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DIVERSIFIED ESTATE SOLUTIONS 401k Plan overview

Plan NameDIVERSIFIED ESTATE SOLUTIONS
Plan identification number 001

DIVERSIFIED ESTATE SOLUTIONS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

DIVERSIFIED ESTATE SOLUTIONS has sponsored the creation of one or more 401k plans.

Company Name:DIVERSIFIED ESTATE SOLUTIONS
Employer identification number (EIN):843188838
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DIVERSIFIED ESTATE SOLUTIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANJANETTE MITCHELL2024-05-28
0012022-01-01ANJANETTE MITCHELL2023-06-21
0012021-01-01ANJANETTE MITCHELL2022-07-09

Plan Statistics for DIVERSIFIED ESTATE SOLUTIONS

401k plan membership statisitcs for DIVERSIFIED ESTATE SOLUTIONS

Measure Date Value
2024: DIVERSIFIED ESTATE SOLUTIONS 2024 401k membership
Total number of particpants at beginning of year2024-05-283
Total number of particpants at end of year2024-05-283
Number of Participants With Account Balances2024-05-283
2022: DIVERSIFIED ESTATE SOLUTIONS 2022 401k membership
Total number of particpants at beginning of year2022-07-093
Total number of particpants at end of year2022-07-093
Number of Participants With Account Balances2022-07-092

Financial Data on DIVERSIFIED ESTATE SOLUTIONS

Measure Date Value
2024 : DIVERSIFIED ESTATE SOLUTIONS 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-28779
Net assets as of the end of the plan year2024-05-28230757
Total assets as of the beginning of the plan year2024-05-2891315
Value of plan covered by a fidelity bond2024-05-2810000
Participant contributions to plan in this plan year2024-05-2841984
Other income to plan in this plan year2024-05-2832398
Plan net income in this plan year2024-05-28139442
Net assets as of the end of the plan year2024-05-28230757
Net assets as of the beginning of the plan year2024-05-2891315
Employer contributions to plan in this plan year2024-05-2865839
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-28779
2022 : DIVERSIFIED ESTATE SOLUTIONS 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-0951
Net assets as of the end of the plan year2022-07-0935477
Value of plan covered by a fidelity bond2022-07-091000
Participant contributions to plan in this plan year2022-07-0930629
Other income to plan in this plan year2022-07-09750
Plan net income in this plan year2022-07-0935477
Net assets as of the end of the plan year2022-07-0935477
Net assets as of the beginning of the plan year2022-07-090
Employer contributions to plan in this plan year2022-07-094149
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-0951

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