2023 Form 5500 filing — Dream Finders Homes 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724105815NAL0008074899001) for Dream Finders Homes 401(K) Plan, reported by Dream Finders Homes, LLC under EIN 27-0528991 and plan number 001. It reports 1,134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$69.4MReported net assets$69,392,919
Participants1.1K1,134
Provider compensation$182.3K3 Schedule C row(s)$182,330
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240724105815NAL0008074899001
- Plan sponsor
- Dream Finders Homes, LLC
- EIN
- 27-0528991
- Plan number
- 001
- Location
- Jacksonville, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$69.4M total assets
Net assets$69.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $69,392,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,392,919
- Employer contributions
- $3,390,387
- Participant contributions
- $8,279,513
- Total income / additions
- $23,161,585
- Benefits paid
- $13,778,207
- Administrative expenses
- $205,125
- Total expenses
- $13,983,332
- Net increase / (decrease)
- $9,178,253
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Ins Co Usa | RIA | $103,542 | $0 |
| Independent Financial Partners | RIA | $78,788 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |