Isaacson Miller

Form 5500

ISAACSON MILLER

263 Summer Street, Boston, Ma 02210 (617) 262-6500 EIN:04-3061714 Plan Admin:John Fahy

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameISAACSON RETIREMENT PLAN Plan #001 Participants BOY/EOY378 / 371 Assets BOY/EOY$35,968,412 / $42,490,956	2023	ISAACSON RETIREMENT PLAN - Plan #001	378 / 371	$35,968,412 / $42,490,956
2022	Plan NameISAACSON RETIREMENT PLAN Plan #001 Participants BOY/EOY328 / 378 Assets BOY/EOY$39,470,794 / $35,968,412	2022	ISAACSON RETIREMENT PLAN - Plan #001	328 / 378	$39,470,794 / $35,968,412
2022	Plan NameISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY339 / 373 Assets BOY/EOY$21,928,160 / $25,008,238	2022	ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	339 / 373	$21,928,160 / $25,008,238
2022	Plan NameISAACSON MILLER WRAP HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY195 / 0 Assets BOY/EOY$0 / $0	2022	ISAACSON MILLER WRAP HEALTH AND WELFARE PLAN - Plan #501	195 / 0	$0 / $0
2021	Plan NameISAACSON RETIREMENT PLAN Plan #001 Participants BOY/EOY281 / 328 Assets BOY/EOY$33,280,113 / $39,470,794	2021	ISAACSON RETIREMENT PLAN - Plan #001	281 / 328	$33,280,113 / $39,470,794
2021	Plan NameISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY295 / 332 Assets BOY/EOY$17,705,974 / $21,928,160	2021	ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	295 / 332	$17,705,974 / $21,928,160
2021	Plan NameISAACSON MILLER WRAP HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY166 / 0 Assets BOY/EOY$0 / $0	2021	ISAACSON MILLER WRAP HEALTH AND WELFARE PLAN - Plan #501	166 / 0	$0 / $0
2020	Plan NameISAACSON RETIREMENT PLAN Plan #001 Participants BOY/EOY300 / 281 Assets BOY/EOY$31,723,960 / $33,280,113	2020	ISAACSON RETIREMENT PLAN - Plan #001	300 / 281	$31,723,960 / $33,280,113
2020	Plan NameISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY339 / 294 Assets BOY/EOY$17,199,513 / $17,705,974	2020	ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	339 / 294	$17,199,513 / $17,705,974
2020	Plan NameISAACSON MILLER WRAP HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY207 / 0 Assets BOY/EOY$0 / $0	2020	ISAACSON MILLER WRAP HEALTH AND WELFARE PLAN - Plan #501	207 / 0	$0 / $0
2019	Plan NameISAACSON RETIREMENT PLAN Plan #001 Participants BOY/EOY269 / 300 Assets BOY/EOY$25,324,722 / $31,723,960	2019	ISAACSON RETIREMENT PLAN - Plan #001	269 / 300	$25,324,722 / $31,723,960
2019	Plan NameISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN Plan #002 Participants BOY/EOY261 / 338 Assets BOY/EOY$14,219,057 / $17,199,513	2019	ISAACSON MILLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN - Plan #002	261 / 338	$14,219,057 / $17,199,513
2019	Plan NameISAACSON MILLER WRAP HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY174 / 0 Assets BOY/EOY$0 / $0	2019	ISAACSON MILLER WRAP HEALTH AND WELFARE PLAN - Plan #501	174 / 0	$0 / $0