Original filing (PDF)20250520104220NAL0001273731001

DOUGHERTY, LEVENTHAL & PRICE, LLP

Name: DOUGHERTY, LEVENTHAL & PRICE, LLP — DOUGHERTY, LEVENTHAL & PRICE PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DOUGHERTY, LEVENTHAL & PRICE, LLP

Form 5500-SF

FILING_RECEIVED

DOUGHERTY, LEVENTHAL & PRICE PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOUGHERTY, LEVENTHAL & PRICE, LLP.

Plan sponsor

Name

DOUGHERTY, LEVENTHAL & PRICE, LLP

EIN

23-2330245

Address

459 WYOMING AVENUE · KINGSTON, PA · 18704

Phone

(570) 288-1427

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-20

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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