ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan Contact
- Address: 263 SUMMER STREET,BOSTON,MA
- Contact person: JOHN FAHY
- Phone: (617) 262-6500
Plan General Information
ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN is $30,611,648.00.This plan was established in 2007.
ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN is 365
ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN is $83,867.00
ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN is approximately $2,795.00
Investing in this additonal $2,795.00 for 20 years would give you extra $178,939.00, assuming a 10% annual return.
Investing in this additonal $2,795.00 for 20 years would give you extra $178,939.00, assuming a 10% annual return.
ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN is 22.41%.
ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN is 21.04%. This measures the effectiveness of the plan participants' investments in the year.
ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN is 0.00%.
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