Civic Intelligence

Isaacson Miller

Plan context: Isaacson Retirement Plan

EIN 04-3061714 • 53 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

242

2024 Assets

$77,286,455

2024 Contributions

$5,572,906

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$77,286,455$38,643,228$0200320142024YearValue
$77,286,455Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2671340200020122024YearValue
242Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20243242$77,286,455$5,572,906$23,029iApproximate average salary by contribution assumption: employee only about $575,713 at 4% or $383,809 at 6%; with 50% employer match about $383,809 at 4% or $255,873 at 6%; with 100% employer match about $287,857 at 4% or $191,904 at 6%.
Isaacson Retirement Plan-242$48,398,187$3,878,499$16,027iApproximate average salary by contribution assumption: employee only about $400,671 at 4% or $267,114 at 6%; with 50% employer match about $267,114 at 4% or $178,076 at 6%; with 100% employer match about $200,336 at 4% or $133,557 at 6%.
Isaacson Miller Inc. Employee Stock Ownership Plan-240$28,888,268$1,694,407$7,060iApproximate average salary by contribution assumption: employee only about $176,501 at 4% or $117,667 at 6%; with 50% employer match about $117,667 at 4% or $78,445 at 6%; with 100% employer match about $88,250 at 4% or $58,834 at 6%.
Isaacson Miller Wrap Health and Welfare Plan-232---
20233266$73,102,604$5,757,593$21,645iApproximate average salary by contribution assumption: employee only about $541,127 at 4% or $360,751 at 6%; with 50% employer match about $360,751 at 4% or $240,501 at 6%; with 100% employer match about $270,564 at 4% or $180,376 at 6%.
Isaacson Retirement Plan-266$42,490,956$4,737,080$17,809iApproximate average salary by contribution assumption: employee only about $445,214 at 4% or $296,810 at 6%; with 50% employer match about $296,810 at 4% or $197,873 at 6%; with 100% employer match about $222,607 at 4% or $148,405 at 6%.
Isaacson Miller Inc. Employee Stock Ownership Plan-266$30,611,648$1,020,513$3,837iApproximate average salary by contribution assumption: employee only about $95,913 at 4% or $63,942 at 6%; with 50% employer match about $63,942 at 4% or $42,628 at 6%; with 100% employer match about $47,956 at 4% or $31,971 at 6%.
Isaacson Miller Wrap Health and Welfare Plan-232---
20223267$60,976,650$5,179,038$19,397iApproximate average salary by contribution assumption: employee only about $484,929 at 4% or $323,286 at 6%; with 50% employer match about $323,286 at 4% or $215,524 at 6%; with 100% employer match about $242,464 at 4% or $161,643 at 6%.
Isaacson Retirement Plan-267$35,968,412$4,093,186$15,330iApproximate average salary by contribution assumption: employee only about $383,257 at 4% or $255,505 at 6%; with 50% employer match about $255,505 at 4% or $170,336 at 6%; with 100% employer match about $191,629 at 4% or $127,752 at 6%.
Isaacson Miller Inc. Employee Stock Ownership Plan-254$25,008,238$1,085,852$4,275iApproximate average salary by contribution assumption: employee only about $106,875 at 4% or $71,250 at 6%; with 50% employer match about $71,250 at 4% or $47,500 at 6%; with 100% employer match about $53,438 at 4% or $35,625 at 6%.
Isaacson Miller Wrap Health and Welfare Plan-204---
20213231$61,398,954$4,118,282$17,828iApproximate average salary by contribution assumption: employee only about $445,702 at 4% or $297,134 at 6%; with 50% employer match about $297,134 at 4% or $198,090 at 6%; with 100% employer match about $222,851 at 4% or $148,567 at 6%.
Isaacson Retirement Plan-231$39,470,794$3,424,768$14,826iApproximate average salary by contribution assumption: employee only about $370,646 at 4% or $247,097 at 6%; with 50% employer match about $247,097 at 4% or $164,732 at 6%; with 100% employer match about $185,323 at 4% or $123,549 at 6%.
Isaacson Miller Inc. Employee Stock Ownership Plan-224$21,928,160$693,514$3,096iApproximate average salary by contribution assumption: employee only about $77,401 at 4% or $51,601 at 6%; with 50% employer match about $51,601 at 4% or $34,400 at 6%; with 100% employer match about $38,701 at 4% or $25,800 at 6%.
Isaacson Miller Wrap Health and Welfare Plan-195---
20203197$50,986,087$2,792,977$14,178iApproximate average salary by contribution assumption: employee only about $354,439 at 4% or $236,292 at 6%; with 50% employer match about $236,292 at 4% or $157,528 at 6%; with 100% employer match about $177,219 at 4% or $118,146 at 6%.
Isaacson Retirement Plan-197$33,280,113$1,804,463$9,160iApproximate average salary by contribution assumption: employee only about $228,993 at 4% or $152,662 at 6%; with 50% employer match about $152,662 at 4% or $101,775 at 6%; with 100% employer match about $114,496 at 4% or $76,331 at 6%.
Isaacson Miller Inc. Employee Stock Ownership Plan-195$17,705,974$988,514$5,069iApproximate average salary by contribution assumption: employee only about $126,733 at 4% or $84,488 at 6%; with 50% employer match about $84,488 at 4% or $56,326 at 6%; with 100% employer match about $63,366 at 4% or $42,244 at 6%.
Isaacson Miller Wrap Health and Welfare Plan-166---
20193235$48,923,473$2,329,459$9,913iApproximate average salary by contribution assumption: employee only about $247,815 at 4% or $165,210 at 6%; with 50% employer match about $165,210 at 4% or $110,140 at 6%; with 100% employer match about $123,907 at 4% or $82,605 at 6%.
Isaacson Retirement Plan-235$31,723,960$1,860,945$7,919iApproximate average salary by contribution assumption: employee only about $197,973 at 4% or $131,982 at 6%; with 50% employer match about $131,982 at 4% or $87,988 at 6%; with 100% employer match about $98,986 at 4% or $65,991 at 6%.
Isaacson Miller Inc. Employee Stock Ownership Plan-233$17,199,513$468,514$2,011iApproximate average salary by contribution assumption: employee only about $50,270 at 4% or $33,513 at 6%; with 50% employer match about $33,513 at 4% or $22,342 at 6%; with 100% employer match about $25,135 at 4% or $16,757 at 6%.
Isaacson Miller Wrap Health and Welfare Plan-205---
20183205$39,543,779$3,600,884$17,565iApproximate average salary by contribution assumption: employee only about $439,132 at 4% or $292,755 at 6%; with 50% employer match about $292,755 at 4% or $195,170 at 6%; with 100% employer match about $219,566 at 4% or $146,377 at 6%.
Isaacson Retirement Plan-205$25,324,722$3,212,370$15,670iApproximate average salary by contribution assumption: employee only about $391,752 at 4% or $261,168 at 6%; with 50% employer match about $261,168 at 4% or $174,112 at 6%; with 100% employer match about $195,876 at 4% or $130,584 at 6%.
Isaacson Miller Inc. Employee Stock Ownership Plan-205$14,219,057$388,514$1,895iApproximate average salary by contribution assumption: employee only about $47,380 at 4% or $31,587 at 6%; with 50% employer match about $31,587 at 4% or $21,058 at 6%; with 100% employer match about $23,690 at 4% or $15,793 at 6%.
Isaacson Miller Wrap Health and Welfare Plan-171---
20173219$36,766,040$3,422,078$15,626iApproximate average salary by contribution assumption: employee only about $390,648 at 4% or $260,432 at 6%; with 50% employer match about $260,432 at 4% or $173,621 at 6%; with 100% employer match about $195,324 at 4% or $130,216 at 6%.
Isaacson Retirement Plan-219$24,548,087$3,033,564$13,852iApproximate average salary by contribution assumption: employee only about $346,297 at 4% or $230,865 at 6%; with 50% employer match about $230,865 at 4% or $153,910 at 6%; with 100% employer match about $173,149 at 4% or $115,432 at 6%.
Isaacson Miller Inc. Employee Stock Ownership Plan-214$12,217,953$388,514$1,815iApproximate average salary by contribution assumption: employee only about $45,387 at 4% or $30,258 at 6%; with 50% employer match about $30,258 at 4% or $20,172 at 6%; with 100% employer match about $22,694 at 4% or $15,129 at 6%.
Isaacson Miller Wrap Health and Welfare Plan-169---
20163198$28,686,379$3,118,397$15,749iApproximate average salary by contribution assumption: employee only about $393,737 at 4% or $262,491 at 6%; with 50% employer match about $262,491 at 4% or $174,994 at 6%; with 100% employer match about $196,868 at 4% or $131,246 at 6%.
Isaacson Retirement Plan-198$18,935,144$2,447,141$12,359iApproximate average salary by contribution assumption: employee only about $308,982 at 4% or $205,988 at 6%; with 50% employer match about $205,988 at 4% or $137,326 at 6%; with 100% employer match about $154,491 at 4% or $102,994 at 6%.
Isaacson Miller Inc. Employee Stock Ownership Plan-198$9,751,235$671,256$3,390iApproximate average salary by contribution assumption: employee only about $84,755 at 4% or $56,503 at 6%; with 50% employer match about $56,503 at 4% or $37,669 at 6%; with 100% employer match about $42,377 at 4% or $28,252 at 6%.
Isaacson Miller Wrap Health and Welfare Plan-144---
20153172$25,046,718$2,762,526$16,061iApproximate average salary by contribution assumption: employee only about $401,530 at 4% or $267,687 at 6%; with 50% employer match about $267,687 at 4% or $178,458 at 6%; with 100% employer match about $200,765 at 4% or $133,843 at 6%.
Isaacson Retirement Plan-170$17,218,820$2,063,440$12,138iApproximate average salary by contribution assumption: employee only about $303,447 at 4% or $202,298 at 6%; with 50% employer match about $202,298 at 4% or $134,865 at 6%; with 100% employer match about $151,724 at 4% or $101,149 at 6%.
Isaacson Miller Inc. Employee Stock Ownership Plan-172$7,827,898$699,086$4,064iApproximate average salary by contribution assumption: employee only about $101,611 at 4% or $67,741 at 6%; with 50% employer match about $67,741 at 4% or $45,161 at 6%; with 100% employer match about $50,806 at 4% or $33,870 at 6%.
Isaacson Miller Wrap Health and Welfare Plan-126---
20143158$21,537,986$3,065,044$19,399iApproximate average salary by contribution assumption: employee only about $484,975 at 4% or $323,317 at 6%; with 50% employer match about $323,317 at 4% or $215,545 at 6%; with 100% employer match about $242,488 at 4% or $161,658 at 6%.
Isaacson Retirement Plan-158$16,139,731$1,890,958$11,968iApproximate average salary by contribution assumption: employee only about $299,202 at 4% or $199,468 at 6%; with 50% employer match about $199,468 at 4% or $132,979 at 6%; with 100% employer match about $149,601 at 4% or $99,734 at 6%.
Isaacson Miller Inc. Employee Stock Ownership Plan-158$5,398,255$1,174,086$7,431iApproximate average salary by contribution assumption: employee only about $185,773 at 4% or $123,849 at 6%; with 50% employer match about $123,849 at 4% or $82,566 at 6%; with 100% employer match about $92,887 at 4% or $61,924 at 6%.
Isaacson Miller Wrap Health and Welfare Plan-118---
20132146$18,641,440$2,041,939$13,986iApproximate average salary by contribution assumption: employee only about $349,647 at 4% or $233,098 at 6%; with 50% employer match about $233,098 at 4% or $155,399 at 6%; with 100% employer match about $174,824 at 4% or $116,549 at 6%.
Isaacson Retirement Plan-146$14,467,051$1,417,253$9,707iApproximate average salary by contribution assumption: employee only about $242,680 at 4% or $161,787 at 6%; with 50% employer match about $161,787 at 4% or $107,858 at 6%; with 100% employer match about $121,340 at 4% or $80,893 at 6%.
Isaacson Miller Inc. Employee Stock Ownership Plan-144$4,174,389$624,686$4,338iApproximate average salary by contribution assumption: employee only about $108,452 at 4% or $72,302 at 6%; with 50% employer match about $72,302 at 4% or $48,201 at 6%; with 100% employer match about $54,226 at 4% or $36,151 at 6%.
20122126$14,826,159$1,956,788$15,530iApproximate average salary by contribution assumption: employee only about $388,252 at 4% or $258,834 at 6%; with 50% employer match about $258,834 at 4% or $172,556 at 6%; with 100% employer match about $194,126 at 4% or $129,417 at 6%.
Isaacson Retirement Plan-124$11,193,515$1,206,788$9,732iApproximate average salary by contribution assumption: employee only about $243,304 at 4% or $162,203 at 6%; with 50% employer match about $162,203 at 4% or $108,135 at 6%; with 100% employer match about $121,652 at 4% or $81,101 at 6%.
Isaacson Miller Inc. Employee Stock Ownership Plan-126$3,632,644$750,000$5,952iApproximate average salary by contribution assumption: employee only about $148,810 at 4% or $99,206 at 6%; with 50% employer match about $99,206 at 4% or $66,138 at 6%; with 100% employer match about $74,405 at 4% or $49,603 at 6%.
20112115$10,213,462$1,610,510$14,004iApproximate average salary by contribution assumption: employee only about $350,111 at 4% or $233,407 at 6%; with 50% employer match about $233,407 at 4% or $155,605 at 6%; with 100% employer match about $175,055 at 4% or $116,704 at 6%.
Isaacson Retirement Plan-115$8,879,682$1,160,510$10,091iApproximate average salary by contribution assumption: employee only about $252,285 at 4% or $168,190 at 6%; with 50% employer match about $168,190 at 4% or $112,127 at 6%; with 100% employer match about $126,142 at 4% or $84,095 at 6%.
Isaacson Miller Inc. Employee Stock Ownership Plan-110$1,333,780$450,000$4,091iApproximate average salary by contribution assumption: employee only about $102,273 at 4% or $68,182 at 6%; with 50% employer match about $68,182 at 4% or $45,455 at 6%; with 100% employer match about $51,136 at 4% or $34,091 at 6%.
20102104$9,151,101$1,283,831$12,345iApproximate average salary by contribution assumption: employee only about $308,613 at 4% or $205,742 at 6%; with 50% employer match about $205,742 at 4% or $137,161 at 6%; with 100% employer match about $154,307 at 4% or $102,871 at 6%.
Isaacson Retirement Plan-102$8,265,730$883,831$8,665iApproximate average salary by contribution assumption: employee only about $216,625 at 4% or $144,417 at 6%; with 50% employer match about $144,417 at 4% or $96,278 at 6%; with 100% employer match about $108,313 at 4% or $72,208 at 6%.
Isaacson Miller Inc. Employee Stock Ownership Plan-104$885,371$400,000$3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%.
2009288$7,186,119$720,324$8,186iApproximate average salary by contribution assumption: employee only about $204,638 at 4% or $136,425 at 6%; with 50% employer match about $136,425 at 4% or $90,950 at 6%; with 100% employer match about $102,319 at 4% or $68,213 at 6%.
Isaacson Retirement Plan-85$6,700,838$520,324$6,121iApproximate average salary by contribution assumption: employee only about $153,036 at 4% or $102,024 at 6%; with 50% employer match about $102,024 at 4% or $68,016 at 6%; with 100% employer match about $76,518 at 4% or $51,012 at 6%.
Isaacson Miller Inc. Employee Stock Ownership Plan-88$485,281$200,000$2,273iApproximate average salary by contribution assumption: employee only about $56,818 at 4% or $37,879 at 6%; with 50% employer match about $37,879 at 4% or $25,253 at 6%; with 100% employer match about $28,409 at 4% or $18,939 at 6%.
20082121$5,478,830$1,060,849$8,767iApproximate average salary by contribution assumption: employee only about $219,184 at 4% or $146,122 at 6%; with 50% employer match about $146,122 at 4% or $97,415 at 6%; with 100% employer match about $109,592 at 4% or $73,061 at 6%.
Isaacson Retirement Plan-121$5,197,489$980,849$8,106iApproximate average salary by contribution assumption: employee only about $202,655 at 4% or $135,103 at 6%; with 50% employer match about $135,103 at 4% or $90,069 at 6%; with 100% employer match about $101,327 at 4% or $67,552 at 6%.
Isaacson Miller Inc. Employee Stock Ownership Plan-118$281,341$80,000$678iApproximate average salary by contribution assumption: employee only about $16,949 at 4% or $11,299 at 6%; with 50% employer match about $11,299 at 4% or $7,533 at 6%; with 100% employer match about $8,475 at 4% or $5,650 at 6%.
2007177$0$0-
Isaacson Miller Inc. Employee Stock Ownership Plan-77---
2006195$5,556,302$808,988$8,516iApproximate average salary by contribution assumption: employee only about $212,892 at 4% or $141,928 at 6%; with 50% employer match about $141,928 at 4% or $94,618 at 6%; with 100% employer match about $106,446 at 4% or $70,964 at 6%.
Isaacson Retirement Plan-95$5,556,302$808,988$8,516iApproximate average salary by contribution assumption: employee only about $212,892 at 4% or $141,928 at 6%; with 50% employer match about $141,928 at 4% or $94,618 at 6%; with 100% employer match about $106,446 at 4% or $70,964 at 6%.
2005186$4,319,239$816,703$9,497iApproximate average salary by contribution assumption: employee only about $237,414 at 4% or $158,276 at 6%; with 50% employer match about $158,276 at 4% or $105,517 at 6%; with 100% employer match about $118,707 at 4% or $79,138 at 6%.
Isaacson Retirement Plan-86$4,319,239$816,703$9,497iApproximate average salary by contribution assumption: employee only about $237,414 at 4% or $158,276 at 6%; with 50% employer match about $158,276 at 4% or $105,517 at 6%; with 100% employer match about $118,707 at 4% or $79,138 at 6%.
2004169$3,460,028$564,261$8,178iApproximate average salary by contribution assumption: employee only about $204,442 at 4% or $136,295 at 6%; with 50% employer match about $136,295 at 4% or $90,863 at 6%; with 100% employer match about $102,221 at 4% or $68,147 at 6%.
Isaacson Retirement Plan-69$3,460,028$564,261$8,178iApproximate average salary by contribution assumption: employee only about $204,442 at 4% or $136,295 at 6%; with 50% employer match about $136,295 at 4% or $90,863 at 6%; with 100% employer match about $102,221 at 4% or $68,147 at 6%.
2003161$2,713,385$508,971$8,344iApproximate average salary by contribution assumption: employee only about $208,595 at 4% or $139,063 at 6%; with 50% employer match about $139,063 at 4% or $92,709 at 6%; with 100% employer match about $104,297 at 4% or $69,532 at 6%.
Isaacson Retirement Plan-61$2,713,385$508,971$8,344iApproximate average salary by contribution assumption: employee only about $208,595 at 4% or $139,063 at 6%; with 50% employer match about $139,063 at 4% or $92,709 at 6%; with 100% employer match about $104,297 at 4% or $69,532 at 6%.
2002150$0$0-
Isaacson Retirement Plan-50---
2001156$0$0-
Isaacson Retirement Plan-56---
2000142$0$0-
Isaacson Retirement Plan-42---