Civic Intelligence

Doherty Financial Services

Plan context: Doherty Financial Services LLC 401(K) Plan

EIN 06-1624388 • Uncasville, CT • 21 filings • 3 plans

P.O. Box 508Uncasville, CT 06382
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$3,122,772

2024 Contributions

$141,368

Historical Graphs

Total Assets Over Time

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

$3,122,772$1,561,386$0200320142024YearValue
$3,122,772Latest year 2024

Participants Over Time

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

740200320132024YearValue
7Latest 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
202417$3,122,772$141,368$20,195iApproximate average salary by contribution assumption: employee only about $504,886 at 4% or $336,590 at 6%; with 50% employer match about $336,590 at 4% or $224,394 at 6%; with 100% employer match about $252,443 at 4% or $168,295 at 6%.
Doherty Financial Services LLC 401(K) Plan-7$3,122,772$141,368$20,195iApproximate average salary by contribution assumption: employee only about $504,886 at 4% or $336,590 at 6%; with 50% employer match about $336,590 at 4% or $224,394 at 6%; with 100% employer match about $252,443 at 4% or $168,295 at 6%.
202217$2,337,022$144,357$20,622iApproximate average salary by contribution assumption: employee only about $515,561 at 4% or $343,707 at 6%; with 50% employer match about $343,707 at 4% or $229,138 at 6%; with 100% employer match about $257,780 at 4% or $171,854 at 6%.
Doherty Financial Services LLC 401(K) Plan-7$2,337,022$144,357$20,622iApproximate average salary by contribution assumption: employee only about $515,561 at 4% or $343,707 at 6%; with 50% employer match about $343,707 at 4% or $229,138 at 6%; with 100% employer match about $257,780 at 4% or $171,854 at 6%.
202117$2,624,559$133,178$19,025iApproximate average salary by contribution assumption: employee only about $475,636 at 4% or $317,090 at 6%; with 50% employer match about $317,090 at 4% or $211,394 at 6%; with 100% employer match about $237,818 at 4% or $158,545 at 6%.
Doherty Financial Services LLC 401(K) Plan-7$2,624,559$133,178$19,025iApproximate average salary by contribution assumption: employee only about $475,636 at 4% or $317,090 at 6%; with 50% employer match about $317,090 at 4% or $211,394 at 6%; with 100% employer match about $237,818 at 4% or $158,545 at 6%.
202017$2,180,255$92,981$13,283iApproximate average salary by contribution assumption: employee only about $332,075 at 4% or $221,383 at 6%; with 50% employer match about $221,383 at 4% or $147,589 at 6%; with 100% employer match about $166,038 at 4% or $110,692 at 6%.
Doherty Financial Services LLC 401(K) Plan-7$2,180,255$92,981$13,283iApproximate average salary by contribution assumption: employee only about $332,075 at 4% or $221,383 at 6%; with 50% employer match about $221,383 at 4% or $147,589 at 6%; with 100% employer match about $166,038 at 4% or $110,692 at 6%.
201917$1,886,698$73,758$10,537iApproximate average salary by contribution assumption: employee only about $263,421 at 4% or $175,614 at 6%; with 50% employer match about $175,614 at 4% or $117,076 at 6%; with 100% employer match about $131,711 at 4% or $87,807 at 6%.
Doherty Financial Services LLC 401(K) Plan-7$1,886,698$73,758$10,537iApproximate average salary by contribution assumption: employee only about $263,421 at 4% or $175,614 at 6%; with 50% employer match about $175,614 at 4% or $117,076 at 6%; with 100% employer match about $131,711 at 4% or $87,807 at 6%.
201816$1,500,234$75,964$12,661iApproximate average salary by contribution assumption: employee only about $316,517 at 4% or $211,011 at 6%; with 50% employer match about $211,011 at 4% or $140,674 at 6%; with 100% employer match about $158,258 at 4% or $105,506 at 6%.
Doherty Financial Services LLC 401(K) Plan-6$1,500,234$75,964$12,661iApproximate average salary by contribution assumption: employee only about $316,517 at 4% or $211,011 at 6%; with 50% employer match about $211,011 at 4% or $140,674 at 6%; with 100% employer match about $158,258 at 4% or $105,506 at 6%.
201715$1,502,374$62,341$12,468iApproximate average salary by contribution assumption: employee only about $311,705 at 4% or $207,803 at 6%; with 50% employer match about $207,803 at 4% or $138,536 at 6%; with 100% employer match about $155,853 at 4% or $103,902 at 6%.
Doherty Financial Services LLC 401(K) Plan-5$1,502,374$62,341$12,468iApproximate average salary by contribution assumption: employee only about $311,705 at 4% or $207,803 at 6%; with 50% employer match about $207,803 at 4% or $138,536 at 6%; with 100% employer match about $155,853 at 4% or $103,902 at 6%.
201615$1,230,095$58,056$11,611iApproximate average salary by contribution assumption: employee only about $290,280 at 4% or $193,520 at 6%; with 50% employer match about $193,520 at 4% or $129,013 at 6%; with 100% employer match about $145,140 at 4% or $96,760 at 6%.
Doherty Financial Services LLC 401(K) Plan-5$1,230,095$58,056$11,611iApproximate average salary by contribution assumption: employee only about $290,280 at 4% or $193,520 at 6%; with 50% employer match about $193,520 at 4% or $129,013 at 6%; with 100% employer match about $145,140 at 4% or $96,760 at 6%.
201515$1,081,735$56,754$11,351iApproximate average salary by contribution assumption: employee only about $283,770 at 4% or $189,180 at 6%; with 50% employer match about $189,180 at 4% or $126,120 at 6%; with 100% employer match about $141,885 at 4% or $94,590 at 6%.
Doherty Financial Services LLC 401(K) Plan-5$1,081,735$56,754$11,351iApproximate average salary by contribution assumption: employee only about $283,770 at 4% or $189,180 at 6%; with 50% employer match about $189,180 at 4% or $126,120 at 6%; with 100% employer match about $141,885 at 4% or $94,590 at 6%.
201415$1,036,172$74,908$14,982iApproximate average salary by contribution assumption: employee only about $374,540 at 4% or $249,693 at 6%; with 50% employer match about $249,693 at 4% or $166,462 at 6%; with 100% employer match about $187,270 at 4% or $124,847 at 6%.
Doherty Financial Services LLC 401(K) Plan-5$1,036,172$74,908$14,982iApproximate average salary by contribution assumption: employee only about $374,540 at 4% or $249,693 at 6%; with 50% employer match about $249,693 at 4% or $166,462 at 6%; with 100% employer match about $187,270 at 4% or $124,847 at 6%.
201315$913,114$73,612$14,722iApproximate average salary by contribution assumption: employee only about $368,060 at 4% or $245,373 at 6%; with 50% employer match about $245,373 at 4% or $163,582 at 6%; with 100% employer match about $184,030 at 4% or $122,687 at 6%.
Doherty Financial Services LLC 401(K) Plan-5$913,114$73,612$14,722iApproximate average salary by contribution assumption: employee only about $368,060 at 4% or $245,373 at 6%; with 50% employer match about $245,373 at 4% or $163,582 at 6%; with 100% employer match about $184,030 at 4% or $122,687 at 6%.
201215$728,975$85,639$17,128iApproximate average salary by contribution assumption: employee only about $428,195 at 4% or $285,463 at 6%; with 50% employer match about $285,463 at 4% or $190,309 at 6%; with 100% employer match about $214,098 at 4% or $142,732 at 6%.
Doherty Financial Services LLC 401(K) Plan-5$728,975$85,639$17,128iApproximate average salary by contribution assumption: employee only about $428,195 at 4% or $285,463 at 6%; with 50% employer match about $285,463 at 4% or $190,309 at 6%; with 100% employer match about $214,098 at 4% or $142,732 at 6%.
201115$568,034$51,405$10,281iApproximate average salary by contribution assumption: employee only about $257,025 at 4% or $171,350 at 6%; with 50% employer match about $171,350 at 4% or $114,233 at 6%; with 100% employer match about $128,513 at 4% or $85,675 at 6%.
Doherty Financial Services LLC 401(K) Plan-5$568,034$51,405$10,281iApproximate average salary by contribution assumption: employee only about $257,025 at 4% or $171,350 at 6%; with 50% employer match about $171,350 at 4% or $114,233 at 6%; with 100% employer match about $128,513 at 4% or $85,675 at 6%.
201015$527,196$45,387$9,077iApproximate average salary by contribution assumption: employee only about $226,935 at 4% or $151,290 at 6%; with 50% employer match about $151,290 at 4% or $100,860 at 6%; with 100% employer match about $113,468 at 4% or $75,645 at 6%.
Doherty Financial Services LLC 401(K) Plan-5$527,196$45,387$9,077iApproximate average salary by contribution assumption: employee only about $226,935 at 4% or $151,290 at 6%; with 50% employer match about $151,290 at 4% or $100,860 at 6%; with 100% employer match about $113,468 at 4% or $75,645 at 6%.
200915$433,818$39,749$7,950iApproximate average salary by contribution assumption: employee only about $198,745 at 4% or $132,497 at 6%; with 50% employer match about $132,497 at 4% or $88,331 at 6%; with 100% employer match about $99,373 at 4% or $66,248 at 6%.
Doherty Financial Services LLC 401(K) Plan-5$433,818$39,749$7,950iApproximate average salary by contribution assumption: employee only about $198,745 at 4% or $132,497 at 6%; with 50% employer match about $132,497 at 4% or $88,331 at 6%; with 100% employer match about $99,373 at 4% or $66,248 at 6%.
200815$293,971$38,609$7,722iApproximate average salary by contribution assumption: employee only about $193,045 at 4% or $128,697 at 6%; with 50% employer match about $128,697 at 4% or $85,798 at 6%; with 100% employer match about $96,523 at 4% or $64,348 at 6%.
Doherty Financial Services LLC 401(K) Plan-5$293,971$38,609$7,722iApproximate average salary by contribution assumption: employee only about $193,045 at 4% or $128,697 at 6%; with 50% employer match about $128,697 at 4% or $85,798 at 6%; with 100% employer match about $96,523 at 4% or $64,348 at 6%.
200715$0$0-
Doherty Financial Services LLC 401(K) Plan-5---
200615$305,423$157,173$31,435iApproximate average salary by contribution assumption: employee only about $785,865 at 4% or $523,910 at 6%; with 50% employer match about $523,910 at 4% or $349,273 at 6%; with 100% employer match about $392,933 at 4% or $261,955 at 6%.
Doherty Financial Services LLC 401(K) Plan-5$305,423$157,173$31,435iApproximate average salary by contribution assumption: employee only about $785,865 at 4% or $523,910 at 6%; with 50% employer match about $523,910 at 4% or $349,273 at 6%; with 100% employer match about $392,933 at 4% or $261,955 at 6%.
200514$95,703$29,435$7,359iApproximate average salary by contribution assumption: employee only about $183,969 at 4% or $122,646 at 6%; with 50% employer match about $122,646 at 4% or $81,764 at 6%; with 100% employer match about $91,984 at 4% or $61,323 at 6%.
Doherty Financial Services LLC 401(K) Plan-4$95,703$29,435$7,359iApproximate average salary by contribution assumption: employee only about $183,969 at 4% or $122,646 at 6%; with 50% employer match about $122,646 at 4% or $81,764 at 6%; with 100% employer match about $91,984 at 4% or $61,323 at 6%.
200414$63,049$30,719$7,680iApproximate average salary by contribution assumption: employee only about $191,994 at 4% or $127,996 at 6%; with 50% employer match about $127,996 at 4% or $85,331 at 6%; with 100% employer match about $95,997 at 4% or $63,998 at 6%.
Doherty Financial Services LLC 401(K) Plan-4$63,049$30,719$7,680iApproximate average salary by contribution assumption: employee only about $191,994 at 4% or $127,996 at 6%; with 50% employer match about $127,996 at 4% or $85,331 at 6%; with 100% employer match about $95,997 at 4% or $63,998 at 6%.
200314$27,286$24,747$6,187iApproximate average salary by contribution assumption: employee only about $154,669 at 4% or $103,113 at 6%; with 50% employer match about $103,113 at 4% or $68,742 at 6%; with 100% employer match about $77,334 at 4% or $51,556 at 6%.
Doherty Financial Services LLC 401(K) Plan-4$27,286$24,747$6,187iApproximate average salary by contribution assumption: employee only about $154,669 at 4% or $103,113 at 6%; with 50% employer match about $103,113 at 4% or $68,742 at 6%; with 100% employer match about $77,334 at 4% or $51,556 at 6%.