Isaacson Retirement Plan — Form 5500 plan (Isaacson Miller)
Plain-English plan 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, Isaacson Retirement Plan is a benefit plan reported by Isaacson Miller under EIN 04-3061714 and plan number 001. The latest loaded filing year is 2023. The filing reports 378 participants and $42,490,956 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Isaacson Miller
- EIN
- 04-3061714
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 378
- End-of-year plan assets
- $42,490,956
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 378 | H, C | 20240604130939NAL0009372019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,490,956
- Net assets (EOY)
- $42,490,956
- Net assets (BOY)
- $35,968,412
Income & contributions
- Employer contributions
- $2,207,096
- Participant contributions
- $2,433,806
- Total contributions
- $4,737,080
- Total income / additions
- $10,225,990
Expenses & distributions
- Benefits paid
- $3,595,572
- Administrative expenses
- $107,874
- Total expenses
- $3,703,446
- Net increase / (decrease)
- $6,522,544
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance | RECORDKEEPER | $34,044 | $0 | 2023 |
| Global Retirement Partners LLC | ADVISORS BROKER DEALER | $33,541 | $0 | 2023 |
| Summit Financial Corporation | FIDUCIARY ADVISOR AND TPA | $22,966 | $0 | 2023 |
| Rpw Solutions LLC | FIDUCIARY ADVISOR AND TPA | $17,285 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Isaacson Miller
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- Empower Life & Annuity Insurance — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Summit Financial Corporation — Schedule C compensation
- Rpw Solutions LLC — Schedule C compensation