Plan5500

Family 401(K) Plan — Form 5500 plan (Diamond Environmental Services, Lp)

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, Family 401(K) Plan is a benefit plan reported by Diamond Environmental Services, Lp under EIN 33-0766453 and plan number 001. The latest loaded filing year is 2023. The filing reports 385 participants and $9,448,812 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Diamond Environmental Services, Lp
EIN
33-0766453
Plan number
001
Plan type
3
Location
San Marcos, CA
Latest filing year
2023
Participants
385
End-of-year plan assets
$9,448,812

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023385H, C20241015145822NAL0014899491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,448,812
Total liabilities (EOY)
$95
Net assets (EOY)
$9,448,717
Net assets (BOY)
$7,823,830

Income & contributions

Employer contributions
$292,336
Participant contributions
$572,689
Total contributions
$877,272
Total income / additions
$2,471,567

Expenses & distributions

Benefits paid
$744,792
Administrative expenses
$93,067
Total expenses
$846,680
Net increase / (decrease)
$1,624,887

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fisher Asset Management, LLCINVESTMENT MANAGEMENT$50,772not reported in the loaded dataset2023
Ascensus, LLCRECORDKEEPER$23,575not reported in the loaded dataset2023
Economic Group Pension ServicesTPA$21,346not reported in the loaded dataset2023

Related Form 5500 pages