· 2022–2024 · DOL EFAST2

ISLER & SOMBATHY, P.A. — ISLER & SOMBATHY, P.A. 401K PLAN, Form 5500 (2023)

Original filing (PDF)20250501174105NAL0005392144001

ISLER & SOMBATHY, P.A.

Form 5500-SF

FILING_RECEIVED

ISLER & SOMBATHY, P.A. 401K PLAN

401(k) retirement plan

Signals · 1

Late filing · 5.5 mo

Active participants

5

Accounts w/ balance

2

Plan assets (EOY)

$192K

Net assets (EOY)

$192K

Plan health score

Above-average plan

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

78

Total plan cost

n/a

Plan health

62

Vendor & structure

100

Knocking points off

Filed 5.5 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ISLER & SOMBATHY, P.A..

Plan sponsor

Name

ISLER & SOMBATHY, P.A.

EIN

59-2908039all filings

Address

434 MAGNOLIA AVENUE · PANAMA CITY, FL · 32401

Phone

(850) 769-5532

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-05-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

FOLEY & MACADIE PC

FOLEY & MACADIE PC 401(K) RETIREMENT PLAN

$192K · 4 participants

GRUBER LAW PLLC

GRUBER LAW 401(K) PLAN

$192K · 8 participants

KENNETH W. BROSNAHAN, P.C.

THE BROSNAHAN LAW FIRM 401(K) PLAN

$192K · 9 participants

THE LAW OFFICES OF TODD L MELNIK

TODD MELNIK 401(K) PLAN

$192K · 2 participants

SHAUL LAW, PC 401K PLAN

$192K · 7 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.