	$-25,995
Total plan assets at end of year	2015-02-28	$1,350,880
Total plan assets at beginning of year	2015-02-28	$1,376,883
Value of fidelity bond covering the plan	2015-02-28	$165,000
Assets. Value of loans (other than to participants)	2015-02-28	$906,000
Other income received	2015-02-28	$-25,995
Net income (gross income less expenses)	2015-02-28	$-25,995
Net plan assets at end of year (total assets less liabilities)	2015-02-28	$1,350,880
Net plan assets at beginning of year (total assets less liabilities)	2015-02-28	$1,376,875
2014 : EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2014 401k financial data
Total plan liabilities at end of year	2014-02-28	$8
Total plan liabilities at beginning of year	2014-02-28	$8
Total income from all sources	2014-02-28	$364,889
Expenses. Total of all expenses incurred	2014-02-28	$75
Total plan assets at end of year	2014-02-28	$1,376,883
Total plan assets at beginning of year	2014-02-28	$1,012,069
Value of fidelity bond covering the plan	2014-02-28	$165,000
Assets. Value of loans (other than to participants)	2014-02-28	$906,000
Expenses. Other expenses not covered elsewhere	2014-02-28	$75
Other income received	2014-02-28	$364,889
Net income (gross income less expenses)	2014-02-28	$364,814
Net plan assets at end of year (total assets less liabilities)	2014-02-28	$1,376,875
Net plan assets at beginning of year (total assets less liabilities)	2014-02-28	$1,012,061
2013 : EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2013 401k financial data
Total plan liabilities at end of year	2013-02-28	$8
Total income from all sources	2013-02-28	$-29,308
Expenses. Total of all expenses incurred	2013-02-28	$416,241
Benefits paid (including direct rollovers)	2013-02-28	$416,178
Total plan assets at end of year	2013-02-28	$1,012,069
Total plan assets at beginning of year	2013-02-28	$1,457,610
Value of fidelity bond covering the plan	2013-02-28	$165,000
Assets. Value of loans (other than to participants)	2013-02-28	$906,000
Expenses. Other expenses not covered elsewhere	2013-02-28	$63
Other income received	2013-02-28	$-29,308
Net income (gross income less expenses)	2013-02-28	$-445,549
Net plan assets at end of year (total assets less liabilities)	2013-02-28	$1,012,061
Net plan assets at beginning of year (total assets less liabilities)	2013-02-28	$1,457,610
2012 : EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2012 401k financial data
Total income from all sources	2012-02-29	$191
Total plan assets at end of year	2012-02-29	$1,457,610
Total plan assets at beginning of year	2012-02-29	$1,457,419
Value of fidelity bond covering the plan	2012-02-29	$165,000
Assets. Value of loans (other than to participants)	2012-02-29	$906,000
Other income received	2012-02-29	$191
Net income (gross income less expenses)	2012-02-29	$191
Net plan assets at end of year (total assets less liabilities)	2012-02-29	$1,457,610
Net plan assets at beginning of year (total assets less liabilities)	2012-02-29	$1,457,419
Assets. Value of assets in partnership/joint-venture interests	2012-02-29	$29,966
2011 : EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2011 401k financial data
Total income from all sources	2011-02-28	$14,863
Expenses. Total of all expenses incurred	2011-02-28	$75
Total plan assets at end of year	2011-02-28	$1,457,419
Total plan assets at beginning of year	2011-02-28	$1,442,631
Value of fidelity bond covering the plan	2011-02-28	$165,000
Assets. Value of loans (other than to participants)	2011-02-28	$906,000
Expenses. Other expenses not covered elsewhere	2011-02-28	$75
Contributions received from other sources (not participants or employers)	2011-02-28	$11,539
Other income received	2011-02-28	$3,324
Net income (gross income less expenses)	2011-02-28	$14,788
Net plan assets at end of year (total assets less liabilities)	2011-02-28	$1,457,419
Net plan assets at beginning of year (total assets less liabilities)	2011-02-28	$1,442,631
Assets. Value of assets in partnership/joint-venture interests	2011-02-28	$30,078

Form 5500 Responses for EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP

2022: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2022 form 5500 responses
2022-03-01	Type of plan entity	Single employer plan
2022-03-01	Plan funding arrangement – Trust	Yes
2022-03-01	Plan benefit arrangement - Trust	Yes
2021: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2021 form 5500 responses
2021-03-01	Type of plan entity	Single employer plan
2021-03-01	Plan funding arrangement – Trust	Yes
2021-03-01	Plan benefit arrangement - Trust	Yes
2020: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2020 form 5500 responses
2020-03-01	Type of plan entity	Single employer plan
2020-03-01	Plan funding arrangement – Trust	Yes
2020-03-01	Plan benefit arrangement - Trust	Yes
2019: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2019 form 5500 responses
2019-03-01	Type of plan entity	Single employer plan
2019-03-01	Plan funding arrangement – Trust	Yes
2019-03-01	Plan benefit arrangement - Trust	Yes
2018: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2018 form 5500 responses
2018-03-01	Type of plan entity	Single employer plan
2018-03-01	Plan funding arrangement – Trust	Yes
2018-03-01	Plan benefit arrangement - Trust	Yes
2017: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2017 form 5500 responses
2017-03-01	Type of plan entity	Single employer plan
2017-03-01	Plan funding arrangement – Trust	Yes
2017-03-01	Plan benefit arrangement - Trust	Yes
2016: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2016 form 5500 responses
2016-03-01	Type of plan entity	Single employer plan
2016-03-01	Plan funding arrangement – Trust	Yes
2016-03-01	Plan benefit arrangement - Trust	Yes
2015: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2015 form 5500 responses
2015-03-01	Type of plan entity	Single employer plan
2015-03-01	Plan funding arrangement – Trust	Yes
2015-03-01	Plan benefit arrangement - Trust	Yes
2014: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2014 form 5500 responses
2014-03-01	Type of plan entity	Single employer plan
2014-03-01	Plan funding arrangement – Trust	Yes
2014-03-01	Plan benefit arrangement - Trust	Yes
2013: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2013 form 5500 responses
2013-03-01	Type of plan entity	Single employer plan
2013-03-01	Plan funding arrangement – Trust	Yes
2013-03-01	Plan benefit arrangement - Trust	Yes
2012: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2012 form 5500 responses
2012-03-01	Type of plan entity	Single employer plan
2012-03-01	Plan funding arrangement – Trust	Yes
2012-03-01	Plan benefit arrangement - Trust	Yes
2011: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2011 form 5500 responses
2011-03-01	Type of plan entity	Single employer plan
2011-03-01	Plan funding arrangement – Trust	Yes
2011-03-01	Plan benefit arrangement - Trust	Yes
2010: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2010 form 5500 responses
2010-03-01	Type of plan entity	Single employer plan
2010-03-01	Plan funding arrangement – Trust	Yes
2010-03-01	Plan benefit arrangement - Trust	Yes
2009: EE PROFIT SHARING PLAN OF INVESTWEST PROPERTY CORP 2009 form 5500 responses
2009-03-01	Type of plan entity	Single employer plan
2009-03-01	Submission has been amended	Yes
2009-03-01	Plan funding arrangement – Trust	Yes
2009-03-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

EE PROFIT SHARING PLAN OF CO OPHTHALMOLOGY PC [EIN = 840596940]

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Company Name:	INVESTWEST PROPERTY CORP
Employer identification number (EIN):	840900591
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate