2023 Form 5500 filing — Our Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724160457NAL0012991329001) for Our Retirement Plan, reported by Diamond Group LLC under EIN 75-2972647 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724160457NAL0012991329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Diamond Group LLC
- EIN
- 75-2972647
- Plan number
- 001
- Location
- Rockville, MD
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,709,082
- Total liabilities (EOY)
- $8,300
- Net assets (EOY)
- $7,700,782
- Employer contributions
- $470,734
- Participant contributions
- $332,260
- Total income / additions
- $1,853,326
- Benefits paid
- $607,457
- Administrative expenses
- $50,804
- Total expenses
- $691,664
- Net increase / (decrease)
- $1,161,662
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Capital Group Investment | INVESTMENT ADVISORY | $33,407 | not reported in the loaded dataset |
| Professional Capital Services, LLC | CONTRACT ADMINISTRATOR | $9,105 | not reported in the loaded dataset |