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

[ EIN: 06-0872192 | Plan No. 002 ]

Form 5500 filing classifies DOHERTY, BEALS & BANKS, P.C. 401(K) PLAN as a 401(k) plan, sponsored by DOHERTY, BEALS AND BANKS, P.C.. The plan is a Small Plan with 11 participants and total assets of $1,295,542 reported for the 2017 plan year.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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

Location: 187 WILLIAMS ST., NEW LONDON, CT 06320

EIN: 060872192

Plan Number: 002

Plan Year: 2017

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 11

Total Assets: $1,295,542

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