Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$1.2M
Filings through .
DBK Associates, Inc.
EIN 32-0369254Other Services (except Public Administration)Latest filing 2025
Plans
3
Retirement
3
$7.9M assets
Health & Benefits
0
Participants
57
18898 SE JUPITER INLET WAY - TEQUESTA, FL 33469914-980-4352
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $7.9M assets / 57 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
DBK ASSOCIATES, INC. RETIREMENT PLAN
Cash balance
Assets$4.9M
Participants18
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
DBK ASSOCIATES, INC. PROFIT SHARING PLAN
Profit-sharing
Assets$1.8M
Participants20
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
DBK ASSOCIATES OF FLORIDA INC 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$1.2M
Participants19
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | DBK ASSOCIATES, INC. RETIREMENT PLAN | Cash balance | $4.9M | 18 | 2025 |
| #002 | DBK ASSOCIATES, INC. PROFIT SHARING PLAN | Profit-sharing | $1.8M | 20 | 2025 |
| #001 | DBK ASSOCIATES OF FLORIDA INC 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $1.2M | 19 | 2025 |
- #003 · Cash balance · 202518
- #002 · Profit-sharing · 202520
- #001 · 401(k) · 202519
Retirement plans