Plan5500

Strick Trailers Employee Stock Ownership Plan — Form 5500 plan (Diamatrix, Inc)

Plain-English plan 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, Strick Trailers Employee Stock Ownership Plan is a benefit plan reported by Diamatrix, Inc under EIN 04-3473997 and plan number 015. The latest loaded filing year is 2023. The filing reports 245 participants and $7,120,926 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Diamatrix, Inc
EIN
04-3473997
Plan number
015
Plan type
2
Location
Fairless Hills, PA
Latest filing year
2023
Participants
245
End-of-year plan assets
$7,120,926

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023245H, C20240821093057NAL0003768193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,120,926
Total liabilities (EOY)
$0
Net assets (EOY)
$7,120,926
Net assets (BOY)
$4,860,146

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$2,754,117

Expenses & distributions

Benefits paid
$373,502
Administrative expenses
$92,466
Total expenses
$465,968
Net increase / (decrease)
$2,288,149

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Joann MarinoN/A$40,000not reported in the loaded dataset2023
Transition Finance Strategies, LLCN/A$19,455not reported in the loaded dataset2023
Prairie Capital Advisors, Inc.N/A$17,750not reported in the loaded dataset2023
Katz, Sapper & MillerN/A$15,000not reported in the loaded dataset2023

Related Form 5500 pages