2023 Form 5500 filing — Diamond Credit Union 401(K) Plan And 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 20241010151007NAL0036227136001) for Diamond Credit Union 401(K) Plan And Trust, reported by Diamond Credit Union under EIN 23-1320654 and plan number 002. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010151007NAL0036227136001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Diamond Credit Union
- EIN
- 23-1320654
- Plan number
- 002
- Location
- Pottstown, PA
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,654,331
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,654,331
- Employer contributions
- $1,862,025
- Participant contributions
- $826,701
- Total income / additions
- $7,323,777
- Benefits paid
- $3,888,235
- Administrative expenses
- $12,492
- Total expenses
- $3,900,727
- Net increase / (decrease)
- $3,423,050
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $12,492 | $0 |