2023 Form 5500 filing — Dwellworks, LLC 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 20240913114648NAL0005940675001) for Dwellworks, LLC 401(K) Plan, reported by Dwellworks, LLC under EIN 20-8959589 and plan number 001. It reports 198 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)$10.9MReported net assets$10,915,297
Participants198
Provider compensation$29.5K2 Schedule C row(s)$29,517
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240913114648NAL0005940675001
Plan sponsor
Dwellworks, LLC
EIN
20-8959589
Plan number
001
Location
Cleveland, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$10.9M total assets
Net assets$10.9MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$214.3K
Participant$938.4K
Full reported line items
Total assets (EOY)
$10,915,297
Total liabilities (EOY)
$0
Net assets (EOY)
$10,915,297
Employer contributions
$214,265
Participant contributions
$938,365
Total income / additions
$2,811,361
Benefits paid
$1,586,582
Administrative expenses
$4,831
Total expenses
$1,591,413
Net increase / (decrease)
$1,219,948
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $0 · Indirect $24.7K
  2. 2
    RECORDKEEPER · Direct $4.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913114648NAL0005940675001 cover?
It is the 2023 Form 5500 filing for Dwellworks, LLC 401(K) Plan, reported by Dwellworks, LLC (EIN 20-8959589).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages