2023 Form 5500 filing — Isaac Heating & Air Conditioning, Inc. 401(K) 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 20250918050457NAL0001603890001) for Isaac Heating & Air Conditioning, Inc. 401(K) Plan, reported by Isaac Heating & Air Conditioning under EIN 16-0908242 and plan number 002. It reports 645 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250918050457NAL0001603890001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Isaac Heating & Air Conditioning
- EIN
- 16-0908242
- Plan number
- 002
- Location
- Rochester, NY
- Participants
- 645
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,451,744
- Total liabilities (EOY)
- $4,501
- Net assets (EOY)
- $28,447,243
- Employer contributions
- $220,723
- Participant contributions
- $2,526,183
- Total income / additions
- $7,360,975
- Benefits paid
- $2,412,095
- Administrative expenses
- $51,159
- Total expenses
- $2,502,511
- Net increase / (decrease)
- $4,858,464
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sage Rutty & Co., Inc. | INVESTMENT/FINANCIAL ADVI | $36,073 | $0 |
| Adp, Inc. | RECORD KEEPER | $15,085 | $0 |