DOHERTY, BEALS & BANKS, P.C. 401(K) PLAN

[ EIN: 06-0872192 | Plan No. 001 ]

The DOHERTY, BEALS & BANKS, P.C. 401(K) PLAN plan, sponsored by DOHERTY, BEALS & BANKS, P.C., is listed in Form 5500 data as a 401(k) plan. The filing reports 10 participants and total assets of $2,615,994 for plan year 2024.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: DOHERTY, BEALS & BANKS, P.C.

Location: 187 WILLIAMS STREET, NEW LONDON, CT 06320

EIN: 060872192

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 10

Total Assets: $2,615,994

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