Retirement plan

DWELL WEST HOMES 401(K) PLAN

Name: DWELL WEST HOMES, LLC - DWELL WEST HOMES 401(K) PLAN (2023) Form 5500
Creator: DWELL WEST HOMES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DWELL WEST HOMES 401(K) PLAN, DWELL WEST HOMES, LLC

DWELL WEST HOMES, LLCEIN 83-2901060Plan #001PY 2023

4241 JUTLAND DRIVE, SUITE #307 - SAN DIEGO, CA 92117619-609-6278dwellwesthomes.comLinkedIn1-10 employeesreal estate

Other plans on this EIN

1 filing

#002Retirement-$477K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$426K

+44.5% from 2022

Total participants

0.0% from 2022

Average account balance

No prior year

Annual return

19.55%

+36.78 pp from 2022

Benchmarks

See 19,279 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort19,279 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$579K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$116K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$96K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.82%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2207

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$202,440-100.0%

$169,390-100.0%

$139,466-100.0%

Participation rate

0.0%

81.1%-81.1pp

77.2%-77.2pp

80.3%-80.3pp

Annual return

19.55%

532.36%-512.8pp

406.07%-386.5pp

373.66%-354.1pp

Employer contribution / active EE

$4,314

$4,693-8.1%

$4,013+7.5%

$4,754-9.3%

Participant deferral / active EE

$14,046

$6,940+102.4%

$6,222+125.7%

$6,712+109.3%

Admin fee / account holder

$10,722-100.0%

$9,015-100.0%

$11,409-100.0%

DWELL WEST HOMES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DWELL WEST HOMES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion