2023 Form 5500 filing — Dubois & King, Inc. Profit Sharing 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250814080839NAL0021721250001) for Dubois & King, Inc. Profit Sharing 401(K) Plan, reported by Dubois & King, Inc. under EIN 03-0224555 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250814080839NAL0021721250001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dubois & King, Inc.
- EIN
- 03-0224555
- Plan number
- 001
- Location
- Randolph, VT
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,878,109
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,878,109
- Employer contributions
- $147,642
- Participant contributions
- $1,190,283
- Total income / additions
- $7,039,386
- Benefits paid
- $1,332,300
- Administrative expenses
- $41,001
- Total expenses
- $1,373,301
- Net increase / (decrease)
- $5,666,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Financial Inc | INVESTMENT ADVISOR | $24,181 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $16,820 | $0 |