2023 Form 5500 filing — Diab Americas L P Employees Retirement Plan & Trust
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 20241015093909NAL0014329667004) for Diab Americas L P Employees Retirement Plan & Trust, reported by Diab Americas Lp under EIN 52-2206406 and plan number 001. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093909NAL0014329667004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Diab Americas Lp
- EIN
- 52-2206406
- Plan number
- 001
- Location
- Desoto, TX
- Participants
- 132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,217,175
- Net assets (EOY)
- $6,217,175
- Employer contributions
- $128,292
- Participant contributions
- $384,104
- Total income / additions
- $1,674,086
- Benefits paid
- $1,894,345
- Administrative expenses
- $41,143
- Total expenses
- $1,929,425
- Net increase / (decrease)
- -$255,339
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Retirement & Benefit | not reported in the loaded dataset | $24,136 | not reported in the loaded dataset |
| Ascensus LLC | not reported in the loaded dataset | $17,007 | $0 |