2023 Form 5500 filing — Double Diamond Management Corp. 401(K) 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 20241015053056NAL0015891107001) for Double Diamond Management Corp. 401(K) Profit Sharing Plan, reported by Double Diamond Management Corp. under EIN 75-2683668 and plan number 001. It reports 391 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)$9MReported net assets$8,989,938

Participants391

Provider compensation$15.4K4 Schedule C row(s)$15,432

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015053056NAL0015891107001
Plan sponsor: Double Diamond Management Corp.
EIN: 75-2683668
Plan number: 001
Location: Dallas, TX
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$9M total assets

Net assets$9MLiabilities$675

Money in vs. money out

Total income / additions$1.8M

Total expenses$305K

Benefits paid / distributions$292K

Contributions

Employer$135.2K

Participant$455K

Full reported line items

Total assets (EOY): $8,990,613
Total liabilities (EOY): $675
Net assets (EOY): $8,989,938
Employer contributions: $135,238
Participant contributions: $455,035
Total income / additions: $1,770,322
Benefits paid: $291,984
Administrative expenses: $13,027
Total expenses: $305,011
Net increase / (decrease): $1,465,311

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Morningstar Investment Management$5.1K
SERVICE PROVIDER · Direct $5.1K
2
Voya Retirement Insurance And Annui$5.1K
SERVICE PROVIDER · Direct $5.1K · Indirect $0
3
Ascensus$3.9K
OTHER SERVICES · Direct $0 · Indirect $3.9K
4
Morningstar$1.3K
INVESTMENT ADVISORY · Direct $0 · Indirect $1.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015053056NAL0015891107001 cover?: It is the 2023 Form 5500 filing for Double Diamond Management Corp. 401(K) Profit Sharing Plan, reported by Double Diamond Management Corp. (EIN 75-2683668).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).