Interwest Insurance Services Inc.
Plan context: Interwest Insurance Service 401K Plan
EIN 68-0266090 • Chico, CA • 79 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
386
2024 Assets
$71,293,021
2024 Contributions
$4,130,999
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 386 | $71,293,021 | $4,130,999 | $10,702iApproximate average salary by contribution assumption: employee only about $267,552 at 4% or $178,368 at 6%; with 50% employer match about $178,368 at 4% or $118,912 at 6%; with 100% employer match about $133,776 at 4% or $89,184 at 6%. |
| Interwest Insurance Service 401K Plan | - | 386 | $71,293,021 | $4,130,999 | $10,702iApproximate average salary by contribution assumption: employee only about $267,552 at 4% or $178,368 at 6%; with 50% employer match about $178,368 at 4% or $118,912 at 6%; with 100% employer match about $133,776 at 4% or $89,184 at 6%. |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 377 | - | - | - |
| 2023 | 2 | 360 | $63,317,838 | $4,194,720 | $11,652iApproximate average salary by contribution assumption: employee only about $291,300 at 4% or $194,200 at 6%; with 50% employer match about $194,200 at 4% or $129,467 at 6%; with 100% employer match about $145,650 at 4% or $97,100 at 6%. |
| Interwest Insurance Service 401K Plan | - | 360 | $63,317,838 | $4,194,720 | $11,652iApproximate average salary by contribution assumption: employee only about $291,300 at 4% or $194,200 at 6%; with 50% employer match about $194,200 at 4% or $129,467 at 6%; with 100% employer match about $145,650 at 4% or $97,100 at 6%. |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 355 | - | - | - |
| 2022 | 2 | 378 | $57,206,660 | $3,925,437 | $10,385iApproximate average salary by contribution assumption: employee only about $259,619 at 4% or $173,079 at 6%; with 50% employer match about $173,079 at 4% or $115,386 at 6%; with 100% employer match about $129,809 at 4% or $86,540 at 6%. |
| Interwest Insurance Service 401K Plan | - | 378 | $57,206,660 | $3,925,437 | $10,385iApproximate average salary by contribution assumption: employee only about $259,619 at 4% or $173,079 at 6%; with 50% employer match about $173,079 at 4% or $115,386 at 6%; with 100% employer match about $129,809 at 4% or $86,540 at 6%. |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 363 | - | - | - |
| 2021 | 2 | 371 | $71,243,682 | $3,705,505 | $9,988iApproximate average salary by contribution assumption: employee only about $249,697 at 4% or $166,465 at 6%; with 50% employer match about $166,465 at 4% or $110,976 at 6%; with 100% employer match about $124,849 at 4% or $83,232 at 6%. |
| Interwest Insurance Service 401K Plan | - | 371 | $71,243,682 | $3,705,505 | $9,988iApproximate average salary by contribution assumption: employee only about $249,697 at 4% or $166,465 at 6%; with 50% employer match about $166,465 at 4% or $110,976 at 6%; with 100% employer match about $124,849 at 4% or $83,232 at 6%. |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 364 | - | - | - |
| 2020 | 2 | 358 | $66,440,016 | $3,809,069 | $10,640iApproximate average salary by contribution assumption: employee only about $265,996 at 4% or $177,331 at 6%; with 50% employer match about $177,331 at 4% or $118,221 at 6%; with 100% employer match about $132,998 at 4% or $88,665 at 6%. |
| Interwest Insurance Service 401K Plan | - | 358 | $66,440,016 | $3,809,069 | $10,640iApproximate average salary by contribution assumption: employee only about $265,996 at 4% or $177,331 at 6%; with 50% employer match about $177,331 at 4% or $118,221 at 6%; with 100% employer match about $132,998 at 4% or $88,665 at 6%. |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 350 | - | - | - |
| 2019 | 2 | 344 | $62,556,450 | $3,006,200 | $8,739iApproximate average salary by contribution assumption: employee only about $218,474 at 4% or $145,649 at 6%; with 50% employer match about $145,649 at 4% or $97,099 at 6%; with 100% employer match about $109,237 at 4% or $72,825 at 6%. |
| Interwest Insurance Service 401K Plan | - | 344 | $62,556,450 | $3,006,200 | $8,739iApproximate average salary by contribution assumption: employee only about $218,474 at 4% or $145,649 at 6%; with 50% employer match about $145,649 at 4% or $97,099 at 6%; with 100% employer match about $109,237 at 4% or $72,825 at 6%. |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 335 | - | - | - |
| 2018 | 2 | 299 | $55,047,340 | $2,800,563 | $9,366iApproximate average salary by contribution assumption: employee only about $234,161 at 4% or $156,107 at 6%; with 50% employer match about $156,107 at 4% or $104,071 at 6%; with 100% employer match about $117,080 at 4% or $78,054 at 6%. |
| Interwest Insurance Service 401K Plan | - | 298 | $55,047,340 | $2,800,563 | $9,398iApproximate average salary by contribution assumption: employee only about $234,947 at 4% or $156,631 at 6%; with 50% employer match about $156,631 at 4% or $104,421 at 6%; with 100% employer match about $117,473 at 4% or $78,316 at 6%. |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 299 | - | - | - |
| 2017 | 2 | 293 | $58,041,047 | $3,527,732 | $12,040iApproximate average salary by contribution assumption: employee only about $301,001 at 4% or $200,667 at 6%; with 50% employer match about $200,667 at 4% or $133,778 at 6%; with 100% employer match about $150,501 at 4% or $100,334 at 6%. |
| Interwest Insurance Service 401K Plan | - | 293 | $58,041,047 | $3,527,732 | $12,040iApproximate average salary by contribution assumption: employee only about $301,001 at 4% or $200,667 at 6%; with 50% employer match about $200,667 at 4% or $133,778 at 6%; with 100% employer match about $150,501 at 4% or $100,334 at 6%. |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 277 | - | - | - |
| 2016 | 3 | 273 | $48,908,472 | $11,433,105 | $41,880iApproximate average salary by contribution assumption: employee only about $1,046,988 at 4% or $697,992 at 6%; with 50% employer match about $697,992 at 4% or $465,328 at 6%; with 100% employer match about $523,494 at 4% or $348,996 at 6%. |
| Interwest Insurance Service 401K Plan | - | 273 | $48,908,472 | $11,433,105 | $41,880iApproximate average salary by contribution assumption: employee only about $1,046,988 at 4% or $697,992 at 6%; with 50% employer match about $697,992 at 4% or $465,328 at 6%; with 100% employer match about $523,494 at 4% or $348,996 at 6%. |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 267 | - | - | - |
| Interwest Insurance Services Inc Employee Stock Ownership Plan | - | 0 | - | - | - |
| 2015 | 3 | 257 | $58,560,417 | $3,188,465 | $12,406iApproximate average salary by contribution assumption: employee only about $310,162 at 4% or $206,775 at 6%; with 50% employer match about $206,775 at 4% or $137,850 at 6%; with 100% employer match about $155,081 at 4% or $103,387 at 6%. |
| Interwest Insurance Service 401K Plan | - | 257 | $39,407,356 | $3,188,465 | $12,406iApproximate average salary by contribution assumption: employee only about $310,162 at 4% or $206,775 at 6%; with 50% employer match about $206,775 at 4% or $137,850 at 6%; with 100% employer match about $155,081 at 4% or $103,387 at 6%. |
| Interwest Insurance Services Inc Employee Stock Ownership Plan | - | 234 | $19,153,061 | - | - |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 256 | - | - | - |
| 2014 | 3 | 259 | $61,391,184 | $2,454,411 | $9,476iApproximate average salary by contribution assumption: employee only about $236,912 at 4% or $157,942 at 6%; with 50% employer match about $157,942 at 4% or $105,294 at 6%; with 100% employer match about $118,456 at 4% or $78,971 at 6%. |
| Interwest Insurance Service 401K Plan | - | 257 | $39,373,458 | $2,435,708 | $9,477iApproximate average salary by contribution assumption: employee only about $236,937 at 4% or $157,958 at 6%; with 50% employer match about $157,958 at 4% or $105,305 at 6%; with 100% employer match about $118,468 at 4% or $78,979 at 6%. |
| Interwest Insurance Services Inc Employee Stock Ownership Plan | - | 259 | $22,017,726 | $18,703 | $72iApproximate average salary by contribution assumption: employee only about $1,805 at 4% or $1,204 at 6%; with 50% employer match about $1,204 at 4% or $802 at 6%; with 100% employer match about $903 at 4% or $602 at 6%. |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 256 | - | - | - |
| 2013 | 3 | 266 | $46,970,487 | $3,277,551 | $12,322iApproximate average salary by contribution assumption: employee only about $308,041 at 4% or $205,360 at 6%; with 50% employer match about $205,360 at 4% or $136,907 at 6%; with 100% employer match about $154,020 at 4% or $102,680 at 6%. |
| Interwest Insurance Service 401K Plan | - | 266 | $36,635,707 | $3,277,551 | $12,322iApproximate average salary by contribution assumption: employee only about $308,041 at 4% or $205,360 at 6%; with 50% employer match about $205,360 at 4% or $136,907 at 6%; with 100% employer match about $154,020 at 4% or $102,680 at 6%. |
| Interwest Insurance Services Inc Employee Stock Ownership Plan | - | 233 | $10,334,780 | - | - |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 249 | - | - | - |
| 2012 | 4 | 250 | $39,183,017 | $2,939,537 | $11,758iApproximate average salary by contribution assumption: employee only about $293,954 at 4% or $195,969 at 6%; with 50% employer match about $195,969 at 4% or $130,646 at 6%; with 100% employer match about $146,977 at 4% or $97,985 at 6%. |
| Interwest Insurance Service 401K Plan | - | 250 | $29,847,595 | $2,939,537 | $11,758iApproximate average salary by contribution assumption: employee only about $293,954 at 4% or $195,969 at 6%; with 50% employer match about $195,969 at 4% or $130,646 at 6%; with 100% employer match about $146,977 at 4% or $97,985 at 6%. |
| Interwest Insurance Services Inc Employee Stock Ownership Plan | - | 232 | $9,335,422 | - | - |
| Interwest Insurance Services Inc Section 125 Cafeteria Plan | - | 123 | - | - | - |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 245 | - | - | - |
| 2011 | 4 | 252 | $35,484,169 | $1,936,140 | $7,683iApproximate average salary by contribution assumption: employee only about $192,077 at 4% or $128,052 at 6%; with 50% employer match about $128,052 at 4% or $85,368 at 6%; with 100% employer match about $96,039 at 4% or $64,026 at 6%. |
| Interwest Insurance Service 401K Plan | - | 252 | $26,746,650 | $1,586,140 | $6,294iApproximate average salary by contribution assumption: employee only about $157,355 at 4% or $104,903 at 6%; with 50% employer match about $104,903 at 4% or $69,936 at 6%; with 100% employer match about $78,678 at 4% or $52,452 at 6%. |
| Interwest Insurance Services Inc Employee Stock Ownership Plan | - | 239 | $8,737,519 | $350,000 | $1,464iApproximate average salary by contribution assumption: employee only about $36,611 at 4% or $24,407 at 6%; with 50% employer match about $24,407 at 4% or $16,272 at 6%; with 100% employer match about $18,305 at 4% or $12,204 at 6%. |
| Interwest Insurance Services Inc Section 125 Cafeteria Plan | - | 136 | - | - | - |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 243 | - | - | - |
| 2010 | 4 | 260 | $35,253,961 | $2,535,779 | $9,753iApproximate average salary by contribution assumption: employee only about $243,825 at 4% or $162,550 at 6%; with 50% employer match about $162,550 at 4% or $108,367 at 6%; with 100% employer match about $121,912 at 4% or $81,275 at 6%. |
| Interwest Insurance Service 401K Plan | - | 260 | $26,652,789 | $1,735,779 | $6,676iApproximate average salary by contribution assumption: employee only about $166,902 at 4% or $111,268 at 6%; with 50% employer match about $111,268 at 4% or $74,179 at 6%; with 100% employer match about $83,451 at 4% or $55,634 at 6%. |
| Interwest Insurance Services Inc Employee Stock Ownership Plan | - | 255 | $8,601,172 | $800,000 | $3,137iApproximate average salary by contribution assumption: employee only about $78,431 at 4% or $52,288 at 6%; with 50% employer match about $52,288 at 4% or $34,858 at 6%; with 100% employer match about $39,216 at 4% or $26,144 at 6%. |
| Interwest Insurance Services Inc Section 125 Cafeteria Plan | - | 122 | - | - | - |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 224 | - | - | - |
| 2009 | 4 | 281 | $33,082,691 | $2,312,377 | $8,229iApproximate average salary by contribution assumption: employee only about $205,727 at 4% or $137,152 at 6%; with 50% employer match about $137,152 at 4% or $91,434 at 6%; with 100% employer match about $102,864 at 4% or $68,576 at 6%. |
| Interwest Insurance Service 401K Plan | - | 281 | $24,884,759 | $1,869,377 | $6,653iApproximate average salary by contribution assumption: employee only about $166,315 at 4% or $110,876 at 6%; with 50% employer match about $110,876 at 4% or $73,918 at 6%; with 100% employer match about $83,157 at 4% or $55,438 at 6%. |
| Interwest Insurance Services Inc Employee Stock Ownership Plan | - | 280 | $8,197,932 | $443,000 | $1,582iApproximate average salary by contribution assumption: employee only about $39,554 at 4% or $26,369 at 6%; with 50% employer match about $26,369 at 4% or $17,579 at 6%; with 100% employer match about $19,777 at 4% or $13,185 at 6%. |
| Interwest Insurance Services Inc Section 125 Cafeteria Plan | - | 142 | - | - | - |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 149 | - | - | - |
| 2008 | 3 | 317 | $28,803,285 | $2,017,087 | $6,363iApproximate average salary by contribution assumption: employee only about $159,076 at 4% or $106,051 at 6%; with 50% employer match about $106,051 at 4% or $70,701 at 6%; with 100% employer match about $79,538 at 4% or $53,025 at 6%. |
| Interwest Insurance Service 401K Plan | - | 317 | $20,221,409 | $2,017,087 | $6,363iApproximate average salary by contribution assumption: employee only about $159,076 at 4% or $106,051 at 6%; with 50% employer match about $106,051 at 4% or $70,701 at 6%; with 100% employer match about $79,538 at 4% or $53,025 at 6%. |
| Interwest Insurance Services Inc Employee Stock Ownership Plan | - | 310 | $8,581,876 | - | - |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 236 | - | - | - |
| 2007 | 4 | 344 | $37,303,788 | $3,607,138 | $10,486iApproximate average salary by contribution assumption: employee only about $262,147 at 4% or $174,764 at 6%; with 50% employer match about $174,764 at 4% or $116,510 at 6%; with 100% employer match about $131,073 at 4% or $87,382 at 6%. |
| Interwest Insurance Service 401K Plan | - | 344 | $28,447,163 | $3,607,138 | $10,486iApproximate average salary by contribution assumption: employee only about $262,147 at 4% or $174,764 at 6%; with 50% employer match about $174,764 at 4% or $116,510 at 6%; with 100% employer match about $131,073 at 4% or $87,382 at 6%. |
| Interwest Insurance Services Inc Employee Stock Ownership Plan | - | 303 | $8,856,625 | - | - |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 279 | - | - | - |
| Interwest Insurance Services Inc Section 125 Cafeteria Plan | - | 184 | - | - | - |
| 2006 | 4 | 337 | $35,874,763 | $3,627,228 | $10,763iApproximate average salary by contribution assumption: employee only about $269,082 at 4% or $179,388 at 6%; with 50% employer match about $179,388 at 4% or $119,592 at 6%; with 100% employer match about $134,541 at 4% or $89,694 at 6%. |
| Interwest Insurance Service 401K Plan | - | 337 | $25,308,638 | $3,627,228 | $10,763iApproximate average salary by contribution assumption: employee only about $269,082 at 4% or $179,388 at 6%; with 50% employer match about $179,388 at 4% or $119,592 at 6%; with 100% employer match about $134,541 at 4% or $89,694 at 6%. |
| Interwest Insurance Services Inc Employee Stock Ownership Plan | - | 294 | $10,566,125 | - | - |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 300 | - | - | - |
| Interwest Insurance Services Inc Section 125 Cafeteria Plan | - | 233 | - | - | - |
| 2005 | 4 | 342 | $31,734,138 | $3,900,296 | $11,404iApproximate average salary by contribution assumption: employee only about $285,109 at 4% or $190,073 at 6%; with 50% employer match about $190,073 at 4% or $126,715 at 6%; with 100% employer match about $142,555 at 4% or $95,036 at 6%. |
| Interwest Insurance Service 401K Plan | - | 342 | $20,795,302 | $3,900,296 | $11,404iApproximate average salary by contribution assumption: employee only about $285,109 at 4% or $190,073 at 6%; with 50% employer match about $190,073 at 4% or $126,715 at 6%; with 100% employer match about $142,555 at 4% or $95,036 at 6%. |
| Interwest Insurance Services Inc Employee Stock Ownership Plan | - | 292 | $10,938,836 | - | - |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 299 | - | - | - |
| Interwest Insurance Services Inc Section 125 Cafeteria Plan | - | 181 | - | - | - |
| 2004 | 4 | 326 | $27,235,493 | $3,107,165 | $9,531iApproximate average salary by contribution assumption: employee only about $238,280 at 4% or $158,853 at 6%; with 50% employer match about $158,853 at 4% or $105,902 at 6%; with 100% employer match about $119,140 at 4% or $79,427 at 6%. |
| Interwest Insurance Service 401K Plan | - | 326 | $16,211,866 | $3,107,165 | $9,531iApproximate average salary by contribution assumption: employee only about $238,280 at 4% or $158,853 at 6%; with 50% employer match about $158,853 at 4% or $105,902 at 6%; with 100% employer match about $119,140 at 4% or $79,427 at 6%. |
| Interwest Insurance Services Inc Employee Stock Ownership Plan | - | 258 | $11,023,627 | - | - |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 287 | - | - | - |
| Interwest Insurance Services Inc Section 125 Cafeteria Plan | - | 160 | - | - | - |
| 2003 | 4 | 240 | $24,545,726 | $2,337,271 | $9,739iApproximate average salary by contribution assumption: employee only about $243,466 at 4% or $162,310 at 6%; with 50% employer match about $162,310 at 4% or $108,207 at 6%; with 100% employer match about $121,733 at 4% or $81,155 at 6%. |
| Interwest Insurance Services Inc Employee Stock Ownership Plan | - | 221 | $12,348,689 | - | - |
| Interwest Insurance Service 401K Plan | - | 240 | $12,197,037 | $2,337,271 | $9,739iApproximate average salary by contribution assumption: employee only about $243,466 at 4% or $162,310 at 6%; with 50% employer match about $162,310 at 4% or $108,207 at 6%; with 100% employer match about $121,733 at 4% or $81,155 at 6%. |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 239 | - | - | - |
| Interwest Insurance Services Inc Section 125 Cafeteria Plan | - | 145 | - | - | - |
| 2002 | 4 | 236 | $18,467,368 | $2,075,893 | $8,796iApproximate average salary by contribution assumption: employee only about $219,904 at 4% or $146,603 at 6%; with 50% employer match about $146,603 at 4% or $97,735 at 6%; with 100% employer match about $109,952 at 4% or $73,301 at 6%. |
| Interwest Insurance Services Inc Employee Stock Ownership Plan | - | 204 | $10,291,984 | $94,211 | $462iApproximate average salary by contribution assumption: employee only about $11,545 at 4% or $7,697 at 6%; with 50% employer match about $7,697 at 4% or $5,131 at 6%; with 100% employer match about $5,773 at 4% or $3,848 at 6%. |
| Interwest Insurance Service 401K Plan | - | 211 | $8,175,384 | $1,981,682 | $9,392iApproximate average salary by contribution assumption: employee only about $234,796 at 4% or $156,531 at 6%; with 50% employer match about $156,531 at 4% or $104,354 at 6%; with 100% employer match about $117,398 at 4% or $78,265 at 6%. |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 236 | - | - | - |
| Interwest Insurance Services Inc Section 125 Cafeteria Plan | - | 128 | - | - | - |
| 2001 | 4 | 209 | $15,878,424 | $1,202,857 | $5,755iApproximate average salary by contribution assumption: employee only about $143,882 at 4% or $95,922 at 6%; with 50% employer match about $95,922 at 4% or $63,948 at 6%; with 100% employer match about $71,941 at 4% or $47,961 at 6%. |
| Interwest Insurance Services Inc Employee Stock Ownership Plan | - | 183 | $7,988,894 | $376,845 | $2,059iApproximate average salary by contribution assumption: employee only about $51,482 at 4% or $34,321 at 6%; with 50% employer match about $34,321 at 4% or $22,881 at 6%; with 100% employer match about $25,741 at 4% or $17,161 at 6%. |
| Interwest Insurance Service 401K Plan | - | 186 | $7,889,530 | $826,012 | $4,441iApproximate average salary by contribution assumption: employee only about $111,023 at 4% or $74,015 at 6%; with 50% employer match about $74,015 at 4% or $49,344 at 6%; with 100% employer match about $55,512 at 4% or $37,008 at 6%. |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 209 | - | - | - |
| Interwest Insurance Services Inc Section 125 Cafeteria Plan | - | 0 | - | - | - |
| 2000 | 3 | 180 | $9,017,692 | $760,777 | $4,227iApproximate average salary by contribution assumption: employee only about $105,663 at 4% or $70,442 at 6%; with 50% employer match about $70,442 at 4% or $46,962 at 6%; with 100% employer match about $52,832 at 4% or $35,221 at 6%. |
| Interwest Insurance Service 401K Plan | - | 180 | $9,017,692 | $760,777 | $4,227iApproximate average salary by contribution assumption: employee only about $105,663 at 4% or $70,442 at 6%; with 50% employer match about $70,442 at 4% or $46,962 at 6%; with 100% employer match about $52,832 at 4% or $35,221 at 6%. |
| Interwest Insurance Services LLC Employee Benefits Plan | - | 176 | - | - | - |
| Interwest Insurance Services Inc Employee Stock Ownership Plan | - | 162 | - | - | - |
| 1999 | 1 | 158 | $9,213,358 | $582,613 | $3,687iApproximate average salary by contribution assumption: employee only about $92,186 at 4% or $61,457 at 6%; with 50% employer match about $61,457 at 4% or $40,971 at 6%; with 100% employer match about $46,093 at 4% or $30,729 at 6%. |
| Interwest Insurance Service 401K Plan | - | 158 | $9,213,358 | $582,613 | $3,687iApproximate average salary by contribution assumption: employee only about $92,186 at 4% or $61,457 at 6%; with 50% employer match about $61,457 at 4% or $40,971 at 6%; with 100% employer match about $46,093 at 4% or $30,729 at 6%. |