Original filing (PDF)20260129095907NAL0005438339001

BARKLEY B. DAUGHERTY, JR. DMD

Name: BARKLEY B. DAUGHERTY, JR. DMD — BARKLEY B. DAUGHERTY, JR. DMD 401(K) PLAN, Form 5500 (2024)
Creator: BARKLEY B. DAUGHERTY, JR. DMD

Form 5500-SF

FILING_RECEIVED

BARKLEY B. DAUGHERTY, JR. DMD 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$845K

Net assets (EOY)

$845K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.4 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARKLEY B. DAUGHERTY, JR. DMD.

Plan sponsor

Name

BARKLEY B. DAUGHERTY, JR. DMD

EIN

16-1222173all filings

Address

2210 WEST STATE STREET · OLEAN, NY · 14760

Phone

(716) 378-2774

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