Diamond Credit Union 401(K) Plan And Trust — Form 5500 plan (Diamond Credit Union)
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, Diamond Credit Union 401(K) Plan And Trust is a benefit plan reported by Diamond Credit Union under EIN 23-1320654 and plan number 002. The latest loaded filing year is 2023. The filing reports 192 participants and $32,654,331 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Diamond Credit Union
- EIN
- 23-1320654
- Plan number
- 002
- Plan type
- 2
- Location
- Pottstown, PA
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $32,654,331
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20241010151007NAL0036227136001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,654,331
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,654,331
- Net assets (BOY)
- $29,231,281
Income & contributions
- Employer contributions
- $1,862,025
- Participant contributions
- $826,701
- Total contributions
- $2,716,759
- Total income / additions
- $7,323,777
Expenses & distributions
- Benefits paid
- $3,888,235
- Administrative expenses
- $12,492
- Total expenses
- $3,900,727
- Net increase / (decrease)
- $3,423,050
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $12,492 | $0 | 2023 |