Dubois & King Employee Stock Ownership 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 Employee Stock Ownership Plan is a benefit plan reported by Dubois & King, Inc. under EIN 03-0224555 and plan number 002. The latest loaded filing year is 2023. The filing reports 212 participants and $9,525,072 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
002
Plan type
2
Location
Randolph, VT
Latest filing year
2023
Participants
212
End-of-year plan assets
$9,525,072

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023212H20250813160607NAL0008307635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,525,072
Total liabilities (EOY)
$849
Net assets (EOY)
$9,524,223
Net assets (BOY)
$7,861,898

Income & contributions

Employer contributions
$750,000
Total contributions
$750,000
Total income / additions
$2,030,293

Expenses & distributions

Benefits paid
$366,298
Administrative expenses
$1,670
Total expenses
$367,968
Net increase / (decrease)
$1,662,325

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages