Original filing (PDF)20250506133718NAL0014499840001

Isaacson Isaacson Sheridan Fountain & Leftwich, LLP DBA Isaacson

Name: Isaacson Isaacson Sheridan Fountain & Leftwich, LLP DBA Isaacson — Form 5500 Plan 001 (2024)
Creator: Isaacson Isaacson Sheridan Fountain & Leftwich, LLP DBA Isaacson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Isaacson Isaacson Sheridan Fountain & Leftwich, LLP 401(k) Plan

401(k) retirement plan · Isaacson Isaacson Sheridan Fountain & Leftwich, LLP DBA Isaacson's Isaacson Isaacson Sheridan Fountain & Leftwich, LLP 401(k) Plan held $4.0M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

Isaacson Isaacson Sheridan Fountain & Leftwich, LLP DBA Isaacson's EIN is 56-1519589.

EIN 56-1519589

Plan number 001

Plan year 2024

ACK ID 20250506133718NAL0014499840001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Isaacson Isaacson Sheridan Fountain & Leftwich, LLP DBA Isaacson from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Isaacson Isaacson Sheridan Fountain & Leftwich, LLP DBA Isaacson's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ISAACSON ISAACSON SHERIDAN FOUNTAIN & LEFTWICH, LLP DBA ISAACSON.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score