Diamond Growth Partners, LLC 401(K) Plan — Form 5500 plan (Diamond Growth Partners, 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 Growth Partners, LLC 401(K) Plan is a benefit plan reported by Diamond Growth Partners, LLC under EIN 93-3649538 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $18,452,843 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Diamond Growth Partners, LLC
EIN
93-3649538
Plan number
001
Plan type
2
Location
Beavercreek, OH
Latest filing year
2023
Participants
221
End-of-year plan assets
$18,452,843

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023221H, C20240911093708NAL0004148867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,452,843
Total liabilities (EOY)
$0
Net assets (EOY)
$18,452,843
Net assets (BOY)
$16,275,649

Income & contributions

Employer contributions
$220,473
Participant contributions
$581,235
Total contributions
$879,133
Total income / additions
$3,731,671

Expenses & distributions

Benefits paid
$1,549,169
Administrative expenses
$5,308
Total expenses
$1,554,477
Net increase / (decrease)
$2,177,194

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning Hold Co, LLCSERVICE PROVIDER$0$43,0572023
Voya Retirement Insurance & AnnuityRECORDKEEPER$3,604$02023

Related Form 5500 pages