2023 Form 5500 filing — Isdaner & Company, LLC 401(K) Tax Sheltered Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240520144248NAL0001555521001) for Isdaner & Company, LLC 401(K) Tax Sheltered Savings Plan, reported by Isdaner & Company, LLC under EIN 23-6410283 and plan number 001. It reports 80 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240520144248NAL0001555521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Isdaner & Company, LLC
- EIN
- 23-6410283
- Plan number
- 001
- Location
- Bala Cynwyd, PA
- Participants
- 80
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,641,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,641,694
- Employer contributions
- $138,607
- Participant contributions
- $755,922
- Total income / additions
- $3,557,070
- Benefits paid
- $3,385,445
- Administrative expenses
- -$2,298
- Total expenses
- $3,383,147
- Net increase / (decrease)
- $173,923
- Schedule source
- Schedule I