2023 Form 5500 filing — Diakonos Group Retirement Savings 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 20251119111626NAL0002087187001) for Diakonos Group Retirement Savings Plan, reported by Diakonos Group, LLC under EIN 16-1649197 and plan number 001. It reports 1,793 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251119111626NAL0002087187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Diakonos Group, LLC
- EIN
- 16-1649197
- Plan number
- 001
- Location
- Edmond, OK
- Participants
- 1,793
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,846,411
- Total liabilities (EOY)
- $42
- Net assets (EOY)
- $1,846,369
- Employer contributions
- $0
- Participant contributions
- $296,847
- Total income / additions
- $566,293
- Benefits paid
- $193,919
- Administrative expenses
- $13,514
- Total expenses
- $207,433
- Net increase / (decrease)
- $358,860
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tristar Pension Ltd | TPA | $9,739 | $0 |
| Capital Bank And Trust Company | RECORDKEEPER | $3,775 | $0 |