2023 Form 5500 filing — Strick Trailers Employee Stock Ownership 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 20240821093057NAL0003768193001) for Strick Trailers Employee Stock Ownership Plan, reported by Diamatrix, Inc under EIN 04-3473997 and plan number 015. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821093057NAL0003768193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Diamatrix, Inc
- EIN
- 04-3473997
- Plan number
- 015
- Location
- Fairless Hills, PA
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,120,926
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,120,926
- Employer contributions
- $0
- Total income / additions
- $2,754,117
- Benefits paid
- $373,502
- Administrative expenses
- $92,466
- Total expenses
- $465,968
- Net increase / (decrease)
- $2,288,149
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Joann Marino | N/A | $40,000 | not reported in the loaded dataset |
| Transition Finance Strategies, LLC | N/A | $19,455 | not reported in the loaded dataset |
| Prairie Capital Advisors, Inc. | N/A | $17,750 | not reported in the loaded dataset |
| Katz, Sapper & Miller | N/A | $15,000 | not reported in the loaded dataset |