Diehl Management, Inc. 401k Profit Sharing Plan — Form 5500 plan (Diehl Management, 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, Diehl Management, Inc. 401k Profit Sharing Plan is a benefit plan reported by Diehl Management, Inc. under EIN 75-3133429 and plan number 001. The latest loaded filing year is 2023. The filing reports 594 participants and $15,716,973 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Diehl Management, Inc.
- EIN
- 75-3133429
- Plan number
- 001
- Plan type
- 3
- Location
- Butler, PA
- Latest filing year
- 2023
- Participants
- 594
- End-of-year plan assets
- $15,716,973
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 594 | H, C | 20241014111206NAL0027119777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,716,973
- Total liabilities (EOY)
- $105,781
- Net assets (EOY)
- $15,611,192
- Net assets (BOY)
- $9,896,688
Income & contributions
- Employer contributions
- $728,899
- Participant contributions
- $1,809,353
- Total contributions
- $4,930,846
- Total income / additions
- $6,979,973
Expenses & distributions
- Benefits paid
- $1,077,635
- Administrative expenses
- $81,924
- Total expenses
- $1,265,469
- Net increase / (decrease)
- $5,714,504
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $24,982 | $0 | 2023 |
| Petredis Investment Advisors LLC | INVESTMENT ADVISOR | $21,539 | not reported in the loaded dataset | 2023 |
| Baker Tilly Vantagen, LLC | TPA | $21,453 | not reported in the loaded dataset | 2023 |
| Cantanese Group | AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Diehl Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Butler, PA
- Capital Group Retirement Plan Svcs — Schedule C compensation
- Petredis Investment Advisors LLC — Schedule C compensation
- Baker Tilly Vantagen, LLC — Schedule C compensation
- Cantanese Group — Schedule C compensation