Civic Intelligence

DUNN & COMPANY

Plan context: Dunn & Co. Inc. 401(K) Plan

EIN 04-2642279 • Clinton, MA • 31 filings • 6 plans

75 Green StreetSuite 2Clinton, MA 01510-0968
Current Snapshot

Latest Year

2025

2025 Participants

18

2025 Assets

$1,040,136

2025 Contributions

$5,921

Historical Graphs

Total Assets Over Time

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

$1,040,136$520,068$0200120142025YearValue
$1,040,136Latest year 2025

Participants Over Time

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

121610200120142025YearValue
18Latest year 2025

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
2025118$1,040,136$5,921$329iApproximate average salary by contribution assumption: employee only about $8,224 at 4% or $5,482 at 6%; with 50% employer match about $5,482 at 4% or $3,655 at 6%; with 100% employer match about $4,112 at 4% or $2,741 at 6%.
Dunn & Co. Inc. 401(K) Plan-18$1,040,136$5,921$329iApproximate average salary by contribution assumption: employee only about $8,224 at 4% or $5,482 at 6%; with 50% employer match about $5,482 at 4% or $3,655 at 6%; with 100% employer match about $4,112 at 4% or $2,741 at 6%.
2024118$899,720$5,261$292iApproximate average salary by contribution assumption: employee only about $7,307 at 4% or $4,871 at 6%; with 50% employer match about $4,871 at 4% or $3,248 at 6%; with 100% employer match about $3,653 at 4% or $2,436 at 6%.
Dunn & Co. Inc. 401(K) Plan-18$899,720$5,261$292iApproximate average salary by contribution assumption: employee only about $7,307 at 4% or $4,871 at 6%; with 50% employer match about $4,871 at 4% or $3,248 at 6%; with 100% employer match about $3,653 at 4% or $2,436 at 6%.
2023119$839,824$5,051$266iApproximate average salary by contribution assumption: employee only about $6,646 at 4% or $4,431 at 6%; with 50% employer match about $4,431 at 4% or $2,954 at 6%; with 100% employer match about $3,323 at 4% or $2,215 at 6%.
Dunn & Co. Inc. 401(K) Plan-19$839,824$5,051$266iApproximate average salary by contribution assumption: employee only about $6,646 at 4% or $4,431 at 6%; with 50% employer match about $4,431 at 4% or $2,954 at 6%; with 100% employer match about $3,323 at 4% or $2,215 at 6%.
2022120$740,194$6,587$329iApproximate average salary by contribution assumption: employee only about $8,234 at 4% or $5,489 at 6%; with 50% employer match about $5,489 at 4% or $3,659 at 6%; with 100% employer match about $4,117 at 4% or $2,745 at 6%.
Dunn & Co. Inc. 401(K) Plan-20$740,194$6,587$329iApproximate average salary by contribution assumption: employee only about $8,234 at 4% or $5,489 at 6%; with 50% employer match about $5,489 at 4% or $3,659 at 6%; with 100% employer match about $4,117 at 4% or $2,745 at 6%.
2021121$905,818$6,730$320iApproximate average salary by contribution assumption: employee only about $8,012 at 4% or $5,341 at 6%; with 50% employer match about $5,341 at 4% or $3,561 at 6%; with 100% employer match about $4,006 at 4% or $2,671 at 6%.
Dunn & Co. Inc. 401(K) Plan-21$905,818$6,730$320iApproximate average salary by contribution assumption: employee only about $8,012 at 4% or $5,341 at 6%; with 50% employer match about $5,341 at 4% or $3,561 at 6%; with 100% employer match about $4,006 at 4% or $2,671 at 6%.
2020122$799,753$6,435$293iApproximate average salary by contribution assumption: employee only about $7,313 at 4% or $4,875 at 6%; with 50% employer match about $4,875 at 4% or $3,250 at 6%; with 100% employer match about $3,656 at 4% or $2,438 at 6%.
Dunn & Co. Inc. 401(K) Plan-22$799,753$6,435$293iApproximate average salary by contribution assumption: employee only about $7,313 at 4% or $4,875 at 6%; with 50% employer match about $4,875 at 4% or $3,250 at 6%; with 100% employer match about $3,656 at 4% or $2,438 at 6%.
2019122$666,774$7,105$323iApproximate average salary by contribution assumption: employee only about $8,074 at 4% or $5,383 at 6%; with 50% employer match about $5,383 at 4% or $3,588 at 6%; with 100% employer match about $4,037 at 4% or $2,691 at 6%.
Dunn & Co. Inc. 401(K) Plan-22$666,774$7,105$323iApproximate average salary by contribution assumption: employee only about $8,074 at 4% or $5,383 at 6%; with 50% employer match about $5,383 at 4% or $3,588 at 6%; with 100% employer match about $4,037 at 4% or $2,691 at 6%.
2018125$604,048$21,862$874iApproximate average salary by contribution assumption: employee only about $21,862 at 4% or $14,575 at 6%; with 50% employer match about $14,575 at 4% or $9,716 at 6%; with 100% employer match about $10,931 at 4% or $7,287 at 6%.
Dunn & Co. Inc. 401(K) Plan-25$604,048$21,862$874iApproximate average salary by contribution assumption: employee only about $21,862 at 4% or $14,575 at 6%; with 50% employer match about $14,575 at 4% or $9,716 at 6%; with 100% employer match about $10,931 at 4% or $7,287 at 6%.
2017128$629,283$10,511$375iApproximate average salary by contribution assumption: employee only about $9,385 at 4% or $6,257 at 6%; with 50% employer match about $6,257 at 4% or $4,171 at 6%; with 100% employer match about $4,692 at 4% or $3,128 at 6%.
Dunn & Co. Inc. 401(K) Plan-28$629,283$10,511$375iApproximate average salary by contribution assumption: employee only about $9,385 at 4% or $6,257 at 6%; with 50% employer match about $6,257 at 4% or $4,171 at 6%; with 100% employer match about $4,692 at 4% or $3,128 at 6%.
2016130$694,817$13,204$440iApproximate average salary by contribution assumption: employee only about $11,003 at 4% or $7,336 at 6%; with 50% employer match about $7,336 at 4% or $4,890 at 6%; with 100% employer match about $5,502 at 4% or $3,668 at 6%.
Dunn & Co. Inc. 401(K) Plan-30$694,817$13,204$440iApproximate average salary by contribution assumption: employee only about $11,003 at 4% or $7,336 at 6%; with 50% employer match about $7,336 at 4% or $4,890 at 6%; with 100% employer match about $5,502 at 4% or $3,668 at 6%.
2015129$653,211$99,769$3,440iApproximate average salary by contribution assumption: employee only about $86,008 at 4% or $57,339 at 6%; with 50% employer match about $57,339 at 4% or $38,226 at 6%; with 100% employer match about $43,004 at 4% or $28,669 at 6%.
Dunn & Co. Inc. 401(K) Plan-29$653,211$99,769$3,440iApproximate average salary by contribution assumption: employee only about $86,008 at 4% or $57,339 at 6%; with 50% employer match about $57,339 at 4% or $38,226 at 6%; with 100% employer match about $43,004 at 4% or $28,669 at 6%.
2014130$664,887$14,399$480iApproximate average salary by contribution assumption: employee only about $11,999 at 4% or $7,999 at 6%; with 50% employer match about $7,999 at 4% or $5,333 at 6%; with 100% employer match about $6,000 at 4% or $4,000 at 6%.
Dunn & Co. Inc. 401(K) Plan-30$664,887$14,399$480iApproximate average salary by contribution assumption: employee only about $11,999 at 4% or $7,999 at 6%; with 50% employer match about $7,999 at 4% or $5,333 at 6%; with 100% employer match about $6,000 at 4% or $4,000 at 6%.
2013132$641,236$28,611$894iApproximate average salary by contribution assumption: employee only about $22,352 at 4% or $14,902 at 6%; with 50% employer match about $14,902 at 4% or $9,934 at 6%; with 100% employer match about $11,176 at 4% or $7,451 at 6%.
Dunn & Co. Inc. 401(K) Plan-32$641,236$28,611$894iApproximate average salary by contribution assumption: employee only about $22,352 at 4% or $14,902 at 6%; with 50% employer match about $14,902 at 4% or $9,934 at 6%; with 100% employer match about $11,176 at 4% or $7,451 at 6%.
2012164$713,796$26,195$409iApproximate average salary by contribution assumption: employee only about $10,232 at 4% or $6,822 at 6%; with 50% employer match about $6,822 at 4% or $4,548 at 6%; with 100% employer match about $5,116 at 4% or $3,411 at 6%.
Dunn & Co. Inc. 401(K) Plan-64$713,796$26,195$409iApproximate average salary by contribution assumption: employee only about $10,232 at 4% or $6,822 at 6%; with 50% employer match about $6,822 at 4% or $4,548 at 6%; with 100% employer match about $5,116 at 4% or $3,411 at 6%.
2011169$648,237$30,092$436iApproximate average salary by contribution assumption: employee only about $10,903 at 4% or $7,269 at 6%; with 50% employer match about $7,269 at 4% or $4,846 at 6%; with 100% employer match about $5,451 at 4% or $3,634 at 6%.
Dunn & Co. Inc. 401(K) Plan-69$648,237$30,092$436iApproximate average salary by contribution assumption: employee only about $10,903 at 4% or $7,269 at 6%; with 50% employer match about $7,269 at 4% or $4,846 at 6%; with 100% employer match about $5,451 at 4% or $3,634 at 6%.
2010169$656,965$32,286$468iApproximate average salary by contribution assumption: employee only about $11,698 at 4% or $7,799 at 6%; with 50% employer match about $7,799 at 4% or $5,199 at 6%; with 100% employer match about $5,849 at 4% or $3,899 at 6%.
Dunn & Co. Inc. 401(K) Plan-69$656,965$32,286$468iApproximate average salary by contribution assumption: employee only about $11,698 at 4% or $7,799 at 6%; with 50% employer match about $7,799 at 4% or $5,199 at 6%; with 100% employer match about $5,849 at 4% or $3,899 at 6%.
2009179$587,501$38,201$484iApproximate average salary by contribution assumption: employee only about $12,089 at 4% or $8,059 at 6%; with 50% employer match about $8,059 at 4% or $5,373 at 6%; with 100% employer match about $6,044 at 4% or $4,030 at 6%.
Dunn & Co. Inc. 401(K) Plan-79$587,501$38,201$484iApproximate average salary by contribution assumption: employee only about $12,089 at 4% or $8,059 at 6%; with 50% employer match about $8,059 at 4% or $5,373 at 6%; with 100% employer match about $6,044 at 4% or $4,030 at 6%.
2008494$623,153$85,004$904iApproximate average salary by contribution assumption: employee only about $22,607 at 4% or $15,072 at 6%; with 50% employer match about $15,072 at 4% or $10,048 at 6%; with 100% employer match about $11,304 at 4% or $7,536 at 6%.
Dunn & Co. Inc. 401(K) Plan-84$623,153$85,004$1,012iApproximate average salary by contribution assumption: employee only about $25,299 at 4% or $16,866 at 6%; with 50% employer match about $16,866 at 4% or $11,244 at 6%; with 100% employer match about $12,649 at 4% or $8,433 at 6%.
DUNN & COMPANY LIFE INS. PLAN-94---
DUNN & COMPANY WEEKLY INCOME-94---
DUNN & COMPANY LTD. PLAN-94---
20074121$764,884$111,371$920iApproximate average salary by contribution assumption: employee only about $23,011 at 4% or $15,340 at 6%; with 50% employer match about $15,340 at 4% or $10,227 at 6%; with 100% employer match about $11,505 at 4% or $7,670 at 6%.
Dunn & Co. Inc. 401(K) Plan-114$764,884$111,371$977iApproximate average salary by contribution assumption: employee only about $24,423 at 4% or $16,282 at 6%; with 50% employer match about $16,282 at 4% or $10,855 at 6%; with 100% employer match about $12,212 at 4% or $8,141 at 6%.
DUNN & COMPANY LIFE INS. PLAN-121---
DUNN & COMPANY LTD. PLAN-120---
DUNN & COMPANY WEEKLY INCOME-120---
20063113$600,563$112,503$996iApproximate average salary by contribution assumption: employee only about $24,890 at 4% or $16,593 at 6%; with 50% employer match about $16,593 at 4% or $11,062 at 6%; with 100% employer match about $12,445 at 4% or $8,297 at 6%.
Dunn & Co. Inc. 401(K) Plan-107$600,563$112,503$1,051iApproximate average salary by contribution assumption: employee only about $26,286 at 4% or $17,524 at 6%; with 50% employer match about $17,524 at 4% or $11,683 at 6%; with 100% employer match about $13,143 at 4% or $8,762 at 6%.
DUNN & COMPANY LTD PLAN-112---
DUNN & COMPANY LIFE INS. PLAN-113---
20051114$460,233$128,527$1,127iApproximate average salary by contribution assumption: employee only about $28,186 at 4% or $18,790 at 6%; with 50% employer match about $18,790 at 4% or $12,527 at 6%; with 100% employer match about $14,093 at 4% or $9,395 at 6%.
Dunn & Co. Inc. 401(K) Plan-114$460,233$128,527$1,127iApproximate average salary by contribution assumption: employee only about $28,186 at 4% or $18,790 at 6%; with 50% employer match about $18,790 at 4% or $12,527 at 6%; with 100% employer match about $14,093 at 4% or $9,395 at 6%.
2002189$109,106$63,068$709iApproximate average salary by contribution assumption: employee only about $17,716 at 4% or $11,810 at 6%; with 50% employer match about $11,810 at 4% or $7,874 at 6%; with 100% employer match about $8,858 at 4% or $5,905 at 6%.
Dunn & Co. Inc. 401(K) Plan-89$109,106$63,068$709iApproximate average salary by contribution assumption: employee only about $17,716 at 4% or $11,810 at 6%; with 50% employer match about $11,810 at 4% or $7,874 at 6%; with 100% employer match about $8,858 at 4% or $5,905 at 6%.
20011105$67,026$48,878$466iApproximate average salary by contribution assumption: employee only about $11,638 at 4% or $7,758 at 6%; with 50% employer match about $7,758 at 4% or $5,172 at 6%; with 100% employer match about $5,819 at 4% or $3,879 at 6%.
Dunn & Co. Inc. 401(K) Plan-105$67,026$48,878$466iApproximate average salary by contribution assumption: employee only about $11,638 at 4% or $7,758 at 6%; with 50% employer match about $7,758 at 4% or $5,172 at 6%; with 100% employer match about $5,819 at 4% or $3,879 at 6%.