Civic Intelligence

Diamond State Financial Group LLC

Plan context: Diamond State Financial Group LLC Retirement Plan

EIN 27-0175776 • Newark, DE • 19 filings • 2 plans

900 Prides CrossingNewark, DE 19713
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$5,364,927

2024 Contributions

$716,906

Historical Graphs

Total Assets Over Time

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

$5,544,325$2,772,163$0200920172024YearValue
$5,364,927Latest year 2024

Participants Over Time

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

32160200920172024YearValue
32Latest year 2024

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
2024232$5,364,927$716,906$22,403iApproximate average salary by contribution assumption: employee only about $560,083 at 4% or $373,389 at 6%; with 50% employer match about $373,389 at 4% or $248,926 at 6%; with 100% employer match about $280,041 at 4% or $186,694 at 6%.
Diamond State Financial Group LLC Retirement Plan-32$4,741,926$563,333$17,604iApproximate average salary by contribution assumption: employee only about $440,104 at 4% or $293,403 at 6%; with 50% employer match about $293,403 at 4% or $195,602 at 6%; with 100% employer match about $220,052 at 4% or $146,701 at 6%.
DIAMOND STATE FINANCIAL GROUP, LLC CASH BALANCE PLAN-25$623,001$153,573$6,143iApproximate average salary by contribution assumption: employee only about $153,573 at 4% or $102,382 at 6%; with 50% employer match about $102,382 at 4% or $68,255 at 6%; with 100% employer match about $76,787 at 4% or $51,191 at 6%.
2023229$5,544,325$685,584$23,641iApproximate average salary by contribution assumption: employee only about $591,021 at 4% or $394,014 at 6%; with 50% employer match about $394,014 at 4% or $262,676 at 6%; with 100% employer match about $295,510 at 4% or $197,007 at 6%.
Diamond State Financial Group LLC Retirement Plan-29$5,125,285$464,102$16,004iApproximate average salary by contribution assumption: employee only about $400,088 at 4% or $266,725 at 6%; with 50% employer match about $266,725 at 4% or $177,817 at 6%; with 100% employer match about $200,044 at 4% or $133,363 at 6%.
DIAMOND STATE FINANCIAL GROUP, LLC CASH BALANCE PLAN-21$419,040$221,482$10,547iApproximate average salary by contribution assumption: employee only about $263,669 at 4% or $175,779 at 6%; with 50% employer match about $175,779 at 4% or $117,186 at 6%; with 100% employer match about $131,835 at 4% or $87,890 at 6%.
2022230$4,244,739$471,961$15,732iApproximate average salary by contribution assumption: employee only about $393,301 at 4% or $262,201 at 6%; with 50% employer match about $262,201 at 4% or $174,800 at 6%; with 100% employer match about $196,650 at 4% or $131,100 at 6%.
Diamond State Financial Group LLC Retirement Plan-30$4,038,739$265,961$8,865iApproximate average salary by contribution assumption: employee only about $221,634 at 4% or $147,756 at 6%; with 50% employer match about $147,756 at 4% or $98,504 at 6%; with 100% employer match about $110,817 at 4% or $73,878 at 6%.
DIAMOND STATE FINANCIAL GROUP, LLC CASH BALANCE PLAN-20$206,000$206,000$10,300iApproximate average salary by contribution assumption: employee only about $257,500 at 4% or $171,667 at 6%; with 50% employer match about $171,667 at 4% or $114,444 at 6%; with 100% employer match about $128,750 at 4% or $85,833 at 6%.
2021128$4,505,100$223,644$7,987iApproximate average salary by contribution assumption: employee only about $199,682 at 4% or $133,121 at 6%; with 50% employer match about $133,121 at 4% or $88,748 at 6%; with 100% employer match about $99,841 at 4% or $66,561 at 6%.
Diamond State Financial Group LLC Retirement Plan-28$4,505,100$223,644$7,987iApproximate average salary by contribution assumption: employee only about $199,682 at 4% or $133,121 at 6%; with 50% employer match about $133,121 at 4% or $88,748 at 6%; with 100% employer match about $99,841 at 4% or $66,561 at 6%.
2020125$3,734,252$369,434$14,777iApproximate average salary by contribution assumption: employee only about $369,434 at 4% or $246,289 at 6%; with 50% employer match about $246,289 at 4% or $164,193 at 6%; with 100% employer match about $184,717 at 4% or $123,145 at 6%.
Diamond State Financial Group LLC Retirement Plan-25$3,734,252$369,434$14,777iApproximate average salary by contribution assumption: employee only about $369,434 at 4% or $246,289 at 6%; with 50% employer match about $246,289 at 4% or $164,193 at 6%; with 100% employer match about $184,717 at 4% or $123,145 at 6%.
2019121$2,929,805$227,481$10,832iApproximate average salary by contribution assumption: employee only about $270,811 at 4% or $180,540 at 6%; with 50% employer match about $180,540 at 4% or $120,360 at 6%; with 100% employer match about $135,405 at 4% or $90,270 at 6%.
Diamond State Financial Group LLC Retirement Plan-21$2,929,805$227,481$10,832iApproximate average salary by contribution assumption: employee only about $270,811 at 4% or $180,540 at 6%; with 50% employer match about $180,540 at 4% or $120,360 at 6%; with 100% employer match about $135,405 at 4% or $90,270 at 6%.
2018122$2,244,727$230,682$10,486iApproximate average salary by contribution assumption: employee only about $262,139 at 4% or $174,759 at 6%; with 50% employer match about $174,759 at 4% or $116,506 at 6%; with 100% employer match about $131,069 at 4% or $87,380 at 6%.
Diamond State Financial Group LLC Retirement Plan-22$2,244,727$230,682$10,486iApproximate average salary by contribution assumption: employee only about $262,139 at 4% or $174,759 at 6%; with 50% employer match about $174,759 at 4% or $116,506 at 6%; with 100% employer match about $131,069 at 4% or $87,380 at 6%.
2017117$2,224,433$337,136$19,832iApproximate average salary by contribution assumption: employee only about $495,788 at 4% or $330,525 at 6%; with 50% employer match about $330,525 at 4% or $220,350 at 6%; with 100% employer match about $247,894 at 4% or $165,263 at 6%.
Diamond State Financial Group LLC Retirement Plan-17$2,224,433$337,136$19,832iApproximate average salary by contribution assumption: employee only about $495,788 at 4% or $330,525 at 6%; with 50% employer match about $330,525 at 4% or $220,350 at 6%; with 100% employer match about $247,894 at 4% or $165,263 at 6%.
2016117$1,574,102$175,080$10,299iApproximate average salary by contribution assumption: employee only about $257,471 at 4% or $171,647 at 6%; with 50% employer match about $171,647 at 4% or $114,431 at 6%; with 100% employer match about $128,735 at 4% or $85,824 at 6%.
Diamond State Financial Group LLC Retirement Plan-17$1,574,102$175,080$10,299iApproximate average salary by contribution assumption: employee only about $257,471 at 4% or $171,647 at 6%; with 50% employer match about $171,647 at 4% or $114,431 at 6%; with 100% employer match about $128,735 at 4% or $85,824 at 6%.
201518$1,256,626$120,322$15,040iApproximate average salary by contribution assumption: employee only about $376,006 at 4% or $250,671 at 6%; with 50% employer match about $250,671 at 4% or $167,114 at 6%; with 100% employer match about $188,003 at 4% or $125,335 at 6%.
Diamond State Financial Group LLC Retirement Plan-8$1,256,626$120,322$15,040iApproximate average salary by contribution assumption: employee only about $376,006 at 4% or $250,671 at 6%; with 50% employer match about $250,671 at 4% or $167,114 at 6%; with 100% employer match about $188,003 at 4% or $125,335 at 6%.
201419$1,181,099$132,714$14,746iApproximate average salary by contribution assumption: employee only about $368,650 at 4% or $245,767 at 6%; with 50% employer match about $245,767 at 4% or $163,844 at 6%; with 100% employer match about $184,325 at 4% or $122,883 at 6%.
Diamond State Financial Group LLC Retirement Plan-9$1,181,099$132,714$14,746iApproximate average salary by contribution assumption: employee only about $368,650 at 4% or $245,767 at 6%; with 50% employer match about $245,767 at 4% or $163,844 at 6%; with 100% employer match about $184,325 at 4% or $122,883 at 6%.
2013110$1,041,834$125,580$12,558iApproximate average salary by contribution assumption: employee only about $313,950 at 4% or $209,300 at 6%; with 50% employer match about $209,300 at 4% or $139,533 at 6%; with 100% employer match about $156,975 at 4% or $104,650 at 6%.
Diamond State Financial Group LLC Retirement Plan-10$1,041,834$125,580$12,558iApproximate average salary by contribution assumption: employee only about $313,950 at 4% or $209,300 at 6%; with 50% employer match about $209,300 at 4% or $139,533 at 6%; with 100% employer match about $156,975 at 4% or $104,650 at 6%.
201217$782,734$113,311$16,187iApproximate average salary by contribution assumption: employee only about $404,682 at 4% or $269,788 at 6%; with 50% employer match about $269,788 at 4% or $179,859 at 6%; with 100% employer match about $202,341 at 4% or $134,894 at 6%.
Diamond State Financial Group LLC Retirement Plan-7$782,734$113,311$16,187iApproximate average salary by contribution assumption: employee only about $404,682 at 4% or $269,788 at 6%; with 50% employer match about $269,788 at 4% or $179,859 at 6%; with 100% employer match about $202,341 at 4% or $134,894 at 6%.
2011110$580,352$103,982$10,398iApproximate average salary by contribution assumption: employee only about $259,955 at 4% or $173,303 at 6%; with 50% employer match about $173,303 at 4% or $115,536 at 6%; with 100% employer match about $129,978 at 4% or $86,652 at 6%.
Diamond State Financial Group LLC Retirement Plan-10$580,352$103,982$10,398iApproximate average salary by contribution assumption: employee only about $259,955 at 4% or $173,303 at 6%; with 50% employer match about $173,303 at 4% or $115,536 at 6%; with 100% employer match about $129,978 at 4% or $86,652 at 6%.
201019$528,444$210,465$23,385iApproximate average salary by contribution assumption: employee only about $584,625 at 4% or $389,750 at 6%; with 50% employer match about $389,750 at 4% or $259,833 at 6%; with 100% employer match about $292,313 at 4% or $194,875 at 6%.
Diamond State Financial Group LLC Retirement Plan-9$528,444$210,465$23,385iApproximate average salary by contribution assumption: employee only about $584,625 at 4% or $389,750 at 6%; with 50% employer match about $389,750 at 4% or $259,833 at 6%; with 100% employer match about $292,313 at 4% or $194,875 at 6%.
200917$267,349$39,690$5,670iApproximate average salary by contribution assumption: employee only about $141,750 at 4% or $94,500 at 6%; with 50% employer match about $94,500 at 4% or $63,000 at 6%; with 100% employer match about $70,875 at 4% or $47,250 at 6%.
Diamond State Financial Group LLC Retirement Plan-7$267,349$39,690$5,670iApproximate average salary by contribution assumption: employee only about $141,750 at 4% or $94,500 at 6%; with 50% employer match about $94,500 at 4% or $63,000 at 6%; with 100% employer match about $70,875 at 4% or $47,250 at 6%.