Original filing (PDF)20240419154938NAL0006566433001

JAN MARIE DOUGHTY CPA LLC

Name: JAN MARIE DOUGHTY CPA LLC — JAN MARIE DOUGHTY CPA LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: JAN MARIE DOUGHTY CPA LLC

Form 5500-SF

FILING_RECEIVED

JAN MARIE DOUGHTY CPA LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$900K

Net assets (EOY)

$900K

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

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 (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAN MARIE DOUGHTY CPA LLC.

Plan sponsor

Name

JAN MARIE DOUGHTY CPA LLC

EIN

27-3632782all filings

Address

3000 N ATLANTIC AVE 200 · COCOA BEACH, FL · 32931

Phone

(321) 784-8329

Industry