Dubois & King, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Dubois & King, 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, Dubois & King, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Dubois & King, Inc. under EIN 03-0224555 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $21,878,109 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dubois & King, Inc.
EIN
03-0224555
Plan number
001
Plan type
2
Location
Randolph, VT
Latest filing year
2023
Participants
210
End-of-year plan assets
$21,878,109

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023210H, C20250814080839NAL0021721250001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,878,109
Total liabilities (EOY)
$0
Net assets (EOY)
$21,878,109
Net assets (BOY)
$16,212,024

Income & contributions

Employer contributions
$147,642
Participant contributions
$1,190,283
Total contributions
$1,755,806
Total income / additions
$7,039,386

Expenses & distributions

Benefits paid
$1,332,300
Administrative expenses
$41,001
Total expenses
$1,373,301
Net increase / (decrease)
$5,666,085

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Financial IncINVESTMENT ADVISOR$24,181not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$16,820$02023

Related Form 5500 pages