Plan5500

Doherty Group, Inc. 401(K) And Retirement Savings Plan — Form 5500 plan (The Doherty Group, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Doherty Group, Inc. 401(K) And Retirement Savings Plan is a benefit plan reported by The Doherty Group, Inc. under EIN 22-3377320 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,185 participants and $37,525,805 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Doherty Group, Inc.
EIN
22-3377320
Plan number
001
Plan type
2
Location
Allendale, NJ
Latest filing year
2023
Participants
4,185
End-of-year plan assets
$37,525,805

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,185H, C20240930085751NAL0009847184001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,525,805
Total liabilities (EOY)
$0
Net assets (EOY)
$37,525,805
Net assets (BOY)
$32,364,746

Income & contributions

Employer contributions
$641,270
Participant contributions
$2,698,470
Total contributions
$3,564,398
Total income / additions
$9,668,086

Expenses & distributions

Benefits paid
$4,384,599
Administrative expenses
$117,800
Total expenses
$4,507,027
Net increase / (decrease)
$5,161,059

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$59,432$02023
Resources Investment Advisors LLCADVISOR$49,826not reported in the loaded dataset2023
Cohnreznick LlpADVISOR$6,161not reported in the loaded dataset2023

Related Form 5500 pages