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, Dupre Investments, Inc. 401(K) Retirement Plan is a benefit plan reported by Dupre Investments, Inc. under EIN 72-1088545 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,364 participants and $33,822,684 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,822,684
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,822,684
- Net assets (BOY)
- $28,563,836
Income & contributions
- Employer contributions
- $514,105
- Participant contributions
- $2,581,831
- Total contributions
- $3,831,759
- Total income / additions
- $8,647,850
Expenses & distributions
- Benefits paid
- $3,344,439
- Administrative expenses
- $27,067
- Total expenses
- $3,389,002
- Net increase / (decrease)
- $5,258,848