2023 Form 5500 filing — Diehl Management, Inc. 401k Profit Sharing Plan
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 20241014111206NAL0027119777001) for Diehl Management, Inc. 401k Profit Sharing Plan, reported by Diehl Management, Inc. under EIN 75-3133429 and plan number 001. It reports 594 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014111206NAL0027119777001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Diehl Management, Inc.
- EIN
- 75-3133429
- Plan number
- 001
- Location
- Butler, PA
- Participants
- 594
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,716,973
- Total liabilities (EOY)
- $105,781
- Net assets (EOY)
- $15,611,192
- Employer contributions
- $728,899
- Participant contributions
- $1,809,353
- Total income / additions
- $6,979,973
- Benefits paid
- $1,077,635
- Administrative expenses
- $81,924
- Total expenses
- $1,265,469
- Net increase / (decrease)
- $5,714,504
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $24,982 | $0 |
| Petredis Investment Advisors LLC | INVESTMENT ADVISOR | $21,539 | not reported in the loaded dataset |
| Baker Tilly Vantagen, LLC | TPA | $21,453 | not reported in the loaded dataset |
| Cantanese Group | AUDITOR | $15,000 | not reported in the loaded dataset |