Dunbar Capital Management LLC
Plan context: Dunbar Capital Management LLC Incentive Savings Plan and Trust
EIN 13-3880688 • New York, NY • 9 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
11
2017 Assets
$1,282,710
2017 Contributions
$167,105
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Dunbar Capital Management LLC Incentive Savings Plan and Trust | - | 0 | $0 | - | - |
| 2016 | 1 | 11 | $1,282,710 | $167,105 | $15,191iApproximate average salary by contribution assumption: employee only about $379,784 at 4% or $253,189 at 6%; with 50% employer match about $253,189 at 4% or $168,793 at 6%; with 100% employer match about $189,892 at 4% or $126,595 at 6%. |
| Dunbar Capital Management LLC Incentive Savings Plan and Trust | - | 11 | $1,282,710 | $167,105 | $15,191iApproximate average salary by contribution assumption: employee only about $379,784 at 4% or $253,189 at 6%; with 50% employer match about $253,189 at 4% or $168,793 at 6%; with 100% employer match about $189,892 at 4% or $126,595 at 6%. |
| 2015 | 1 | 10 | $1,081,352 | $174,211 | $17,421iApproximate average salary by contribution assumption: employee only about $435,527 at 4% or $290,352 at 6%; with 50% employer match about $290,352 at 4% or $193,568 at 6%; with 100% employer match about $217,764 at 4% or $145,176 at 6%. |
| Dunbar Capital Management LLC Incentive Savings Plan and Trust | - | 10 | $1,081,352 | $174,211 | $17,421iApproximate average salary by contribution assumption: employee only about $435,527 at 4% or $290,352 at 6%; with 50% employer match about $290,352 at 4% or $193,568 at 6%; with 100% employer match about $217,764 at 4% or $145,176 at 6%. |
| 2014 | 1 | 12 | $1,145,059 | $203,391 | $16,949iApproximate average salary by contribution assumption: employee only about $423,731 at 4% or $282,488 at 6%; with 50% employer match about $282,488 at 4% or $188,325 at 6%; with 100% employer match about $211,866 at 4% or $141,244 at 6%. |
| Dunbar Capital Management LLC Incentive Savings Plan and Trust | - | 12 | $1,145,059 | $203,391 | $16,949iApproximate average salary by contribution assumption: employee only about $423,731 at 4% or $282,488 at 6%; with 50% employer match about $282,488 at 4% or $188,325 at 6%; with 100% employer match about $211,866 at 4% or $141,244 at 6%. |
| 2013 | 1 | 11 | $943,466 | $221,818 | $20,165iApproximate average salary by contribution assumption: employee only about $504,132 at 4% or $336,088 at 6%; with 50% employer match about $336,088 at 4% or $224,059 at 6%; with 100% employer match about $252,066 at 4% or $168,044 at 6%. |
| Dunbar Capital Management LLC Incentive Savings Plan and Trust | - | 11 | $943,466 | $221,818 | $20,165iApproximate average salary by contribution assumption: employee only about $504,132 at 4% or $336,088 at 6%; with 50% employer match about $336,088 at 4% or $224,059 at 6%; with 100% employer match about $252,066 at 4% or $168,044 at 6%. |
| 2012 | 1 | 12 | $677,073 | $234,284 | $19,524iApproximate average salary by contribution assumption: employee only about $488,092 at 4% or $325,394 at 6%; with 50% employer match about $325,394 at 4% or $216,930 at 6%; with 100% employer match about $244,046 at 4% or $162,697 at 6%. |
| Dunbar Capital Management LLC Incentive Savings Plan and Trust | - | 12 | $677,073 | $234,284 | $19,524iApproximate average salary by contribution assumption: employee only about $488,092 at 4% or $325,394 at 6%; with 50% employer match about $325,394 at 4% or $216,930 at 6%; with 100% employer match about $244,046 at 4% or $162,697 at 6%. |
| 2011 | 1 | 9 | $426,590 | $183,067 | $20,341iApproximate average salary by contribution assumption: employee only about $508,519 at 4% or $339,013 at 6%; with 50% employer match about $339,013 at 4% or $226,009 at 6%; with 100% employer match about $254,260 at 4% or $169,506 at 6%. |
| Dunbar Capital Management LLC Incentive Savings Plan and Trust | - | 9 | $426,590 | $183,067 | $20,341iApproximate average salary by contribution assumption: employee only about $508,519 at 4% or $339,013 at 6%; with 50% employer match about $339,013 at 4% or $226,009 at 6%; with 100% employer match about $254,260 at 4% or $169,506 at 6%. |
| 2010 | 1 | 6 | $261,488 | $209,529 | $34,922iApproximate average salary by contribution assumption: employee only about $873,038 at 4% or $582,025 at 6%; with 50% employer match about $582,025 at 4% or $388,017 at 6%; with 100% employer match about $436,519 at 4% or $291,013 at 6%. |
| Dunbar Capital Management LLC Incentive Savings Plan and Trust | - | 6 | $261,488 | $209,529 | $34,922iApproximate average salary by contribution assumption: employee only about $873,038 at 4% or $582,025 at 6%; with 50% employer match about $582,025 at 4% or $388,017 at 6%; with 100% employer match about $436,519 at 4% or $291,013 at 6%. |
| 2009 | 1 | 11 | $69,010 | $68,897 | $6,263iApproximate average salary by contribution assumption: employee only about $156,584 at 4% or $104,389 at 6%; with 50% employer match about $104,389 at 4% or $69,593 at 6%; with 100% employer match about $78,292 at 4% or $52,195 at 6%. |
| Dunbar Capital Management LLC Incentive Savings Plan and Trust | - | 11 | $69,010 | $68,897 | $6,263iApproximate average salary by contribution assumption: employee only about $156,584 at 4% or $104,389 at 6%; with 50% employer match about $104,389 at 4% or $69,593 at 6%; with 100% employer match about $78,292 at 4% or $52,195 at 6%. |