Original filing (PDF)20251112114103NAL0000125858001

ISAACSON LAW FIRM, P.C.

Name: ISAACSON LAW FIRM, P.C. — ISAACSON LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ISAACSON LAW FIRM, P.C.

Form 5500-SF

FILING_RECEIVED

ISAACSON LAW FIRM, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ISAACSON LAW FIRM, P.C..

Plan sponsor

Name

ISAACSON LAW FIRM, P.C.

EIN

86-0300740

Address

3101 N. CENTRAL AVENUE · SUITE 650 · PHOENIX, AZ · 85012

Phone

(602) 274-2200

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-11-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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