Diab Americas L P Employees Retirement Plan & Trust — Form 5500 plan (Diab Americas 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, Diab Americas L P Employees Retirement Plan & Trust is a benefit plan reported by Diab Americas Lp under EIN 52-2206406 and plan number 001. The latest loaded filing year is 2023. The filing reports 132 participants and $6,217,175 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Diab Americas Lp
- EIN
- 52-2206406
- Plan number
- 001
- Plan type
- 2
- Location
- Desoto, TX
- Latest filing year
- 2023
- Participants
- 132
- End-of-year plan assets
- $6,217,175
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 132 | H, C | 20241015093909NAL0014329667004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,217,175
- Net assets (EOY)
- $6,217,175
- Net assets (BOY)
- $6,472,514
Income & contributions
- Employer contributions
- $128,292
- Participant contributions
- $384,104
- Total contributions
- $512,396
- Total income / additions
- $1,674,086
Expenses & distributions
- Benefits paid
- $1,894,345
- Administrative expenses
- $41,143
- Total expenses
- $1,929,425
- Net increase / (decrease)
- -$255,339
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Retirement & Benefit | not reported in the loaded dataset | $24,136 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | not reported in the loaded dataset | $17,007 | $0 | 2023 |