401k Plan data: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN plan

INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

Company Name: INTERSTATE FINANCIAL, INC.

Employer identification number (EIN): 910840858

NAIC Classification: 522298
NAIC Description: All Other Nondepository Credit Intermediation

Additional information about INTERSTATE FINANCIAL, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1968-03-27

Company Identification Number: 578084452

Legal Registered Office Address: 701 5TH AVE SUITE 3300

SEATTLE
United States of America (USA)
981047055

More information about INTERSTATE FINANCIAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 JERRY CALVO JERRY CALVO 2013-04-02
002 2011-01-01 JERRY CALVO JERRY CALVO 2012-10-11
002 2009-01-01 JERRY CALVO

Plan Statistics for INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
2016: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
2016: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2018 : INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-61,377
Expenses. Total of all expenses incurred	2018-12-31	$56,016
Benefits paid (including direct rollovers)	2018-12-31	$56,016
Total plan assets at end of year	2018-12-31	$1,523,988
Total plan assets at beginning of year	2018-12-31	$1,641,381
Value of fidelity bond covering the plan	2018-12-31	$1,033,539
Other income received	2018-12-31	$-61,377
Net income (gross income less expenses)	2018-12-31	$-117,393
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,523,988
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,641,381
Assets. Value of employer real property	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
2017 : INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$327
Expenses. Total of all expenses incurred	2017-12-31	$56,668
Benefits paid (including direct rollovers)	2017-12-31	$56,668
Total plan assets at end of year	2017-12-31	$1,641,381
Total plan assets at beginning of year	2017-12-31	$1,697,722
Value of fidelity bond covering the plan	2017-12-31	$1,033,539
Total contributions received or receivable from participants	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$327
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-56,341
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,641,381
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,697,722
Assets. Value of employer real property	2017-12-31	$348,029
Total contributions received or receivable from employer(s)	2017-12-31	$0
2016 : INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$241,332
Expenses. Total of all expenses incurred	2016-12-31	$49,123
Benefits paid (including direct rollovers)	2016-12-31	$49,123
Total plan assets at end of year	2016-12-31	$1,697,722
Total plan assets at beginning of year	2016-12-31	$1,505,513
Value of fidelity bond covering the plan	2016-12-31	$1,033,539
Other income received	2016-12-31	$241,332
Net income (gross income less expenses)	2016-12-31	$192,209
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,697,722
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,505,513
Assets. Value of employer real property	2016-12-31	$342,452
2015 : INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$22,037
Expenses. Total of all expenses incurred	2015-12-31	$48,912
Benefits paid (including direct rollovers)	2015-12-31	$48,912
Total plan assets at end of year	2015-12-31	$1,505,513
Total plan assets at beginning of year	2015-12-31	$1,532,388
Value of fidelity bond covering the plan	2015-12-31	$1,033,539
Total contributions received or receivable from participants	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$22,037
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-26,875
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,505,513
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,532,388
Assets. Value of employer real property	2015-12-31	$336,951
Total contributions received or receivable from employer(s)	2015-12-31	$0
2014 : INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$13,322
Expenses. Total of all expenses incurred	2014-12-31	$48,987
Benefits paid (including direct rollovers)	2014-12-31	$48,987
Total plan assets at end of year	2014-12-31	$1,532,388
Total plan assets at beginning of year	2014-12-31	$1,568,053
Value of fidelity bond covering the plan	2014-12-31	$1,033,539
Total contributions received or receivable from participants	2014-12-31	$0
Assets. Value of loans (other than to participants)	2014-12-31	$876,813
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$13,322
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-35,665
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,532,388
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,568,053
Assets. Value of real-estate (other than employer real property)	2014-12-31	$332,038
Total contributions received or receivable from employer(s)	2014-12-31	$0
2013 : INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$70,661
Expenses. Total of all expenses incurred	2013-12-31	$92,659
Benefits paid (including direct rollovers)	2013-12-31	$92,659
Total plan assets at end of year	2013-12-31	$1,568,053
Total plan assets at beginning of year	2013-12-31	$1,590,051
Value of fidelity bond covering the plan	2013-12-31	$1,033,539
Assets. Value of loans (other than to participants)	2013-12-31	$836,748
Other income received	2013-12-31	$70,661
Net income (gross income less expenses)	2013-12-31	$-21,998
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,568,053
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,590,051
Assets. Value of real-estate (other than employer real property)	2013-12-31	$326,714
2012 : INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$5,663
Total income from all sources	2012-12-31	$28,444
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,590,051
Total plan assets at beginning of year	2012-12-31	$1,567,270
Value of fidelity bond covering the plan	2012-12-31	$1,033,539
Assets. Value of loans (other than to participants)	2012-12-31	$156,188
Other income received	2012-12-31	$28,444
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$28,444
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,590,051
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,561,607
Assets. Value of real-estate (other than employer real property)	2012-12-31	$321,030
2011 : INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$5,663
Total plan liabilities at beginning of year	2011-12-31	$5,663
Total income from all sources	2011-12-31	$77,302
Expenses. Total of all expenses incurred	2011-12-31	$43,724
Benefits paid (including direct rollovers)	2011-12-31	$43,724
Total plan assets at end of year	2011-12-31	$1,567,270
Total plan assets at beginning of year	2011-12-31	$1,533,692
Value of fidelity bond covering the plan	2011-12-31	$1,033,539
Assets. Value of loans (other than to participants)	2011-12-31	$153,502
Other income received	2011-12-31	$77,302
Net income (gross income less expenses)	2011-12-31	$33,578
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,561,607
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,528,029
Assets. Value of real-estate (other than employer real property)	2011-12-31	$153,502
2010 : INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$5,663
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$123,626
Expenses. Total of all expenses incurred	2010-12-31	$40,362
Benefits paid (including direct rollovers)	2010-12-31	$40,362
Total plan assets at end of year	2010-12-31	$1,533,692
Total plan assets at beginning of year	2010-12-31	$1,444,765
Value of fidelity bond covering the plan	2010-12-31	$991,879
Assets. Value of loans (other than to participants)	2010-12-31	$687,239
Other income received	2010-12-31	$123,626
Net income (gross income less expenses)	2010-12-31	$83,264
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,528,029
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,444,765
Assets. Value of real-estate (other than employer real property)	2010-12-31	$316,300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN

2018: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: INTERSTATE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INTERSTATE FINANCIAL, INC.
Employer identification number (EIN):	910840858
NAIC Classification:	522298
NAIC Description:	All Other Nondepository Credit Intermediation

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1968-03-27
Company Identification Number:	578084452
Legal Registered Office Address:	701 5TH AVE SUITE 3300 SEATTLE United States of America (USA) 981047055

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	JERRY CALVO	JERRY CALVO	2013-04-02
002	2011-01-01	JERRY CALVO	JERRY CALVO	2012-10-11
002	2009-01-01	JERRY CALVO