How big is Doherty Associates, Inc.'s plan?

Doherty Associates, Inc.'s plan reported $2.1M in assets and 2 participants for 2022.

Original filing (PDF)20230328080410NAL0073418866001

Doherty Associates, Inc.

Name: Doherty Associates, Inc. — Doherty Associates, Inc., Form 5500 (2022)
Creator: Doherty Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Doherty Associates, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Doherty Associates, Inc.'s Doherty Associates, Inc. Profit Sharing Plan held $2.1M in plan assets for 2 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Doherty Associates, Inc.'s EIN is 39-1519535.

EIN 39-1519535

Plan number 001

Plan year 2022

ACK ID 20230328080410NAL0073418866001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Doherty Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Doherty Associates, Inc.'s plan includes profit-sharing, 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 DOHERTY ASSOCIATES, INC..

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score