Original filing (PDF)20250924142247NAL0008771872001

DUBOIS & ASSOCIATES

Name: DUBOIS & ASSOCIATES — DUBOIS & ASSOCIATES CASH BALANCE PLAN, Form 5500 (2024)
Creator: DUBOIS & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

DUBOIS & ASSOCIATES CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DUBOIS & ASSOCIATES.

Plan sponsor

Name

DUBOIS & ASSOCIATES

EIN

22-3740270

Address

190 NORTH MAIN STREET · MANAHAWKIN, NJ · 08050

Phone

(609) 488-2857

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

G3 ENGINEERING, LLC

G3 ENGINEERING 401(K) PLAN

$1.7M · 48 participants

ETHOS ENGINEERING, LLC

ETHOS ENGINEERING 401(K) PLAN

$1.7M · 21 participants

ATWELL & GENT, P.A.

ATWELL & GENT, P. A. 401(K) PLAN

$1.7M · 8 participants

FLEXCOMPUTE INC

FLEXCOMPUTE 401(K) PLAN

$1.7M · 42 participants

ENGINEERING DESIGN GROUP, LLC

28. ENGINEERING DESIGN GROUP 401(K) PLAN

$1.7M · 74 participants