Civic Intelligence

Diamond Wealth Management

Plan context: Diamond Wealth Management Defined Benefit Pension Plan

EIN 26-3664756 • Northridge, CA • 15 filings • 2 plans

9045 Corbin Ave., Suite 305Northridge, CA 91324
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$719,669

2021 Contributions

$120,100

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,065,357$532,679$0201420182021YearValue
$719,669Latest year 2021

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

210201420182021YearValue
1Latest year 2021

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202111$719,669$120,100$120,100iApproximate average salary by contribution assumption: employee only about $3,002,500 at 4% or $2,001,667 at 6%; with 50% employer match about $2,001,667 at 4% or $1,334,444 at 6%; with 100% employer match about $1,501,250 at 4% or $1,000,833 at 6%.
Diamond Wealth Management Defined Benefit Pension Plan-1$719,669$120,100$120,100iApproximate average salary by contribution assumption: employee only about $3,002,500 at 4% or $2,001,667 at 6%; with 50% employer match about $2,001,667 at 4% or $1,334,444 at 6%; with 100% employer match about $1,501,250 at 4% or $1,000,833 at 6%.
202022$1,065,357$167,885$83,943iApproximate average salary by contribution assumption: employee only about $2,098,563 at 4% or $1,399,042 at 6%; with 50% employer match about $1,399,042 at 4% or $932,694 at 6%; with 100% employer match about $1,049,281 at 4% or $699,521 at 6%.
Diamond Wealth Management Defined Benefit Pension Plan-2$664,749$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Diamond Wealth Management 401(K) Plan-2$400,608$67,885$33,943iApproximate average salary by contribution assumption: employee only about $848,563 at 4% or $565,708 at 6%; with 50% employer match about $565,708 at 4% or $377,139 at 6%; with 100% employer match about $424,281 at 4% or $282,854 at 6%.
201922$914,518$160,104$80,052iApproximate average salary by contribution assumption: employee only about $2,001,300 at 4% or $1,334,200 at 6%; with 50% employer match about $1,334,200 at 4% or $889,467 at 6%; with 100% employer match about $1,000,650 at 4% or $667,100 at 6%.
Diamond Wealth Management Defined Benefit Pension Plan-2$565,531$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Diamond Wealth Management 401(K) Plan-2$348,987$60,104$30,052iApproximate average salary by contribution assumption: employee only about $751,300 at 4% or $500,867 at 6%; with 50% employer match about $500,867 at 4% or $333,911 at 6%; with 100% employer match about $375,650 at 4% or $250,433 at 6%.
201822$704,567$145,072$72,536iApproximate average salary by contribution assumption: employee only about $1,813,400 at 4% or $1,208,933 at 6%; with 50% employer match about $1,208,933 at 4% or $805,956 at 6%; with 100% employer match about $906,700 at 4% or $604,467 at 6%.
Diamond Wealth Management Defined Benefit Pension Plan-2$432,069$86,100$43,050iApproximate average salary by contribution assumption: employee only about $1,076,250 at 4% or $717,500 at 6%; with 50% employer match about $717,500 at 4% or $478,333 at 6%; with 100% employer match about $538,125 at 4% or $358,750 at 6%.
Diamond Wealth Management 401(K) Plan-2$272,498$58,972$29,486iApproximate average salary by contribution assumption: employee only about $737,150 at 4% or $491,433 at 6%; with 50% employer match about $491,433 at 4% or $327,622 at 6%; with 100% employer match about $368,575 at 4% or $245,717 at 6%.
201722$576,643$153,292$76,646iApproximate average salary by contribution assumption: employee only about $1,916,150 at 4% or $1,277,433 at 6%; with 50% employer match about $1,277,433 at 4% or $851,622 at 6%; with 100% employer match about $958,075 at 4% or $638,717 at 6%.
Diamond Wealth Management Defined Benefit Pension Plan-2$361,207$96,000$48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%.
Diamond Wealth Management 401(K) Plan-2$215,436$57,292$28,646iApproximate average salary by contribution assumption: employee only about $716,150 at 4% or $477,433 at 6%; with 50% employer match about $477,433 at 4% or $318,289 at 6%; with 100% employer match about $358,075 at 4% or $238,717 at 6%.
201622$423,611$151,990$75,995iApproximate average salary by contribution assumption: employee only about $1,899,875 at 4% or $1,266,583 at 6%; with 50% employer match about $1,266,583 at 4% or $844,389 at 6%; with 100% employer match about $949,938 at 4% or $633,292 at 6%.
Diamond Wealth Management Defined Benefit Pension Plan-2$261,445$96,284$48,142iApproximate average salary by contribution assumption: employee only about $1,203,550 at 4% or $802,367 at 6%; with 50% employer match about $802,367 at 4% or $534,911 at 6%; with 100% employer match about $601,775 at 4% or $401,183 at 6%.
Diamond Wealth Management 401(K) Plan-2$162,166$55,706$27,853iApproximate average salary by contribution assumption: employee only about $696,325 at 4% or $464,217 at 6%; with 50% employer match about $464,217 at 4% or $309,478 at 6%; with 100% employer match about $348,163 at 4% or $232,108 at 6%.
201522$257,407$144,598$72,299iApproximate average salary by contribution assumption: employee only about $1,807,475 at 4% or $1,204,983 at 6%; with 50% employer match about $1,204,983 at 4% or $803,322 at 6%; with 100% employer match about $903,738 at 4% or $602,492 at 6%.
Diamond Wealth Management Defined Benefit Pension Plan-2$153,415$88,153$44,077iApproximate average salary by contribution assumption: employee only about $1,101,913 at 4% or $734,608 at 6%; with 50% employer match about $734,608 at 4% or $489,739 at 6%; with 100% employer match about $550,956 at 4% or $367,304 at 6%.
Diamond Wealth Management 401(K) Plan-2$103,992$56,445$28,223iApproximate average salary by contribution assumption: employee only about $705,563 at 4% or $470,375 at 6%; with 50% employer match about $470,375 at 4% or $313,583 at 6%; with 100% employer match about $352,781 at 4% or $235,188 at 6%.
201422$124,312$124,312$62,156iApproximate average salary by contribution assumption: employee only about $1,553,900 at 4% or $1,035,933 at 6%; with 50% employer match about $1,035,933 at 4% or $690,622 at 6%; with 100% employer match about $776,950 at 4% or $517,967 at 6%.
Diamond Wealth Management Defined Benefit Pension Plan-2$70,668$70,668$35,334iApproximate average salary by contribution assumption: employee only about $883,350 at 4% or $588,900 at 6%; with 50% employer match about $588,900 at 4% or $392,600 at 6%; with 100% employer match about $441,675 at 4% or $294,450 at 6%.
Diamond Wealth Management 401(K) Plan-2$53,644$53,644$26,822iApproximate average salary by contribution assumption: employee only about $670,550 at 4% or $447,033 at 6%; with 50% employer match about $447,033 at 4% or $298,022 at 6%; with 100% employer match about $335,275 at 4% or $223,517 at 6%.
Diamond Wealth Management | EIN 26-3664756 | 2021 Form 5500 Company Profile