Original filing (PDF)20250929134529NAL0026904370001

DUPREE & ASSOCIATES LLC

Name: DUPREE & ASSOCIATES LLC — DUPREE & ASSOCIATES LLC MCF BENEFIT PLAN, Form 5500 (2024)
Creator: DUPREE & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

DUPREE & ASSOCIATES LLC MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$326

Net assets (EOY)

$91

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

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 DUPREE & ASSOCIATES LLC.

Plan sponsor

Name

DUPREE & ASSOCIATES LLC

EIN

26-0844139all filings

Address

1563 ROSEWOOD RD STE D · NIXA, MO · 65714

Phone

(417) 724-2727

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

KARA CORCHES

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-09-29

Welfare benefit codes

4A · Health (other than dental or vision)

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 Insurance Agencies & Brokerages plans

BRIAN REEVES CROP INSURANCE

BRIAN REEVES CROP INSURANCE OFB BENEFIT PLAN

$323 · 2 participants

SOLANO AGENCY LLC

SOLANO AGENCY LLC - 401(K)

$323 · 5 participants

JACK SCHILTZ AGENCY

JACK SCHILTZ AGENCY 401(K) PLAN

$323 · 2 participants

MOORE INVESTMENTS OF NC INC

MOORE INVESTMENTS OF NC INC 401(K) PLAN

$321 · 1 participants

RIGHT CHOICE INSURANCE SERVICES

RIGHT CHOICE INSURANCE SERVICES, LLC 401K PLAN

$336

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.