How big is Dupree Financial Group's plan?

Dupree Financial Group's plan reported $16K in assets and 5 participants for 2024.

Original filing (PDF)20251229132512NAL0017723153001

Dupree Financial Group

Name: Dupree Financial Group — Dupree Financial Group CBS, Form 5500 (2024)
Creator: Dupree Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dupree Financial Group CBS Benefit Plan

Health & welfare plan · Dupree Financial Group's Dupree Financial Group CBS Benefit Plan held $16K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$16K

Net assets (EOY)

$5K

People on this filing

Joseph HSU signed Dupree Financial Group's 2024 Form 5500 as plan administrator.

Joseph HSU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dupree Financial Group's EIN is 27-0059167.

EIN 27-0059167

Plan number 501

Plan year 2024

ACK ID 20251229132512NAL0017723153001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dupree Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dupree Financial Group's plan includes health coverage.

Decision-maker contacts

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

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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