Civic Intelligence

Paula Janel Dougherty

Plan context: Paula Janel Dougherty 401(K) Profit Sharing Plan & Trust

EIN 32-0203243 • Springfield, MO • 12 filings • 3 plans

1525 E Republic Rd Ste B115Springfield, MO 65804-6578
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$925,000

2025 Contributions

$133,780

Historical Graphs

Total Assets Over Time

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

$925,000$462,500$0201720212025YearValue
$925,000Latest year 2025

Participants Over Time

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

950201720212025YearValue
8Latest year 2025

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
202518$925,000$133,780$16,723iApproximate average salary by contribution assumption: employee only about $418,063 at 4% or $278,708 at 6%; with 50% employer match about $278,708 at 4% or $185,806 at 6%; with 100% employer match about $209,031 at 4% or $139,354 at 6%.
Paula Janel Dougherty 401(K) Profit Sharing Plan & Trust-8$925,000$133,780$16,723iApproximate average salary by contribution assumption: employee only about $418,063 at 4% or $278,708 at 6%; with 50% employer match about $278,708 at 4% or $185,806 at 6%; with 100% employer match about $209,031 at 4% or $139,354 at 6%.
202429$723,977$157,087$17,454iApproximate average salary by contribution assumption: employee only about $436,353 at 4% or $290,902 at 6%; with 50% employer match about $290,902 at 4% or $193,935 at 6%; with 100% employer match about $218,176 at 4% or $145,451 at 6%.
Paula Janel Dougherty 401(K) Profit Sharing Plan & Trust-9$721,491$111,325$12,369iApproximate average salary by contribution assumption: employee only about $309,236 at 4% or $206,157 at 6%; with 50% employer match about $206,157 at 4% or $137,438 at 6%; with 100% employer match about $154,618 at 4% or $103,079 at 6%.
ACHIEVE PRIVATE WEALTH MCF BENEFIT PLAN-4$2,486$45,762$11,441iApproximate average salary by contribution assumption: employee only about $286,013 at 4% or $190,675 at 6%; with 50% employer match about $190,675 at 4% or $127,117 at 6%; with 100% employer match about $143,006 at 4% or $95,338 at 6%.
202327$525,683$118,998$17,000iApproximate average salary by contribution assumption: employee only about $424,993 at 4% or $283,329 at 6%; with 50% employer match about $283,329 at 4% or $188,886 at 6%; with 100% employer match about $212,496 at 4% or $141,664 at 6%.
Paula Janel Dougherty 401(K) Profit Sharing Plan & Trust-7$523,998$75,528$10,790iApproximate average salary by contribution assumption: employee only about $269,743 at 4% or $179,829 at 6%; with 50% employer match about $179,829 at 4% or $119,886 at 6%; with 100% employer match about $134,871 at 4% or $89,914 at 6%.
ACHIEVE PRIVATE WEALTH MCF BENEFIT PLAN-5$1,685$43,470$8,694iApproximate average salary by contribution assumption: employee only about $217,350 at 4% or $144,900 at 6%; with 50% employer match about $144,900 at 4% or $96,600 at 6%; with 100% employer match about $108,675 at 4% or $72,450 at 6%.
202226$373,402$89,701$14,950iApproximate average salary by contribution assumption: employee only about $373,754 at 4% or $249,169 at 6%; with 50% employer match about $249,169 at 4% or $166,113 at 6%; with 100% employer match about $186,877 at 4% or $124,585 at 6%.
Paula Janel Dougherty 401(K) Profit Sharing Plan & Trust-3$372,497$81,207$27,069iApproximate average salary by contribution assumption: employee only about $676,725 at 4% or $451,150 at 6%; with 50% employer match about $451,150 at 4% or $300,767 at 6%; with 100% employer match about $338,363 at 4% or $225,575 at 6%.
ACHIEVE PRIVATE WEALTH MCF BENEFIT PLAN-6$905$8,494$1,416iApproximate average salary by contribution assumption: employee only about $35,392 at 4% or $23,594 at 6%; with 50% employer match about $23,594 at 4% or $15,730 at 6%; with 100% employer match about $17,696 at 4% or $11,797 at 6%.
202113$376,407$60,082$20,027iApproximate average salary by contribution assumption: employee only about $500,683 at 4% or $333,789 at 6%; with 50% employer match about $333,789 at 4% or $222,526 at 6%; with 100% employer match about $250,342 at 4% or $166,894 at 6%.
Paula Janel Dougherty 401(K) Profit Sharing Plan & Trust-3$376,407$60,082$20,027iApproximate average salary by contribution assumption: employee only about $500,683 at 4% or $333,789 at 6%; with 50% employer match about $333,789 at 4% or $222,526 at 6%; with 100% employer match about $250,342 at 4% or $166,894 at 6%.
202014$255,664$59,514$14,879iApproximate average salary by contribution assumption: employee only about $371,963 at 4% or $247,975 at 6%; with 50% employer match about $247,975 at 4% or $165,317 at 6%; with 100% employer match about $185,981 at 4% or $123,988 at 6%.
Paula Janel Dougherty 401(K) Profit Sharing Plan & Trust-4$255,664$59,514$14,879iApproximate average salary by contribution assumption: employee only about $371,963 at 4% or $247,975 at 6%; with 50% employer match about $247,975 at 4% or $165,317 at 6%; with 100% employer match about $185,981 at 4% or $123,988 at 6%.
201916$200,004$60,402$10,067iApproximate average salary by contribution assumption: employee only about $251,675 at 4% or $167,783 at 6%; with 50% employer match about $167,783 at 4% or $111,856 at 6%; with 100% employer match about $125,838 at 4% or $83,892 at 6%.
Paula Janel Dougherty 401(K) Profit Sharing Plan & Trust-6$200,004$60,402$10,067iApproximate average salary by contribution assumption: employee only about $251,675 at 4% or $167,783 at 6%; with 50% employer match about $167,783 at 4% or $111,856 at 6%; with 100% employer match about $125,838 at 4% or $83,892 at 6%.
201816$107,660$65,940$10,990iApproximate average salary by contribution assumption: employee only about $274,750 at 4% or $183,167 at 6%; with 50% employer match about $183,167 at 4% or $122,111 at 6%; with 100% employer match about $137,375 at 4% or $91,583 at 6%.
Paula Janel Dougherty 401(K) Profit Sharing Plan & Trust-6$107,660$65,940$10,990iApproximate average salary by contribution assumption: employee only about $274,750 at 4% or $183,167 at 6%; with 50% employer match about $183,167 at 4% or $122,111 at 6%; with 100% employer match about $137,375 at 4% or $91,583 at 6%.
201715$53,133$49,136$9,827iApproximate average salary by contribution assumption: employee only about $245,680 at 4% or $163,787 at 6%; with 50% employer match about $163,787 at 4% or $109,191 at 6%; with 100% employer match about $122,840 at 4% or $81,893 at 6%.
Paula Janel Dougherty 401(K) Profit Sharing Plan & Trust-5$53,133$49,136$9,827iApproximate average salary by contribution assumption: employee only about $245,680 at 4% or $163,787 at 6%; with 50% employer match about $163,787 at 4% or $109,191 at 6%; with 100% employer match about $122,840 at 4% or $81,893 at 6%.