Civic Intelligence

Dougherty & Conrad Insurance Service Inc.

Plan context: Doughterty & Conrad Insurance Service Inc. 401K Profit Sharing Plan & Trust

EIN 23-2641542 • Media, PA • 18 filings • 5 plans

418 East Baltimore AvenueMedia, PA 19063
Current Snapshot

Latest Year

2023

2023 Participants

7

2023 Assets

$188,674

2023 Contributions

$4,129

Historical Graphs

Total Assets Over Time

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

$470,264$235,132$0200220112023YearValue
$188,674Latest year 2023

Participants Over Time

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

1580200120102023YearValue
7Latest year 2023

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
202317$188,674$4,129$590iApproximate average salary by contribution assumption: employee only about $14,746 at 4% or $9,831 at 6%; with 50% employer match about $9,831 at 4% or $6,554 at 6%; with 100% employer match about $7,373 at 4% or $4,915 at 6%.
Doughterty & Conrad Insurance Service Inc. 401K Profit Sharing Plan & Trust-7$188,674$4,129$590iApproximate average salary by contribution assumption: employee only about $14,746 at 4% or $9,831 at 6%; with 50% employer match about $9,831 at 4% or $6,554 at 6%; with 100% employer match about $7,373 at 4% or $4,915 at 6%.
202215$158,301$1,500$300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%.
Doughterty & Conrad Insurance Service Inc. 401K Profit Sharing Plan & Trust-5$158,301$1,500$300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%.
202115$187,390$3,390$678iApproximate average salary by contribution assumption: employee only about $16,950 at 4% or $11,300 at 6%; with 50% employer match about $11,300 at 4% or $7,533 at 6%; with 100% employer match about $8,475 at 4% or $5,650 at 6%.
Doughterty & Conrad Insurance Service Inc. 401K Profit Sharing Plan & Trust-5$187,390$3,390$678iApproximate average salary by contribution assumption: employee only about $16,950 at 4% or $11,300 at 6%; with 50% employer match about $11,300 at 4% or $7,533 at 6%; with 100% employer match about $8,475 at 4% or $5,650 at 6%.
202015$192,119$3,508$702iApproximate average salary by contribution assumption: employee only about $17,540 at 4% or $11,693 at 6%; with 50% employer match about $11,693 at 4% or $7,796 at 6%; with 100% employer match about $8,770 at 4% or $5,847 at 6%.
Doughterty & Conrad Insurance Service Inc. 401K Profit Sharing Plan & Trust-5$192,119$3,508$702iApproximate average salary by contribution assumption: employee only about $17,540 at 4% or $11,693 at 6%; with 50% employer match about $11,693 at 4% or $7,796 at 6%; with 100% employer match about $8,770 at 4% or $5,847 at 6%.
2014115$396,935$7,480$499iApproximate average salary by contribution assumption: employee only about $12,467 at 4% or $8,311 at 6%; with 50% employer match about $8,311 at 4% or $5,541 at 6%; with 100% employer match about $6,233 at 4% or $4,156 at 6%.
Doughterty & Conrad Insurance Service Inc. 401K Profit Sharing Plan & Trust-15$396,935$7,480$499iApproximate average salary by contribution assumption: employee only about $12,467 at 4% or $8,311 at 6%; with 50% employer match about $8,311 at 4% or $5,541 at 6%; with 100% employer match about $6,233 at 4% or $4,156 at 6%.
2013114$374,284$7,056$504iApproximate average salary by contribution assumption: employee only about $12,600 at 4% or $8,400 at 6%; with 50% employer match about $8,400 at 4% or $5,600 at 6%; with 100% employer match about $6,300 at 4% or $4,200 at 6%.
Doughterty & Conrad Insurance Service Inc. 401K Profit Sharing Plan & Trust-14$374,284$7,056$504iApproximate average salary by contribution assumption: employee only about $12,600 at 4% or $8,400 at 6%; with 50% employer match about $8,400 at 4% or $5,600 at 6%; with 100% employer match about $6,300 at 4% or $4,200 at 6%.
2012113$470,264$7,885$607iApproximate average salary by contribution assumption: employee only about $15,163 at 4% or $10,109 at 6%; with 50% employer match about $10,109 at 4% or $6,739 at 6%; with 100% employer match about $7,582 at 4% or $5,054 at 6%.
Doughterty & Conrad Insurance Service Inc. 401K Profit Sharing Plan & Trust-13$470,264$7,885$607iApproximate average salary by contribution assumption: employee only about $15,163 at 4% or $10,109 at 6%; with 50% employer match about $10,109 at 4% or $6,739 at 6%; with 100% employer match about $7,582 at 4% or $5,054 at 6%.
2011112$408,883$6,623$552iApproximate average salary by contribution assumption: employee only about $13,798 at 4% or $9,199 at 6%; with 50% employer match about $9,199 at 4% or $6,132 at 6%; with 100% employer match about $6,899 at 4% or $4,599 at 6%.
Doughterty & Conrad Insurance Service Inc. 401K Profit Sharing Plan & Trust-12$408,883$6,623$552iApproximate average salary by contribution assumption: employee only about $13,798 at 4% or $9,199 at 6%; with 50% employer match about $9,199 at 4% or $6,132 at 6%; with 100% employer match about $6,899 at 4% or $4,599 at 6%.
2010112$425,835$10,854$905iApproximate average salary by contribution assumption: employee only about $22,613 at 4% or $15,075 at 6%; with 50% employer match about $15,075 at 4% or $10,050 at 6%; with 100% employer match about $11,306 at 4% or $7,538 at 6%.
Doughterty & Conrad Insurance Service Inc. 401K Profit Sharing Plan & Trust-12$425,835$10,854$905iApproximate average salary by contribution assumption: employee only about $22,613 at 4% or $15,075 at 6%; with 50% employer match about $15,075 at 4% or $10,050 at 6%; with 100% employer match about $11,306 at 4% or $7,538 at 6%.
2009111$357,965$9,806$891iApproximate average salary by contribution assumption: employee only about $22,286 at 4% or $14,858 at 6%; with 50% employer match about $14,858 at 4% or $9,905 at 6%; with 100% employer match about $11,143 at 4% or $7,429 at 6%.
Doughterty & Conrad Insurance Service Inc. 401K Profit Sharing Plan & Trust-11$357,965$9,806$891iApproximate average salary by contribution assumption: employee only about $22,286 at 4% or $14,858 at 6%; with 50% employer match about $14,858 at 4% or $9,905 at 6%; with 100% employer match about $11,143 at 4% or $7,429 at 6%.
200815$267,288$23,962$4,792iApproximate average salary by contribution assumption: employee only about $119,810 at 4% or $79,873 at 6%; with 50% employer match about $79,873 at 4% or $53,249 at 6%; with 100% employer match about $59,905 at 4% or $39,937 at 6%.
Doughterty & Conrad Insurance Service Inc. 401K Profit Sharing Plan & Trust-5$267,288$23,962$4,792iApproximate average salary by contribution assumption: employee only about $119,810 at 4% or $79,873 at 6%; with 50% employer match about $79,873 at 4% or $53,249 at 6%; with 100% employer match about $59,905 at 4% or $39,937 at 6%.
200715$0$0-
Doughterty & Conrad Insurance Service Inc. 401K Profit Sharing Plan & Trust-5---
200614$326,113$41,117$10,279iApproximate average salary by contribution assumption: employee only about $256,981 at 4% or $171,321 at 6%; with 50% employer match about $171,321 at 4% or $114,214 at 6%; with 100% employer match about $128,491 at 4% or $85,660 at 6%.
Doughterty & Conrad Insurance Service Inc. 401K Profit Sharing Plan & Trust-4$326,113$41,117$10,279iApproximate average salary by contribution assumption: employee only about $256,981 at 4% or $171,321 at 6%; with 50% employer match about $171,321 at 4% or $114,214 at 6%; with 100% employer match about $128,491 at 4% or $85,660 at 6%.
200516$262,309$59,814$9,969iApproximate average salary by contribution assumption: employee only about $249,225 at 4% or $166,150 at 6%; with 50% employer match about $166,150 at 4% or $110,767 at 6%; with 100% employer match about $124,613 at 4% or $83,075 at 6%.
Doughterty & Conrad Insurance Service Inc. 401K Profit Sharing Plan & Trust-6$262,309$59,814$9,969iApproximate average salary by contribution assumption: employee only about $249,225 at 4% or $166,150 at 6%; with 50% employer match about $166,150 at 4% or $110,767 at 6%; with 100% employer match about $124,613 at 4% or $83,075 at 6%.
200416$186,023$58,221$9,704iApproximate average salary by contribution assumption: employee only about $242,588 at 4% or $161,725 at 6%; with 50% employer match about $161,725 at 4% or $107,817 at 6%; with 100% employer match about $121,294 at 4% or $80,863 at 6%.
Doughterty & Conrad Insurance Service Inc. 401K Profit Sharing Plan & Trust-6$186,023$58,221$9,704iApproximate average salary by contribution assumption: employee only about $242,588 at 4% or $161,725 at 6%; with 50% employer match about $161,725 at 4% or $107,817 at 6%; with 100% employer match about $121,294 at 4% or $80,863 at 6%.
200316$0$0-
Doughterty & Conrad Insurance Service Inc. 401K Profit Sharing Plan & Trust-6---
200214$49,285$44,489$11,122iApproximate average salary by contribution assumption: employee only about $278,056 at 4% or $185,371 at 6%; with 50% employer match about $185,371 at 4% or $123,581 at 6%; with 100% employer match about $139,028 at 4% or $92,685 at 6%.
Doughterty & Conrad Insurance Service Inc. 401K Profit Sharing Plan & Trust-4$49,285$44,489$11,122iApproximate average salary by contribution assumption: employee only about $278,056 at 4% or $185,371 at 6%; with 50% employer match about $185,371 at 4% or $123,581 at 6%; with 100% employer match about $139,028 at 4% or $92,685 at 6%.
200114$0$0-
Doughterty & Conrad Insurance Service Inc. 401K Profit Sharing Plan & Trust-4---