DOUGHERTY & COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DOUGHERTY & COMPANY EMPLOYEES' PROFIT SHARING PLAN
401k plan membership statisitcs for DOUGHERTY & COMPANY EMPLOYEES' PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: DOUGHERTY & COMPANY EMPLOYEES' PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-13 | 5 |
| Total number of particpants at end of year | 2025-10-13 | 5 |
| Number of Participants With Account Balances | 2025-10-13 | 5 |
| 2024: DOUGHERTY & COMPANY EMPLOYEES' PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-11 | 3 |
| Total number of particpants at end of year | 2024-10-11 | 5 |
| Number of Participants With Account Balances | 2024-10-11 | 5 |
| 2022: DOUGHERTY & COMPANY EMPLOYEES' PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-10-12 | 3 |
| Total number of particpants at end of year | 2022-10-12 | 3 |
| Number of Participants With Account Balances | 2022-10-12 | 3 |
| Measure | Date | Value |
|---|
| 2025 : DOUGHERTY & COMPANY EMPLOYEES' PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-13 | 211435 |
| Net assets as of the end of the plan year | 2025-10-13 | 4332411 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 4080868 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 500000 |
| Other income to plan in this plan year | 2025-10-13 | 422560 |
| Plan net income in this plan year | 2025-10-13 | 251543 |
| Net assets as of the end of the plan year | 2025-10-13 | 4332411 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 4080868 |
| Employer contributions to plan in this plan year | 2025-10-13 | 40418 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 31435 |
| 2024 : DOUGHERTY & COMPANY EMPLOYEES' PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-11 | 101110 |
| Net assets as of the end of the plan year | 2024-10-11 | 4080868 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 3254458 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 500000 |
| Other income to plan in this plan year | 2024-10-11 | 905385 |
| Plan net income in this plan year | 2024-10-11 | 826410 |
| Net assets as of the end of the plan year | 2024-10-11 | 4080868 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 3254458 |
| Employer contributions to plan in this plan year | 2024-10-11 | 22135 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 26110 |
| 2022 : DOUGHERTY & COMPANY EMPLOYEES' PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-10-12 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-12 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-12 | 90921 |
| Net assets as of the end of the plan year | 2022-10-12 | 4524422 |
| Total assets as of the beginning of the plan year | 2022-10-12 | 3923557 |
| Value of plan covered by a fidelity bond | 2022-10-12 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-12 | 0 |
| Other expenses paid from plan in this plan year | 2022-10-12 | 0 |
| Other contributions to plan in this plan year | 2022-10-12 | 0 |
| Other income to plan in this plan year | 2022-10-12 | 691786 |
| Plan net income in this plan year | 2022-10-12 | 600865 |
| Net assets as of the end of the plan year | 2022-10-12 | 4524422 |
| Net assets as of the beginning of the plan year | 2022-10-12 | 3923557 |
| Employer contributions to plan in this plan year | 2022-10-12 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-12 | 30921 |
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