Civic Intelligence

Doherty Insurance Agency Inc.

Plan context: Doherty Insurance Agency Inc. Incentive Savings Plan

EIN 04-2209025 • Andover, MA • 26 filings • 1 plans

P.O. Box 1985Andover, MA 01810
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,980,196

2024 Contributions

$86,370

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,029,742$1,014,871$0199920132024YearValue
$1,980,196Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1470199920122024YearValue
5Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202415$1,980,196$86,370$17,274iApproximate average salary by contribution assumption: employee only about $431,850 at 4% or $287,900 at 6%; with 50% employer match about $287,900 at 4% or $191,933 at 6%; with 100% employer match about $215,925 at 4% or $143,950 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-5$1,980,196$86,370$17,274iApproximate average salary by contribution assumption: employee only about $431,850 at 4% or $287,900 at 6%; with 50% employer match about $287,900 at 4% or $191,933 at 6%; with 100% employer match about $215,925 at 4% or $143,950 at 6%.
202313$1,737,926$59,231$19,744iApproximate average salary by contribution assumption: employee only about $493,592 at 4% or $329,061 at 6%; with 50% employer match about $329,061 at 4% or $219,374 at 6%; with 100% employer match about $246,796 at 4% or $164,531 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-3$1,737,926$59,231$19,744iApproximate average salary by contribution assumption: employee only about $493,592 at 4% or $329,061 at 6%; with 50% employer match about $329,061 at 4% or $219,374 at 6%; with 100% employer match about $246,796 at 4% or $164,531 at 6%.
202214$1,691,036$82,229$20,557iApproximate average salary by contribution assumption: employee only about $513,931 at 4% or $342,621 at 6%; with 50% employer match about $342,621 at 4% or $228,414 at 6%; with 100% employer match about $256,966 at 4% or $171,310 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-4$1,691,036$82,229$20,557iApproximate average salary by contribution assumption: employee only about $513,931 at 4% or $342,621 at 6%; with 50% employer match about $342,621 at 4% or $228,414 at 6%; with 100% employer match about $256,966 at 4% or $171,310 at 6%.
202116$1,717,007$99,218$16,536iApproximate average salary by contribution assumption: employee only about $413,408 at 4% or $275,606 at 6%; with 50% employer match about $275,606 at 4% or $183,737 at 6%; with 100% employer match about $206,704 at 4% or $137,803 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-6$1,717,007$99,218$16,536iApproximate average salary by contribution assumption: employee only about $413,408 at 4% or $275,606 at 6%; with 50% employer match about $275,606 at 4% or $183,737 at 6%; with 100% employer match about $206,704 at 4% or $137,803 at 6%.
202017$1,787,182$86,612$12,373iApproximate average salary by contribution assumption: employee only about $309,329 at 4% or $206,219 at 6%; with 50% employer match about $206,219 at 4% or $137,479 at 6%; with 100% employer match about $154,664 at 4% or $103,110 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-7$1,787,182$86,612$12,373iApproximate average salary by contribution assumption: employee only about $309,329 at 4% or $206,219 at 6%; with 50% employer match about $206,219 at 4% or $137,479 at 6%; with 100% employer match about $154,664 at 4% or $103,110 at 6%.
201916$1,482,151$91,090$15,182iApproximate average salary by contribution assumption: employee only about $379,542 at 4% or $253,028 at 6%; with 50% employer match about $253,028 at 4% or $168,685 at 6%; with 100% employer match about $189,771 at 4% or $126,514 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-6$1,482,151$91,090$15,182iApproximate average salary by contribution assumption: employee only about $379,542 at 4% or $253,028 at 6%; with 50% employer match about $253,028 at 4% or $168,685 at 6%; with 100% employer match about $189,771 at 4% or $126,514 at 6%.
201817$1,403,343$66,807$9,544iApproximate average salary by contribution assumption: employee only about $238,596 at 4% or $159,064 at 6%; with 50% employer match about $159,064 at 4% or $106,043 at 6%; with 100% employer match about $119,298 at 4% or $79,532 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-7$1,403,343$66,807$9,544iApproximate average salary by contribution assumption: employee only about $238,596 at 4% or $159,064 at 6%; with 50% employer match about $159,064 at 4% or $106,043 at 6%; with 100% employer match about $119,298 at 4% or $79,532 at 6%.
201719$2,029,742$132,584$14,732iApproximate average salary by contribution assumption: employee only about $368,289 at 4% or $245,526 at 6%; with 50% employer match about $245,526 at 4% or $163,684 at 6%; with 100% employer match about $184,144 at 4% or $122,763 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-9$2,029,742$132,584$14,732iApproximate average salary by contribution assumption: employee only about $368,289 at 4% or $245,526 at 6%; with 50% employer match about $245,526 at 4% or $163,684 at 6%; with 100% employer match about $184,144 at 4% or $122,763 at 6%.
201617$1,794,729$99,434$14,205iApproximate average salary by contribution assumption: employee only about $355,121 at 4% or $236,748 at 6%; with 50% employer match about $236,748 at 4% or $157,832 at 6%; with 100% employer match about $177,561 at 4% or $118,374 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-7$1,794,729$99,434$14,205iApproximate average salary by contribution assumption: employee only about $355,121 at 4% or $236,748 at 6%; with 50% employer match about $236,748 at 4% or $157,832 at 6%; with 100% employer match about $177,561 at 4% or $118,374 at 6%.
201517$1,621,665$103,842$14,835iApproximate average salary by contribution assumption: employee only about $370,864 at 4% or $247,243 at 6%; with 50% employer match about $247,243 at 4% or $164,829 at 6%; with 100% employer match about $185,432 at 4% or $123,621 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-7$1,621,665$103,842$14,835iApproximate average salary by contribution assumption: employee only about $370,864 at 4% or $247,243 at 6%; with 50% employer match about $247,243 at 4% or $164,829 at 6%; with 100% employer match about $185,432 at 4% or $123,621 at 6%.
201417$1,505,569$100,269$14,324iApproximate average salary by contribution assumption: employee only about $358,104 at 4% or $238,736 at 6%; with 50% employer match about $238,736 at 4% or $159,157 at 6%; with 100% employer match about $179,052 at 4% or $119,368 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-7$1,505,569$100,269$14,324iApproximate average salary by contribution assumption: employee only about $358,104 at 4% or $238,736 at 6%; with 50% employer match about $238,736 at 4% or $159,157 at 6%; with 100% employer match about $179,052 at 4% or $119,368 at 6%.
201316$1,351,762$52,129$8,688iApproximate average salary by contribution assumption: employee only about $217,204 at 4% or $144,803 at 6%; with 50% employer match about $144,803 at 4% or $96,535 at 6%; with 100% employer match about $108,602 at 4% or $72,401 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-6$1,351,762$52,129$8,688iApproximate average salary by contribution assumption: employee only about $217,204 at 4% or $144,803 at 6%; with 50% employer match about $144,803 at 4% or $96,535 at 6%; with 100% employer match about $108,602 at 4% or $72,401 at 6%.
2012110$1,333,912$46,700$4,670iApproximate average salary by contribution assumption: employee only about $116,750 at 4% or $77,833 at 6%; with 50% employer match about $77,833 at 4% or $51,889 at 6%; with 100% employer match about $58,375 at 4% or $38,917 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-10$1,333,912$46,700$4,670iApproximate average salary by contribution assumption: employee only about $116,750 at 4% or $77,833 at 6%; with 50% employer match about $77,833 at 4% or $51,889 at 6%; with 100% employer match about $58,375 at 4% or $38,917 at 6%.
2011113$1,370,326$44,882$3,452iApproximate average salary by contribution assumption: employee only about $86,312 at 4% or $57,541 at 6%; with 50% employer match about $57,541 at 4% or $38,361 at 6%; with 100% employer match about $43,156 at 4% or $28,771 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-13$1,370,326$44,882$3,452iApproximate average salary by contribution assumption: employee only about $86,312 at 4% or $57,541 at 6%; with 50% employer match about $57,541 at 4% or $38,361 at 6%; with 100% employer match about $43,156 at 4% or $28,771 at 6%.
2010114$1,293,290$46,743$3,339iApproximate average salary by contribution assumption: employee only about $83,470 at 4% or $55,646 at 6%; with 50% employer match about $55,646 at 4% or $37,098 at 6%; with 100% employer match about $41,735 at 4% or $27,823 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-14$1,293,290$46,743$3,339iApproximate average salary by contribution assumption: employee only about $83,470 at 4% or $55,646 at 6%; with 50% employer match about $55,646 at 4% or $37,098 at 6%; with 100% employer match about $41,735 at 4% or $27,823 at 6%.
2009114$1,195,968$33,803$2,415iApproximate average salary by contribution assumption: employee only about $60,363 at 4% or $40,242 at 6%; with 50% employer match about $40,242 at 4% or $26,828 at 6%; with 100% employer match about $30,181 at 4% or $20,121 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-14$1,195,968$33,803$2,415iApproximate average salary by contribution assumption: employee only about $60,363 at 4% or $40,242 at 6%; with 50% employer match about $40,242 at 4% or $26,828 at 6%; with 100% employer match about $30,181 at 4% or $20,121 at 6%.
2008112$1,145,172$36,440$3,037iApproximate average salary by contribution assumption: employee only about $75,917 at 4% or $50,611 at 6%; with 50% employer match about $50,611 at 4% or $33,741 at 6%; with 100% employer match about $37,958 at 4% or $25,306 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-12$1,145,172$36,440$3,037iApproximate average salary by contribution assumption: employee only about $75,917 at 4% or $50,611 at 6%; with 50% employer match about $50,611 at 4% or $33,741 at 6%; with 100% employer match about $37,958 at 4% or $25,306 at 6%.
2007112$0$0-
Doherty Insurance Agency Inc. Incentive Savings Plan-12---
2006111$1,027,090$33,487$3,044iApproximate average salary by contribution assumption: employee only about $76,107 at 4% or $50,738 at 6%; with 50% employer match about $50,738 at 4% or $33,825 at 6%; with 100% employer match about $38,053 at 4% or $25,369 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-11$1,027,090$33,487$3,044iApproximate average salary by contribution assumption: employee only about $76,107 at 4% or $50,738 at 6%; with 50% employer match about $50,738 at 4% or $33,825 at 6%; with 100% employer match about $38,053 at 4% or $25,369 at 6%.
2005111$877,218$85,343$7,758iApproximate average salary by contribution assumption: employee only about $193,961 at 4% or $129,308 at 6%; with 50% employer match about $129,308 at 4% or $86,205 at 6%; with 100% employer match about $96,981 at 4% or $64,654 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-11$877,218$85,343$7,758iApproximate average salary by contribution assumption: employee only about $193,961 at 4% or $129,308 at 6%; with 50% employer match about $129,308 at 4% or $86,205 at 6%; with 100% employer match about $96,981 at 4% or $64,654 at 6%.
2004112$714,926$81,246$6,771iApproximate average salary by contribution assumption: employee only about $169,263 at 4% or $112,842 at 6%; with 50% employer match about $112,842 at 4% or $75,228 at 6%; with 100% employer match about $84,631 at 4% or $56,421 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-12$714,926$81,246$6,771iApproximate average salary by contribution assumption: employee only about $169,263 at 4% or $112,842 at 6%; with 50% employer match about $112,842 at 4% or $75,228 at 6%; with 100% employer match about $84,631 at 4% or $56,421 at 6%.
2003111$618,541$80,507$7,319iApproximate average salary by contribution assumption: employee only about $182,970 at 4% or $121,980 at 6%; with 50% employer match about $121,980 at 4% or $81,320 at 6%; with 100% employer match about $91,485 at 4% or $60,990 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-11$618,541$80,507$7,319iApproximate average salary by contribution assumption: employee only about $182,970 at 4% or $121,980 at 6%; with 50% employer match about $121,980 at 4% or $81,320 at 6%; with 100% employer match about $91,485 at 4% or $60,990 at 6%.
2002112$518,794$58,719$4,893iApproximate average salary by contribution assumption: employee only about $122,331 at 4% or $81,554 at 6%; with 50% employer match about $81,554 at 4% or $54,369 at 6%; with 100% employer match about $61,166 at 4% or $40,777 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-12$518,794$58,719$4,893iApproximate average salary by contribution assumption: employee only about $122,331 at 4% or $81,554 at 6%; with 50% employer match about $81,554 at 4% or $54,369 at 6%; with 100% employer match about $61,166 at 4% or $40,777 at 6%.
2001114$0$0-
Doherty Insurance Agency Inc. Incentive Savings Plan-14---
2000113$0$0-
Doherty Insurance Agency Inc. Incentive Savings Plan-13---
1999113$597,655$39,657$3,051iApproximate average salary by contribution assumption: employee only about $76,263 at 4% or $50,842 at 6%; with 50% employer match about $50,842 at 4% or $33,895 at 6%; with 100% employer match about $38,132 at 4% or $25,421 at 6%.
Doherty Insurance Agency Inc. Incentive Savings Plan-13$597,655$39,657$3,051iApproximate average salary by contribution assumption: employee only about $76,263 at 4% or $50,842 at 6%; with 50% employer match about $50,842 at 4% or $33,895 at 6%; with 100% employer match about $38,132 at 4% or $25,421 at 6%.