401k Plan data: DREAM FINDERS HOMES 401(K) PLAN plan

DREAM FINDERS HOMES 401(K) PLAN 401k Plan overview

Plan Name	DREAM FINDERS HOMES 401(K) PLAN
Plan identification number	001

DREAM FINDERS HOMES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DREAM FINDERS HOMES, LLC has sponsored the creation of one or more 401k plans.

Company Name: DREAM FINDERS HOMES, LLC

Employer identification number (EIN): 270528991

NAIC Classification: 236110

Additional information about DREAM FINDERS HOMES, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2009-04-08

Company Identification Number: L09000034275

Legal Registered Office Address: 14701 PHILIPS HIGHWAY., SUITE 300

JACKSONVILLE

32256

More information about DREAM FINDERS HOMES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DREAM FINDERS HOMES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01 JOHN BLANTON, III 2021-10-14
001 2019-01-01 JOHN BLANTON, III 2020-10-12
001 2018-01-01 JOHN BLANTON, III 2019-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01

Plan Statistics for DREAM FINDERS HOMES 401(K) PLAN

401k plan membership statisitcs for DREAM FINDERS HOMES 401(K) PLAN

Measure Date Value
2022: DREAM FINDERS HOMES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,242
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,036
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 420
Total of all active and inactive participants 2022-01-01 1,456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 1,457
Number of participants with account balances 2022-01-01 677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: DREAM FINDERS HOMES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 408
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,019
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 223
Total of all active and inactive participants 2021-01-01 1,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,242
Number of participants with account balances 2021-01-01 638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: DREAM FINDERS HOMES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 352
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 295
Number of retired or separated participants receiving benefits 2020-01-01 17
Number of other retired or separated participants entitled to future benefits 2020-01-01 96
Total of all active and inactive participants 2020-01-01 408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 408
Number of participants with account balances 2020-01-01 342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 41
2019: DREAM FINDERS HOMES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 323
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 286
Number of retired or separated participants receiving benefits 2019-01-01 10
Number of other retired or separated participants entitled to future benefits 2019-01-01 25
Total of all active and inactive participants 2019-01-01 321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 321
Number of participants with account balances 2019-01-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 18
2018: DREAM FINDERS HOMES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 230
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 16
Total of all active and inactive participants 2018-01-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 246
Number of participants with account balances 2018-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10
2017: DREAM FINDERS HOMES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 159
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 17
Total of all active and inactive participants 2017-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 176
Number of participants with account balances 2017-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 13

Measure	Date	Value
2022: DREAM FINDERS HOMES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,242
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,036
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	420
Total of all active and inactive participants	2022-01-01	1,456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	1,457
Number of participants with account balances	2022-01-01	677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: DREAM FINDERS HOMES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	408
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,019
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	223
Total of all active and inactive participants	2021-01-01	1,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,242
Number of participants with account balances	2021-01-01	638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: DREAM FINDERS HOMES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	352
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	295
Number of retired or separated participants receiving benefits	2020-01-01	17
Number of other retired or separated participants entitled to future benefits	2020-01-01	96
Total of all active and inactive participants	2020-01-01	408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	408
Number of participants with account balances	2020-01-01	342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	41
2019: DREAM FINDERS HOMES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	323
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	286
Number of retired or separated participants receiving benefits	2019-01-01	10
Number of other retired or separated participants entitled to future benefits	2019-01-01	25
Total of all active and inactive participants	2019-01-01	321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	321
Number of participants with account balances	2019-01-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	18
2018: DREAM FINDERS HOMES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	230
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	16
Total of all active and inactive participants	2018-01-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	246
Number of participants with account balances	2018-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10
2017: DREAM FINDERS HOMES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	159
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	17
Total of all active and inactive participants	2017-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	176
Number of participants with account balances	2017-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	13

Financial Data on DREAM FINDERS HOMES 401(K) PLAN

Measure	Date	Value
2022 : DREAM FINDERS HOMES 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$450,160
Total unrealized appreciation/depreciation of assets	2022-12-31	$450,160
Total transfer of assets to this plan	2022-12-31	$48,432,024
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$2,720,789
Total loss/gain on sale of assets	2022-12-31	$-602,832
Total of all expenses incurred	2022-12-31	$6,156,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,998,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$11,188,606
Value of total assets at end of year	2022-12-31	$60,214,666
Value of total assets at beginning of year	2022-12-31	$15,218,830
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$158,119
Total interest from all sources	2022-12-31	$19,957
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$911,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$911,935
Administrative expenses professional fees incurred	2022-12-31	$13,910
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$7,301,653
Participant contributions at end of year	2022-12-31	$375,078
Participant contributions at beginning of year	2022-12-31	$21,843
Participant contributions at end of year	2022-12-31	$45,620
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$692,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,436,188
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$60,214,666
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,218,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$31,977
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$55,975,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$13,836,338
Interest on participant loans	2022-12-31	$19,957
Value of interest in common/collective trusts at end of year	2022-12-31	$3,400,702
Value of interest in common/collective trusts at beginning of year	2022-12-31	$106,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$132,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$18,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$18,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-9,297,590
Net investment gain or loss from common/collective trusts	2022-12-31	$50,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$146,983
Assets. Invements in employer securities at beginning of year	2022-12-31	$141,491
Contributions received in cash from employer	2022-12-31	$3,194,435
Employer contributions (assets) at end of year	2022-12-31	$138,411
Employer contributions (assets) at beginning of year	2022-12-31	$1,094,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,998,858
Contract administrator fees	2022-12-31	$112,232
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$23,138
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$625,970
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PIVOT CPAS
Accountancy firm EIN	2022-12-31	200708248
2021 : DREAM FINDERS HOMES 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$13,070
Total unrealized appreciation/depreciation of assets	2021-12-31	$13,070
Total transfer of assets to this plan	2021-12-31	$3,346,600
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,713,788
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,850,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,741,473
Expenses. Certain deemed distributions of participant loans	2021-12-31	$22,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,934,668
Value of total assets at end of year	2021-12-31	$15,218,830
Value of total assets at beginning of year	2021-12-31	$8,008,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$108,840
Total interest from all sources	2021-12-31	$2,986
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$128,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$128,633
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,389,200
Participant contributions at end of year	2021-12-31	$21,843
Participant contributions at beginning of year	2021-12-31	$14,068
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$188
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$448,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,863,475
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,218,830
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,008,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$52,171
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$13,836,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,109,122
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$201,397
Interest on participant loans	2021-12-31	$2,986
Value of interest in common/collective trusts at end of year	2021-12-31	$106,026
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$18,241
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$22,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$22,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-38,377
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,672,461
Net investment gain or loss from common/collective trusts	2021-12-31	$347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$141,491
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$1,096,903
Employer contributions (assets) at end of year	2021-12-31	$1,094,891
Employer contributions (assets) at beginning of year	2021-12-31	$661,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,741,473
Contract administrator fees	2021-12-31	$56,669
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PIVOT CPAS
Accountancy firm EIN	2021-12-31	200708248
2020 : DREAM FINDERS HOMES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$917
Total income from all sources (including contributions)	2020-12-31	$3,215,205
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$616,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$565,370
Value of total corrective distributions	2020-12-31	$933
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,048,475
Value of total assets at end of year	2020-12-31	$8,008,755
Value of total assets at beginning of year	2020-12-31	$5,411,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$50,376
Total interest from all sources	2020-12-31	$1,079
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$19,147
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,323,439
Participant contributions at end of year	2020-12-31	$14,068
Participant contributions at beginning of year	2020-12-31	$20,455
Participant contributions at end of year	2020-12-31	$188
Participant contributions at beginning of year	2020-12-31	$4,362
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$65,591
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$9,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,598,526
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,008,755
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,410,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$28,679
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,109,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,867,357
Value of interest in pooled separate accounts at end of year	2020-12-31	$201,397
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$13,184
Interest on participant loans	2020-12-31	$1,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$22,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$13,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$13,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,165,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$659,445
Employer contributions (assets) at end of year	2020-12-31	$661,042
Employer contributions (assets) at beginning of year	2020-12-31	$482,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$565,370
Contract administrator fees	2020-12-31	$2,550
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	PIVOT CPAS
Accountancy firm EIN	2020-12-31	200708248
2019 : DREAM FINDERS HOMES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$1,164,310
Total transfer of assets to this plan	2019-12-31	$1,164,310
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$917
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$917
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,362,673
Total income from all sources (including contributions)	2019-12-31	$2,362,673
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$256,042
Total of all expenses incurred	2019-12-31	$256,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$189,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$189,686
Value of total corrective distributions	2019-12-31	$38,728
Value of total corrective distributions	2019-12-31	$38,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,743,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,743,357
Value of total assets at end of year	2019-12-31	$5,411,146
Value of total assets at end of year	2019-12-31	$5,411,146
Value of total assets at beginning of year	2019-12-31	$2,139,288
Value of total assets at beginning of year	2019-12-31	$2,139,288
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$27,628
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$27,628
Total interest from all sources	2019-12-31	$90
Total interest from all sources	2019-12-31	$90
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$1,500
Administrative expenses professional fees incurred	2019-12-31	$1,500
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,051,495
Contributions received from participants	2019-12-31	$1,051,495
Participant contributions at end of year	2019-12-31	$20,455
Participant contributions at end of year	2019-12-31	$20,455
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$4,362
Participant contributions at end of year	2019-12-31	$4,362
Participant contributions at beginning of year	2019-12-31	$111
Participant contributions at beginning of year	2019-12-31	$111
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$207,780
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$207,780
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$9,227
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$9,227
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$917
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$917
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$1,500
Other income not declared elsewhere	2019-12-31	$1,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,106,631
Value of net income/loss	2019-12-31	$2,106,631
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,410,229
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,410,229
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,139,288
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,139,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$15,375
Investment advisory and management fees	2019-12-31	$15,375
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,867,357
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,867,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,918,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,918,540
Value of interest in pooled separate accounts at end of year	2019-12-31	$13,184
Value of interest in pooled separate accounts at end of year	2019-12-31	$13,184
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$90
Interest on participant loans	2019-12-31	$90
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$13,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$13,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$9,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$9,227
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$9,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$9,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$617,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$617,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$484,082
Contributions received in cash from employer	2019-12-31	$484,082
Employer contributions (assets) at end of year	2019-12-31	$482,892
Employer contributions (assets) at end of year	2019-12-31	$482,892
Employer contributions (assets) at beginning of year	2019-12-31	$211,410
Employer contributions (assets) at beginning of year	2019-12-31	$211,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$189,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$189,686
Contract administrator fees	2019-12-31	$10,753
Contract administrator fees	2019-12-31	$10,753
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PIVOT CPAS
Accountancy firm name	2019-12-31	PIVOT CPAS
Accountancy firm EIN	2019-12-31	200708248
Accountancy firm EIN	2019-12-31	200708248
2018 : DREAM FINDERS HOMES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$860,413
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$139,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$135,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$937,626
Value of total assets at end of year	2018-12-31	$2,139,288
Value of total assets at beginning of year	2018-12-31	$1,418,420
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,304
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$40,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$40,595
Administrative expenses professional fees incurred	2018-12-31	$2,000
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$200,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$603,692
Participant contributions at end of year	2018-12-31	$111
Participant contributions at beginning of year	2018-12-31	$111
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$122,524
Administrative expenses (other) incurred	2018-12-31	$1,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$720,868
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,139,288
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,418,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$790
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,918,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,293,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$9,227
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$16,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$16,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-117,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$211,410
Employer contributions (assets) at end of year	2018-12-31	$211,410
Employer contributions (assets) at beginning of year	2018-12-31	$108,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$135,241
Contract administrator fees	2018-12-31	$14
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PIVOT CPAS
Accountancy firm EIN	2018-12-31	200708248
2017 : DREAM FINDERS HOMES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$694,792
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$83,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$79,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$504,898
Value of total assets at end of year	2017-12-31	$1,418,420
Value of total assets at beginning of year	2017-12-31	$807,449
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,249
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$4,249
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$15,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$379,880
Participant contributions at end of year	2017-12-31	$111
Participant contributions at beginning of year	2017-12-31	$111
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$16,194
Administrative expenses (other) incurred	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$610,971
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,418,420
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$807,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,293,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$696,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$16,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$105
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$105
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$189,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$108,824
Employer contributions (assets) at end of year	2017-12-31	$108,824
Employer contributions (assets) at beginning of year	2017-12-31	$110,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$79,572
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PIVOT CPAS
Accountancy firm EIN	2017-12-31	200708248

Form 5500 Responses for DREAM FINDERS HOMES 401(K) PLAN

2022: DREAM FINDERS HOMES 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DREAM FINDERS HOMES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DREAM FINDERS HOMES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DREAM FINDERS HOMES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DREAM FINDERS HOMES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DREAM FINDERS HOMES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

137528

Policy instance

Insurance contract or identification number	137528
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-11-15
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $28,268
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	28268
Additional information about fees paid to insurance broker	TPA COMPENSATION & FEES PAID
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

137528

Policy instance

Insurance contract or identification number	137528
Number of Individuals Covered	541
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,335
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	5335
Additional information about fees paid to insurance broker	TPA COMPENSATION & FEES PAID
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

137528

Policy instance

Insurance contract or identification number	137528
Number of Individuals Covered	266
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $19,139
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	19139
Additional information about fees paid to insurance broker	TPA COMPENSATION & OTHER ALLOWANCES
Insurance broker organization code?	5

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Company Name:	DREAM FINDERS HOMES, LLC
Employer identification number (EIN):	270528991
NAIC Classification:	236110

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2009-04-08
Company Identification Number:	L09000034275
Legal Registered Office Address:	14701 PHILIPS HIGHWAY., SUITE 300 JACKSONVILLE 32256