ALEXIS L. DOUGHERTY, MD PROFIT SHARING PLAN

[ EIN: 47-2596117 | Plan No. 001 ]

ALEXIS L. DOUGHERTY, MD PROFIT SHARING PLAN is reported on Form 5500 as a 401(k) plan sponsored by ALEXIS DOUGHERTY, INC.. For the 2024 plan year, the plan had 5 participants and total assets of $715,963.

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

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Plan Sponsor: ALEXIS DOUGHERTY, INC.

Location: 432 APPLE GROVE LANE, SANTA BARBARA, CA 93103

EIN: 472596117

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 5

Total Assets: $715,963

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