Our Retirement Plan — Form 5500 plan (Diamond Group LLC)
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, Our Retirement Plan is a benefit plan reported by Diamond Group LLC under EIN 75-2972647 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $7,709,082 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Diamond Group LLC
- EIN
- 75-2972647
- Plan number
- 001
- Plan type
- 2
- Location
- Rockville, MD
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $7,709,082
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20240724160457NAL0012991329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,709,082
- Total liabilities (EOY)
- $8,300
- Net assets (EOY)
- $7,700,782
- Net assets (BOY)
- $6,539,120
Income & contributions
- Employer contributions
- $470,734
- Participant contributions
- $332,260
- Total contributions
- $802,994
- Total income / additions
- $1,853,326
Expenses & distributions
- Benefits paid
- $607,457
- Administrative expenses
- $50,804
- Total expenses
- $691,664
- Net increase / (decrease)
- $1,161,662
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Capital Group Investment | INVESTMENT ADVISORY | $33,407 | not reported in the loaded dataset | 2023 |
| Professional Capital Services, LLC | CONTRACT ADMINISTRATOR | $9,105 | not reported in the loaded dataset | 2023 |