Dupree Financial Group, LLC (EIN 27-0059167) has filed 4 Form 5500 plans with the U.S. Department of Labor, covering $950K in plan assets and 13 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Dupree Financial Group Profit Sharing Plan | 001 | 5 | $528K |
| Dupree Financial Group Cash Balance Plan #2 | 003 | 3 | $406K |
| Dupree Financial Group CBS Benefit Plan | 501 | 5 | $16K |
| Dupree Financial Group Cash Balance Plan | 002 | 0 | $3 |
27-0059167 is the Employer Identification Number (EIN) Dupree Financial Group, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Kentucky EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
