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401k Sponsoring company profile

DUPREE FINANCIAL GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:DUPREE FINANCIAL GROUP, LLC
Employer identification number (EIN):270059167
NAIC Classification:541600

The following addresses have been detected on the 401k submissions:

USA Location Address
237 EAST MAIN STREET
LEXINGTON
KY
405071309
Date first seen: 2015-09-01
Date last seen: 2021-10-11
USA Location Address
237 E MAIN ST
LEXINGTON
KY
40507
Date first seen: 2008-07-01
Date last seen: 2024-07-31

DUPREE FINANCIAL GROUP, LLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001DUPREE FINANCIAL GROUP PROFIT SHARING PLAN2016-01-01 2014-01-01
002DUPREE FINANCIAL GROUP CASH BALANCE PLAN2016-01-01 2014-01-01
501DUPREE FINANCIAL GROUP CBS BENEFIT PLAN2021-01-01 2021-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2023-09-13Employer Contributions $ 174,278
2023-09-13Employee Contributions $ 174,278
2022-04-18Employer Contributions $ 75,000
2022-04-18Employee Contributions $ 75,000
2019-07-12Employer Contributions $ 50,000
2019-07-12Employee Contributions $ 50,000
2019-03-12Employer Contributions $ 40,000
2019-03-12Employee Contributions $ 40,000
2018-08-02Employer Contributions $ 10,000
2018-08-02Employee Contributions $ 10,000
2018-07-09Employer Contributions $ 10,000
2018-07-09Employee Contributions $ 10,000
2017-11-27Employer Contributions $ 15,000
2017-11-27Employee Contributions $ 15,000
2017-10-24Employer Contributions $ 12,000
2017-10-24Employee Contributions $ 12,000
2017-08-01Employer Contributions $ 10,000
2017-08-01Employee Contributions $ 10,000
2017-04-10Employer Contributions $ 30,000
2017-04-10Employee Contributions $ 30,000
2016-06-28Employer Contributions $ 4,000
2016-06-28Employee Contributions $ 4,000
2015-10-06Employer Contributions $ 10,000
2015-10-06Employee Contributions $ 10,000
2015-09-28Employer Contributions $ 23,344
2015-09-28Employee Contributions $ 23,344
2015-04-14Employer Contributions $ 128,900
2015-04-14Employee Contributions $ 128,900

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