How many benefit plans does Isaacson Miller report on Form 5500?

Isaacson Miller (EIN 04-3061714) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Isaacson Miller?

The Employer Identification Number (EIN) reported for Isaacson Miller is 04-3061714.

What is the latest Form 5500 filing year for Isaacson Miller?

The latest loaded Form 5500 filing year for Isaacson Miller is 2023.

Isaacson Miller — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 04-3061714) is a plan sponsor located in Boston, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 04-3061714
Location: Boston, MA
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $73,102,604
Total reported liabilities (EOY): $741,222
Total reported net assets (EOY): $72,361,382

Contributions & income

Employer contributions: $3,227,609
Participant contributions: $2,433,806
Total income / additions: $16,877,498

Expenses & distributions

Benefits paid / distributions: $4,255,157
Total expenses: $4,409,142
Net increase / (decrease): $12,468,356

Coverage

Total reported participants: 955
Plans with financial statements: 2
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Isaacson Miller plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Isaacson Retirement Plan	001	378	$42,490,956	2023
Isaacson Miller, Inc. Employee Stock Ownership Plan	002	373	$30,611,648	2023
Isaacson Miller Wrap Health And Welfare Plan	501	204	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Isaacson Miller
Year	Plan	Participants	Schedules	Filing
2023	Isaacson Retirement Plan	378	H, C	20240604130939NAL0009372019001
2023	Isaacson Miller Wrap Health And Welfare Plan	204	—	20240813082147NAL0010193073001
2023	Isaacson Miller, Inc. Employee Stock Ownership Plan	373	H	20250113122932NAL0018443473001