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  2. DBK ASSOCIATES OF FLORIDA INC
Sponsor portfolio

DBK ASSOCIATES OF FLORIDA INC

EIN 32-0369254-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
3
$7.9M assets
Welfare
0
Participants
57
18898 SE JUPITER INLET WAY - TEQUESTA, FL 334691754914-980-4352
Plans on this EIN
3 filings
#003CashBalance-$4.9M - 18 part#002ProfitSharing-$1.8M - 20 part#001401k-$1.2M - 19 part

Retirement portfolio analytics

3 plans aggregated / $7.9M assets / 57 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • INC. RETIREMENT PLAN (#003)62%
  • PROFIT SHARING PLAN (#002)22%
  • PLAN & TRUST (#001)16%
Total $7.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)20
  • PLAN & TRUST (#001)19
  • INC. RETIREMENT PLAN (#003)18
Total 57Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

DBK ASSOCIATES, INC. RETIREMENT PLAN

CashBalance

Assets$4.9M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

DBK ASSOCIATES, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$1.8M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DBK ASSOCIATES OF FLORIDA INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.2M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003DBK ASSOCIATES, INC. RETIREMENT PLANCashBalance$4.9M182025
002DBK ASSOCIATES, INC. PROFIT SHARING PLANProfitSharing$1.8M202025
001DBK ASSOCIATES OF FLORIDA INC 401(K) PROFIT SHARING PLAN & TRUST401k$1.2M192025
Retirement plans
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