401k Plan data: I.E. HOLDING COMPANY, INC. ESOP WESTERN DIVISION plan

I.E. HOLDING COMPANY, INC. ESOP WESTERN DIVISION 401k Plan overview

Plan Name	I.E. HOLDING COMPANY, INC. ESOP WESTERN DIVISION
Plan identification number	003

I.E. HOLDING COMPANY, INC. ESOP WESTERN DIVISION Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Stock bonus
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

INTERSTATE ENGINEERING, INC. has sponsored the creation of one or more 401k plans.

Company Name: INTERSTATE ENGINEERING, INC.

Employer identification number (EIN): 450333441

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.E. HOLDING COMPANY, INC. ESOP WESTERN DIVISION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-03-01
003 2018-03-01

Plan Statistics for I.E. HOLDING COMPANY, INC. ESOP WESTERN DIVISION

401k plan membership statisitcs for I.E. HOLDING COMPANY, INC. ESOP WESTERN DIVISION

Measure Date Value
2019: I.E. HOLDING COMPANY, INC. ESOP WESTERN DIVISION 2019 401k membership
Total participants, beginning-of-year 2019-03-01 77
Total number of active participants reported on line 7a of the Form 5500 2019-03-01 40
Number of retired or separated participants receiving benefits 2019-03-01 21
Number of other retired or separated participants entitled to future benefits 2019-03-01 11
Total of all active and inactive participants 2019-03-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-03-01 0
Total participants 2019-03-01 72
Number of participants with account balances 2019-03-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-03-01 1
2018: I.E. HOLDING COMPANY, INC. ESOP WESTERN DIVISION 2018 401k membership
Total participants, beginning-of-year 2018-03-01 68
Total number of active participants reported on line 7a of the Form 5500 2018-03-01 40
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 34
Total of all active and inactive participants 2018-03-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-03-01 0
Total participants 2018-03-01 74
Number of participants with account balances 2018-03-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-03-01 0

Measure	Date	Value
2019: I.E. HOLDING COMPANY, INC. ESOP WESTERN DIVISION 2019 401k membership
Total participants, beginning-of-year	2019-03-01	77
Total number of active participants reported on line 7a of the Form 5500	2019-03-01	40
Number of retired or separated participants receiving benefits	2019-03-01	21
Number of other retired or separated participants entitled to future benefits	2019-03-01	11
Total of all active and inactive participants	2019-03-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-03-01	0
Total participants	2019-03-01	72
Number of participants with account balances	2019-03-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-03-01	1
2018: I.E. HOLDING COMPANY, INC. ESOP WESTERN DIVISION 2018 401k membership
Total participants, beginning-of-year	2018-03-01	68
Total number of active participants reported on line 7a of the Form 5500	2018-03-01	40
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	34
Total of all active and inactive participants	2018-03-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-03-01	0
Total participants	2018-03-01	74
Number of participants with account balances	2018-03-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-03-01	0

Financial Data on I.E. HOLDING COMPANY, INC. ESOP WESTERN DIVISION

Measure	Date	Value
2020 : I.E. HOLDING COMPANY, INC. ESOP WESTERN DIVISION 2020 401k financial data
Transfers to/from the plan	2020-02-29	$0
Total plan liabilities at end of year	2020-02-29	$2,616,828
Total plan liabilities at beginning of year	2020-02-29	$0
Total income from all sources	2020-02-29	$-40,355
Expenses. Total of all expenses incurred	2020-02-29	$1,914,398
Benefits paid (including direct rollovers)	2020-02-29	$1,914,398
Total plan assets at end of year	2020-02-29	$10,020,740
Total plan assets at beginning of year	2020-02-29	$9,358,665
Value of fidelity bond covering the plan	2020-02-29	$1,000,000
Total contributions received or receivable from participants	2020-02-29	$0
Expenses. Other expenses not covered elsewhere	2020-02-29	$0
Contributions received from other sources (not participants or employers)	2020-02-29	$0
Other income received	2020-02-29	$-143,700
Noncash contributions received	2020-02-29	$103,345
Net income (gross income less expenses)	2020-02-29	$-1,954,753
Net plan assets at end of year (total assets less liabilities)	2020-02-29	$7,403,912
Net plan assets at beginning of year (total assets less liabilities)	2020-02-29	$9,358,665
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2020-02-29	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2020-02-29	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-02-29	$0
Assets. Value of employer securities	2020-02-29	$10,020,740
Total contributions received or receivable from employer(s)	2020-02-29	$0
Value of certain deemed distributions of participant loans	2020-02-29	$0
Value of corrective distributions	2020-02-29	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-02-29	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-02-29	$1,914,398
2019 : I.E. HOLDING COMPANY, INC. ESOP WESTERN DIVISION 2019 401k financial data
Transfers to/from the plan	2019-02-28	$-4,505
Total plan liabilities at end of year	2019-02-28	$0
Total plan liabilities at beginning of year	2019-02-28	$0
Total income from all sources	2019-02-28	$7,602
Expenses. Total of all expenses incurred	2019-02-28	$3,144,804
Benefits paid (including direct rollovers)	2019-02-28	$3,144,804
Total plan assets at end of year	2019-02-28	$9,358,665
Total plan assets at beginning of year	2019-02-28	$12,500,372
Value of fidelity bond covering the plan	2019-02-28	$500,000
Other income received	2019-02-28	$-113,642
Net income (gross income less expenses)	2019-02-28	$-3,137,202
Net plan assets at end of year (total assets less liabilities)	2019-02-28	$9,358,665
Net plan assets at beginning of year (total assets less liabilities)	2019-02-28	$12,500,372
Assets. Value of employer securities	2019-02-28	$9,358,665
Total contributions received or receivable from employer(s)	2019-02-28	$121,244
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-02-28	$0

Form 5500 Responses for I.E. HOLDING COMPANY, INC. ESOP WESTERN DIVISION

2019: I.E. HOLDING COMPANY, INC. ESOP WESTERN DIVISION 2019 form 5500 responses
2019-03-01	Type of plan entity	Single employer plan
2019-03-01	This submission is the final filing	No
2019-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-03-01	Plan is a collectively bargained plan	No
2019-03-01	Plan funding arrangement – Trust	Yes
2019-03-01	Plan benefit arrangement - Trust	Yes
2018: I.E. HOLDING COMPANY, INC. ESOP WESTERN DIVISION 2018 form 5500 responses
2018-03-01	Type of plan entity	Single employer plan
2018-03-01	Submission has been amended	No
2018-03-01	This submission is the final filing	No
2018-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-03-01	Plan is a collectively bargained plan	No
2018-03-01	Plan funding arrangement – Trust	Yes
2018-03-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INTERSTATE ENGINEERING, INC.
Employer identification number (EIN):	450333441
NAIC Classification:	541330
NAIC Description:	Engineering Services