2023 Form 5500 filing — Issa, LLC 401(K) 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 20241015085238NAL0047098144001) for Issa, LLC 401(K) Plan, reported by Issa, LLC under EIN 83-2806316 and plan number 001. It reports 256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.7MReported net assets$4,652,751
Participants256
Provider compensation$29K2 Schedule C row(s)$29,041
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015085238NAL0047098144001
- Plan sponsor
- Issa, LLC
- EIN
- 83-2806316
- Plan number
- 001
- Location
- Phoenix, AZ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.7M total assets
Net assets$4.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,652,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,652,751
- Employer contributions
- $300,927
- Participant contributions
- $993,055
- Total income / additions
- $2,029,227
- Benefits paid
- $705,305
- Administrative expenses
- $29,041
- Total expenses
- $734,346
- Net increase / (decrease)
- $1,294,881
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forusall, Inc. | ADMINISTRATOR | $15,447 | not reported in the loaded dataset |
| At Retirement Services, LLC | N/A | $13,594 | not reported in the loaded dataset |