Civic Intelligence

The Dunham Group

Plan context: The Dunham Group 401K Profit Sharing Plan

EIN 01-0368823 • Portland, ME • 6 filings • 3 plans

10 Dana Street, 400Portland, ME 04101
Current Snapshot

Latest Year

2011

2011 Participants

5

2011 Assets

$440,061

2011 Contributions

$38,938

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$833,528$416,764$0200620102011YearValue
$440,061Latest year 2011

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530200620102011YearValue
5Latest year 2011

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201125$440,061$38,938$7,788iApproximate average salary by contribution assumption: employee only about $194,690 at 4% or $129,793 at 6%; with 50% employer match about $129,793 at 4% or $86,529 at 6%; with 100% employer match about $97,345 at 4% or $64,897 at 6%.
The Dunham Group 401K Profit Sharing Plan-5$440,061$38,938$7,788iApproximate average salary by contribution assumption: employee only about $194,690 at 4% or $129,793 at 6%; with 50% employer match about $129,793 at 4% or $86,529 at 6%; with 100% employer match about $97,345 at 4% or $64,897 at 6%.
The Dunham Group 401K Profit Sharing Plan-0$0$0-
201015$579,864$27,425$5,485iApproximate average salary by contribution assumption: employee only about $137,125 at 4% or $91,417 at 6%; with 50% employer match about $91,417 at 4% or $60,944 at 6%; with 100% employer match about $68,563 at 4% or $45,708 at 6%.
The Dunham Group 401K Profit Sharing Plan-5$579,864$27,425$5,485iApproximate average salary by contribution assumption: employee only about $137,125 at 4% or $91,417 at 6%; with 50% employer match about $91,417 at 4% or $60,944 at 6%; with 100% employer match about $68,563 at 4% or $45,708 at 6%.
200924$833,528$89,638$22,410iApproximate average salary by contribution assumption: employee only about $560,238 at 4% or $373,492 at 6%; with 50% employer match about $373,492 at 4% or $248,994 at 6%; with 100% employer match about $280,119 at 4% or $186,746 at 6%.
The Dunham Group 401K Profit Sharing Plan-4$466,874$25,092$6,273iApproximate average salary by contribution assumption: employee only about $156,825 at 4% or $104,550 at 6%; with 50% employer match about $104,550 at 4% or $69,700 at 6%; with 100% employer match about $78,413 at 4% or $52,275 at 6%.
The Dunham Group 401K Profit Sharing Plan-4$366,654$64,546$16,137iApproximate average salary by contribution assumption: employee only about $403,413 at 4% or $268,942 at 6%; with 50% employer match about $268,942 at 4% or $179,294 at 6%; with 100% employer match about $201,706 at 4% or $134,471 at 6%.
200614$332,831$53,689$13,422iApproximate average salary by contribution assumption: employee only about $335,556 at 4% or $223,704 at 6%; with 50% employer match about $223,704 at 4% or $149,136 at 6%; with 100% employer match about $167,778 at 4% or $111,852 at 6%.
The Dunham Group 401K Profit Sharing Plan-4$332,831$53,689$13,422iApproximate average salary by contribution assumption: employee only about $335,556 at 4% or $223,704 at 6%; with 50% employer match about $223,704 at 4% or $149,136 at 6%; with 100% employer match about $167,778 at 4% or $111,852 at 6%.