Original filing (PDF)20230718221943NAL0002844738001

DIAMOND W. ASSETS LP

Name: DIAMOND W. ASSETS LP — DIAMOND W. ASSETS LP CASH BALANCE PLAN, Form 5500 (2022)
Creator: DIAMOND W. ASSETS LP

Form 5500-SF

FILING_RECEIVED

DIAMOND W. ASSETS LP CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIAMOND W. ASSETS LP.

Plan sponsor

Name

DIAMOND W. ASSETS LP

EIN

46-2817217

Address

403 TURTLE ROCK DRIVE · VICTORIA, TX · 77904

Phone

(830) 583-4399

Industry

Mining, Quarrying, Oil & Gassee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-03-01

Filed

2023-07-18

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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