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INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameINTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined 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
  • 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

INTERWEST CONSULTING GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:INTERWEST CONSULTING GROUP, INC.
Employer identification number (EIN):731630909
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Additional information about INTERWEST CONSULTING GROUP, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1997-10-31
Company Identification Number: 601829053
Legal Registered Office Address: 959 11TH AVE STE B

LONGVIEW
United States of America (USA)
98632

More information about INTERWEST CONSULTING GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022016-04-01DEBRA THORSON DEBRA THORSON2017-10-11
0022016-04-01DEBRA THORSON DEBRA THORSON2018-02-19

Plan Statistics for INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2021: INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01315
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01314
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-01264
Number of other retired or separated participants entitled to future benefits2020-01-0148
Total of all active and inactive participants2020-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01314
Number of participants with account balances2020-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01288
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-01300
Total of all active and inactive participants2019-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01314
Number of participants with account balances2019-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01238
Total number of active participants reported on line 7a of the Form 55002018-01-01220
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01254
Number of participants with account balances2018-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2016: INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01165
Total number of active participants reported on line 7a of the Form 55002016-04-01171
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-011
Total of all active and inactive participants2016-04-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-01172
Number of participants with account balances2016-04-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010

Financial Data on INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2021 : INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-09-17$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-09-17$0
Total unrealized appreciation/depreciation of assets2021-09-17$0
Total transfer of assets to this plan2021-09-17$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-17$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-17$0
Expenses. Interest paid2021-09-17$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-09-17$0
Total income from all sources (including contributions)2021-09-17$984,130
Total loss/gain on sale of assets2021-09-17$0
Total of all expenses incurred2021-09-17$4,225,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-17$4,184,412
Value of total corrective distributions2021-09-17$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-17$0
Value of total assets at end of year2021-09-17$0
Value of total assets at beginning of year2021-09-17$3,241,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-17$40,779
Total income from rents2021-09-17$0
Total interest from all sources2021-09-17$49
Total dividends received (eg from common stock, registered investment company shares)2021-09-17$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-17Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-09-17$0
Total dividends received from registered investment company shares (eg mutual funds)2021-09-17$0
Administrative expenses professional fees incurred2021-09-17$0
Was this plan covered by a fidelity bond2021-09-17Yes
Value of fidelity bond cover2021-09-17$740,000
If this is an individual account plan, was there a blackout period2021-09-17No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-17$0
Were there any nonexempt tranactions with any party-in-interest2021-09-17No
Amount of non-exempt transactions with any party-in-interest2021-09-17$0
Contributions received from participants2021-09-17$0
Participant contributions at end of year2021-09-17$0
Participant contributions at beginning of year2021-09-17$0
Income. Received or receivable in cash from other sources (including rollovers)2021-09-17$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-09-17$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-17$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-17$17
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-09-17$0
Other income not declared elsewhere2021-09-17$984,081
Administrative expenses (other) incurred2021-09-17$0
Liabilities. Value of operating payables at beginning of year2021-09-17$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-17No
Income. Non cash contributions2021-09-17$0
Value of net income/loss2021-09-17$-3,241,061
Value of net assets at end of year (total assets less liabilities)2021-09-17$0
Value of net assets at beginning of year (total assets less liabilities)2021-09-17$3,241,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-17No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-17No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2021-09-17$0
Were any leases to which the plan was party in default or uncollectible2021-09-17No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2021-09-17$0
Investment advisory and management fees2021-09-17$0
Income. Interest from loans (other than to participants)2021-09-17$0
Interest earned on other investments2021-09-17$0
Income. Interest from US Government securities2021-09-17$0
Income. Interest from corporate debt instruments2021-09-17$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-09-17$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-09-17$3,241,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-09-17$3,241,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-17$49
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-17$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-17$0
Net investment gain/loss from pooled separate accounts2021-09-17$0
Net investment gain or loss from common/collective trusts2021-09-17$0
Net gain/loss from 103.12 investment entities2021-09-17$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-17No
Was there a failure to transmit to the plan any participant contributions2021-09-17No
Has the plan failed to provide any benefit when due under the plan2021-09-17No
Contributions received in cash from employer2021-09-17$0
Employer contributions (assets) at end of year2021-09-17$0
Employer contributions (assets) at beginning of year2021-09-17$0
Income. Dividends from preferred stock2021-09-17$0
Income. Dividends from common stock2021-09-17$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-17$4,184,412
Contract administrator fees2021-09-17$40,779
Liabilities. Value of benefit claims payable at beginning of year2021-09-17$0
Did the plan have assets held for investment2021-09-17No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-17No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-17Yes
Aggregate proceeds on sale of assets2021-09-17$0
Aggregate carrying amount (costs) on sale of assets2021-09-17$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-09-17$0
Opinion of an independent qualified public accountant for this plan2021-09-17Unqualified
Accountancy firm name2021-09-17PLANTE & MORAN, PLLC
Accountancy firm EIN2021-09-17381357951
2020 : INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$46,755
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,923,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,914,461
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$3,241,061
Value of total assets at beginning of year2020-12-31$9,117,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,828
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$35,046
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$740,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$17
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$7,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$11,709
Administrative expenses (other) incurred2020-12-31$8,828
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$-5,876,534
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,241,061
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,117,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,241,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$9,109,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$9,109,901
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$35,046
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,914,461
Contract administrator fees2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,791,604
Total unrealized appreciation/depreciation of assets2019-12-31$3,791,604
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$532,492
Expenses. Interest paid2019-12-31$30,094
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$30,094
Total income from all sources (including contributions)2019-12-31$4,097,962
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$181,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,353
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$9,117,595
Value of total assets at beginning of year2019-12-31$5,733,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$148,220
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$23,993
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$99,596
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$740,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,694
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$535,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$532,492
Other income not declared elsewhere2019-12-31$282,365
Administrative expenses (other) incurred2019-12-31$704
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$3,916,295
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,117,595
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,201,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$47,920
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,109,901
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$449,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$449,737
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$23,993
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$4,748,343
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,353
Contract administrator fees2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$2,067,588
Total unrealized appreciation/depreciation of assets2018-12-31$2,067,588
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$532,492
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$735,481
Expenses. Interest paid2018-12-31$45,043
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$45,043
Total income from all sources (including contributions)2018-12-31$2,875,511
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$86,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$41,260
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$41,490
Value of total assets at end of year2018-12-31$5,733,792
Value of total assets at beginning of year2018-12-31$3,147,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$7,179
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$740,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$535,712
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$466,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$532,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$735,481
Other income not declared elsewhere2018-12-31$759,254
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$2,789,208
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,201,300
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,412,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$449,737
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$23
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$23
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,179
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$4,748,343
Assets. Invements in employer securities at beginning of year2018-12-31$2,680,755
Contributions received in cash from employer2018-12-31$41,490
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$41,260
Contract administrator fees2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2016 : INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-541,336
Total unrealized appreciation/depreciation of assets2016-12-31$-541,336
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,783,222
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$100,892
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$100,892
Total income from all sources (including contributions)2016-12-31$-80,408
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$100,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$372,670
Value of total assets at end of year2016-12-31$1,601,922
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$23
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$740,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,783,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$88,235
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-181,300
Value of net assets at end of year (total assets less liabilities)2016-12-31$-181,300
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$88,258
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$23
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$1,513,664
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$372,670
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$0
Contract administrator fees2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31EKS&H LLLP
Accountancy firm EIN2016-12-31461497033

Form 5500 Responses for INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN

2021: INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2016: INTERWEST CONSULTING GROUP INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01First time form 5500 has been submittedYes
2016-04-01Submission has been amendedYes
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes

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