Civic Intelligence

Doherty, Beals & Banks PC.

Plan context: Doherty, Beals & Banks PC. 401(K) Plan

EIN 06-0872192 • New London, CT • 26 filings • 3 plans

187 Williams StreetNew London, CT 06320
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,615,994

2024 Contributions

$124,685

Historical Graphs

Total Assets Over Time

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

$2,615,994$1,307,997$0199920132024YearValue
$2,615,994Latest year 2024

Participants Over Time

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

1580199920122024YearValue
8Latest 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
202418$2,615,994$124,685$15,586iApproximate average salary by contribution assumption: employee only about $389,641 at 4% or $259,760 at 6%; with 50% employer match about $259,760 at 4% or $173,174 at 6%; with 100% employer match about $194,820 at 4% or $129,880 at 6%.
Doherty, Beals & Banks PC. 401(K) Plan-8$2,615,994$124,685$15,586iApproximate average salary by contribution assumption: employee only about $389,641 at 4% or $259,760 at 6%; with 50% employer match about $259,760 at 4% or $173,174 at 6%; with 100% employer match about $194,820 at 4% or $129,880 at 6%.
202318$2,299,356$99,594$12,449iApproximate average salary by contribution assumption: employee only about $311,231 at 4% or $207,488 at 6%; with 50% employer match about $207,488 at 4% or $138,325 at 6%; with 100% employer match about $155,616 at 4% or $103,744 at 6%.
Doherty, Beals & Banks PC. 401(K) Plan-8$2,299,356$99,594$12,449iApproximate average salary by contribution assumption: employee only about $311,231 at 4% or $207,488 at 6%; with 50% employer match about $207,488 at 4% or $138,325 at 6%; with 100% employer match about $155,616 at 4% or $103,744 at 6%.
202219$2,052,042$116,511$12,946iApproximate average salary by contribution assumption: employee only about $323,642 at 4% or $215,761 at 6%; with 50% employer match about $215,761 at 4% or $143,841 at 6%; with 100% employer match about $161,821 at 4% or $107,881 at 6%.
Doherty, Beals & Banks PC. 401(K) Plan-9$2,052,042$116,511$12,946iApproximate average salary by contribution assumption: employee only about $323,642 at 4% or $215,761 at 6%; with 50% employer match about $215,761 at 4% or $143,841 at 6%; with 100% employer match about $161,821 at 4% or $107,881 at 6%.
202119$2,219,391$125,795$13,977iApproximate average salary by contribution assumption: employee only about $349,431 at 4% or $232,954 at 6%; with 50% employer match about $232,954 at 4% or $155,302 at 6%; with 100% employer match about $174,715 at 4% or $116,477 at 6%.
Doherty, Beals & Banks PC. 401(K) Plan-9$2,219,391$125,795$13,977iApproximate average salary by contribution assumption: employee only about $349,431 at 4% or $232,954 at 6%; with 50% employer match about $232,954 at 4% or $155,302 at 6%; with 100% employer match about $174,715 at 4% or $116,477 at 6%.
202019$1,952,545$140,315$15,591iApproximate average salary by contribution assumption: employee only about $389,764 at 4% or $259,843 at 6%; with 50% employer match about $259,843 at 4% or $173,228 at 6%; with 100% employer match about $194,882 at 4% or $129,921 at 6%.
Doherty, Beals & Banks PC. 401(K) Plan-9$1,952,545$140,315$15,591iApproximate average salary by contribution assumption: employee only about $389,764 at 4% or $259,843 at 6%; with 50% employer match about $259,843 at 4% or $173,228 at 6%; with 100% employer match about $194,882 at 4% or $129,921 at 6%.
2019110$1,620,642$111,385$11,139iApproximate average salary by contribution assumption: employee only about $278,463 at 4% or $185,642 at 6%; with 50% employer match about $185,642 at 4% or $123,761 at 6%; with 100% employer match about $139,231 at 4% or $92,821 at 6%.
Doherty, Beals & Banks PC. 401(K) Plan-10$1,620,642$111,385$11,139iApproximate average salary by contribution assumption: employee only about $278,463 at 4% or $185,642 at 6%; with 50% employer match about $185,642 at 4% or $123,761 at 6%; with 100% employer match about $139,231 at 4% or $92,821 at 6%.
2018111$1,354,154$116,229$10,566iApproximate average salary by contribution assumption: employee only about $264,157 at 4% or $176,105 at 6%; with 50% employer match about $176,105 at 4% or $117,403 at 6%; with 100% employer match about $132,078 at 4% or $88,052 at 6%.
Doherty, Beals & Banks PC. 401(K) Plan-11$1,354,154$116,229$10,566iApproximate average salary by contribution assumption: employee only about $264,157 at 4% or $176,105 at 6%; with 50% employer match about $176,105 at 4% or $117,403 at 6%; with 100% employer match about $132,078 at 4% or $88,052 at 6%.
2017110$1,295,542$112,174$11,217iApproximate average salary by contribution assumption: employee only about $280,435 at 4% or $186,957 at 6%; with 50% employer match about $186,957 at 4% or $124,638 at 6%; with 100% employer match about $140,218 at 4% or $93,478 at 6%.
Doherty, Beals & Banks PC. 401K Plan-10$1,295,542$112,174$11,217iApproximate average salary by contribution assumption: employee only about $280,435 at 4% or $186,957 at 6%; with 50% employer match about $186,957 at 4% or $124,638 at 6%; with 100% employer match about $140,218 at 4% or $93,478 at 6%.
2016112$1,168,748$79,791$6,649iApproximate average salary by contribution assumption: employee only about $166,231 at 4% or $110,821 at 6%; with 50% employer match about $110,821 at 4% or $73,881 at 6%; with 100% employer match about $83,116 at 4% or $55,410 at 6%.
Doherty, Beals & Banks PC. 401K Plan-12$1,168,748$79,791$6,649iApproximate average salary by contribution assumption: employee only about $166,231 at 4% or $110,821 at 6%; with 50% employer match about $110,821 at 4% or $73,881 at 6%; with 100% employer match about $83,116 at 4% or $55,410 at 6%.
2015112$1,021,357$71,853$5,988iApproximate average salary by contribution assumption: employee only about $149,694 at 4% or $99,796 at 6%; with 50% employer match about $99,796 at 4% or $66,531 at 6%; with 100% employer match about $74,847 at 4% or $49,898 at 6%.
Doherty, Beals & Banks PC. 401K Plan-12$1,021,357$71,853$5,988iApproximate average salary by contribution assumption: employee only about $149,694 at 4% or $99,796 at 6%; with 50% employer match about $99,796 at 4% or $66,531 at 6%; with 100% employer match about $74,847 at 4% or $49,898 at 6%.
2014111$1,331,873$75,565$6,870iApproximate average salary by contribution assumption: employee only about $171,739 at 4% or $114,492 at 6%; with 50% employer match about $114,492 at 4% or $76,328 at 6%; with 100% employer match about $85,869 at 4% or $57,246 at 6%.
Doherty, Beals & Banks PC. 401K Plan-11$1,331,873$75,565$6,870iApproximate average salary by contribution assumption: employee only about $171,739 at 4% or $114,492 at 6%; with 50% employer match about $114,492 at 4% or $76,328 at 6%; with 100% employer match about $85,869 at 4% or $57,246 at 6%.
2013112$1,261,760$78,432$6,536iApproximate average salary by contribution assumption: employee only about $163,400 at 4% or $108,933 at 6%; with 50% employer match about $108,933 at 4% or $72,622 at 6%; with 100% employer match about $81,700 at 4% or $54,467 at 6%.
Doherty, Beals & Banks PC. 401K Plan-12$1,261,760$78,432$6,536iApproximate average salary by contribution assumption: employee only about $163,400 at 4% or $108,933 at 6%; with 50% employer match about $108,933 at 4% or $72,622 at 6%; with 100% employer match about $81,700 at 4% or $54,467 at 6%.
2012114$1,277,682$61,044$4,360iApproximate average salary by contribution assumption: employee only about $109,007 at 4% or $72,671 at 6%; with 50% employer match about $72,671 at 4% or $48,448 at 6%; with 100% employer match about $54,504 at 4% or $36,336 at 6%.
Doherty, Beals & Banks PC. 401K Plan-14$1,277,682$61,044$4,360iApproximate average salary by contribution assumption: employee only about $109,007 at 4% or $72,671 at 6%; with 50% employer match about $72,671 at 4% or $48,448 at 6%; with 100% employer match about $54,504 at 4% or $36,336 at 6%.
2011114$1,078,143$60,492$4,321iApproximate average salary by contribution assumption: employee only about $108,021 at 4% or $72,014 at 6%; with 50% employer match about $72,014 at 4% or $48,010 at 6%; with 100% employer match about $54,011 at 4% or $36,007 at 6%.
Doherty, Beals & Banks PC. 401K Plan-14$1,078,143$60,492$4,321iApproximate average salary by contribution assumption: employee only about $108,021 at 4% or $72,014 at 6%; with 50% employer match about $72,014 at 4% or $48,010 at 6%; with 100% employer match about $54,011 at 4% or $36,007 at 6%.
2010113$1,064,385$57,823$4,448iApproximate average salary by contribution assumption: employee only about $111,198 at 4% or $74,132 at 6%; with 50% employer match about $74,132 at 4% or $49,421 at 6%; with 100% employer match about $55,599 at 4% or $37,066 at 6%.
Doherty, Beals & Banks PC. 401K Plan-13$1,064,385$57,823$4,448iApproximate average salary by contribution assumption: employee only about $111,198 at 4% or $74,132 at 6%; with 50% employer match about $74,132 at 4% or $49,421 at 6%; with 100% employer match about $55,599 at 4% or $37,066 at 6%.
2009113$1,089,585$63,761$4,905iApproximate average salary by contribution assumption: employee only about $122,617 at 4% or $81,745 at 6%; with 50% employer match about $81,745 at 4% or $54,497 at 6%; with 100% employer match about $61,309 at 4% or $40,872 at 6%.
Doherty, Beals & Banks PC. 401K Plan-13$1,089,585$63,761$4,905iApproximate average salary by contribution assumption: employee only about $122,617 at 4% or $81,745 at 6%; with 50% employer match about $81,745 at 4% or $54,497 at 6%; with 100% employer match about $61,309 at 4% or $40,872 at 6%.
2008111$893,624$84,269$7,661iApproximate average salary by contribution assumption: employee only about $191,520 at 4% or $127,680 at 6%; with 50% employer match about $127,680 at 4% or $85,120 at 6%; with 100% employer match about $95,760 at 4% or $63,840 at 6%.
Doherty, Beals & Banks PC. 401K Plan-11$893,624$84,269$7,661iApproximate average salary by contribution assumption: employee only about $191,520 at 4% or $127,680 at 6%; with 50% employer match about $127,680 at 4% or $85,120 at 6%; with 100% employer match about $95,760 at 4% or $63,840 at 6%.
2007112$0$0-
Doherty, Beals & Banks PC. 401K Plan-12---
2006112$1,055,482$77,671$6,473iApproximate average salary by contribution assumption: employee only about $161,815 at 4% or $107,876 at 6%; with 50% employer match about $107,876 at 4% or $71,918 at 6%; with 100% employer match about $80,907 at 4% or $53,938 at 6%.
Doherty, Beals & Banks PC. 401K Plan-12$1,055,482$77,671$6,473iApproximate average salary by contribution assumption: employee only about $161,815 at 4% or $107,876 at 6%; with 50% employer match about $107,876 at 4% or $71,918 at 6%; with 100% employer match about $80,907 at 4% or $53,938 at 6%.
2005114$1,030,674$84,441$6,032iApproximate average salary by contribution assumption: employee only about $150,788 at 4% or $100,525 at 6%; with 50% employer match about $100,525 at 4% or $67,017 at 6%; with 100% employer match about $75,394 at 4% or $50,263 at 6%.
Doherty, Beals & Banks PC. 401K Plan-14$1,030,674$84,441$6,032iApproximate average salary by contribution assumption: employee only about $150,788 at 4% or $100,525 at 6%; with 50% employer match about $100,525 at 4% or $67,017 at 6%; with 100% employer match about $75,394 at 4% or $50,263 at 6%.
2004115$920,800$83,114$5,541iApproximate average salary by contribution assumption: employee only about $138,523 at 4% or $92,349 at 6%; with 50% employer match about $92,349 at 4% or $61,566 at 6%; with 100% employer match about $69,262 at 4% or $46,174 at 6%.
Doherty, Beals & Banks PC. 401K Plan-15$920,800$83,114$5,541iApproximate average salary by contribution assumption: employee only about $138,523 at 4% or $92,349 at 6%; with 50% employer match about $92,349 at 4% or $61,566 at 6%; with 100% employer match about $69,262 at 4% or $46,174 at 6%.
2003115$760,170$81,046$5,403iApproximate average salary by contribution assumption: employee only about $135,077 at 4% or $90,051 at 6%; with 50% employer match about $90,051 at 4% or $60,034 at 6%; with 100% employer match about $67,538 at 4% or $45,026 at 6%.
Doherty, Beals & Banks PC. 401K Plan-15$760,170$81,046$5,403iApproximate average salary by contribution assumption: employee only about $135,077 at 4% or $90,051 at 6%; with 50% employer match about $90,051 at 4% or $60,034 at 6%; with 100% employer match about $67,538 at 4% or $45,026 at 6%.
2002112$0$0-
Doherty, Beals & Banks PC. 401K Plan-12---
2001115$680,642$50,562$3,371iApproximate average salary by contribution assumption: employee only about $84,270 at 4% or $56,180 at 6%; with 50% employer match about $56,180 at 4% or $37,453 at 6%; with 100% employer match about $42,135 at 4% or $28,090 at 6%.
Doherty, Beals & Banks PC. 401K Plan-15$680,642$50,562$3,371iApproximate average salary by contribution assumption: employee only about $84,270 at 4% or $56,180 at 6%; with 50% employer match about $56,180 at 4% or $37,453 at 6%; with 100% employer match about $42,135 at 4% or $28,090 at 6%.
2000112$724,939$43,995$3,666iApproximate average salary by contribution assumption: employee only about $91,656 at 4% or $61,104 at 6%; with 50% employer match about $61,104 at 4% or $40,736 at 6%; with 100% employer match about $45,828 at 4% or $30,552 at 6%.
Doherty, Beals & Banks PC. 401K Plan-12$724,939$43,995$3,666iApproximate average salary by contribution assumption: employee only about $91,656 at 4% or $61,104 at 6%; with 50% employer match about $61,104 at 4% or $40,736 at 6%; with 100% employer match about $45,828 at 4% or $30,552 at 6%.
1999112$744,513$40,110$3,343iApproximate average salary by contribution assumption: employee only about $83,563 at 4% or $55,708 at 6%; with 50% employer match about $55,708 at 4% or $37,139 at 6%; with 100% employer match about $41,781 at 4% or $27,854 at 6%.
Doherty, Beals & Banks PC. 401K Plan-12$744,513$40,110$3,343iApproximate average salary by contribution assumption: employee only about $83,563 at 4% or $55,708 at 6%; with 50% employer match about $55,708 at 4% or $37,139 at 6%; with 100% employer match about $41,781 at 4% or $27,854 at 6%.