Design Homes 401(K) Retirement Plan — Form 5500 plan (Design Homes, Inc.)
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, Design Homes 401(K) Retirement Plan is a benefit plan reported by Design Homes, Inc. under EIN 39-1081838 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $5,038,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Design Homes, Inc.
- EIN
- 39-1081838
- Plan number
- 001
- Plan type
- 2
- Location
- Prairie Du Chien, WI
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $5,038,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241009083506NAL0032222624001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,038,243
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,038,243
- Net assets (BOY)
- $5,160,871
Income & contributions
- Employer contributions
- $31,682
- Participant contributions
- $204,265
- Total contributions
- $235,947
- Total income / additions
- $1,180,029
Expenses & distributions
- Benefits paid
- $1,283,983
- Administrative expenses
- $18,674
- Total expenses
- $1,302,657
- Net increase / (decrease)
- -$122,628
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $18,674 | $0 | 2023 |
| Ameriprise Financial Services Inc | OTHER SERVICES | $0 | $1,063 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Design Homes, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Prairie Du Chien, WI
- Principal Life Insurance Company — Schedule C compensation
- Ameriprise Financial Services Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation