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.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.5MPlan net assets, end of year$9,524,223
Participants212Covered participants reported
Assets / participant$44.9KComputed: assets ÷ participants$44,930 (computed)
Provider compensationNone reported
- Plan sponsor
- Dubois & King, Inc.
- EIN
- 03-0224555
- Plan number
- 002
- Plan type
- 2
- Location
- Randolph, VT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H | 20250813160607NAL0008307635001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.5M total assets
Net assets$9.5MLiabilities$849
Full reported line items
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.