Isaiah House Retirement Plan — Form 5500 plan (Isaiah House, 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, Isaiah House Retirement Plan is a benefit plan reported by Isaiah House, Inc. under EIN 26-2961334 and plan number 001. The latest loaded filing year is 2023. The filing reports 359 participants and $1,470,326 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.5MPlan net assets, end of year$1,470,326
Participants359Covered participants reported
Assets / participant$4.1KComputed: assets ÷ participants$4,096 (computed)
Provider compensation$15K2 Schedule C provider row(s)$14,959
Plan sponsor
Isaiah House, Inc.
EIN
26-2961334
Plan number
001
Plan type
2
Location
Chaplin, KY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    359 participants · 2Sch HSch C
    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)$1.5M total assets
Net assets$1.5MLiabilities$0
Money in vs. money out
Total income / additions$727K
Total expenses$330K
Benefits paid / distributions$315K
Contributions
Employer$175.8K
Participant$313.1K
Full reported line items

Net assets

Total assets (EOY)
$1,470,326
Total liabilities (EOY)
$0
Net assets (EOY)
$1,470,326
Net assets (BOY)
$1,073,256

Income & contributions

Employer contributions
$175,792
Participant contributions
$313,082
Total contributions
$519,866
Total income / additions
$727,036

Expenses & distributions

Benefits paid
$315,007
Administrative expenses
$14,959
Total expenses
$329,966
Net increase / (decrease)
$397,070
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.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets22%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    INVESTMENT MANAGER · Direct $8.3K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $6.6K

What to inspect next

Frequently asked questions

Who sponsors the Isaiah House Retirement Plan?
Isaiah House Retirement Plan is reported as sponsored by Isaiah House, Inc. (EIN 26-2961334, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Isaiah House Retirement Plan?
The latest Form 5500 filing year loaded for Isaiah House Retirement Plan is 2023.
How many participants does Isaiah House Retirement Plan report?
Isaiah House Retirement Plan reports 359 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Isaiah House Retirement Plan?
Isaiah House Retirement Plan reports $1,470,326 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages