Original filing (PDF)20250721141916NAL0004052898001

DBK FINANCIAL COUNSEL, LLC

Name: DBK FINANCIAL COUNSEL, LLC — DBK FINANCIAL COUNSEL, LLC 401(K) PLAN, Form 5500 (2024)
Creator: DBK FINANCIAL COUNSEL, LLC

Form 5500-SF

FILING_RECEIVED

DBK FINANCIAL COUNSEL, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$405K

Net assets (EOY)

$405K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DBK FINANCIAL COUNSEL, LLC.

Plan sponsor

Name

DBK FINANCIAL COUNSEL, LLC

EIN

46-4719942

Address

198 W PORTAGE TRAIL · SUITE 105 · CUYAHOGA FALLS, OH · 44223

Phone

(330) 923-3038

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

WILLIAM R. KENAN JR FUND

WILLIAM R KENAN JR FUND 403B PLAN

$404K · 1 participants

STEVEN I LYONS

STEVEN I LYONS 401(K) PROFIT SHARING PLAN & TRUST

$403K · 3 participants

INDIAN RIVER LAND TRUST, INC

INDIAN RIVER LAND TRUST, INC 401(K) PLAN

$410K · 5 participants

STERLING SERVICES GROUP

STERLING SERVICES GROUP RETIREMENT TRUST

$398K · 4 participants

MCEACHERN ENDOWMENT FUND, INC.

MCEACHERN ENDOWMENT FUND, INC. RETIREMENT PLAN