Civic Intelligence

Dougherty Insurance Agency

Plan context: Dougherty Insurance Agency 401(K) Retirement Plan

EIN 23-2771729 • Havertown, PA • 16 filings • 2 plans

1254 West Chester PikeSuite 106Havertown, PA 19083
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$1,363,634

2020 Contributions

$49,645

Historical Graphs

Total Assets Over Time

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

$1,363,634$681,817$0200520132020YearValue
$1,363,634Latest year 2020

Participants Over Time

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

420200520132020YearValue
2Latest year 2020

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
202012$1,363,634$49,645$24,823iApproximate average salary by contribution assumption: employee only about $620,563 at 4% or $413,708 at 6%; with 50% employer match about $413,708 at 4% or $275,806 at 6%; with 100% employer match about $310,281 at 4% or $206,854 at 6%.
Dougherty Insurance Agency 401(K) Retirement Plan-2$1,363,634$49,645$24,823iApproximate average salary by contribution assumption: employee only about $620,563 at 4% or $413,708 at 6%; with 50% employer match about $413,708 at 4% or $275,806 at 6%; with 100% employer match about $310,281 at 4% or $206,854 at 6%.
201913$1,145,913$50,122$16,707iApproximate average salary by contribution assumption: employee only about $417,683 at 4% or $278,456 at 6%; with 50% employer match about $278,456 at 4% or $185,637 at 6%; with 100% employer match about $208,842 at 4% or $139,228 at 6%.
Dougherty Insurance Agency 401(K) Retirement Plan-3$1,145,913$50,122$16,707iApproximate average salary by contribution assumption: employee only about $417,683 at 4% or $278,456 at 6%; with 50% employer match about $278,456 at 4% or $185,637 at 6%; with 100% employer match about $208,842 at 4% or $139,228 at 6%.
201812$901,624$53,168$26,584iApproximate average salary by contribution assumption: employee only about $664,600 at 4% or $443,067 at 6%; with 50% employer match about $443,067 at 4% or $295,378 at 6%; with 100% employer match about $332,300 at 4% or $221,533 at 6%.
Dougherty Insurance Agency 401(K) Retirement Plan-2$901,624$53,168$26,584iApproximate average salary by contribution assumption: employee only about $664,600 at 4% or $443,067 at 6%; with 50% employer match about $443,067 at 4% or $295,378 at 6%; with 100% employer match about $332,300 at 4% or $221,533 at 6%.
201712$910,949$51,766$25,883iApproximate average salary by contribution assumption: employee only about $647,075 at 4% or $431,383 at 6%; with 50% employer match about $431,383 at 4% or $287,589 at 6%; with 100% employer match about $323,538 at 4% or $215,692 at 6%.
Dougherty Insurance Agency 401(K) Retirement Plan-2$910,949$51,766$25,883iApproximate average salary by contribution assumption: employee only about $647,075 at 4% or $431,383 at 6%; with 50% employer match about $431,383 at 4% or $287,589 at 6%; with 100% employer match about $323,538 at 4% or $215,692 at 6%.
201614$1,186,118$52,959$13,240iApproximate average salary by contribution assumption: employee only about $330,994 at 4% or $220,663 at 6%; with 50% employer match about $220,663 at 4% or $147,108 at 6%; with 100% employer match about $165,497 at 4% or $110,331 at 6%.
Dougherty Insurance Agency 401(K) Retirement Plan-4$1,186,118$52,959$13,240iApproximate average salary by contribution assumption: employee only about $330,994 at 4% or $220,663 at 6%; with 50% employer match about $220,663 at 4% or $147,108 at 6%; with 100% employer match about $165,497 at 4% or $110,331 at 6%.
201514$1,205,784$52,788$13,197iApproximate average salary by contribution assumption: employee only about $329,925 at 4% or $219,950 at 6%; with 50% employer match about $219,950 at 4% or $146,633 at 6%; with 100% employer match about $164,963 at 4% or $109,975 at 6%.
Dougherty Insurance Agency 401(K) Retirement Plan-4$1,205,784$52,788$13,197iApproximate average salary by contribution assumption: employee only about $329,925 at 4% or $219,950 at 6%; with 50% employer match about $219,950 at 4% or $146,633 at 6%; with 100% employer match about $164,963 at 4% or $109,975 at 6%.
201414$1,155,013$36,500$9,125iApproximate average salary by contribution assumption: employee only about $228,125 at 4% or $152,083 at 6%; with 50% employer match about $152,083 at 4% or $101,389 at 6%; with 100% employer match about $114,063 at 4% or $76,042 at 6%.
Dougherty Insurance Agency 401(K) Retirement Plan-4$1,155,013$36,500$9,125iApproximate average salary by contribution assumption: employee only about $228,125 at 4% or $152,083 at 6%; with 50% employer match about $152,083 at 4% or $101,389 at 6%; with 100% employer match about $114,063 at 4% or $76,042 at 6%.
201314$1,057,624$70,981$17,745iApproximate average salary by contribution assumption: employee only about $443,631 at 4% or $295,754 at 6%; with 50% employer match about $295,754 at 4% or $197,169 at 6%; with 100% employer match about $221,816 at 4% or $147,877 at 6%.
Dougherty Insurance Agency 401(K) Retirement Plan-4$1,057,624$70,981$17,745iApproximate average salary by contribution assumption: employee only about $443,631 at 4% or $295,754 at 6%; with 50% employer match about $295,754 at 4% or $197,169 at 6%; with 100% employer match about $221,816 at 4% or $147,877 at 6%.
201214$818,527$68,500$17,125iApproximate average salary by contribution assumption: employee only about $428,125 at 4% or $285,417 at 6%; with 50% employer match about $285,417 at 4% or $190,278 at 6%; with 100% employer match about $214,063 at 4% or $142,708 at 6%.
Dougherty Insurance Agency 401(K) Retirement Plan-4$818,527$68,500$17,125iApproximate average salary by contribution assumption: employee only about $428,125 at 4% or $285,417 at 6%; with 50% employer match about $285,417 at 4% or $190,278 at 6%; with 100% employer match about $214,063 at 4% or $142,708 at 6%.
201114$645,496$66,000$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
Dougherty Insurance Agency 401(K) Retirement Plan-4$645,496$66,000$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
201014$597,081$81,000$20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%.
Dougherty Insurance Agency 401(K) Retirement Plan-4$597,081$81,000$20,250iApproximate average salary by contribution assumption: employee only about $506,250 at 4% or $337,500 at 6%; with 50% employer match about $337,500 at 4% or $225,000 at 6%; with 100% employer match about $253,125 at 4% or $168,750 at 6%.
200914$464,216$78,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
Dougherty Insurance Agency 401(K) Retirement Plan-4$464,216$78,000$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
200814$287,023$102,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
Dougherty Insurance Agency 401(K) Retirement Plan-4$287,023$102,000$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
200714$325,292$97,000$24,250iApproximate average salary by contribution assumption: employee only about $606,250 at 4% or $404,167 at 6%; with 50% employer match about $404,167 at 4% or $269,444 at 6%; with 100% employer match about $303,125 at 4% or $202,083 at 6%.
Dougherty Insurance Agency 401(K) Retirement Plan-4$325,292$97,000$24,250iApproximate average salary by contribution assumption: employee only about $606,250 at 4% or $404,167 at 6%; with 50% employer match about $404,167 at 4% or $269,444 at 6%; with 100% employer match about $303,125 at 4% or $202,083 at 6%.
200614$201,313$121,077$30,269iApproximate average salary by contribution assumption: employee only about $756,731 at 4% or $504,488 at 6%; with 50% employer match about $504,488 at 4% or $336,325 at 6%; with 100% employer match about $378,366 at 4% or $252,244 at 6%.
Dougherty Insurance Agency 401(K) Retirement Plan-4$201,313$121,077$30,269iApproximate average salary by contribution assumption: employee only about $756,731 at 4% or $504,488 at 6%; with 50% employer match about $504,488 at 4% or $336,325 at 6%; with 100% employer match about $378,366 at 4% or $252,244 at 6%.
200514$58,507$54,923$13,731iApproximate average salary by contribution assumption: employee only about $343,269 at 4% or $228,846 at 6%; with 50% employer match about $228,846 at 4% or $152,564 at 6%; with 100% employer match about $171,634 at 4% or $114,423 at 6%.
Dougherty Insurance Agency 401(K) Retirement Plan-4$58,507$54,923$13,731iApproximate average salary by contribution assumption: employee only about $343,269 at 4% or $228,846 at 6%; with 50% employer match about $228,846 at 4% or $152,564 at 6%; with 100% employer match about $171,634 at 4% or $114,423 at 6%.