Diploma Holdings, Inc. 401(K) Plan — Form 5500 plan (Diploma Holdings, 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, Diploma Holdings, Inc. 401(K) Plan is a benefit plan reported by Diploma Holdings, Inc under EIN 25-1817924 and plan number 001. The latest loaded filing year is 2023. The filing reports 796 participants and $38,847,186 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Diploma Holdings, Inc
EIN
25-1817924
Plan number
001
Plan type
2
Location
Clearwater, FL
Latest filing year
2023
Participants
796
End-of-year plan assets
$38,847,186

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023796H, C20241004083448NAL0005533379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,847,186
Total liabilities (EOY)
$2,554
Net assets (EOY)
$38,844,632
Net assets (BOY)
$33,464,531

Income & contributions

Employer contributions
$967,322
Participant contributions
$3,508,881
Total contributions
$4,551,591
Total income / additions
$10,640,001

Expenses & distributions

Benefits paid
$5,155,738
Administrative expenses
$104,162
Total expenses
$5,259,900
Net increase / (decrease)
$5,380,101

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ingham & CompanyNA$97,401$24,5862023
National Financial ServicesNONE$6,761not reported in the loaded dataset2023

Related Form 5500 pages