Isdaner & Company, LLC 401(K) Tax Sheltered Savings Plan — Form 5500 plan (Isdaner & Company, LLC)
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, Isdaner & Company, LLC 401(K) Tax Sheltered Savings Plan is a benefit plan reported by Isdaner & Company, LLC under EIN 23-6410283 and plan number 001. The latest loaded filing year is 2023. The filing reports 80 participants and $13,641,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Isdaner & Company, LLC
- EIN
- 23-6410283
- Plan number
- 001
- Plan type
- 2
- Location
- Bala Cynwyd, PA
- Latest filing year
- 2023
- Participants
- 80
- End-of-year plan assets
- $13,641,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 80 | I | 20240520144248NAL0001555521001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $13,641,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,641,694
- Net assets (BOY)
- $13,467,771
Income & contributions
- Employer contributions
- $138,607
- Participant contributions
- $755,922
- Total income / additions
- $3,557,070
Expenses & distributions
- Benefits paid
- $3,385,445
- Administrative expenses
- -$2,298
- Total expenses
- $3,383,147
- Net increase / (decrease)
- $173,923
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.