Albert'S Diamond Jewelers, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Albert'S Diamond Jewelers, Inc.)

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, Albert'S Diamond Jewelers, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Albert'S Diamond Jewelers, Inc. under EIN 35-1051275 and plan number 001. The latest loaded filing year is 2023. The filing reports 111 participants and $7,184,089 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Albert'S Diamond Jewelers, Inc.
EIN
35-1051275
Plan number
001
Plan type
2
Location
Schererville, IN
Latest filing year
2023
Participants
111
End-of-year plan assets
$7,184,089

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023111H, C20241008084521NAL0017304737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,184,089
Total liabilities (EOY)
$58
Net assets (EOY)
$7,184,031
Net assets (BOY)
$5,958,793

Income & contributions

Employer contributions
$171,532
Participant contributions
$353,176
Total contributions
$524,708
Total income / additions
$1,492,455

Expenses & distributions

Benefits paid
$260,860
Administrative expenses
$5,253
Total expenses
$267,217
Net increase / (decrease)
$1,225,238

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mesirow Financial, Inc.SERVICE PROVIDER$0$15,9572023
Hessel And Associates, LLCSERVICE PROVIDER$1,353$3,0822023

Related Form 5500 pages