2023 Form 5500 filing — Doherty Group, Inc. 401(K) And Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930085751NAL0009847184001) for Doherty Group, Inc. 401(K) And Retirement Savings Plan, reported by The Doherty Group, Inc. under EIN 22-3377320 and plan number 001. It reports 4,185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930085751NAL0009847184001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Doherty Group, Inc.
- EIN
- 22-3377320
- Plan number
- 001
- Location
- Allendale, NJ
- Participants
- 4,185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,525,805
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,525,805
- Employer contributions
- $641,270
- Participant contributions
- $2,698,470
- Total income / additions
- $9,668,086
- Benefits paid
- $4,384,599
- Administrative expenses
- $117,800
- Total expenses
- $4,507,027
- Net increase / (decrease)
- $5,161,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $59,432 | $0 |
| Resources Investment Advisors LLC | ADVISOR | $49,826 | not reported in the loaded dataset |
| Cohnreznick Llp | ADVISOR | $6,161 | not reported in the loaded dataset |