DOUGHERTY & CONNELL, CPAS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DOUGHERTY & CONNELL PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : DOUGHERTY & CONNELL PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Net assets as of the end of the plan year | 2025-07-17 | 4120881 |
| Total assets as of the beginning of the plan year | 2025-07-17 | 3534014 |
| Value of plan covered by a fidelity bond | 2025-07-17 | 335000 |
| Participant contributions to plan in this plan year | 2025-07-17 | 122000 |
| Other income to plan in this plan year | 2025-07-17 | 400596 |
| Plan net income in this plan year | 2025-07-17 | 586867 |
| Net assets as of the end of the plan year | 2025-07-17 | 4120881 |
| Net assets as of the beginning of the plan year | 2025-07-17 | 3534014 |
| Employer contributions to plan in this plan year | 2025-07-17 | 64271 |
| 2024 : DOUGHERTY & CONNELL PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-20 | 24913 |
| Net assets as of the end of the plan year | 2024-06-20 | 3534014 |
| Total assets as of the beginning of the plan year | 2024-06-20 | 3096084 |
| Value of plan covered by a fidelity bond | 2024-06-20 | 220000 |
| Participant contributions to plan in this plan year | 2024-06-20 | 120000 |
| Other income to plan in this plan year | 2024-06-20 | 276850 |
| Plan net income in this plan year | 2024-06-20 | 437930 |
| Net assets as of the end of the plan year | 2024-06-20 | 3534014 |
| Net assets as of the beginning of the plan year | 2024-06-20 | 3096084 |
| Employer contributions to plan in this plan year | 2024-06-20 | 65993 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-20 | 24913 |
| 2022 : DOUGHERTY & CONNELL PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-31 | 21325 |
| Net assets as of the end of the plan year | 2022-05-31 | 3270272 |
| Total assets as of the beginning of the plan year | 2022-05-31 | 2862106 |
| Value of plan covered by a fidelity bond | 2022-05-31 | 220000 |
| Participant contributions to plan in this plan year | 2022-05-31 | 103989 |
| Other income to plan in this plan year | 2022-05-31 | 263883 |
| Plan net income in this plan year | 2022-05-31 | 408166 |
| Net assets as of the end of the plan year | 2022-05-31 | 3270272 |
| Net assets as of the beginning of the plan year | 2022-05-31 | 2862106 |
| Employer contributions to plan in this plan year | 2022-05-31 | 61619 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-31 | 21325 |
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