Stephen E Dunn PLLC
Plan context: Stephen E Dunn PLLC 401(K) Profit Sharing Plan
EIN 20-4988225 • Forest, VA • 14 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$631,065
2024 Contributions
$63,466
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 | 5 | $631,065 | $63,466 | $12,693iApproximate average salary by contribution assumption: employee only about $317,330 at 4% or $211,553 at 6%; with 50% employer match about $211,553 at 4% or $141,036 at 6%; with 100% employer match about $158,665 at 4% or $105,777 at 6%. |
| Stephen E Dunn PLLC 401(K) Profit Sharing Plan | - | 5 | $631,065 | $63,466 | $12,693iApproximate average salary by contribution assumption: employee only about $317,330 at 4% or $211,553 at 6%; with 50% employer match about $211,553 at 4% or $141,036 at 6%; with 100% employer match about $158,665 at 4% or $105,777 at 6%. |
| 2023 | 1 | 6 | $532,962 | $57,289 | $9,548iApproximate average salary by contribution assumption: employee only about $238,704 at 4% or $159,136 at 6%; with 50% employer match about $159,136 at 4% or $106,091 at 6%; with 100% employer match about $119,352 at 4% or $79,568 at 6%. |
| Stephen E Dunn PLLC 401(K) Profit Sharing Plan | - | 6 | $532,962 | $57,289 | $9,548iApproximate average salary by contribution assumption: employee only about $238,704 at 4% or $159,136 at 6%; with 50% employer match about $159,136 at 4% or $106,091 at 6%; with 100% employer match about $119,352 at 4% or $79,568 at 6%. |
| 2022 | 1 | 8 | $453,102 | $38,125 | $4,766iApproximate average salary by contribution assumption: employee only about $119,141 at 4% or $79,427 at 6%; with 50% employer match about $79,427 at 4% or $52,951 at 6%; with 100% employer match about $59,570 at 4% or $39,714 at 6%. |
| Stephen E Dunn PLLC 401(K) Profit Sharing Plan | - | 8 | $453,102 | $38,125 | $4,766iApproximate average salary by contribution assumption: employee only about $119,141 at 4% or $79,427 at 6%; with 50% employer match about $79,427 at 4% or $52,951 at 6%; with 100% employer match about $59,570 at 4% or $39,714 at 6%. |
| 2021 | 1 | 7 | $414,467 | $61,243 | $8,749iApproximate average salary by contribution assumption: employee only about $218,725 at 4% or $145,817 at 6%; with 50% employer match about $145,817 at 4% or $97,211 at 6%; with 100% employer match about $109,363 at 4% or $72,908 at 6%. |
| Stephen E Dunn PLLC 401(K) Profit Sharing Plan | - | 7 | $414,467 | $61,243 | $8,749iApproximate average salary by contribution assumption: employee only about $218,725 at 4% or $145,817 at 6%; with 50% employer match about $145,817 at 4% or $97,211 at 6%; with 100% employer match about $109,363 at 4% or $72,908 at 6%. |
| 2020 | 1 | 6 | $355,945 | $45,866 | $7,644iApproximate average salary by contribution assumption: employee only about $191,108 at 4% or $127,406 at 6%; with 50% employer match about $127,406 at 4% or $84,937 at 6%; with 100% employer match about $95,554 at 4% or $63,703 at 6%. |
| Stephen E Dunn PLLC 401(K) Profit Sharing Plan | - | 6 | $355,945 | $45,866 | $7,644iApproximate average salary by contribution assumption: employee only about $191,108 at 4% or $127,406 at 6%; with 50% employer match about $127,406 at 4% or $84,937 at 6%; with 100% employer match about $95,554 at 4% or $63,703 at 6%. |
| 2019 | 1 | 4 | $379,534 | $59,240 | $14,810iApproximate average salary by contribution assumption: employee only about $370,250 at 4% or $246,833 at 6%; with 50% employer match about $246,833 at 4% or $164,556 at 6%; with 100% employer match about $185,125 at 4% or $123,417 at 6%. |
| Stephen E Dunn PLLC 401(K) Profit Sharing Plan | - | 4 | $379,534 | $59,240 | $14,810iApproximate average salary by contribution assumption: employee only about $370,250 at 4% or $246,833 at 6%; with 50% employer match about $246,833 at 4% or $164,556 at 6%; with 100% employer match about $185,125 at 4% or $123,417 at 6%. |
| 2018 | 1 | 6 | $323,400 | $57,860 | $9,643iApproximate average salary by contribution assumption: employee only about $241,083 at 4% or $160,722 at 6%; with 50% employer match about $160,722 at 4% or $107,148 at 6%; with 100% employer match about $120,542 at 4% or $80,361 at 6%. |
| Stephen E Dunn PLLC 401(K) Profit Sharing Plan | - | 6 | $323,400 | $57,860 | $9,643iApproximate average salary by contribution assumption: employee only about $241,083 at 4% or $160,722 at 6%; with 50% employer match about $160,722 at 4% or $107,148 at 6%; with 100% employer match about $120,542 at 4% or $80,361 at 6%. |
| 2017 | 1 | 4 | $263,461 | $46,874 | $11,719iApproximate average salary by contribution assumption: employee only about $292,963 at 4% or $195,308 at 6%; with 50% employer match about $195,308 at 4% or $130,206 at 6%; with 100% employer match about $146,481 at 4% or $97,654 at 6%. |
| Stephen E Dunn PLLC 401(K) Profit Sharing Plan | - | 4 | $263,461 | $46,874 | $11,719iApproximate average salary by contribution assumption: employee only about $292,963 at 4% or $195,308 at 6%; with 50% employer match about $195,308 at 4% or $130,206 at 6%; with 100% employer match about $146,481 at 4% or $97,654 at 6%. |
| 2016 | 1 | 3 | $216,346 | $47,770 | $15,923iApproximate average salary by contribution assumption: employee only about $398,083 at 4% or $265,389 at 6%; with 50% employer match about $265,389 at 4% or $176,926 at 6%; with 100% employer match about $199,042 at 4% or $132,694 at 6%. |
| Stephen E Dunn PLLC 401(K) Profit Sharing Plan | - | 3 | $216,346 | $47,770 | $15,923iApproximate average salary by contribution assumption: employee only about $398,083 at 4% or $265,389 at 6%; with 50% employer match about $265,389 at 4% or $176,926 at 6%; with 100% employer match about $199,042 at 4% or $132,694 at 6%. |
| 2015 | 1 | 4 | $169,204 | $44,532 | $11,133iApproximate average salary by contribution assumption: employee only about $278,325 at 4% or $185,550 at 6%; with 50% employer match about $185,550 at 4% or $123,700 at 6%; with 100% employer match about $139,163 at 4% or $92,775 at 6%. |
| Stephen E Dunn PLLC 401(K) Profit Sharing Plan | - | 4 | $169,204 | $44,532 | $11,133iApproximate average salary by contribution assumption: employee only about $278,325 at 4% or $185,550 at 6%; with 50% employer match about $185,550 at 4% or $123,700 at 6%; with 100% employer match about $139,163 at 4% or $92,775 at 6%. |
| 2014 | 1 | 4 | $125,388 | $41,373 | $10,343iApproximate average salary by contribution assumption: employee only about $258,581 at 4% or $172,388 at 6%; with 50% employer match about $172,388 at 4% or $114,925 at 6%; with 100% employer match about $129,291 at 4% or $86,194 at 6%. |
| Stephen E Dunn PLLC 401(K) Profit Sharing Plan | - | 4 | $125,388 | $41,373 | $10,343iApproximate average salary by contribution assumption: employee only about $258,581 at 4% or $172,388 at 6%; with 50% employer match about $172,388 at 4% or $114,925 at 6%; with 100% employer match about $129,291 at 4% or $86,194 at 6%. |
| 2013 | 1 | 4 | $84,561 | $23,088 | $5,772iApproximate average salary by contribution assumption: employee only about $144,300 at 4% or $96,200 at 6%; with 50% employer match about $96,200 at 4% or $64,133 at 6%; with 100% employer match about $72,150 at 4% or $48,100 at 6%. |
| Stephen E Dunn PLLC 401(K) Profit Sharing Plan | - | 4 | $84,561 | $23,088 | $5,772iApproximate average salary by contribution assumption: employee only about $144,300 at 4% or $96,200 at 6%; with 50% employer match about $96,200 at 4% or $64,133 at 6%; with 100% employer match about $72,150 at 4% or $48,100 at 6%. |
| 2012 | 1 | 4 | $61,442 | $39,886 | $9,972iApproximate average salary by contribution assumption: employee only about $249,288 at 4% or $166,192 at 6%; with 50% employer match about $166,192 at 4% or $110,794 at 6%; with 100% employer match about $124,644 at 4% or $83,096 at 6%. |
| Stephen E Dunn PLLC 401(K) Profit Sharing Plan | - | 4 | $61,442 | $39,886 | $9,972iApproximate average salary by contribution assumption: employee only about $249,288 at 4% or $166,192 at 6%; with 50% employer match about $166,192 at 4% or $110,794 at 6%; with 100% employer match about $124,644 at 4% or $83,096 at 6%. |
| 2011 | 1 | 0 | $20,800 | $20,800 | - |
| Stephen E Dunn PLLC 401(K) Profit Sharing Plan | - | 0 | $20,800 | $20,800 | - |