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, Isaac Heating & Air Conditioning, Inc. 401(K) Plan is a benefit plan reported by Isaac Heating & Air Conditioning under EIN 16-0908242 and plan number 002. The latest loaded filing year is 2023. The filing reports 645 participants and $28,451,744 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,451,744
- Total liabilities (EOY)
- $4,501
- Net assets (EOY)
- $28,447,243
- Net assets (BOY)
- $23,588,779
Income & contributions
- Employer contributions
- $220,723
- Participant contributions
- $2,526,183
- Total contributions
- $3,596,079
- Total income / additions
- $7,360,975
Expenses & distributions
- Benefits paid
- $2,412,095
- Administrative expenses
- $51,159
- Total expenses
- $2,502,511
- Net increase / (decrease)
- $4,858,464