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DIAMOND ASSETS 401K PLAN 401k Plan overview

Plan NameDIAMOND ASSETS 401K PLAN
Plan identification number 001

DIAMOND ASSETS 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DIAMOND ASSETS has sponsored the creation of one or more 401k plans.

Company Name:DIAMOND ASSETS
Employer identification number (EIN):465741289
NAIC Classification:423600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DIAMOND ASSETS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JESSE WUNDERLIN2024-07-01
0012022-01-01JESSE WUNDERLIN2023-07-19
0012021-01-01JESSE WUNDERLIN2022-04-25
0012020-01-01JESSE WUNDERLIN2021-04-13
0012019-01-01JESSE WUNDERLIN2020-05-11
0012018-01-01JESSE WUNDERLIN2019-06-17
0012017-04-15JESSE WUNDERLIN2018-06-28

Plan Statistics for DIAMOND ASSETS 401K PLAN

401k plan membership statisitcs for DIAMOND ASSETS 401K PLAN

Measure Date Value
2025: DIAMOND ASSETS 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-23113
Total number of particpants at end of year2025-05-23106
Number of Participants With Account Balances2025-05-2369
2024: DIAMOND ASSETS 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-01100
Total number of particpants at end of year2024-07-01102
Number of Participants With Account Balances2024-07-0170

Financial Data on DIAMOND ASSETS 401K PLAN

Measure Date Value
2025 : DIAMOND ASSETS 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-23186907
Net assets as of the end of the plan year2025-05-232090355
Total assets as of the beginning of the plan year2025-05-231547859
Value of plan covered by a fidelity bond2025-05-233000000
Participant contributions to plan in this plan year2025-05-23297888
Other income to plan in this plan year2025-05-23259314
Plan net income in this plan year2025-05-23542496
Net assets as of the end of the plan year2025-05-232090355
Net assets as of the beginning of the plan year2025-05-231547859
Employer contributions to plan in this plan year2025-05-23172201
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2318130
2024 : DIAMOND ASSETS 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-01473791
Net assets as of the end of the plan year2024-07-011547859
Total assets as of the beginning of the plan year2024-07-011305229
Value of plan covered by a fidelity bond2024-07-01138824
Participant contributions to plan in this plan year2024-07-01223652
Other contributions to plan in this plan year2024-07-015846
Other income to plan in this plan year2024-07-01261754
Plan net income in this plan year2024-07-01242630
Net assets as of the end of the plan year2024-07-011547859
Net assets as of the beginning of the plan year2024-07-011305229
Employer contributions to plan in this plan year2024-07-01225169
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0113427

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