2023 Form 5500 filing — Isaacson Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240604130939NAL0009372019001) for Isaacson Retirement Plan, reported by Isaacson Miller under EIN 04-3061714 and plan number 001. It reports 378 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240604130939NAL0009372019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Isaacson Miller
- EIN
- 04-3061714
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 378
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,490,956
- Net assets (EOY)
- $42,490,956
- Employer contributions
- $2,207,096
- Participant contributions
- $2,433,806
- Total income / additions
- $10,225,990
- Benefits paid
- $3,595,572
- Administrative expenses
- $107,874
- Total expenses
- $3,703,446
- Net increase / (decrease)
- $6,522,544
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance | RECORDKEEPER | $34,044 | $0 |
| Global Retirement Partners LLC | ADVISORS BROKER DEALER | $33,541 | $0 |
| Summit Financial Corporation | FIDUCIARY ADVISOR AND TPA | $22,966 | $0 |
| Rpw Solutions LLC | FIDUCIARY ADVISOR AND TPA | $17,285 | $0 |