How big is Dougherty & Connell, CPAS' plan?

Dougherty & Connell, CPAS' plan reported $4.4M in assets and 4 participants for 2025.

Original filing (PDF)20260521154904NAL0005320306001

Dougherty & Connell, CPAS

Name: Dougherty & Connell, CPAS — Dougherty & Connell, Form 5500 (2025)
Creator: Dougherty & Connell, CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dougherty & Connell Profit Sharing Plan

401(k) retirement plan · Dougherty & Connell, CPAS' Dougherty & Connell Profit Sharing Plan held $4.4M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Kevin Dougherty signed Dougherty & Connell, CPAS' 2025 Form 5500 as plan administrator.

Kevin Dougherty — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dougherty & Connell, CPAS' EIN is 11-2973168.

EIN 11-2973168

Plan number 002

Plan year 2025

ACK ID 20260521154904NAL0005320306001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Dougherty & Connell, CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Dougherty & Connell, CPAS' 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 DOUGHERTY & CONNELL, CPAS.

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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