How big is Barkley B. Daugherty, Jr. DMD's plan?

Barkley B. Daugherty, Jr. DMD's plan reported $845K in assets and 7 participants for 2024.

Original filing (PDF)20260129095907NAL0005438339001

Barkley B. Daugherty, Jr. DMD

Name: Barkley B. Daugherty, Jr. DMD — Barkley B. Daugherty, Form 5500 (2024)
Creator: Barkley B. Daugherty, Jr. DMD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barkley B. Daugherty, Jr. DMD 401(k) Plan

401(k) retirement plan · Barkley B. Daugherty, Jr. DMD's Barkley B. Daugherty, Jr. DMD 401(k) Plan held $845K in plan assets for 7 participants in 2024.

Signals · 1

Late filing · 2.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$845K

Net assets (EOY)

$845K

People on this filing

Barkley Daugherty signed Barkley B. Daugherty, Jr. DMD's 2024 Form 5500 as plan administrator.

Barkley Daugherty — 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

Barkley B. Daugherty, Jr. DMD's EIN is 16-1222173.

EIN 16-1222173

Plan number 001

Plan year 2024

ACK ID 20260129095907NAL0005438339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barkley B. Daugherty, Jr. DMD from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barkley B. Daugherty, Jr. DMD's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

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.

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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

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).

Plan sponsor

Name

BARKLEY B. DAUGHERTY, JR. DMD

EIN

all filings

Address

2210 WEST STATE STREET · OLEAN, NY · 14760

Phone

(716) 378-2774

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator