How big is Dupree, Inc.'s plan?

Dupree, Inc.'s plan reported $2.6M in assets and 17 participants for 2023.

Original filing (PDF)20240801150634NAL0023846785001

Dupree, Inc.

Name: Dupree, Inc. — Dupree, Inc. 401(k) Plan, Form 5500 (2023)
Creator: Dupree, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dupree, Inc. 401(k) Plan

401(k) retirement plan · Dupree, Inc.'s Dupree, Inc. 401(k) Plan held $2.6M in plan assets for 17 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Dupree, Inc.'s EIN is 95-2318297.

EIN 95-2318297

Plan number 001

Plan year 2023

ACK ID 20240801150634NAL0023846785001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Dupree, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Dupree, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

DUPREE, INC.

EIN

all filings

Address

14395 RAMONA AVE. · CHINO, CA · 91710

Phone

(909) 597-4889

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-01

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

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