Who sponsors the Isaacson Miller, Inc. Employee Stock Ownership Plan?

Isaacson Miller, Inc. Employee Stock Ownership Plan is reported as sponsored by Isaacson Miller, Inc. (EIN 04-3061714, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Isaacson Miller, Inc. Employee Stock Ownership Plan?

The latest Form 5500 filing year loaded for Isaacson Miller, Inc. Employee Stock Ownership Plan is 2023.

How many participants does Isaacson Miller, Inc. Employee Stock Ownership Plan report?

Isaacson Miller, Inc. Employee Stock Ownership Plan reports 373 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Isaacson Miller, Inc. Employee Stock Ownership Plan?

Isaacson Miller, Inc. Employee Stock Ownership Plan reports $30,611,648 in end-of-year plan assets in its latest loaded Form 5500 filing.

Isaacson Miller, Inc. Employee Stock Ownership Plan — Form 5500 plan (Isaacson Miller, Inc.)

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 Miller, Inc. Employee Stock Ownership Plan is a benefit plan reported by Isaacson Miller, Inc. under EIN 04-3061714 and plan number 002. The latest loaded filing year is 2023. The filing reports 373 participants and $30,611,648 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$29.9MPlan net assets, end of year$29,870,426

Participants373Covered participants reported

Assets / participant$82.1KComputed: assets ÷ participants$82,069 (computed)

Provider compensationNone reported

Plan sponsor: Isaacson Miller, Inc.
EIN: 04-3061714
Plan number: 002
Plan type: 2
Location: Boston, MA
Latest filing year: 2023

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
373 participants · 2Sch H
View filing →

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$30.6M total assets

Net assets$29.9MLiabilities$741.2K

Money in vs. money out

Total income / additions$6.7M

Total expenses$705.7K

Benefits paid / distributions$659.6K

Contributions

Employer$1M

ParticipantNot reported

Full reported line items

Net assets

Total assets (EOY): $30,611,648
Total liabilities (EOY): $741,222
Net assets (EOY): $29,870,426
Net assets (BOY): $23,924,614

Income & contributions

Employer contributions: $1,020,513
Total contributions: $1,020,513
Total income / additions: $6,651,508

Expenses & distributions

Benefits paid: $659,585
Administrative expenses: $0
Total expenses: $705,696
Net increase / (decrease): $5,945,812

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets2%Computed ratio

Benefits paid ÷ total income10%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.