Diamond Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Credit Union (EIN 23-1320654) is a plan sponsor located in Pottstown, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-1320654
Location
Pottstown, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$32,654,331
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$32,654,331

Contributions & income

Employer contributions
$1,862,025
Participant contributions
$826,701
Total income / additions
$7,323,777

Expenses & distributions

Benefits paid / distributions
$3,888,235
Total expenses
$3,900,727
Net increase / (decrease)
$3,423,050

Coverage

Total reported participants
369
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Diamond Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Diamond Credit Union 401(K) Plan And Trust002192$32,654,3312023
Diamond Credit Union Wrap Plan506177not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Diamond Credit Union
YearPlanParticipantsSchedulesFiling
2023Diamond Credit Union Wrap Plan17720240730133202NAL0020772769001
2023Diamond Credit Union 401(K) Plan And Trust192H, C20241010151007NAL0036227136001

Related Form 5500 pages