Civic Intelligence

Interwest Brokerage

Plan context: INTERWEST BROKERAGE 401(K) PLAN

EIN 87-0339224 • West Valley City, UT • 15 filings • 5 plans

1893 W 3600 SWest Valley City, UT 84119
Current Snapshot

Latest Year

2025

2025 Participants

19

2025 Assets

$849,397

2025 Contributions

$21,667

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$849,397$424,699$0199920152025YearValue
$849,397Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

41210199920152025YearValue
19Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025119$849,397$21,667$1,140iApproximate average salary by contribution assumption: employee only about $28,509 at 4% or $19,006 at 6%; with 50% employer match about $19,006 at 4% or $12,671 at 6%; with 100% employer match about $14,255 at 4% or $9,503 at 6%.
INTERWEST BROKERAGE 401(K) PLAN-19$849,397$21,667$1,140iApproximate average salary by contribution assumption: employee only about $28,509 at 4% or $19,006 at 6%; with 50% employer match about $19,006 at 4% or $12,671 at 6%; with 100% employer match about $14,255 at 4% or $9,503 at 6%.
202210$0$0-
Interwest Brokerage Inc. 401(K) Plan-0$0$0-
202019$426,331$37,116$4,124iApproximate average salary by contribution assumption: employee only about $103,100 at 4% or $68,733 at 6%; with 50% employer match about $68,733 at 4% or $45,822 at 6%; with 100% employer match about $51,550 at 4% or $34,367 at 6%.
Interwest Brokerage Inc. 401(K) Plan-9$426,331$37,116$4,124iApproximate average salary by contribution assumption: employee only about $103,100 at 4% or $68,733 at 6%; with 50% employer match about $68,733 at 4% or $45,822 at 6%; with 100% employer match about $51,550 at 4% or $34,367 at 6%.
2019115$377,666$44,396$2,960iApproximate average salary by contribution assumption: employee only about $73,993 at 4% or $49,329 at 6%; with 50% employer match about $49,329 at 4% or $32,886 at 6%; with 100% employer match about $36,997 at 4% or $24,664 at 6%.
Interwest Brokerage Inc. 401(K) Plan-15$377,666$44,396$2,960iApproximate average salary by contribution assumption: employee only about $73,993 at 4% or $49,329 at 6%; with 50% employer match about $49,329 at 4% or $32,886 at 6%; with 100% employer match about $36,997 at 4% or $24,664 at 6%.
2018117$442,240$55,969$3,292iApproximate average salary by contribution assumption: employee only about $82,307 at 4% or $54,872 at 6%; with 50% employer match about $54,872 at 4% or $36,581 at 6%; with 100% employer match about $41,154 at 4% or $27,436 at 6%.
Interwest Brokerage Inc. 401(K) Plan-17$442,240$55,969$3,292iApproximate average salary by contribution assumption: employee only about $82,307 at 4% or $54,872 at 6%; with 50% employer match about $54,872 at 4% or $36,581 at 6%; with 100% employer match about $41,154 at 4% or $27,436 at 6%.
2017116$412,555$57,315$3,582iApproximate average salary by contribution assumption: employee only about $89,555 at 4% or $59,703 at 6%; with 50% employer match about $59,703 at 4% or $39,802 at 6%; with 100% employer match about $44,777 at 4% or $29,852 at 6%.
Interwest Brokerage Inc. 401(K) Plan-16$412,555$57,315$3,582iApproximate average salary by contribution assumption: employee only about $89,555 at 4% or $59,703 at 6%; with 50% employer match about $59,703 at 4% or $39,802 at 6%; with 100% employer match about $44,777 at 4% or $29,852 at 6%.
2016120$357,139$62,857$3,143iApproximate average salary by contribution assumption: employee only about $78,571 at 4% or $52,381 at 6%; with 50% employer match about $52,381 at 4% or $34,921 at 6%; with 100% employer match about $39,286 at 4% or $26,190 at 6%.
Interwest Brokerage Inc. 401(K) Plan-20$357,139$62,857$3,143iApproximate average salary by contribution assumption: employee only about $78,571 at 4% or $52,381 at 6%; with 50% employer match about $52,381 at 4% or $34,921 at 6%; with 100% employer match about $39,286 at 4% or $26,190 at 6%.
2015121$288,989$58,492$2,785iApproximate average salary by contribution assumption: employee only about $69,633 at 4% or $46,422 at 6%; with 50% employer match about $46,422 at 4% or $30,948 at 6%; with 100% employer match about $34,817 at 4% or $23,211 at 6%.
Interwest Brokerage Inc. 401(K) Plan-21$288,989$58,492$2,785iApproximate average salary by contribution assumption: employee only about $69,633 at 4% or $46,422 at 6%; with 50% employer match about $46,422 at 4% or $30,948 at 6%; with 100% employer match about $34,817 at 4% or $23,211 at 6%.
2014119$244,306$77,962$4,103iApproximate average salary by contribution assumption: employee only about $102,582 at 4% or $68,388 at 6%; with 50% employer match about $68,388 at 4% or $45,592 at 6%; with 100% employer match about $51,291 at 4% or $34,194 at 6%.
Interwest Brokerage Inc. 401(K) Plan-19$244,306$77,962$4,103iApproximate average salary by contribution assumption: employee only about $102,582 at 4% or $68,388 at 6%; with 50% employer match about $68,388 at 4% or $45,592 at 6%; with 100% employer match about $51,291 at 4% or $34,194 at 6%.
2013121$157,105$60,202$2,867iApproximate average salary by contribution assumption: employee only about $71,669 at 4% or $47,779 at 6%; with 50% employer match about $47,779 at 4% or $31,853 at 6%; with 100% employer match about $35,835 at 4% or $23,890 at 6%.
Interwest Brokerage Inc. 401(K) Plan-21$157,105$60,202$2,867iApproximate average salary by contribution assumption: employee only about $71,669 at 4% or $47,779 at 6%; with 50% employer match about $47,779 at 4% or $31,853 at 6%; with 100% employer match about $35,835 at 4% or $23,890 at 6%.
2012119$76,825$54,244$2,855iApproximate average salary by contribution assumption: employee only about $71,374 at 4% or $47,582 at 6%; with 50% employer match about $47,582 at 4% or $31,722 at 6%; with 100% employer match about $35,687 at 4% or $23,791 at 6%.
Interwest Brokerage Inc. 401(K) Plan-19$76,825$54,244$2,855iApproximate average salary by contribution assumption: employee only about $71,374 at 4% or $47,582 at 6%; with 50% employer match about $47,582 at 4% or $31,722 at 6%; with 100% employer match about $35,687 at 4% or $23,791 at 6%.
2011122$18,403$18,244$829iApproximate average salary by contribution assumption: employee only about $20,732 at 4% or $13,821 at 6%; with 50% employer match about $13,821 at 4% or $9,214 at 6%; with 100% employer match about $10,366 at 4% or $6,911 at 6%.
Interwest Brokerage Inc. 401(K) Plan-22$18,403$18,244$829iApproximate average salary by contribution assumption: employee only about $20,732 at 4% or $13,821 at 6%; with 50% employer match about $13,821 at 4% or $9,214 at 6%; with 100% employer match about $10,366 at 4% or $6,911 at 6%.
2003136$200,380$35,140$976iApproximate average salary by contribution assumption: employee only about $24,403 at 4% or $16,269 at 6%; with 50% employer match about $16,269 at 4% or $10,846 at 6%; with 100% employer match about $12,201 at 4% or $8,134 at 6%.
Interwest Brokerage Inc. 401(K) Plan-36$200,380$35,140$976iApproximate average salary by contribution assumption: employee only about $24,403 at 4% or $16,269 at 6%; with 50% employer match about $16,269 at 4% or $10,846 at 6%; with 100% employer match about $12,201 at 4% or $8,134 at 6%.
2001133$249,647$37,382$1,133iApproximate average salary by contribution assumption: employee only about $28,320 at 4% or $18,880 at 6%; with 50% employer match about $18,880 at 4% or $12,587 at 6%; with 100% employer match about $14,160 at 4% or $9,440 at 6%.
Interwest Brokerage Inc. 401(K) Plan-33$249,647$37,382$1,133iApproximate average salary by contribution assumption: employee only about $28,320 at 4% or $18,880 at 6%; with 50% employer match about $18,880 at 4% or $12,587 at 6%; with 100% employer match about $14,160 at 4% or $9,440 at 6%.
1999141$262,277$40,184$980iApproximate average salary by contribution assumption: employee only about $24,502 at 4% or $16,335 at 6%; with 50% employer match about $16,335 at 4% or $10,890 at 6%; with 100% employer match about $12,251 at 4% or $8,167 at 6%.
Interwest Brokerage 401K Plan-41$262,277$40,184$980iApproximate average salary by contribution assumption: employee only about $24,502 at 4% or $16,335 at 6%; with 50% employer match about $16,335 at 4% or $10,890 at 6%; with 100% employer match about $12,251 at 4% or $8,167 at 6%.
Interwest Brokerage | EIN 87-0339224 | 2025 Form 5500 Company Profile