2023 Form 5500 filing — Design Homes 401(K) Retirement 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 20241009083506NAL0032222624001) for Design Homes 401(K) Retirement Plan, reported by Design Homes, Inc. under EIN 39-1081838 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009083506NAL0032222624001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Design Homes, Inc.
- EIN
- 39-1081838
- Plan number
- 001
- Location
- Prairie Du Chien, WI
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,038,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,038,243
- Employer contributions
- $31,682
- Participant contributions
- $204,265
- Total income / additions
- $1,180,029
- Benefits paid
- $1,283,983
- Administrative expenses
- $18,674
- Total expenses
- $1,302,657
- Net increase / (decrease)
- -$122,628
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $18,674 | $0 |
| Ameriprise Financial Services Inc | OTHER SERVICES | $0 | $1,063 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |