How many benefit plans does Diversified Trust Company, Inc. report on Form 5500?

Diversified Trust Company, Inc. (EIN 62-1554452) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Diversified Trust Company, Inc.?

The Employer Identification Number (EIN) reported for Diversified Trust Company, Inc. is 62-1554452.

What is the latest Form 5500 filing year for Diversified Trust Company, Inc.?

The latest loaded Form 5500 filing year for Diversified Trust Company, Inc. is 2023.

Diversified Trust Company, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Diversified Trust Company, Inc. (EIN 62-1554452) is a plan sponsor located in Memphis, TN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 62-1554452
Location: Memphis, TN
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Diversified Trust Company, Inc.

1 loaded plans hold $39M in reported assets.
The largest, Diversified Trust Company, Inc. 401(K) Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
Plans cover 132 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$39MSummed across loaded plans$38,967,196

Total reported assets$39M$38,967,196

Total reported participants132

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$39M total assets

Net assets$39MLiabilities$0

Contributions & income

Employer contributions$686.3K

Participant contributions$1.6M

Total income / additions$7.9M

Expenses & distributions

Benefits paid / distributions$976.1K

Total expenses$1M

Net increase / (decrease)$6.9M

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Diversified Trust Company, Inc. 401(K) Profit Sharing Plan And Trust

Participants per plan132Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Diversified Trust Company, Inc. 401(K) Profit Sharing Plan And Trust$39M
Plan #001 · 132 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Diversified Trust Company, Inc.. Open one for its full reported snapshot.

2023
Diversified Trust Company, Inc. 401(K) Profit Sharing Plan And Trust132 participants · 2Sch H
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Diversified Trust Company, Inc. report on Form 5500?: Diversified Trust Company, Inc. (EIN 62-1554452) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Diversified Trust Company, Inc.?: The Employer Identification Number (EIN) reported for Diversified Trust Company, Inc. is 62-1554452.
What is the latest Form 5500 filing year for Diversified Trust Company, Inc.?: The latest loaded Form 5500 filing year for Diversified Trust Company, Inc. is 2023.