2023 Form 5500 filing — Family 401(K) 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 20241015145822NAL0014899491001) for Family 401(K) Plan, reported by Diamond Environmental Services, Lp under EIN 33-0766453 and plan number 001. It reports 385 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145822NAL0014899491001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Diamond Environmental Services, Lp
- EIN
- 33-0766453
- Plan number
- 001
- Location
- San Marcos, CA
- Participants
- 385
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,448,812
- Total liabilities (EOY)
- $95
- Net assets (EOY)
- $9,448,717
- Employer contributions
- $292,336
- Participant contributions
- $572,689
- Total income / additions
- $2,471,567
- Benefits paid
- $744,792
- Administrative expenses
- $93,067
- Total expenses
- $846,680
- Net increase / (decrease)
- $1,624,887
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Asset Management, LLC | INVESTMENT MANAGEMENT | $50,772 | not reported in the loaded dataset |
| Ascensus, LLC | RECORDKEEPER | $23,575 | not reported in the loaded dataset |
| Economic Group Pension Services | TPA | $21,346 | not reported in the loaded dataset |