2023 Form 5500 filing — Diamond Peo LLC 401(K) Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240812143634NAL0016610064001) for Diamond Peo LLC 401(K) Profit Sharing Plan & Trust, reported by Diamond Peo, LLC under EIN 81-3573469 and plan number 001. It reports 1,893 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$221.6KReported net assets$221,598
Participants1.9K1,893
Provider compensation$18.3K1 Schedule C row(s)$18,280
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240812143634NAL0016610064001
- Plan sponsor
- Diamond Peo, LLC
- EIN
- 81-3573469
- Plan number
- 001
- Location
- San Juan Capistrano, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$221.6K total assets
Net assets$221.6KLiabilities$0
Full reported line items
- Total assets (EOY)
- $221,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $221,598
- Employer contributions
- $0
- Participant contributions
- $40,909
- Total income / additions
- $76,735
- Benefits paid
- $16,621
- Administrative expenses
- $21,070
- Total expenses
- $37,691
- Net increase / (decrease)
- $39,044
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $18,280 | not reported in the loaded dataset |