Isaac Heating & Air Conditioning, Inc. 401(K) Plan — Form 5500 plan (Isaac Heating & Air Conditioning)
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.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$28.4MPlan net assets, end of year$28,447,243
Participants645Covered participants reported
Assets / participant$44.1KComputed: assets ÷ participants$44,111 (computed)
Provider compensation$51.2K2 Schedule C provider row(s)$51,158
- Plan sponsor
- Isaac Heating & Air Conditioning
- EIN
- 16-0908242
- Plan number
- 002
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 645 | H, C | 20250918050457NAL0001603890001 |
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)$28.5M total assets
Net assets$28.4MLiabilities$4.5K
Full reported line items
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
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.
92%
Employer 8%Participant 92%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sage Rutty & Co., Inc. | INVESTMENT/FINANCIAL ADVI | $36,073 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $15,085 | $0 | 2023 |