Original filing (PDF)20230328080410NAL0073418866001

DOHERTY ASSOCIATES, INC.

Name: DOHERTY ASSOCIATES, INC. — DOHERTY ASSOCIATES, INC. PROFIT SHARING PLAN, Form 5500 (2022)
Creator: DOHERTY ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

DOHERTY ASSOCIATES, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 DOHERTY ASSOCIATES, INC..

Plan sponsor

Name

DOHERTY ASSOCIATES, INC.

EIN

39-1519535

Address

N32W29431 MOZART ROAD · PEWAUKEE, WI · 530723271

Phone

(414) 852-6068

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-03-28

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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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