Dream Finders Homes 401(K) Plan — Form 5500 plan (Dream Finders Homes, LLC)

Plain-English plan 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, Dream Finders Homes 401(K) Plan is a benefit plan reported by Dream Finders Homes, LLC under EIN 27-0528991 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,134 participants and $69,392,919 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dream Finders Homes, LLC
EIN
27-0528991
Plan number
001
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
1,134
End-of-year plan assets
$69,392,919

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,134H, C20240724105815NAL0008074899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$69,392,919
Total liabilities (EOY)
$0
Net assets (EOY)
$69,392,919
Net assets (BOY)
$60,214,666

Income & contributions

Employer contributions
$3,390,387
Participant contributions
$8,279,513
Total contributions
$12,244,164
Total income / additions
$23,161,585

Expenses & distributions

Benefits paid
$13,778,207
Administrative expenses
$205,125
Total expenses
$13,983,332
Net increase / (decrease)
$9,178,253

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Ins Co UsaRIA$103,542$02023
Independent Financial PartnersRIA$78,788$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages