How big is DKB Wealth Management Inc.'s plan?

DKB Wealth Management Inc.'s plan reported $927K in assets and 5 participants for 2024.

Original filing (PDF)20251013143458NAL0001435489001

DKB Wealth Management Inc.

Name: DKB Wealth Management Inc. — Encore 401(k) Profit, Form 5500 (2024)
Creator: DKB Wealth Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Encore 401(k) Profit Sharing Plan

401(k) retirement plan · DKB Wealth Management Inc.'s Encore 401(k) Profit Sharing Plan held $927K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$927K

Net assets (EOY)

$923K

Plan identifiers

DKB Wealth Management Inc.'s EIN is 20-5996805.

EIN 20-5996805

Plan number 001

Plan year 2024

ACK ID 20251013143458NAL0001435489001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for DKB Wealth Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

DKB Wealth Management Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DKB WEALTH MANAGEMENT INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score