2023 Form 5500 filing — The Diesel Equipment Company, Inc. Savings 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 20241210121700NAL0007532963001) for The Diesel Equipment Company, Inc. Savings Plan And Trust, reported by Diesel Equipment Company, Inc. under EIN 63-0477318 and plan number 002. It reports 428 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)$16.1MReported net assets$16,110,888

Participants428

Provider compensation$24.4K4 Schedule C row(s)$24,382

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241210121700NAL0007532963001
Plan sponsor: Diesel Equipment Company, Inc.
EIN: 63-0477318
Plan number: 002
Location: Montgomery, AL
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)$16.1M total assets

Net assets$16.1MLiabilities$14.2K

Money in vs. money out

Total income / additions$3.8M

Total expenses$1.1M

Benefits paid / distributions$993.8K

Contributions

Employer$515K

Participant$1.3M

Full reported line items

Total assets (EOY): $16,125,105
Total liabilities (EOY): $14,217
Net assets (EOY): $16,110,888
Employer contributions: $514,994
Participant contributions: $1,287,985
Total income / additions: $3,797,566
Benefits paid: $993,832
Administrative expenses: $19,668
Total expenses: $1,060,656
Net increase / (decrease): $2,736,910

Schedule C

Reported service provider compensation

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

1
Morningstar$9.9K
INVESTMENT ADVISORY · Direct $7.5K · Indirect $2.4K
2
Voya Retirement Insurance And Annui$7.5K
SERVICE PROVIDER · Direct $7.5K · Indirect $0
3
Erisa Services Of Alabama, LLC$5.4K
OTHER SERVICES · Direct $0 · Indirect $5.4K
4
The Retirement Advantage, Inc$1.6K
OTHER SERVICES · Direct $0 · Indirect $1.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241210121700NAL0007532963001 cover?: It is the 2023 Form 5500 filing for The Diesel Equipment Company, Inc. Savings Plan And Trust, reported by Diesel Equipment Company, Inc. (EIN 63-0477318).
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).