Civic Intelligence

Dougherty Financial Group LLC

Plan context: Dougherty Financial Group LLC Employee 401(K) Plan

EIN 41-1866893 • Wayzata, MN • 141 filings • 32 plans

861 Lake Street NorthWayzata, MN 55391
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$897,825

2024 Contributions

$221,626

Historical Graphs

Total Assets Over Time

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

$80,504,763$40,252,382$0199920122024YearValue
$897,825Latest year 2024

Participants Over Time

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

3461730199920122024YearValue
13Latest 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
2024113$897,825$221,626$17,048iApproximate average salary by contribution assumption: employee only about $426,204 at 4% or $284,136 at 6%; with 50% employer match about $284,136 at 4% or $189,424 at 6%; with 100% employer match about $213,102 at 4% or $142,068 at 6%.
Dougherty Financial Group LLC Employee 401(K) Plan-13$897,825$221,626$17,048iApproximate average salary by contribution assumption: employee only about $426,204 at 4% or $284,136 at 6%; with 50% employer match about $284,136 at 4% or $189,424 at 6%; with 100% employer match about $213,102 at 4% or $142,068 at 6%.
2023112$588,965$196,934$16,411iApproximate average salary by contribution assumption: employee only about $410,279 at 4% or $273,519 at 6%; with 50% employer match about $273,519 at 4% or $182,346 at 6%; with 100% employer match about $205,140 at 4% or $136,760 at 6%.
Dougherty Financial Group LLC Employee 401(K) Plan-12$588,965$196,934$16,411iApproximate average salary by contribution assumption: employee only about $410,279 at 4% or $273,519 at 6%; with 50% employer match about $273,519 at 4% or $182,346 at 6%; with 100% employer match about $205,140 at 4% or $136,760 at 6%.
2022110$323,564$168,157$16,816iApproximate average salary by contribution assumption: employee only about $420,393 at 4% or $280,262 at 6%; with 50% employer match about $280,262 at 4% or $186,841 at 6%; with 100% employer match about $210,196 at 4% or $140,131 at 6%.
Dougherty Financial Group LLC Employee 401(K) Plan-10$323,564$168,157$16,816iApproximate average salary by contribution assumption: employee only about $420,393 at 4% or $280,262 at 6%; with 50% employer match about $280,262 at 4% or $186,841 at 6%; with 100% employer match about $210,196 at 4% or $140,131 at 6%.
202118$205,807$149,157$18,645iApproximate average salary by contribution assumption: employee only about $466,116 at 4% or $310,744 at 6%; with 50% employer match about $310,744 at 4% or $207,163 at 6%; with 100% employer match about $233,058 at 4% or $155,372 at 6%.
Dougherty Financial Group LLC Employee 401(K) Plan-8$205,807$149,157$18,645iApproximate average salary by contribution assumption: employee only about $466,116 at 4% or $310,744 at 6%; with 50% employer match about $310,744 at 4% or $207,163 at 6%; with 100% employer match about $233,058 at 4% or $155,372 at 6%.
202026$40,840$38,285$6,381iApproximate average salary by contribution assumption: employee only about $159,521 at 4% or $106,347 at 6%; with 50% employer match about $106,347 at 4% or $70,898 at 6%; with 100% employer match about $79,760 at 4% or $53,174 at 6%.
Dougherty Financial Group LLC Employee 401(K) Plan-6$40,840$38,285$6,381iApproximate average salary by contribution assumption: employee only about $159,521 at 4% or $106,347 at 6%; with 50% employer match about $106,347 at 4% or $70,898 at 6%; with 100% employer match about $79,760 at 4% or $53,174 at 6%.
Dougherty Financial Group LLC Comprehensive Health and Welfare Benefits Plan-0---
20192269$80,504,763$3,486,843$12,962iApproximate average salary by contribution assumption: employee only about $324,056 at 4% or $216,037 at 6%; with 50% employer match about $216,037 at 4% or $144,025 at 6%; with 100% employer match about $162,028 at 4% or $108,019 at 6%.
Dougherty Financial Group LLC Employee 401(K) Plan-269$80,504,763$3,486,843$12,962iApproximate average salary by contribution assumption: employee only about $324,056 at 4% or $216,037 at 6%; with 50% employer match about $216,037 at 4% or $144,025 at 6%; with 100% employer match about $162,028 at 4% or $108,019 at 6%.
Dougherty Financial Group LLC Comprehensive Health and Welfare Benefits Plan-262---
20182273$66,454,384$3,284,838$12,032iApproximate average salary by contribution assumption: employee only about $300,809 at 4% or $200,540 at 6%; with 50% employer match about $200,540 at 4% or $133,693 at 6%; with 100% employer match about $150,405 at 4% or $100,270 at 6%.
Dougherty Financial Group LLC Employee 401(K) Plan-273$66,454,384$3,284,838$12,032iApproximate average salary by contribution assumption: employee only about $300,809 at 4% or $200,540 at 6%; with 50% employer match about $200,540 at 4% or $133,693 at 6%; with 100% employer match about $150,405 at 4% or $100,270 at 6%.
Dougherty Financial Group LLC Comprehensive Health and Welfare Benefits Plan-266---
20177260$71,795,860$6,565,647$25,252iApproximate average salary by contribution assumption: employee only about $631,312 at 4% or $420,875 at 6%; with 50% employer match about $420,875 at 4% or $280,583 at 6%; with 100% employer match about $315,656 at 4% or $210,437 at 6%.
Dougherty Financial Group LLC Employee 401(K) Plan-260$71,795,860$6,565,647$25,252iApproximate average salary by contribution assumption: employee only about $631,312 at 4% or $420,875 at 6%; with 50% employer match about $420,875 at 4% or $280,583 at 6%; with 100% employer match about $315,656 at 4% or $210,437 at 6%.
Group Accidental Death and Dismemberment Insurance-0---
Dental Reimbursement Program-0---
Group Health Insurance Plan-0---
Long Term Disability-0---
Group Term Life & Aded-0---
Dougherty Financial Group Vision Service Plan-0---
20166257$60,021,683$4,319,336$16,807iApproximate average salary by contribution assumption: employee only about $420,169 at 4% or $280,113 at 6%; with 50% employer match about $280,113 at 4% or $186,742 at 6%; with 100% employer match about $210,084 at 4% or $140,056 at 6%.
Dougherty Financial Group LLC Employee 401(K) Plan-257$60,021,683$4,319,336$16,807iApproximate average salary by contribution assumption: employee only about $420,169 at 4% or $280,113 at 6%; with 50% employer match about $280,113 at 4% or $186,742 at 6%; with 100% employer match about $210,084 at 4% or $140,056 at 6%.
Long Term Disability-251---
Group Health Insurance Plan-205---
Dental Reimbursement Program-217---
Group Accidental Death and Dismemberment Insurance-256---
Group Term Life & Aded-251---
20156260$56,047,227$2,651,953$10,200iApproximate average salary by contribution assumption: employee only about $254,995 at 4% or $169,997 at 6%; with 50% employer match about $169,997 at 4% or $113,331 at 6%; with 100% employer match about $127,498 at 4% or $84,998 at 6%.
Dougherty Financial Group LLC Employee 401(K) Plan-260$56,047,227$2,651,953$10,200iApproximate average salary by contribution assumption: employee only about $254,995 at 4% or $169,997 at 6%; with 50% employer match about $169,997 at 4% or $113,331 at 6%; with 100% employer match about $127,498 at 4% or $84,998 at 6%.
Group Term Life & Aded-256---
Long Term Disability-256---
Group Health Insurance Plan-205---
Dental Reimbursement Program-219---
Group Accidental Death and Dismemberment Insurance-256---
20146259$65,344,151$2,734,579$10,558iApproximate average salary by contribution assumption: employee only about $263,956 at 4% or $175,970 at 6%; with 50% employer match about $175,970 at 4% or $117,314 at 6%; with 100% employer match about $131,978 at 4% or $87,985 at 6%.
Dougherty Financial Group LLC Employee 401(K) Plan-259$65,344,151$2,734,579$10,558iApproximate average salary by contribution assumption: employee only about $263,956 at 4% or $175,970 at 6%; with 50% employer match about $175,970 at 4% or $117,314 at 6%; with 100% employer match about $131,978 at 4% or $87,985 at 6%.
Group Accidental Death and Dismemberment Insurance-256---
Dental Reimbursement Program-216---
Group Health Insurance Plan-205---
Long Term Disability-256---
Group Term Life & Aded-256---
20137263$62,149,126$3,134,290$11,917iApproximate average salary by contribution assumption: employee only about $297,936 at 4% or $198,624 at 6%; with 50% employer match about $198,624 at 4% or $132,416 at 6%; with 100% employer match about $148,968 at 4% or $99,312 at 6%.
Dougherty Financial Group LLC Employee 401(K) Plan-263$62,149,126$3,134,290$11,917iApproximate average salary by contribution assumption: employee only about $297,936 at 4% or $198,624 at 6%; with 50% employer match about $198,624 at 4% or $132,416 at 6%; with 100% employer match about $148,968 at 4% or $99,312 at 6%.
Dougherty Financial Group LLC Health Care & Dependent Day Care Expense Reimb Prog-85---
Group Term Life & Aded-254---
Long Term Disability-254---
Group Health Insurance Plan-205---
Group Accidental Death and Dismemberment Insurance-256---
Dental Reimbursement Program-211---
20127346$65,621,754$4,951,757$14,311iApproximate average salary by contribution assumption: employee only about $357,786 at 4% or $238,524 at 6%; with 50% employer match about $238,524 at 4% or $159,016 at 6%; with 100% employer match about $178,893 at 4% or $119,262 at 6%.
Dougherty Financial Group LLC Employee 401(K) Plan-311$65,621,754$4,951,757$15,922iApproximate average salary by contribution assumption: employee only about $398,051 at 4% or $265,367 at 6%; with 50% employer match about $265,367 at 4% or $176,912 at 6%; with 100% employer match about $199,026 at 4% or $132,684 at 6%.
Dougherty Financial Group LLC Health Care & Dependent Day Care Expense Reimb Prog-157---
Group Term Life & Aded-346---
Long Term Disability-346---
Group Health Insurance Plan-259---
Dental Reimbursement Program-258---
Group Accidental Death and Dismemberment Insurance-346---
20117342$56,226,539$4,167,934$12,187iApproximate average salary by contribution assumption: employee only about $304,674 at 4% or $203,116 at 6%; with 50% employer match about $203,116 at 4% or $135,410 at 6%; with 100% employer match about $152,337 at 4% or $101,558 at 6%.
Dougherty Financial Group LLC Employee 401(K) Plan-342$56,226,539$4,167,934$12,187iApproximate average salary by contribution assumption: employee only about $304,674 at 4% or $203,116 at 6%; with 50% employer match about $203,116 at 4% or $135,410 at 6%; with 100% employer match about $152,337 at 4% or $101,558 at 6%.
Dougherty Financial Group LLC Health Care & Dependent Day Care Expense Reimb Prog-251---
Group Health Insurance Plan-200---
Group Term Life & Aded-292---
Long Term Disability-293---
Dental Reimbursement Program-226---
Group Accidental Death and Dismemberment Insurance-290---
20107326$55,654,763$3,725,074$11,427iApproximate average salary by contribution assumption: employee only about $285,665 at 4% or $190,443 at 6%; with 50% employer match about $190,443 at 4% or $126,962 at 6%; with 100% employer match about $142,833 at 4% or $95,222 at 6%.
Dougherty Financial Group LLC Employee 401(K) Plan-326$55,654,763$3,725,074$11,427iApproximate average salary by contribution assumption: employee only about $285,665 at 4% or $190,443 at 6%; with 50% employer match about $190,443 at 4% or $126,962 at 6%; with 100% employer match about $142,833 at 4% or $95,222 at 6%.
Dougherty Financial Group LLC Health Care & Dependent Day Care Expense Reimb Prog-240---
Group Term Life & Aded-279---
Group Accidental Death and Dismemberment Insurance-290---
Group Health Insurance Plan-192---
Dental Reimbursement Program-225---
Long Term Disability-283---
20097295$47,317,343$3,556,235$12,055iApproximate average salary by contribution assumption: employee only about $301,376 at 4% or $200,917 at 6%; with 50% employer match about $200,917 at 4% or $133,945 at 6%; with 100% employer match about $150,688 at 4% or $100,459 at 6%.
Dougherty Financial Group LLC Employee 401(K) Plan-295$47,317,343$3,556,235$12,055iApproximate average salary by contribution assumption: employee only about $301,376 at 4% or $200,917 at 6%; with 50% employer match about $200,917 at 4% or $133,945 at 6%; with 100% employer match about $150,688 at 4% or $100,459 at 6%.
Group Accidental Death and Dismemberment Insurance-290---
Dougherty Financial Group LLC Health Care & Dependent Day Care Expense Reimb Prog-225---
Long Term Disability-269---
Group Term Life & Aded-265---
Dental Reimbursement Program-212---
Group Health Insurance Plan-181---
20087296$36,511,417$3,510,127$11,859iApproximate average salary by contribution assumption: employee only about $296,463 at 4% or $197,642 at 6%; with 50% employer match about $197,642 at 4% or $131,762 at 6%; with 100% employer match about $148,232 at 4% or $98,821 at 6%.
Dougherty Financial Group LLC Employee 401(K) Plan-292$36,511,417$3,510,127$12,021iApproximate average salary by contribution assumption: employee only about $300,525 at 4% or $200,350 at 6%; with 50% employer match about $200,350 at 4% or $133,566 at 6%; with 100% employer match about $150,262 at 4% or $100,175 at 6%.
Group Accidental Death and Dismemberment Insurance-296---
Dougherty Financial Group LLC Health Care & Dependent Day Care Expense Reimb Prog-223---
Group Health Insurance Plan-173---
Long Term Disability-265---
Group Term Life & Aded-264---
Dental Reimbursement Program-202---
20077281$49,050,265$3,355,203$11,940iApproximate average salary by contribution assumption: employee only about $298,506 at 4% or $199,004 at 6%; with 50% employer match about $199,004 at 4% or $132,669 at 6%; with 100% employer match about $149,253 at 4% or $99,502 at 6%.
Dougherty Financial Group LLC Employee 401(K) Plan-275$49,050,265$3,355,203$12,201iApproximate average salary by contribution assumption: employee only about $305,018 at 4% or $203,346 at 6%; with 50% employer match about $203,346 at 4% or $135,564 at 6%; with 100% employer match about $152,509 at 4% or $101,673 at 6%.
Dougherty Financial Group LLC Health Care & Dependent Day Care Expense Reimb Prog-229---
Long Term Disability-253---
Group Term Life & Aded-253---
Dental Reimbursement Program-193---
Group Accidental Death and Dismemberment Insurance-281---
Group Health Insurance Plan-171---
20067255$43,470,789$3,412,488$13,382iApproximate average salary by contribution assumption: employee only about $334,558 at 4% or $223,038 at 6%; with 50% employer match about $223,038 at 4% or $148,692 at 6%; with 100% employer match about $167,279 at 4% or $111,519 at 6%.
Dougherty Financial Group LLC Employee 401(K) Plan-255$43,470,789$3,412,488$13,382iApproximate average salary by contribution assumption: employee only about $334,558 at 4% or $223,038 at 6%; with 50% employer match about $223,038 at 4% or $148,692 at 6%; with 100% employer match about $167,279 at 4% or $111,519 at 6%.
Group Health Insurance Plan-155---
Group Term Life & Aded-229---
Long Term Disability-234---
Dougherty Financial Group LLC Health Care & Dependent Day Care Expense Reimb Prog-202---
Dental Reimbursement Program-178---
Group Accidental Death and Dismemberment Insurance-253---
20057226$34,754,100$2,487,349$11,006iApproximate average salary by contribution assumption: employee only about $275,149 at 4% or $183,433 at 6%; with 50% employer match about $183,433 at 4% or $122,289 at 6%; with 100% employer match about $137,575 at 4% or $91,716 at 6%.
Dougherty Financial Group LLC Employee 401(K) Plan-226$34,754,100$2,487,349$11,006iApproximate average salary by contribution assumption: employee only about $275,149 at 4% or $183,433 at 6%; with 50% employer match about $183,433 at 4% or $122,289 at 6%; with 100% employer match about $137,575 at 4% or $91,716 at 6%.
Group Term Life & Aded-219---
Long Term Disability-219---
Group Health Insurance Plan-156---
Dental Reimbursement Program-169---
Group Accidental Death and Dismemberment Insurance-219---
Dougherty Financial Group LLC Health Care & Dependent Day Care Expense Reimb Prog-206---
20048204$31,549,978$2,643,781$12,960iApproximate average salary by contribution assumption: employee only about $323,993 at 4% or $215,995 at 6%; with 50% employer match about $215,995 at 4% or $143,997 at 6%; with 100% employer match about $161,996 at 4% or $107,998 at 6%.
Dougherty Financial Group LLC Employee 401K Plan-204$31,549,978$2,643,781$12,960iApproximate average salary by contribution assumption: employee only about $323,993 at 4% or $215,995 at 6%; with 50% employer match about $215,995 at 4% or $143,997 at 6%; with 100% employer match about $161,996 at 4% or $107,998 at 6%.
Dougherty Financial Group LLC Health Care & Dependent Day Care Expense Reimb Prog-198---
Dental Reimbursement Program-162---
Group Health Insurance Plan-144---
Group Term Life & Aded-200---
Long Term Disability-204---
Group Accidental Death and Dismemberment Insurance-204---
Dental Reimbursement Program-143---
20037191$26,162,992$1,927,294$10,091iApproximate average salary by contribution assumption: employee only about $252,264 at 4% or $168,176 at 6%; with 50% employer match about $168,176 at 4% or $112,117 at 6%; with 100% employer match about $126,132 at 4% or $84,088 at 6%.
Dougherty Financial Group LLC Employee 401K Plan-176$26,162,992$1,927,294$10,951iApproximate average salary by contribution assumption: employee only about $273,763 at 4% or $182,509 at 6%; with 50% employer match about $182,509 at 4% or $121,673 at 6%; with 100% employer match about $136,882 at 4% or $91,254 at 6%.
Group Term Life & Aded-188---
Group Health Insurance Plan-135---
Dougherty Financial Group LLC Health Care & Dependent Day Care Expense Reimb Prog-164---
Dental Reimbursement Program-138---
Group Accidental Death and Dismemberment Insurance-191---
Long Term Disability-191---
20027201$18,239,472$1,907,774$9,491iApproximate average salary by contribution assumption: employee only about $237,285 at 4% or $158,190 at 6%; with 50% employer match about $158,190 at 4% or $105,460 at 6%; with 100% employer match about $118,643 at 4% or $79,095 at 6%.
Dougherty Financial Group LLC Employee 401K Plan-201$18,239,472$1,907,774$9,491iApproximate average salary by contribution assumption: employee only about $237,285 at 4% or $158,190 at 6%; with 50% employer match about $158,190 at 4% or $105,460 at 6%; with 100% employer match about $118,643 at 4% or $79,095 at 6%.
Dougherty Financial Group LLC Health Care & Dependent Day Care Expense Reimb Prog-172---
Group Health Insurance Plan-145---
Dental Reimbursement Program-144---
Long Term Disability-194---
Group Term Life & Aded-192---
Group Accidental Death and Dismemberment Insurance-194---
20017201$22,916,781$1,736,423$8,639iApproximate average salary by contribution assumption: employee only about $215,973 at 4% or $143,982 at 6%; with 50% employer match about $143,982 at 4% or $95,988 at 6%; with 100% employer match about $107,987 at 4% or $71,991 at 6%.
Dougherty Financial Group LLC Employee 401K Plan-201$22,916,781$1,736,423$8,639iApproximate average salary by contribution assumption: employee only about $215,973 at 4% or $143,982 at 6%; with 50% employer match about $143,982 at 4% or $95,988 at 6%; with 100% employer match about $107,987 at 4% or $71,991 at 6%.
Dougherty Financial Group LLC Health Care & Dependent Day Care Expense Reimb Prog-177---
Group Health Insurance Plan-143---
Long Term Disability-195---
Group Term Life & Aded-193---
Dental Reimbursement Program-136---
Group Accidental Death and Dismemberment Insurance-193---
20007232$24,801,198$2,262,706$9,753iApproximate average salary by contribution assumption: employee only about $243,826 at 4% or $162,551 at 6%; with 50% employer match about $162,551 at 4% or $108,367 at 6%; with 100% employer match about $121,913 at 4% or $81,275 at 6%.
Dougherty Financial Group LLC Employee 401K Plan-226$24,801,198$2,262,706$10,012iApproximate average salary by contribution assumption: employee only about $250,299 at 4% or $166,866 at 6%; with 50% employer match about $166,866 at 4% or $111,244 at 6%; with 100% employer match about $125,150 at 4% or $83,433 at 6%.
Long Term Disability-232---
Dental Reimbursement Program-154---
Group Term Life & Aded-230---
Group Accidental Death and Dismemberment Insurance-230---
Group Health Insurance Plan-162---
Dougherty Financial Group LLC Health Care & Dependent Day Care Expense Reimb Prog-215---
19997248$25,270,883$3,452,563$13,922iApproximate average salary by contribution assumption: employee only about $348,041 at 4% or $232,027 at 6%; with 50% employer match about $232,027 at 4% or $154,685 at 6%; with 100% employer match about $174,020 at 4% or $116,014 at 6%.
Dougherty Financial Group LLC Employee 401K Plan-227$25,270,883$3,452,563$15,210iApproximate average salary by contribution assumption: employee only about $380,238 at 4% or $253,492 at 6%; with 50% employer match about $253,492 at 4% or $168,995 at 6%; with 100% employer match about $190,119 at 4% or $126,746 at 6%.
Dougherty Financial Group LLC Health Care & Dependent Day Care Expense Reimb Prog-236---
Group Health Insurance Plan-171---
Long Term Disability-248---
Dental Reimbursement Program-168---
Group Term Life & Aded-248---
Long Term Disability-248---