Dunlap & Shipman, P.A.
Plan context: Dunlap & Shipman, P.A. 401(K) Profit Sharing Plan
EIN 20-2200434 • Tallahassee, FL • 20 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
32
2024 Assets
$4,509,272
2024 Contributions
$470,720
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 32 | $4,509,272 | $470,720 | $14,710iApproximate average salary by contribution assumption: employee only about $367,750 at 4% or $245,167 at 6%; with 50% employer match about $245,167 at 4% or $163,444 at 6%; with 100% employer match about $183,875 at 4% or $122,583 at 6%. |
| Dunlap & Shipman, P.A. 401(K) Profit Sharing Plan | - | 32 | $4,509,272 | $470,720 | $14,710iApproximate average salary by contribution assumption: employee only about $367,750 at 4% or $245,167 at 6%; with 50% employer match about $245,167 at 4% or $163,444 at 6%; with 100% employer match about $183,875 at 4% or $122,583 at 6%. |
| 2023 | 1 | 21 | $3,497,906 | $395,454 | $18,831iApproximate average salary by contribution assumption: employee only about $470,779 at 4% or $313,852 at 6%; with 50% employer match about $313,852 at 4% or $209,235 at 6%; with 100% employer match about $235,389 at 4% or $156,926 at 6%. |
| Dunlap & Shipman, P.A. 401(K) Profit Sharing Plan | - | 21 | $3,497,906 | $395,454 | $18,831iApproximate average salary by contribution assumption: employee only about $470,779 at 4% or $313,852 at 6%; with 50% employer match about $313,852 at 4% or $209,235 at 6%; with 100% employer match about $235,389 at 4% or $156,926 at 6%. |
| 2022 | 1 | 23 | $2,852,646 | $287,244 | $12,489iApproximate average salary by contribution assumption: employee only about $312,222 at 4% or $208,148 at 6%; with 50% employer match about $208,148 at 4% or $138,765 at 6%; with 100% employer match about $156,111 at 4% or $104,074 at 6%. |
| Dunlap & Shipman, P.A. 401(K) Profit Sharing Plan | - | 23 | $2,852,646 | $287,244 | $12,489iApproximate average salary by contribution assumption: employee only about $312,222 at 4% or $208,148 at 6%; with 50% employer match about $208,148 at 4% or $138,765 at 6%; with 100% employer match about $156,111 at 4% or $104,074 at 6%. |
| 2021 | 1 | 17 | $3,050,093 | $231,984 | $13,646iApproximate average salary by contribution assumption: employee only about $341,153 at 4% or $227,435 at 6%; with 50% employer match about $227,435 at 4% or $151,624 at 6%; with 100% employer match about $170,576 at 4% or $113,718 at 6%. |
| Dunlap & Shipman, P.A. 401(K) Profit Sharing Plan | - | 17 | $3,050,093 | $231,984 | $13,646iApproximate average salary by contribution assumption: employee only about $341,153 at 4% or $227,435 at 6%; with 50% employer match about $227,435 at 4% or $151,624 at 6%; with 100% employer match about $170,576 at 4% or $113,718 at 6%. |
| 2020 | 1 | 16 | $2,545,463 | $208,269 | $13,017iApproximate average salary by contribution assumption: employee only about $325,420 at 4% or $216,947 at 6%; with 50% employer match about $216,947 at 4% or $144,631 at 6%; with 100% employer match about $162,710 at 4% or $108,473 at 6%. |
| Dunlap & Shipman, P.A. 401(K) Profit Sharing Plan | - | 16 | $2,545,463 | $208,269 | $13,017iApproximate average salary by contribution assumption: employee only about $325,420 at 4% or $216,947 at 6%; with 50% employer match about $216,947 at 4% or $144,631 at 6%; with 100% employer match about $162,710 at 4% or $108,473 at 6%. |
| 2019 | 1 | 16 | $2,243,475 | $280,455 | $17,528iApproximate average salary by contribution assumption: employee only about $438,211 at 4% or $292,141 at 6%; with 50% employer match about $292,141 at 4% or $194,760 at 6%; with 100% employer match about $219,105 at 4% or $146,070 at 6%. |
| Dunlap & Shipman, P.A. 401(K) Profit Sharing Plan | - | 16 | $2,243,475 | $280,455 | $17,528iApproximate average salary by contribution assumption: employee only about $438,211 at 4% or $292,141 at 6%; with 50% employer match about $292,141 at 4% or $194,760 at 6%; with 100% employer match about $219,105 at 4% or $146,070 at 6%. |
| 2018 | 1 | 16 | $1,704,530 | $97,802 | $6,113iApproximate average salary by contribution assumption: employee only about $152,816 at 4% or $101,877 at 6%; with 50% employer match about $101,877 at 4% or $67,918 at 6%; with 100% employer match about $76,408 at 4% or $50,939 at 6%. |
| Dunlap & Shipman, P.A. 401(K) Profit Sharing Plan | - | 16 | $1,704,530 | $97,802 | $6,113iApproximate average salary by contribution assumption: employee only about $152,816 at 4% or $101,877 at 6%; with 50% employer match about $101,877 at 4% or $67,918 at 6%; with 100% employer match about $76,408 at 4% or $50,939 at 6%. |
| 2017 | 1 | 13 | $1,726,863 | $113,701 | $8,746iApproximate average salary by contribution assumption: employee only about $218,656 at 4% or $145,771 at 6%; with 50% employer match about $145,771 at 4% or $97,180 at 6%; with 100% employer match about $109,328 at 4% or $72,885 at 6%. |
| Dunlap & Shipman, P.A. 401(K) Profit Sharing Plan | - | 13 | $1,726,863 | $113,701 | $8,746iApproximate average salary by contribution assumption: employee only about $218,656 at 4% or $145,771 at 6%; with 50% employer match about $145,771 at 4% or $97,180 at 6%; with 100% employer match about $109,328 at 4% or $72,885 at 6%. |
| 2016 | 1 | 18 | $1,618,190 | $104,195 | $5,789iApproximate average salary by contribution assumption: employee only about $144,715 at 4% or $96,477 at 6%; with 50% employer match about $96,477 at 4% or $64,318 at 6%; with 100% employer match about $72,358 at 4% or $48,238 at 6%. |
| Dunlap & Shipman, P.A. 401(K) Profit Sharing Plan | - | 18 | $1,618,190 | $104,195 | $5,789iApproximate average salary by contribution assumption: employee only about $144,715 at 4% or $96,477 at 6%; with 50% employer match about $96,477 at 4% or $64,318 at 6%; with 100% employer match about $72,358 at 4% or $48,238 at 6%. |
| 2015 | 1 | 18 | $1,826,037 | $98,588 | $5,477iApproximate average salary by contribution assumption: employee only about $136,928 at 4% or $91,285 at 6%; with 50% employer match about $91,285 at 4% or $60,857 at 6%; with 100% employer match about $68,464 at 4% or $45,643 at 6%. |
| Dunlap & Shipman, P.A. 401(K) Profit Sharing Plan | - | 18 | $1,826,037 | $98,588 | $5,477iApproximate average salary by contribution assumption: employee only about $136,928 at 4% or $91,285 at 6%; with 50% employer match about $91,285 at 4% or $60,857 at 6%; with 100% employer match about $68,464 at 4% or $45,643 at 6%. |
| 2014 | 1 | 18 | $1,887,989 | $113,300 | $6,294iApproximate average salary by contribution assumption: employee only about $157,361 at 4% or $104,907 at 6%; with 50% employer match about $104,907 at 4% or $69,938 at 6%; with 100% employer match about $78,681 at 4% or $52,454 at 6%. |
| Dunlap & Shipman, P.A. 401(K) Profit Sharing Plan | - | 18 | $1,887,989 | $113,300 | $6,294iApproximate average salary by contribution assumption: employee only about $157,361 at 4% or $104,907 at 6%; with 50% employer match about $104,907 at 4% or $69,938 at 6%; with 100% employer match about $78,681 at 4% or $52,454 at 6%. |
| 2013 | 1 | 17 | $1,670,513 | $111,158 | $6,539iApproximate average salary by contribution assumption: employee only about $163,468 at 4% or $108,978 at 6%; with 50% employer match about $108,978 at 4% or $72,652 at 6%; with 100% employer match about $81,734 at 4% or $54,489 at 6%. |
| Dunlap & Shipman, P.A. 401(K) Profit Sharing Plan | - | 17 | $1,670,513 | $111,158 | $6,539iApproximate average salary by contribution assumption: employee only about $163,468 at 4% or $108,978 at 6%; with 50% employer match about $108,978 at 4% or $72,652 at 6%; with 100% employer match about $81,734 at 4% or $54,489 at 6%. |
| 2012 | 1 | 17 | $1,375,341 | $133,547 | $7,856iApproximate average salary by contribution assumption: employee only about $196,393 at 4% or $130,928 at 6%; with 50% employer match about $130,928 at 4% or $87,286 at 6%; with 100% employer match about $98,196 at 4% or $65,464 at 6%. |
| Dunlap & Shipman, P.A. 401(K) Profit Sharing Plan | - | 17 | $1,375,341 | $133,547 | $7,856iApproximate average salary by contribution assumption: employee only about $196,393 at 4% or $130,928 at 6%; with 50% employer match about $130,928 at 4% or $87,286 at 6%; with 100% employer match about $98,196 at 4% or $65,464 at 6%. |
| 2011 | 1 | 18 | $1,099,788 | $141,461 | $7,859iApproximate average salary by contribution assumption: employee only about $196,474 at 4% or $130,982 at 6%; with 50% employer match about $130,982 at 4% or $87,322 at 6%; with 100% employer match about $98,237 at 4% or $65,491 at 6%. |
| Dunlap & Shipman, P.A. 401(K) Profit Sharing Plan | - | 18 | $1,099,788 | $141,461 | $7,859iApproximate average salary by contribution assumption: employee only about $196,474 at 4% or $130,982 at 6%; with 50% employer match about $130,982 at 4% or $87,322 at 6%; with 100% employer match about $98,237 at 4% or $65,491 at 6%. |
| 2010 | 1 | 16 | $1,034,289 | $132,579 | $8,286iApproximate average salary by contribution assumption: employee only about $207,155 at 4% or $138,103 at 6%; with 50% employer match about $138,103 at 4% or $92,069 at 6%; with 100% employer match about $103,577 at 4% or $69,052 at 6%. |
| Dunlap & Shipman, P.A. 401(K) Profit Sharing Plan | - | 16 | $1,034,289 | $132,579 | $8,286iApproximate average salary by contribution assumption: employee only about $207,155 at 4% or $138,103 at 6%; with 50% employer match about $138,103 at 4% or $92,069 at 6%; with 100% employer match about $103,577 at 4% or $69,052 at 6%. |
| 2009 | 1 | 19 | $839,966 | $128,967 | $6,788iApproximate average salary by contribution assumption: employee only about $169,693 at 4% or $113,129 at 6%; with 50% employer match about $113,129 at 4% or $75,419 at 6%; with 100% employer match about $84,847 at 4% or $56,564 at 6%. |
| Dunlap & Shipman, P.A. 401(K) Profit Sharing Plan | - | 19 | $839,966 | $128,967 | $6,788iApproximate average salary by contribution assumption: employee only about $169,693 at 4% or $113,129 at 6%; with 50% employer match about $113,129 at 4% or $75,419 at 6%; with 100% employer match about $84,847 at 4% or $56,564 at 6%. |
| 2008 | 1 | 15 | $764,203 | $148,346 | $9,890iApproximate average salary by contribution assumption: employee only about $247,243 at 4% or $164,829 at 6%; with 50% employer match about $164,829 at 4% or $109,886 at 6%; with 100% employer match about $123,622 at 4% or $82,414 at 6%. |
| Dunlap & Shipman, P.A. 401(K) Profit Sharing Plan | - | 15 | $764,203 | $148,346 | $9,890iApproximate average salary by contribution assumption: employee only about $247,243 at 4% or $164,829 at 6%; with 50% employer match about $164,829 at 4% or $109,886 at 6%; with 100% employer match about $123,622 at 4% or $82,414 at 6%. |
| 2007 | 1 | 14 | $0 | $0 | - |
| Dunlap & Shipman, P.A. 401(K) Profit Sharing Plan | - | 14 | - | - | - |
| 2006 | 1 | 13 | $713,387 | $225,064 | $17,313iApproximate average salary by contribution assumption: employee only about $432,815 at 4% or $288,544 at 6%; with 50% employer match about $288,544 at 4% or $192,362 at 6%; with 100% employer match about $216,408 at 4% or $144,272 at 6%. |
| Dunlap & Shipman, P.A. 401(K) Profit Sharing Plan | - | 13 | $713,387 | $225,064 | $17,313iApproximate average salary by contribution assumption: employee only about $432,815 at 4% or $288,544 at 6%; with 50% employer match about $288,544 at 4% or $192,362 at 6%; with 100% employer match about $216,408 at 4% or $144,272 at 6%. |
| 2005 | 1 | 10 | $421,417 | $144,371 | $14,437iApproximate average salary by contribution assumption: employee only about $360,928 at 4% or $240,618 at 6%; with 50% employer match about $240,618 at 4% or $160,412 at 6%; with 100% employer match about $180,464 at 4% or $120,309 at 6%. |
| Dunlap & Shipman, P.A. 401(K) Profit Sharing Plan | - | 10 | $421,417 | $144,371 | $14,437iApproximate average salary by contribution assumption: employee only about $360,928 at 4% or $240,618 at 6%; with 50% employer match about $240,618 at 4% or $160,412 at 6%; with 100% employer match about $180,464 at 4% or $120,309 at 6%. |