Diakonos Group Retirement Savings Plan — Form 5500 plan (Diakonos Group, LLC)

Plain-English plan 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, Diakonos Group Retirement Savings Plan is a benefit plan reported by Diakonos Group, LLC under EIN 16-1649197 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,793 participants and $1,846,411 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Diakonos Group, LLC
EIN
16-1649197
Plan number
001
Plan type
2
Location
Edmond, OK
Latest filing year
2023
Participants
1,793
End-of-year plan assets
$1,846,411

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,793H, C20251119111626NAL0002087187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,846,411
Total liabilities (EOY)
$42
Net assets (EOY)
$1,846,369
Net assets (BOY)
$1,487,509

Income & contributions

Employer contributions
$0
Participant contributions
$296,847
Total contributions
$296,847
Total income / additions
$566,293

Expenses & distributions

Benefits paid
$193,919
Administrative expenses
$13,514
Total expenses
$207,433
Net increase / (decrease)
$358,860

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tristar Pension LtdTPA$9,739$02023
Capital Bank And Trust CompanyRECORDKEEPER$3,775$02023

Related Form 5500 pages