Civic Intelligence

Diamond Financial Management Inc.

Plan context: Diamond Financial Management Inc. 401(K) Plan

EIN 47-4428139 • 4 filings • 1 plans

Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$57,811

2018 Contributions

$57,811

Historical Graphs

Total Assets Over Time

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

$57,811$28,906$0201520162017YearValue
$57,811Latest year 2017

Participants Over Time

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

110201520162017YearValue
1Latest year 2017

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
201810$0$0-
Diamond Financial Management Inc. 401(K) Plan-0---
201711$57,811$0-
Diamond Financial Management Inc. 401(K) Plan-1$57,811--
201611$57,811$0-
Diamond Financial Management Inc. 401(K) Plan-1$57,811--
201511$57,811$57,811$57,811iApproximate average salary by contribution assumption: employee only about $1,445,275 at 4% or $963,517 at 6%; with 50% employer match about $963,517 at 4% or $642,344 at 6%; with 100% employer match about $722,638 at 4% or $481,758 at 6%.
Diamond Financial Management Inc. 401(K) Plan-1$57,811$57,811$57,811iApproximate average salary by contribution assumption: employee only about $1,445,275 at 4% or $963,517 at 6%; with 50% employer match about $963,517 at 4% or $642,344 at 6%; with 100% employer match about $722,638 at 4% or $481,758 at 6%.