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INTERMOUNTAIN SWEEPER RETIREMENT PLAN 401k Plan overview

Plan NameINTERMOUNTAIN SWEEPER RETIREMENT PLAN
Plan identification number 001

INTERMOUNTAIN SWEEPER RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

INTERMOUNTAIN SWEEPER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:INTERMOUNTAIN SWEEPER COMPANY
Employer identification number (EIN):870667100
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERMOUNTAIN SWEEPER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DREW WINEGAR2023-04-13
0012021-01-01DREW WINEGAR2022-04-11
0012020-01-01DREW WINEGAR2021-04-05
0012019-01-01DREW WINEGAR2020-07-08
0012018-01-01DREW WINEGAR2019-08-09
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01

Plan Statistics for INTERMOUNTAIN SWEEPER RETIREMENT PLAN

401k plan membership statisitcs for INTERMOUNTAIN SWEEPER RETIREMENT PLAN

Measure Date Value
2022: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0113
Total number of active participants reported on line 7a of the Form 55002022-01-0111
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0112
Number of participants with account balances2022-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0113
Total number of active participants reported on line 7a of the Form 55002021-01-0112
Number of retired or separated participants receiving benefits2021-01-011
Total of all active and inactive participants2021-01-0113
Total participants2021-01-0113
Number of participants with account balances2021-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0112
Total number of active participants reported on line 7a of the Form 55002020-01-0112
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0112
Number of participants with account balances2020-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0112
Total number of active participants reported on line 7a of the Form 55002019-01-0111
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0113
Number of participants with account balances2019-01-0112
2018: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0112
Total number of active participants reported on line 7a of the Form 55002018-01-018
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0110
Number of participants with account balances2018-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0111
Number of participants with account balances2017-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019
Number of participants with account balances2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-010
Total number of active participants reported on line 7a of the Form 55002014-01-019
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019
Number of participants with account balances2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on INTERMOUNTAIN SWEEPER RETIREMENT PLAN

Measure Date Value
2022 : INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-146,041
Expenses. Total of all expenses incurred2022-12-31$382
Benefits paid (including direct rollovers)2022-12-31$382
Total plan assets at end of year2022-12-31$1,730,229
Total plan assets at beginning of year2022-12-31$1,876,652
Total contributions received or receivable from participants2022-12-31$102,818
Other income received2022-12-31$-374,046
Net income (gross income less expenses)2022-12-31$-146,423
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,730,229
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,876,652
Total contributions received or receivable from employer(s)2022-12-31$125,187
2021 : INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$498,173
Expenses. Total of all expenses incurred2021-12-31$140,830
Benefits paid (including direct rollovers)2021-12-31$140,830
Total plan assets at end of year2021-12-31$1,876,652
Total plan assets at beginning of year2021-12-31$1,519,309
Total contributions received or receivable from participants2021-12-31$78,852
Contributions received from other sources (not participants or employers)2021-12-31$31,447
Other income received2021-12-31$278,389
Net income (gross income less expenses)2021-12-31$357,343
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,876,652
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,519,309
Total contributions received or receivable from employer(s)2021-12-31$109,485
2020 : INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$404,278
Expenses. Total of all expenses incurred2020-12-31$14,757
Benefits paid (including direct rollovers)2020-12-31$14,757
Total plan assets at end of year2020-12-31$1,519,309
Total plan assets at beginning of year2020-12-31$1,129,788
Total contributions received or receivable from participants2020-12-31$89,948
Other income received2020-12-31$205,263
Net income (gross income less expenses)2020-12-31$389,521
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,519,309
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,129,788
Total contributions received or receivable from employer(s)2020-12-31$109,067
2019 : INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$443,020
Expenses. Total of all expenses incurred2019-12-31$1,366
Benefits paid (including direct rollovers)2019-12-31$1,366
Total plan assets at end of year2019-12-31$1,129,788
Total plan assets at beginning of year2019-12-31$688,134
Total contributions received or receivable from participants2019-12-31$95,896
Contributions received from other sources (not participants or employers)2019-12-31$43,498
Other income received2019-12-31$193,404
Net income (gross income less expenses)2019-12-31$441,654
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,129,788
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$688,134
Total contributions received or receivable from employer(s)2019-12-31$110,222
2018 : INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$97,666
Expenses. Total of all expenses incurred2018-12-31$39,968
Benefits paid (including direct rollovers)2018-12-31$39,968
Total plan assets at end of year2018-12-31$688,134
Total plan assets at beginning of year2018-12-31$630,436
Total contributions received or receivable from participants2018-12-31$65,380
Other income received2018-12-31$-60,939
Net income (gross income less expenses)2018-12-31$57,698
Net plan assets at end of year (total assets less liabilities)2018-12-31$688,134
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$630,436
Total contributions received or receivable from employer(s)2018-12-31$93,225
2017 : INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$214,573
Total plan assets at end of year2017-12-31$630,436
Total plan assets at beginning of year2017-12-31$415,863
Total contributions received or receivable from participants2017-12-31$54,669
Other income received2017-12-31$71,729
Net income (gross income less expenses)2017-12-31$214,573
Net plan assets at end of year (total assets less liabilities)2017-12-31$630,436
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$415,863
Total contributions received or receivable from employer(s)2017-12-31$88,175
2016 : INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$178,908
Total plan assets at end of year2016-12-31$415,863
Total plan assets at beginning of year2016-12-31$236,955
Total contributions received or receivable from participants2016-12-31$61,434
Other income received2016-12-31$31,949
Net income (gross income less expenses)2016-12-31$178,908
Net plan assets at end of year (total assets less liabilities)2016-12-31$415,863
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$236,955
Total contributions received or receivable from employer(s)2016-12-31$85,525
2015 : INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$126,734
Total plan assets at end of year2015-12-31$236,955
Total plan assets at beginning of year2015-12-31$110,221
Total contributions received or receivable from participants2015-12-31$47,534
Other income received2015-12-31$-7,112
Net income (gross income less expenses)2015-12-31$126,734
Net plan assets at end of year (total assets less liabilities)2015-12-31$236,955
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$110,221
Total contributions received or receivable from employer(s)2015-12-31$86,312
2014 : INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$110,221
Total plan assets at end of year2014-12-31$110,221
Total plan assets at beginning of year2014-12-31$0
Total contributions received or receivable from participants2014-12-31$36,966
Other income received2014-12-31$1,760
Net income (gross income less expenses)2014-12-31$110,221
Net plan assets at end of year (total assets less liabilities)2014-12-31$110,221
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$71,495

Form 5500 Responses for INTERMOUNTAIN SWEEPER RETIREMENT PLAN

2022: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTERMOUNTAIN SWEEPER RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number141459
Policy instance 1
Insurance contract or identification number141459
Number of Individuals Covered12
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,153
Total amount of fees paid to insurance companyUSD $832
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,153
Insurance broker organization code?3
Amount paid for insurance broker fees832
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number141459
Policy instance 1
Insurance contract or identification number141459
Number of Individuals Covered13
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,211
Total amount of fees paid to insurance companyUSD $841
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,211
Insurance broker organization code?3
Amount paid for insurance broker fees841
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number141459
Policy instance 1
Insurance contract or identification number141459
Number of Individuals Covered12
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,303
Total amount of fees paid to insurance companyUSD $2,398
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,303
Insurance broker organization code?3
Amount paid for insurance broker fees2398
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number690975
Policy instance 1
Insurance contract or identification number690975
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $1,755
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,667
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number141459
Policy instance 2
Insurance contract or identification number141459
Number of Individuals Covered12
Insurance policy start date2019-10-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,276
Total amount of fees paid to insurance companyUSD $2,170
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,276
Insurance broker organization code?3
Amount paid for insurance broker fees2170
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number690975
Policy instance 1
Insurance contract or identification number690975
Number of Individuals Covered10
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,955
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,857
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number690975
Policy instance 1
Insurance contract or identification number690975
Number of Individuals Covered11
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,400
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,330
Insurance broker organization code?3
Insurance broker nameRICHARD BREGGER
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number690975
Policy instance 1
Insurance contract or identification number690975
Number of Individuals Covered9
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $353
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $299
Insurance broker organization code?3
Insurance broker nameRICHARD BREGGER
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number690975
Policy instance 1
Insurance contract or identification number690975
Number of Individuals Covered9
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $535
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $374
Insurance broker organization code?3
Insurance broker nameCHESLEY H ERICKSON

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