David Isaac & Associates, LLC

Pepin Jeffrey C Registered Agent	3418 POINSETTA AVE, WEST PALM BEACH, FL 33407
Isaac David Associate Member	3115 S WEBSTER ST, KOKOMO, IN 46902

3115 S WEBSTER ST, KOKOMO, IN 46902 View Map

Form 5500

3115 South Webster Street, Kokomo, In 46902 (765) 457-1118 EIN:82-3452128 Plan Admin:Carl David Isaac

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDAVID ISAAC & ASSOCIATES, LLC Plan #001 Participants BOY/EOY15 / 16 Assets BOY/EOY$1,992,908 / $2,441,722	2023	DAVID ISAAC & ASSOCIATES, LLC - Plan #001	15 / 16	$1,992,908 / $2,441,722
2022	Plan NameDAVID ISAAC & ASSOCIATES, LLC Plan #001 Participants BOY/EOY21 / 16 Assets BOY/EOY$2,336,258 / $1,992,908	2022	DAVID ISAAC & ASSOCIATES, LLC - Plan #001	21 / 16	$2,336,258 / $1,992,908
2021	Plan NameDAVID ISAAC & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY19 / 21 Assets BOY/EOY$1,808,727 / $2,336,258	2021	DAVID ISAAC & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	19 / 21	$1,808,727 / $2,336,258
2020	Plan NameDAVID ISAAC & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY21 / 19 Assets BOY/EOY$1,553,427 / $1,808,727	2020	DAVID ISAAC & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	21 / 19	$1,553,427 / $1,808,727
2019	Plan NameDAVID ISAAC & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$1,294,117 / $1,553,427	2019	DAVID ISAAC & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	16 / 16	$1,294,117 / $1,553,427

Benefit & Retirement Plans based on Form 5500.

PPP Loans

3115 S Webster St, Kokomo, IN 46902-3465 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
02/03/2021	Approved$144,509 Forgiven$145,545 LenderPNC Bank, National Association Jobs16	02/03/2021	$144,509	$145,545	PNC Bank, National Association	16

PPP Loans based on Paycheck Protection Program.

Address Match:3115 S Webster St Kokomo, IN

David Isaac & Associates, LLC Registered in Massachusetts	Kokomo, IN Pittsfield, MA	View Report
David Isaac & Associates, LLC Registered in Virginia	Kokomo, IN Virginia Beach, VA	View Report
David Isaac & Associates, LLC Registered in Texas	Austin, TX Kokomo, IN	View Report

Person/City Match:Pepin Jeffrey C - West Palm Beach, FL

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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor U.S. Small Business Administration

Company Summary