401k Plan data: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST plan

DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST
Plan identification number	001

DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

DIAMOND HILL INVESTMENT GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: DIAMOND HILL INVESTMENT GROUP, INC.

Employer identification number (EIN): 650190407

NAIC Classification: 523900

Additional information about DIAMOND HILL INVESTMENT GROUP, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2021-01-13

Company Identification Number: 0803898246

Legal Registered Office Address: 325 JOHN H MCCONNELL BLVD STE 200

COLUMBUS
United States of America (USA)
43215

More information about DIAMOND HILL INVESTMENT GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 GARY YOUNG 2023-10-03
001 2021-01-01 GARY YOUNG 2022-07-08
001 2020-01-01 GARY YOUNG 2021-07-15
001 2019-01-01 GARY YOUNG 2020-07-09
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 GARY YOUNG
001 2013-01-01 GARY YOUNG
001 2012-01-01 JAMES LAIRD
001 2011-01-01 SUMMER L. GIBSON
001 2009-01-01 JAMES LAIRD JAMES LAIRD 2010-06-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	GARY YOUNG	2023-10-03
001	2021-01-01	GARY YOUNG	2022-07-08
001	2020-01-01	GARY YOUNG	2021-07-15
001	2019-01-01	GARY YOUNG	2020-07-09
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	GARY YOUNG
001	2013-01-01	GARY YOUNG
001	2012-01-01	JAMES LAIRD
001	2011-01-01	SUMMER L. GIBSON
001	2009-01-01	JAMES LAIRD		JAMES LAIRD	2010-06-01

Plan Statistics for DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST

401k plan membership statisitcs for DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST

Measure Date Value
2022: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 150
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 15
Total of all active and inactive participants 2022-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 165
Number of participants with account balances 2022-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 128
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 28
Total of all active and inactive participants 2021-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 156
Number of participants with account balances 2021-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 130
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 24
Total of all active and inactive participants 2020-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 155
Number of participants with account balances 2020-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 130
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 29
Total of all active and inactive participants 2019-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 160
Number of participants with account balances 2019-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 124
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 23
Total of all active and inactive participants 2018-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 148
Number of participants with account balances 2018-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 118
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 20
Total of all active and inactive participants 2017-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 138
Number of participants with account balances 2017-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 112
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 22
Total of all active and inactive participants 2016-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 134
Number of participants with account balances 2016-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 126
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 134
Number of participants with account balances 2015-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 6
2014: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 113
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 115
Number of participants with account balances 2014-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 4
2013: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 96
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 98
Number of participants with account balances 2013-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 79
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 81
Number of participants with account balances 2012-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 72
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 76
Number of participants with account balances 2011-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2009: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 63
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 66
Number of participants with account balances 2009-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2022: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	150
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	15
Total of all active and inactive participants	2022-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	165
Number of participants with account balances	2022-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	128
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	28
Total of all active and inactive participants	2021-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	156
Number of participants with account balances	2021-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	130
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	24
Total of all active and inactive participants	2020-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	155
Number of participants with account balances	2020-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	130
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	29
Total of all active and inactive participants	2019-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	160
Number of participants with account balances	2019-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	124
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	23
Total of all active and inactive participants	2018-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	148
Number of participants with account balances	2018-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	118
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	20
Total of all active and inactive participants	2017-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	138
Number of participants with account balances	2017-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	112
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	22
Total of all active and inactive participants	2016-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	134
Number of participants with account balances	2016-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	126
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	134
Number of participants with account balances	2015-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	6
2014: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	113
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	115
Number of participants with account balances	2014-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	4
2013: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	96
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	98
Number of participants with account balances	2013-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	79
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	81
Number of participants with account balances	2012-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	72
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	76
Number of participants with account balances	2011-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2009: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	63
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	66
Number of participants with account balances	2009-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST

Measure	Date	Value
2022 : DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-604,032
Total unrealized appreciation/depreciation of assets	2022-12-31	$-604,032
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,944,856
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,899,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,870,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,163,185
Value of total assets at end of year	2022-12-31	$71,043,023
Value of total assets at beginning of year	2022-12-31	$77,887,246
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$29,341
Total interest from all sources	2022-12-31	$835
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,587,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$942,933
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,062,915
Participant contributions at end of year	2022-12-31	$15,775
Participant contributions at beginning of year	2022-12-31	$12,399
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$120,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,844,223
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$71,043,023
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$77,887,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$58,629,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$63,491,679
Interest on participant loans	2022-12-31	$835
Value of interest in common/collective trusts at end of year	2022-12-31	$826,978
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,386,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$119,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-8,092,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$11,451,443
Assets. Invements in employer securities at beginning of year	2022-12-31	$12,996,318
Contributions received in cash from employer	2022-12-31	$2,980,266
Income. Dividends from common stock	2022-12-31	$644,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,870,026
Contract administrator fees	2022-12-31	$29,341
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GBQ PARTNERS LLC
Accountancy firm EIN	2022-12-31	202122306
2021 : DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$1,673,917
Total unrealized appreciation/depreciation of assets	2021-12-31	$1,673,917
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$18,480,183
Total loss/gain on sale of assets	2021-12-31	$21,327
Total of all expenses incurred	2021-12-31	$2,645,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,592,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,979,487
Value of total assets at end of year	2021-12-31	$77,887,246
Value of total assets at beginning of year	2021-12-31	$62,052,186
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$52,941
Total interest from all sources	2021-12-31	$1,857
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,591,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,041,906
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,981,411
Participant contributions at end of year	2021-12-31	$12,399
Participant contributions at beginning of year	2021-12-31	$56,065
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$126,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$15,835,060
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$77,887,246
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$62,052,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$63,491,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$49,332,330
Interest on participant loans	2021-12-31	$1,857
Interest earned on other investments	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$1,386,848
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,463,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$2
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$18
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$9,212,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$12,996,318
Assets. Invements in employer securities at beginning of year	2021-12-31	$11,199,877
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$2,871,766
Income. Dividends from common stock	2021-12-31	$1,549,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,592,182
Contract administrator fees	2021-12-31	$52,941
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$21,327
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	GBQ PARTNERS LLC
Accountancy firm EIN	2021-12-31	202122306
2020 : DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$9,498,540
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$5,371,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,321,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,439,442
Value of total assets at end of year	2020-12-31	$62,052,186
Value of total assets at beginning of year	2020-12-31	$57,924,857
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$50,041
Total interest from all sources	2020-12-31	$5,059,098
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,862,814
Participant contributions at end of year	2020-12-31	$56,065
Participant contributions at beginning of year	2020-12-31	$72,846
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$64,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,127,329
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$62,052,186
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$57,924,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$49,332,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$45,307,339
Interest on participant loans	2020-12-31	$4,567
Interest earned on other investments	2020-12-31	$5,054,531
Value of interest in common/collective trusts at end of year	2020-12-31	$1,463,896
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,534,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$18
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$5,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$5,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$11,199,877
Assets. Invements in employer securities at beginning of year	2020-12-31	$11,004,479
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$2,511,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,321,170
Contract administrator fees	2020-12-31	$50,041
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	GBQ PARTNERS LLC
Accountancy firm EIN	2020-12-31	202122306
2019 : DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$250
Total income from all sources (including contributions)	2019-12-31	$12,041,389
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,717,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,701,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,348,706
Value of total assets at end of year	2019-12-31	$57,924,857
Value of total assets at beginning of year	2019-12-31	$50,601,057
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$15,342
Total interest from all sources	2019-12-31	$7,692,683
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,754,551
Participant contributions at end of year	2019-12-31	$72,846
Participant contributions at beginning of year	2019-12-31	$65,592
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$96,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$250
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$7,324,050
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$57,924,857
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$50,600,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$45,307,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$37,830,718
Interest on participant loans	2019-12-31	$4,133
Interest earned on other investments	2019-12-31	$7,688,550
Value of interest in common/collective trusts at end of year	2019-12-31	$1,534,200
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,257,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$5,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$521
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$11,004,479
Assets. Invements in employer securities at beginning of year	2019-12-31	$11,447,123
Assets. Value of employer real property at end of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$2,497,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,701,997
Contract administrator fees	2019-12-31	$15,342
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	GBQ PARTNERS LLC
Accountancy firm EIN	2019-12-31	202122306
2018 : DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-6,386,701
Total unrealized appreciation/depreciation of assets	2018-12-31	$-6,386,701
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$6,104
Total income from all sources (including contributions)	2018-12-31	$-2,027,909
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,389,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,373,135
Expenses. Certain deemed distributions of participant loans	2018-12-31	$5,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,356,647
Value of total assets at end of year	2018-12-31	$50,601,057
Value of total assets at beginning of year	2018-12-31	$57,023,889
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,061
Total interest from all sources	2018-12-31	$2,145
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,682,974
Participant contributions at end of year	2018-12-31	$65,592
Participant contributions at beginning of year	2018-12-31	$17,147
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$441,647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$6,104
Liabilities. Value of operating payables at end of year	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-6,416,978
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$50,600,807
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$57,017,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$37,830,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$40,300,769
Interest on participant loans	2018-12-31	$2,145
Value of interest in common/collective trusts at end of year	2018-12-31	$1,257,103
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,068,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$521
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$11,447,123
Assets. Invements in employer securities at beginning of year	2018-12-31	$14,636,901
Assets. Value of employer real property at end of year	2018-12-31	$0
Assets. Value of employer real property at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$2,232,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,373,135
Contract administrator fees	2018-12-31	$10,061
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	GBQ PARTNERS LLC
Accountancy firm EIN	2018-12-31	202122306
2017 : DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$2,477,934
Total unrealized appreciation/depreciation of assets	2017-12-31	$2,477,934
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$6,104
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$8,284,800
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$891,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$833,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,913,034
Value of total assets at end of year	2017-12-31	$57,023,889
Value of total assets at beginning of year	2017-12-31	$49,624,764
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$58,534
Total interest from all sources	2017-12-31	$1,152
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,892,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,385,607
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,586,422
Participant contributions at end of year	2017-12-31	$17,147
Participant contributions at beginning of year	2017-12-31	$23,585
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$614,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$6,104
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$7,393,021
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$57,017,785
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$49,624,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$40,300,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$33,445,511
Interest on participant loans	2017-12-31	$900
Value of interest in common/collective trusts at end of year	2017-12-31	$2,068,820
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,799,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$84
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$84
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$14,636,901
Assets. Invements in employer securities at beginning of year	2017-12-31	$14,356,542
Assets. Value of employer real property at end of year	2017-12-31	$0
Assets. Value of employer real property at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$1,711,819
Income. Dividends from common stock	2017-12-31	$507,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$833,245
Contract administrator fees	2017-12-31	$58,534
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	GBQ PARTNERS LLC
Accountancy firm EIN	2017-12-31	202122306
2016 : DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$1,134,555
Total unrealized appreciation/depreciation of assets	2016-12-31	$1,134,555
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$10,449,302
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,258,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,196,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,963,889
Value of total assets at end of year	2016-12-31	$49,624,764
Value of total assets at beginning of year	2016-12-31	$41,434,433
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$61,973
Total interest from all sources	2016-12-31	$1,218
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,542,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,116,402
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,626,147
Participant contributions at end of year	2016-12-31	$23,585
Participant contributions at beginning of year	2016-12-31	$29,776
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,599,455
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$-263
Administrative expenses (other) incurred	2016-12-31	$1,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$8,190,331
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$49,624,764
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$41,434,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$33,445,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$25,712,426
Interest on participant loans	2016-12-31	$1,146
Value of interest in common/collective trusts at end of year	2016-12-31	$1,799,042
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,189,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$84
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$13
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$13
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$72
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,785,556
Net investment gain or loss from common/collective trusts	2016-12-31	$21,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$14,356,542
Assets. Invements in employer securities at beginning of year	2016-12-31	$13,503,105
Contributions received in cash from employer	2016-12-31	$1,738,287
Income. Dividends from common stock	2016-12-31	$426,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,196,998
Contract administrator fees	2016-12-31	$60,348
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	GBQ PARTNERS LLC
Accountancy firm EIN	2016-12-31	202122306
2015 : DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$7,494,154
Expenses. Total of all expenses incurred	2015-12-31	$778,299
Benefits paid (including direct rollovers)	2015-12-31	$766,005
Total plan assets at end of year	2015-12-31	$41,434,433
Total plan assets at beginning of year	2015-12-31	$34,718,578
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$1,586,942
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$106,013
Other income received	2015-12-31	$4,105,878
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$6,715,855
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$41,434,433
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$34,718,578
Assets. Value of participant loans	2015-12-31	$29,776
Assets. Value of employer securities	2015-12-31	$13,503,105
Total contributions received or receivable from employer(s)	2015-12-31	$1,695,321
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$12,294
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$7,143,041
Expenses. Total of all expenses incurred	2014-12-31	$1,073,141
Benefits paid (including direct rollovers)	2014-12-31	$1,053,198
Total plan assets at end of year	2014-12-31	$34,718,578
Total plan assets at beginning of year	2014-12-31	$28,648,678
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$1,273,634
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$1,396,834
Other income received	2014-12-31	$3,065,439
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$6,069,900
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$34,718,578
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$28,648,678
Assets. Value of participant loans	2014-12-31	$24,939
Assets. Value of employer securities	2014-12-31	$10,973,904
Total contributions received or receivable from employer(s)	2014-12-31	$1,407,134
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$19,943
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$11,425,697
Expenses. Total of all expenses incurred	2013-12-31	$29,369
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$28,648,678
Total plan assets at beginning of year	2013-12-31	$17,252,350
Value of fidelity bond covering the plan	2013-12-31	$4,000,000
Total contributions received or receivable from participants	2013-12-31	$1,070,542
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$1,770,011
Other income received	2013-12-31	$7,407,751
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$11,396,328
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$28,648,678
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$17,252,350
Assets. Value of participant loans	2013-12-31	$48,641
Assets. Value of employer securities	2013-12-31	$9,010,763
Total contributions received or receivable from employer(s)	2013-12-31	$1,177,393
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$29,369
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$3,102,422
Expenses. Total of all expenses incurred	2012-12-31	$514,913
Benefits paid (including direct rollovers)	2012-12-31	$514,705
Total plan assets at end of year	2012-12-31	$17,252,350
Total plan assets at beginning of year	2012-12-31	$14,664,841
Value of fidelity bond covering the plan	2012-12-31	$2,000,000
Total contributions received or receivable from participants	2012-12-31	$931,818
Contributions received from other sources (not participants or employers)	2012-12-31	$15,308
Other income received	2012-12-31	$1,215,039
Net income (gross income less expenses)	2012-12-31	$2,587,509
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$17,252,350
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$14,664,841
Assets. Value of participant loans	2012-12-31	$63,118
Assets. Value of employer securities	2012-12-31	$5,268,477
Total contributions received or receivable from employer(s)	2012-12-31	$940,257
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$208
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$2,355,255
Expenses. Total of all expenses incurred	2011-12-31	$130,672
Benefits paid (including direct rollovers)	2011-12-31	$130,627
Total plan assets at end of year	2011-12-31	$14,664,841
Total plan assets at beginning of year	2011-12-31	$12,440,258
Value of fidelity bond covering the plan	2011-12-31	$2,000,000
Total contributions received or receivable from participants	2011-12-31	$867,165
Contributions received from other sources (not participants or employers)	2011-12-31	$128,721
Other income received	2011-12-31	$491,346
Net income (gross income less expenses)	2011-12-31	$2,224,583
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$14,664,841
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$12,440,258
Assets. Value of participant loans	2011-12-31	$50,794
Assets. Value of employer securities	2011-12-31	$5,334,772
Total contributions received or receivable from employer(s)	2011-12-31	$868,023
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$45
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$3,579,716
Expenses. Total of all expenses incurred	2010-12-31	$35,298
Benefits paid (including direct rollovers)	2010-12-31	$35,275
Total plan assets at end of year	2010-12-31	$12,440,258
Total plan assets at beginning of year	2010-12-31	$8,895,840
Value of fidelity bond covering the plan	2010-12-31	$2,000,000
Total contributions received or receivable from participants	2010-12-31	$779,089
Contributions received from other sources (not participants or employers)	2010-12-31	$15,767
Other income received	2010-12-31	$1,887,017
Net income (gross income less expenses)	2010-12-31	$3,544,418
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$12,440,258
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$8,895,840
Assets. Value of participant loans	2010-12-31	$48,741
Assets. Value of employer securities	2010-12-31	$4,506,999
Total contributions received or receivable from employer(s)	2010-12-31	$897,843
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$23
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST

2022: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DIAMOND HILL INVESTMENT GROUP 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	DIAMOND HILL INVESTMENT GROUP, INC.
Employer identification number (EIN):	650190407
NAIC Classification:	523900

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2021-01-13
Company Identification Number:	0803898246
Legal Registered Office Address:	325 JOHN H MCCONNELL BLVD STE 200 COLUMBUS United States of America (USA) 43215