401k Plan data: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN plan

THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN
Plan identification number	001

THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE ISABELLA CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: THE ISABELLA CORPORATION

Employer identification number (EIN): 382079974

NAIC Classification: 237990
NAIC Description: Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-04-01 JAMES ZALUD 2024-08-07
001 2022-04-01 JAMES ZALUD 2023-07-26
001 2021-04-01
001 2021-04-01 JAMES ZALUD
001 2020-04-01 JAMES ZALUD 2021-06-23 JAMES ZALUD 2021-06-23
001 2019-04-01
001 2018-04-01 JAMES ZALUD JAMES ZALUD 2019-05-20
001 2017-04-01 JAMES ZALUD JAMES ZALUD 2018-05-07
001 2016-04-01 JAMES ZALUD JAMES ZALUD 2017-05-03
001 2015-04-01 JAMES ZALUD JAMES ZALUD 2016-06-30
001 2014-04-01 JAMES ZALUD
001 2013-04-01 JAMES ZALUD JAMES ZALUD 2014-04-28
001 2012-04-01 JAMES ZALUD JAMES ZALUD 2013-05-06
001 2011-04-01 JAMES ZALUD JAMES ZALUD 2012-06-11
001 2010-04-01 JAMES ZALUD JAMES ZALUD 2011-06-27
001 2009-04-01 NATHANIEL MESYN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-04-01	JAMES ZALUD	2024-08-07
001	2022-04-01	JAMES ZALUD	2023-07-26
001	2021-04-01
001	2021-04-01	JAMES ZALUD
001	2020-04-01	JAMES ZALUD	2021-06-23	JAMES ZALUD	2021-06-23
001	2019-04-01
001	2018-04-01	JAMES ZALUD		JAMES ZALUD	2019-05-20
001	2017-04-01	JAMES ZALUD		JAMES ZALUD	2018-05-07
001	2016-04-01	JAMES ZALUD		JAMES ZALUD	2017-05-03
001	2015-04-01	JAMES ZALUD		JAMES ZALUD	2016-06-30
001	2014-04-01	JAMES ZALUD
001	2013-04-01	JAMES ZALUD		JAMES ZALUD	2014-04-28
001	2012-04-01	JAMES ZALUD		JAMES ZALUD	2013-05-06
001	2011-04-01	JAMES ZALUD		JAMES ZALUD	2012-06-11
001	2010-04-01	JAMES ZALUD		JAMES ZALUD	2011-06-27
001	2009-04-01	NATHANIEL MESYN

Plan Statistics for THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN

Measure Date Value
2025: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-11 57
Total number of particpants at end of year 2025-06-11 56
Number of Participants With Account Balances 2025-06-11 48
2024: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-08-07 32
Total number of particpants at end of year 2024-08-07 57
Number of Participants With Account Balances 2024-08-07 44
2021: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-04-01 43
Total number of active participants reported on line 7a of the Form 5500 2021-04-01 38
Number of retired or separated participants receiving benefits 2021-04-01 3
Number of other retired or separated participants entitled to future benefits 2021-04-01 1
Total of all active and inactive participants 2021-04-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-04-01 0
Total participants 2021-04-01 42
Number of participants with account balances 2021-04-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-04-01 0
2020: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 40
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 38
Number of retired or separated participants receiving benefits 2020-04-01 4
Number of other retired or separated participants entitled to future benefits 2020-04-01 1
Total of all active and inactive participants 2020-04-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 43
Number of participants with account balances 2020-04-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 0
2019: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 35
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 34
Number of retired or separated participants receiving benefits 2019-04-01 2
Number of other retired or separated participants entitled to future benefits 2019-04-01 0
Total of all active and inactive participants 2019-04-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 36
Number of participants with account balances 2019-04-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 0
2018: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 31
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 34
Number of retired or separated participants receiving benefits 2018-04-01 1
Number of other retired or separated participants entitled to future benefits 2018-04-01 0
Total of all active and inactive participants 2018-04-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 35
Number of participants with account balances 2018-04-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 0
2017: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 35
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 33
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 0
Total of all active and inactive participants 2017-04-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 33
Number of participants with account balances 2017-04-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 0
2016: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 37
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 35
Number of retired or separated participants receiving benefits 2016-04-01 0
Number of other retired or separated participants entitled to future benefits 2016-04-01 0
Total of all active and inactive participants 2016-04-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 35
Number of participants with account balances 2016-04-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 0
2015: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-04-01 38
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 36
Number of retired or separated participants receiving benefits 2015-04-01 0
Number of other retired or separated participants entitled to future benefits 2015-04-01 1
Total of all active and inactive participants 2015-04-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 0
Total participants 2015-04-01 37
Number of participants with account balances 2015-04-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 0
2014: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-04-01 31
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 36
Number of retired or separated participants receiving benefits 2014-04-01 0
Number of other retired or separated participants entitled to future benefits 2014-04-01 1
Total of all active and inactive participants 2014-04-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 0
Total participants 2014-04-01 37
Number of participants with account balances 2014-04-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 0
2013: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-04-01 36
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 30
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 0
Total of all active and inactive participants 2013-04-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 30
Number of participants with account balances 2013-04-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 0
2012: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 33
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 31
Number of retired or separated participants receiving benefits 2012-04-01 1
Number of other retired or separated participants entitled to future benefits 2012-04-01 3
Total of all active and inactive participants 2012-04-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 35
Number of participants with account balances 2012-04-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 0
2011: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 27
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 31
Number of retired or separated participants receiving benefits 2011-04-01 0
Number of other retired or separated participants entitled to future benefits 2011-04-01 2
Total of all active and inactive participants 2011-04-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 33
Number of participants with account balances 2011-04-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
2010: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-04-01 25
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 25
Number of retired or separated participants receiving benefits 2010-04-01 0
Number of other retired or separated participants entitled to future benefits 2010-04-01 1
Total of all active and inactive participants 2010-04-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 0
Total participants 2010-04-01 26
Number of participants with account balances 2010-04-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 0
2009: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-04-01 25
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 24
Number of retired or separated participants receiving benefits 2009-04-01 0
Number of other retired or separated participants entitled to future benefits 2009-04-01 1
Total of all active and inactive participants 2009-04-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 0
Total participants 2009-04-01 25
Number of participants with account balances 2009-04-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 0

Measure	Date	Value
2025: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-11	57
Total number of particpants at end of year	2025-06-11	56
Number of Participants With Account Balances	2025-06-11	48
2024: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-08-07	32
Total number of particpants at end of year	2024-08-07	57
Number of Participants With Account Balances	2024-08-07	44
2021: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-04-01	43
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	38
Number of retired or separated participants receiving benefits	2021-04-01	3
Number of other retired or separated participants entitled to future benefits	2021-04-01	1
Total of all active and inactive participants	2021-04-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-04-01	0
Total participants	2021-04-01	42
Number of participants with account balances	2021-04-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-04-01	0
2020: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	40
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	38
Number of retired or separated participants receiving benefits	2020-04-01	4
Number of other retired or separated participants entitled to future benefits	2020-04-01	1
Total of all active and inactive participants	2020-04-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	43
Number of participants with account balances	2020-04-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	0
2019: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	35
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	34
Number of retired or separated participants receiving benefits	2019-04-01	2
Number of other retired or separated participants entitled to future benefits	2019-04-01	0
Total of all active and inactive participants	2019-04-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	36
Number of participants with account balances	2019-04-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	0
2018: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	31
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	34
Number of retired or separated participants receiving benefits	2018-04-01	1
Number of other retired or separated participants entitled to future benefits	2018-04-01	0
Total of all active and inactive participants	2018-04-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	35
Number of participants with account balances	2018-04-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	0
2017: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	35
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	33
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	0
Total of all active and inactive participants	2017-04-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	33
Number of participants with account balances	2017-04-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	0
2016: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	37
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	35
Number of retired or separated participants receiving benefits	2016-04-01	0
Number of other retired or separated participants entitled to future benefits	2016-04-01	0
Total of all active and inactive participants	2016-04-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	35
Number of participants with account balances	2016-04-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	0
2015: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-04-01	38
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	36
Number of retired or separated participants receiving benefits	2015-04-01	0
Number of other retired or separated participants entitled to future benefits	2015-04-01	1
Total of all active and inactive participants	2015-04-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	0
Total participants	2015-04-01	37
Number of participants with account balances	2015-04-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	0
2014: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-04-01	31
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	36
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	1
Total of all active and inactive participants	2014-04-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	0
Total participants	2014-04-01	37
Number of participants with account balances	2014-04-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	0
2013: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-04-01	36
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	30
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	0
Total of all active and inactive participants	2013-04-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	30
Number of participants with account balances	2013-04-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	0
2012: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	33
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	31
Number of retired or separated participants receiving benefits	2012-04-01	1
Number of other retired or separated participants entitled to future benefits	2012-04-01	3
Total of all active and inactive participants	2012-04-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	35
Number of participants with account balances	2012-04-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	0
2011: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	27
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	31
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	2
Total of all active and inactive participants	2011-04-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	33
Number of participants with account balances	2011-04-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
2010: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-04-01	25
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	25
Number of retired or separated participants receiving benefits	2010-04-01	0
Number of other retired or separated participants entitled to future benefits	2010-04-01	1
Total of all active and inactive participants	2010-04-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	0
Total participants	2010-04-01	26
Number of participants with account balances	2010-04-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	0
2009: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-04-01	25
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	24
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	1
Total of all active and inactive participants	2009-04-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	0
Total participants	2009-04-01	25
Number of participants with account balances	2009-04-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	0

Financial Data on THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN

Measure	Date	Value
2025 : THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-06-11	-534618
Total expenses incurred by plan in this plan year	2025-06-11	187562
Net assets as of the end of the plan year	2025-06-11	3258321
Total assets as of the beginning of the plan year	2025-06-11	3393345
Value of plan covered by a fidelity bond	2025-06-11	400000
Participant contributions to plan in this plan year	2025-06-11	218052
Other income to plan in this plan year	2025-06-11	242876
Plan net income in this plan year	2025-06-11	399594
Net assets as of the end of the plan year	2025-06-11	3258321
Net assets as of the beginning of the plan year	2025-06-11	3393345
Employer contributions to plan in this plan year	2025-06-11	126228
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-11	50472
2024 : THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-08-07	51161
Total expenses incurred by plan in this plan year	2024-08-07	11934
Net assets as of the end of the plan year	2024-08-07	3393345
Total assets as of the beginning of the plan year	2024-08-07	2746415
Value of plan covered by a fidelity bond	2024-08-07	400000
Participant contributions to plan in this plan year	2024-08-07	163632
Other income to plan in this plan year	2024-08-07	441356
Plan net income in this plan year	2024-08-07	595769
Net assets as of the end of the plan year	2024-08-07	3393345
Net assets as of the beginning of the plan year	2024-08-07	2746415
Employer contributions to plan in this plan year	2024-08-07	2715
Expensese paid to adminstrative service provicers from plan in this plan year	2024-08-07	11934
2022 : THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources	2022-03-31	$286,301
Expenses. Total of all expenses incurred	2022-03-31	$411,234
Benefits paid (including direct rollovers)	2022-03-31	$373,697
Total plan assets at end of year	2022-03-31	$2,721,053
Total plan assets at beginning of year	2022-03-31	$2,845,986
Value of fidelity bond covering the plan	2022-03-31	$300,000
Total contributions received or receivable from participants	2022-03-31	$120,811
Expenses. Other expenses not covered elsewhere	2022-03-31	$37,537
Other income received	2022-03-31	$72,417
Net income (gross income less expenses)	2022-03-31	$-124,933
Net plan assets at end of year (total assets less liabilities)	2022-03-31	$2,721,053
Net plan assets at beginning of year (total assets less liabilities)	2022-03-31	$2,845,986
Total contributions received or receivable from employer(s)	2022-03-31	$93,073
2021 : THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources	2021-03-31	$942,384
Expenses. Total of all expenses incurred	2021-03-31	$207,943
Benefits paid (including direct rollovers)	2021-03-31	$173,943
Total plan assets at end of year	2021-03-31	$2,845,986
Total plan assets at beginning of year	2021-03-31	$2,111,545
Value of fidelity bond covering the plan	2021-03-31	$200,000
Total contributions received or receivable from participants	2021-03-31	$99,510
Expenses. Other expenses not covered elsewhere	2021-03-31	$34,000
Other income received	2021-03-31	$732,718
Net income (gross income less expenses)	2021-03-31	$734,441
Net plan assets at end of year (total assets less liabilities)	2021-03-31	$2,845,986
Net plan assets at beginning of year (total assets less liabilities)	2021-03-31	$2,111,545
Total contributions received or receivable from employer(s)	2021-03-31	$110,156
2020 : THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources	2020-03-31	$57,606
Expenses. Total of all expenses incurred	2020-03-31	$555,197
Benefits paid (including direct rollovers)	2020-03-31	$518,785
Total plan assets at end of year	2020-03-31	$2,111,545
Total plan assets at beginning of year	2020-03-31	$2,609,136
Value of fidelity bond covering the plan	2020-03-31	$200,000
Total contributions received or receivable from participants	2020-03-31	$101,465
Other income received	2020-03-31	$-124,438
Net income (gross income less expenses)	2020-03-31	$-497,591
Net plan assets at end of year (total assets less liabilities)	2020-03-31	$2,111,545
Net plan assets at beginning of year (total assets less liabilities)	2020-03-31	$2,609,136
Assets. Value of participant loans	2020-03-31	$30
Total contributions received or receivable from employer(s)	2020-03-31	$80,579
Expenses. Administrative service providers (salaries,fees and commissions)	2020-03-31	$36,412
2019 : THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources	2019-03-31	$301,067
Expenses. Total of all expenses incurred	2019-03-31	$196,031
Benefits paid (including direct rollovers)	2019-03-31	$160,245
Total plan assets at end of year	2019-03-31	$2,609,136
Total plan assets at beginning of year	2019-03-31	$2,504,100
Value of fidelity bond covering the plan	2019-03-31	$200,000
Total contributions received or receivable from participants	2019-03-31	$88,782
Expenses. Other expenses not covered elsewhere	2019-03-31	$35,786
Other income received	2019-03-31	$121,390
Noncash contributions received	2019-03-31	$0
Net income (gross income less expenses)	2019-03-31	$105,036
Net plan assets at end of year (total assets less liabilities)	2019-03-31	$2,609,136
Net plan assets at beginning of year (total assets less liabilities)	2019-03-31	$2,504,100
Assets. Value of participant loans	2019-03-31	$30
Total contributions received or receivable from employer(s)	2019-03-31	$90,895
2018 : THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources	2018-03-31	$434,260
Expenses. Total of all expenses incurred	2018-03-31	$190,780
Benefits paid (including direct rollovers)	2018-03-31	$157,484
Total plan assets at end of year	2018-03-31	$2,504,100
Total plan assets at beginning of year	2018-03-31	$2,260,620
Value of fidelity bond covering the plan	2018-03-31	$200,000
Total contributions received or receivable from participants	2018-03-31	$82,596
Expenses. Other expenses not covered elsewhere	2018-03-31	$33,296
Contributions received from other sources (not participants or employers)	2018-03-31	$58,402
Other income received	2018-03-31	$182,589
Net income (gross income less expenses)	2018-03-31	$243,480
Net plan assets at end of year (total assets less liabilities)	2018-03-31	$2,504,100
Net plan assets at beginning of year (total assets less liabilities)	2018-03-31	$2,260,620
Assets. Value of participant loans	2018-03-31	$30
Total contributions received or receivable from employer(s)	2018-03-31	$110,673
2017 : THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources	2017-03-31	$396,323
Expenses. Total of all expenses incurred	2017-03-31	$114,092
Benefits paid (including direct rollovers)	2017-03-31	$84,375
Total plan assets at end of year	2017-03-31	$2,260,620
Total plan assets at beginning of year	2017-03-31	$1,978,389
Value of fidelity bond covering the plan	2017-03-31	$200,000
Total contributions received or receivable from participants	2017-03-31	$75,033
Expenses. Other expenses not covered elsewhere	2017-03-31	$29,717
Other income received	2017-03-31	$225,498
Net income (gross income less expenses)	2017-03-31	$282,231
Net plan assets at end of year (total assets less liabilities)	2017-03-31	$2,260,620
Net plan assets at beginning of year (total assets less liabilities)	2017-03-31	$1,978,389
Assets. Value of participant loans	2017-03-31	$124
Total contributions received or receivable from employer(s)	2017-03-31	$95,792
2016 : THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources	2016-03-31	$183,559
Expenses. Total of all expenses incurred	2016-03-31	$261,431
Benefits paid (including direct rollovers)	2016-03-31	$232,129
Total plan assets at end of year	2016-03-31	$1,978,389
Total plan assets at beginning of year	2016-03-31	$2,056,261
Value of fidelity bond covering the plan	2016-03-31	$30,000
Total contributions received or receivable from participants	2016-03-31	$80,495
Expenses. Other expenses not covered elsewhere	2016-03-31	$29,302
Other income received	2016-03-31	$-19,811
Net income (gross income less expenses)	2016-03-31	$-77,872
Net plan assets at end of year (total assets less liabilities)	2016-03-31	$1,978,389
Net plan assets at beginning of year (total assets less liabilities)	2016-03-31	$2,056,261
Assets. Value of participant loans	2016-03-31	$1,646
Total contributions received or receivable from employer(s)	2016-03-31	$122,875
2015 : THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources	2015-03-31	$348,548
Expenses. Total of all expenses incurred	2015-03-31	$44,542
Benefits paid (including direct rollovers)	2015-03-31	$18,179
Total plan assets at end of year	2015-03-31	$2,056,261
Total plan assets at beginning of year	2015-03-31	$1,752,255
Value of fidelity bond covering the plan	2015-03-31	$30,000
Total contributions received or receivable from participants	2015-03-31	$119,045
Expenses. Other expenses not covered elsewhere	2015-03-31	$26,363
Contributions received from other sources (not participants or employers)	2015-03-31	$28,306
Other income received	2015-03-31	$126,694
Net income (gross income less expenses)	2015-03-31	$304,006
Net plan assets at end of year (total assets less liabilities)	2015-03-31	$2,056,261
Net plan assets at beginning of year (total assets less liabilities)	2015-03-31	$1,752,255
Assets. Value of participant loans	2015-03-31	$2,264
Total contributions received or receivable from employer(s)	2015-03-31	$74,503
2014 : THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-03-31	$225,873
Expenses. Total of all expenses incurred	2014-03-31	$370,429
Benefits paid (including direct rollovers)	2014-03-31	$343,529
Total plan assets at end of year	2014-03-31	$1,752,255
Total plan assets at beginning of year	2014-03-31	$1,896,811
Value of fidelity bond covering the plan	2014-03-31	$30,000
Total contributions received or receivable from participants	2014-03-31	$35,503
Expenses. Other expenses not covered elsewhere	2014-03-31	$26,900
Other income received	2014-03-31	$155,737
Net income (gross income less expenses)	2014-03-31	$-144,556
Net plan assets at end of year (total assets less liabilities)	2014-03-31	$1,752,255
Net plan assets at beginning of year (total assets less liabilities)	2014-03-31	$1,896,811
Assets. Value of participant loans	2014-03-31	$2,813
Total contributions received or receivable from employer(s)	2014-03-31	$34,633
2013 : THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-03-31	$360,365
Expenses. Total of all expenses incurred	2013-03-31	$127,838
Benefits paid (including direct rollovers)	2013-03-31	$107,964
Total plan assets at end of year	2013-03-31	$1,896,811
Total plan assets at beginning of year	2013-03-31	$1,664,284
Value of fidelity bond covering the plan	2013-03-31	$30,000
Total contributions received or receivable from participants	2013-03-31	$62,527
Expenses. Other expenses not covered elsewhere	2013-03-31	$19,874
Other income received	2013-03-31	$164,418
Net income (gross income less expenses)	2013-03-31	$232,527
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$1,896,811
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$1,664,284
Assets. Value of participant loans	2013-03-31	$3,556
Total contributions received or receivable from employer(s)	2013-03-31	$133,420
2012 : THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-03-31	$153,701
Expenses. Total of all expenses incurred	2012-03-31	$113,802
Benefits paid (including direct rollovers)	2012-03-31	$85,950
Total plan assets at end of year	2012-03-31	$1,664,284
Total plan assets at beginning of year	2012-03-31	$1,624,385
Value of fidelity bond covering the plan	2012-03-31	$30,000
Total contributions received or receivable from participants	2012-03-31	$38,824
Expenses. Other expenses not covered elsewhere	2012-03-31	$27,852
Other income received	2012-03-31	$48,297
Net income (gross income less expenses)	2012-03-31	$39,899
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$1,664,284
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$1,624,385
Assets. Value of participant loans	2012-03-31	$9,466
Total contributions received or receivable from employer(s)	2012-03-31	$66,580
2011 : THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-03-31	$291,642
Expenses. Total of all expenses incurred	2011-03-31	$46,452
Benefits paid (including direct rollovers)	2011-03-31	$32,967
Total plan assets at end of year	2011-03-31	$1,624,385
Total plan assets at beginning of year	2011-03-31	$1,379,195
Value of fidelity bond covering the plan	2011-03-31	$30,000
Total contributions received or receivable from participants	2011-03-31	$27,917
Expenses. Other expenses not covered elsewhere	2011-03-31	$13,485
Other income received	2011-03-31	$185,205
Net income (gross income less expenses)	2011-03-31	$245,190
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$1,624,385
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$1,379,195
Assets. Value of participant loans	2011-03-31	$8,975
Total contributions received or receivable from employer(s)	2011-03-31	$78,520

Form 5500 Responses for THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN

2021: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	Submission has been amended	No
2021-04-01	This submission is the final filing	No
2021-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-04-01	Plan is a collectively bargained plan	No
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement - Trust	Yes
2020: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Submission has been amended	No
2020-04-01	This submission is the final filing	No
2020-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-04-01	Plan is a collectively bargained plan	No
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2019: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	Submission has been amended	No
2019-04-01	This submission is the final filing	No
2019-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-04-01	Plan is a collectively bargained plan	No
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes
2018: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Submission has been amended	No
2018-04-01	This submission is the final filing	No
2018-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-04-01	Plan is a collectively bargained plan	No
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes
2015: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	No
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2010: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Submission has been amended	No
2010-04-01	This submission is the final filing	No
2010-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-04-01	Plan is a collectively bargained plan	No
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes
2009: THE ISABELLA CORPORATION RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	No
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE ISABELLA CORPORATION
Employer identification number (EIN):	382079974
NAIC Classification:	237990
NAIC Description:	Other Heavy and Civil Engineering Construction