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  5. Dougherty & Associates Financial Advisors, Inc.

Dougherty & Associates Financial Advisors, Inc.

Company Details

Name: Dougherty & Associates Financial Advisors, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 14 Jun 2012 (13 years ago)
Company Number: 7311e91b-21b7-e111-afc0-001ec94ffe7f
File Number: 493552500021
Registered Office Address: 103 Marty Dr #101, Buffalo, MN 55313, USA
Principal Executive Office Address: 103 MARTY DR STE 101, BUFFALO, MN 55313–4522, USA
ZIP code: 55313
County: Wright County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DOUGHERTY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2023 455506530 2024-09-18 DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7636824014
Plan sponsor’s address 103 MARTY DRIVE, SUITE 101, BUFFALO, MN, 55313

Signature of
Role Plan administrator
Date 2024-09-18
Name of individual signing DANNY DOUGHERTY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-18
Name of individual signing DANNY DOUGHERTY
Valid signature Filed with authorized/valid electronic signature
DOUGHERTY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2022 455506530 2023-02-13 DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7636824014
Plan sponsor’s address 103 MARTY DRIVE, SUITE 101, BUFFALO, MN, 55313

Signature of
Role Plan administrator
Date 2023-02-13
Name of individual signing DANNY DOUGHERTY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-02-13
Name of individual signing DANNY DOUGHERTY
Valid signature Filed with authorized/valid electronic signature
DOUGHERTY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2021 455506530 2022-10-14 DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7636824014
Plan sponsor’s address 103 MARTY DRIVE, SUITE 101, BUFFALO, MN, 55313

Signature of
Role Plan administrator
Date 2022-10-13
Name of individual signing DANNY DOUGHERTY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-13
Name of individual signing DANNY DOUGHERTY
Valid signature Filed with authorized/valid electronic signature
DOUGHERTY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 455506530 2021-08-09 DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS INC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7636824014
Plan sponsor’s address 103 MARTY DRIVE, SUITE 101, BUFFALO, MN, 55313

Signature of
Role Plan administrator
Date 2021-08-09
Name of individual signing DILLON DOUGHERTY
Valid signature Filed with authorized/valid electronic signature
DOUGHERTY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 455506530 2020-07-16 DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7636824014
Plan sponsor’s address 103 MARTY DRIVE, SUITE 101, BUFFALO, MN, 55313

Signature of
Role Plan administrator
Date 2020-07-16
Name of individual signing COREEN DOUGHERTY
Valid signature Filed with authorized/valid electronic signature
DOUGHERTY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 455506530 2019-06-25 DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7636824014
Plan sponsor’s address 103 MARTY DRIVE, SUITE 101, BUFFALO, MN, 55313

Signature of
Role Plan administrator
Date 2019-06-25
Name of individual signing MICHEAL DOUGHERTY
Valid signature Filed with authorized/valid electronic signature
DOUGHERTY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 455506530 2018-07-26 DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7636824014
Plan sponsor’s address 103 MARTY DRIVE, SUITE 101, BUFFALO, MN, 55313

Signature of
Role Plan administrator
Date 2018-07-26
Name of individual signing MICHEAL DOUGHERTY
Valid signature Filed with authorized/valid electronic signature
DOUGHERTY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 455506530 2017-07-19 DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7636824014
Plan sponsor’s address 103 MARTY DRIVE, SUITE 101, BUFFALO, MN, 55313

Signature of
Role Plan administrator
Date 2017-07-19
Name of individual signing MICHEAL DOUGHERTY
Valid signature Filed with authorized/valid electronic signature
DOUGHERTY & ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 455506530 2016-07-20 DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 7636824014
Plan sponsor’s address 103 MARTY DRIVE, STE 101, BUFFALO, MN, 55313

Signature of
Role Plan administrator
Date 2016-07-20
Name of individual signing MICHEAL DOUGHERTY
Valid signature Filed with authorized/valid electronic signature
DOUGHERTY & ASSOCIATES FINANCIALS ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2014 455506530 2015-06-17 DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523120
Sponsor’s telephone number 7636824014
Plan sponsor’s address 103 MARTY DRIVE, SUITE 101, BUFFALO, MN, 55313

Signature of
Role Plan administrator
Date 2015-06-17
Name of individual signing MICHAEL DOUGHERTY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-17
Name of individual signing MICHAEL DOUGHERTY
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
DANIEL J DOGHERTY Chief Executive Officer 103 MARTY DR STE 101, BUFFALO, MN 55313–4522, USA

Filing

Filing Name Filing date
Original Filing - Business Corporation (Domestic) (Business Name: Dougherty & Associates Financial Advisors, Inc.) 2012-06-14

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 30 Sep 2024

Sources: Minnesota's Official State Website

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