Diaz Companies 401(K) Retirement Plan — Form 5500 plan (Diaz Stone And Pallet 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, Diaz Companies 401(K) Retirement Plan is a benefit plan reported by Diaz Stone And Pallet Inc. under EIN 20-0514441 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $2,664,098 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.7MPlan net assets, end of year$2,664,098
Participants234Covered participants reported
Assets / participant$11.4KComputed: assets ÷ participants$11,385 (computed)
Provider compensation$22.6K2 Schedule C provider row(s)$22,550
- Plan sponsor
- Diaz Stone And Pallet Inc.
- EIN
- 20-0514441
- Plan number
- 001
- Plan type
- 2
- Location
- Montrose, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20241014055533NAL0014568771001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.7M total assets
Net assets$2.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,664,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,664,098
- Net assets (BOY)
- $1,976,584
Income & contributions
- Employer contributions
- $231,335
- Participant contributions
- $346,587
- Total contributions
- $579,831
- Total income / additions
- $984,234
Expenses & distributions
- Benefits paid
- $274,178
- Administrative expenses
- $22,542
- Total expenses
- $296,720
- Net increase / (decrease)
- $687,514
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $15,950 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $6,585 | $15 | 2023 |