Diamond Peo LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Diamond Peo, 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, Diamond Peo LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Diamond Peo, LLC under EIN 81-3573469 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,893 participants and $221,598 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$221.6KPlan net assets, end of year$221,598
Participants1.9KCovered participants reported1,893
Assets / participant$117Computed: assets ÷ participants$117 (computed)
Provider compensation$18.3K1 Schedule C provider row(s)$18,280
- Plan sponsor
- Diamond Peo, LLC
- EIN
- 81-3573469
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan Capistrano, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,893 | H, C | 20240812143634NAL0016610064001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$221.6K total assets
Net assets$221.6KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $221,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $221,598
- Net assets (BOY)
- $182,554
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $40,909
- Total contributions
- $40,909
- Total income / additions
- $76,735
Expenses & distributions
- Benefits paid
- $16,621
- Administrative expenses
- $21,070
- Total expenses
- $37,691
- Net increase / (decrease)
- $39,044
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets8%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $18,280 | not reported in the loaded dataset | 2023 |