How big is Dream Big Inc.'s plan?

Dream Big Inc.'s plan reported $100K in assets and 2 participants for 2023.

Original filing (PDF)20240830050910NAL0023236224001

Dream Big Inc.

Name: Dream Big Inc. — Dream Big Inc., 401(k), Form 5500 (2023)
Creator: Dream Big Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dream Big Inc., 401(k)

401(k) retirement plan · Dream Big Inc.'s Dream Big Inc., 401(k) held $100K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$100K

Net assets (EOY)

$100K

People on this filing

Brian BEAN signed Dream Big Inc.'s 2023 Form 5500 as plan administrator.

Brian BEAN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dream Big Inc.'s EIN is 90-0516810.

EIN 90-0516810

Plan number 001

Plan year 2023

ACK ID 20240830050910NAL0023236224001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Dream Big Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Dream Big Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

DREAM BIG INC

EIN

all filings

Address

6820 INDIANA AVE STE 110 · RIVERSIDE, CA · 92506

Phone

(951) 314-5402

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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