Red Diamond, Inc. Retirement Savings Plan — Form 5500 plan (Red Diamond, 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, Red Diamond, Inc. Retirement Savings Plan is a benefit plan reported by Red Diamond, Inc. under EIN 63-0060590 and plan number 002. The latest loaded filing year is 2023. The filing reports 204 participants and $13,879,539 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Red Diamond, Inc.
EIN
63-0060590
Plan number
002
Plan type
2
Location
Moody, AL
Latest filing year
2023
Participants
204
End-of-year plan assets
$13,879,539

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023204H, C20241014105750NAL0025985521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,879,539
Total liabilities (EOY)
$0
Net assets (EOY)
$13,879,539
Net assets (BOY)
$11,221,603

Income & contributions

Employer contributions
$148,648
Participant contributions
$900,242
Total contributions
$1,187,055
Total income / additions
$2,984,236

Expenses & distributions

Benefits paid
$252,682
Administrative expenses
$65,115
Total expenses
$326,300
Net increase / (decrease)
$2,657,936

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Waverly Advisors, LLCRIA$65,115$02023

Related Form 5500 pages