Diamond Vogel, Inc. 401(K) Plan — Form 5500 plan (Diamond Vogel, 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, Diamond Vogel, Inc. 401(K) Plan is a benefit plan reported by Diamond Vogel, Inc. under EIN 42-1271908 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,077 participants and $71,863,144 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Diamond Vogel, Inc.
- EIN
- 42-1271908
- Plan number
- 002
- Plan type
- 3
- Location
- Orange City, IA
- Latest filing year
- 2023
- Participants
- 1,077
- End-of-year plan assets
- $71,863,144
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,077 | H, C | 20241014115300NAL0053386306001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,863,144
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,863,144
- Net assets (BOY)
- $59,289,983
Income & contributions
- Employer contributions
- $1,791,789
- Participant contributions
- $4,646,774
- Total contributions
- $7,791,200
- Total income / additions
- $18,443,983
Expenses & distributions
- Benefits paid
- $5,714,402
- Administrative expenses
- $156,420
- Total expenses
- $5,870,822
- Net increase / (decrease)
- $12,573,161
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $97,757 | $0 | 2023 |
| Capfinancial Partners, LLC. | INVESTMENT ADVISOR | $36,236 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $22,427 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Diamond Vogel, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Orange City, IA
- Fidelity Investments Institutional — Schedule C compensation
- Capfinancial Partners, LLC. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation