Civic Intelligence

Roy J. Dunham & Associates

Plan context: Roy J. Dunham Associates 401(K) Retirement Plan

EIN 24-0814340 • Wellsboro, PA • 26 filings • 8 plans

45 Main StreetWellsboro, PA 16901
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$894,317

2024 Contributions

$30,005

Historical Graphs

Total Assets Over Time

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

$2,632,197$1,316,099$0199920122024YearValue
$894,317Latest year 2024

Participants Over Time

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

27140199920122024YearValue
14Latest year 2024

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
2024114$894,317$30,005$2,143iApproximate average salary by contribution assumption: employee only about $53,580 at 4% or $35,720 at 6%; with 50% employer match about $35,720 at 4% or $23,813 at 6%; with 100% employer match about $26,790 at 4% or $17,860 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-14$894,317$30,005$2,143iApproximate average salary by contribution assumption: employee only about $53,580 at 4% or $35,720 at 6%; with 50% employer match about $35,720 at 4% or $23,813 at 6%; with 100% employer match about $26,790 at 4% or $17,860 at 6%.
2023113$2,352,693$34,693$2,669iApproximate average salary by contribution assumption: employee only about $66,717 at 4% or $44,478 at 6%; with 50% employer match about $44,478 at 4% or $29,652 at 6%; with 100% employer match about $33,359 at 4% or $22,239 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-13$2,352,693$34,693$2,669iApproximate average salary by contribution assumption: employee only about $66,717 at 4% or $44,478 at 6%; with 50% employer match about $44,478 at 4% or $29,652 at 6%; with 100% employer match about $33,359 at 4% or $22,239 at 6%.
2022115$2,174,085$30,095$2,006iApproximate average salary by contribution assumption: employee only about $50,158 at 4% or $33,439 at 6%; with 50% employer match about $33,439 at 4% or $22,293 at 6%; with 100% employer match about $25,079 at 4% or $16,719 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-15$2,174,085$30,095$2,006iApproximate average salary by contribution assumption: employee only about $50,158 at 4% or $33,439 at 6%; with 50% employer match about $33,439 at 4% or $22,293 at 6%; with 100% employer match about $25,079 at 4% or $16,719 at 6%.
2021117$2,632,197$27,422$1,613iApproximate average salary by contribution assumption: employee only about $40,326 at 4% or $26,884 at 6%; with 50% employer match about $26,884 at 4% or $17,923 at 6%; with 100% employer match about $20,163 at 4% or $13,442 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-17$2,632,197$27,422$1,613iApproximate average salary by contribution assumption: employee only about $40,326 at 4% or $26,884 at 6%; with 50% employer match about $26,884 at 4% or $17,923 at 6%; with 100% employer match about $20,163 at 4% or $13,442 at 6%.
2020116$2,370,502$25,502$1,594iApproximate average salary by contribution assumption: employee only about $39,847 at 4% or $26,565 at 6%; with 50% employer match about $26,565 at 4% or $17,710 at 6%; with 100% employer match about $19,923 at 4% or $13,282 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-16$2,370,502$25,502$1,594iApproximate average salary by contribution assumption: employee only about $39,847 at 4% or $26,565 at 6%; with 50% employer match about $26,565 at 4% or $17,710 at 6%; with 100% employer match about $19,923 at 4% or $13,282 at 6%.
2019117$2,259,420$35,881$2,111iApproximate average salary by contribution assumption: employee only about $52,766 at 4% or $35,177 at 6%; with 50% employer match about $35,177 at 4% or $23,452 at 6%; with 100% employer match about $26,383 at 4% or $17,589 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-17$2,259,420$35,881$2,111iApproximate average salary by contribution assumption: employee only about $52,766 at 4% or $35,177 at 6%; with 50% employer match about $35,177 at 4% or $23,452 at 6%; with 100% employer match about $26,383 at 4% or $17,589 at 6%.
2018117$2,009,322$62,158$3,656iApproximate average salary by contribution assumption: employee only about $91,409 at 4% or $60,939 at 6%; with 50% employer match about $60,939 at 4% or $40,626 at 6%; with 100% employer match about $45,704 at 4% or $30,470 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-17$2,009,322$62,158$3,656iApproximate average salary by contribution assumption: employee only about $91,409 at 4% or $60,939 at 6%; with 50% employer match about $60,939 at 4% or $40,626 at 6%; with 100% employer match about $45,704 at 4% or $30,470 at 6%.
2017119$2,286,714$89,664$4,719iApproximate average salary by contribution assumption: employee only about $117,979 at 4% or $78,653 at 6%; with 50% employer match about $78,653 at 4% or $52,435 at 6%; with 100% employer match about $58,989 at 4% or $39,326 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-19$2,286,714$89,664$4,719iApproximate average salary by contribution assumption: employee only about $117,979 at 4% or $78,653 at 6%; with 50% employer match about $78,653 at 4% or $52,435 at 6%; with 100% employer match about $58,989 at 4% or $39,326 at 6%.
2016120$2,068,652$84,317$4,216iApproximate average salary by contribution assumption: employee only about $105,396 at 4% or $70,264 at 6%; with 50% employer match about $70,264 at 4% or $46,843 at 6%; with 100% employer match about $52,698 at 4% or $35,132 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-20$2,068,652$84,317$4,216iApproximate average salary by contribution assumption: employee only about $105,396 at 4% or $70,264 at 6%; with 50% employer match about $70,264 at 4% or $46,843 at 6%; with 100% employer match about $52,698 at 4% or $35,132 at 6%.
2015122$2,224,721$229,989$10,454iApproximate average salary by contribution assumption: employee only about $261,351 at 4% or $174,234 at 6%; with 50% employer match about $174,234 at 4% or $116,156 at 6%; with 100% employer match about $130,676 at 4% or $87,117 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-22$2,224,721$229,989$10,454iApproximate average salary by contribution assumption: employee only about $261,351 at 4% or $174,234 at 6%; with 50% employer match about $174,234 at 4% or $116,156 at 6%; with 100% employer match about $130,676 at 4% or $87,117 at 6%.
2014119$2,364,797$97,598$5,137iApproximate average salary by contribution assumption: employee only about $128,418 at 4% or $85,612 at 6%; with 50% employer match about $85,612 at 4% or $57,075 at 6%; with 100% employer match about $64,209 at 4% or $42,806 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-19$2,364,797$97,598$5,137iApproximate average salary by contribution assumption: employee only about $128,418 at 4% or $85,612 at 6%; with 50% employer match about $85,612 at 4% or $57,075 at 6%; with 100% employer match about $64,209 at 4% or $42,806 at 6%.
2013117$2,273,851$97,048$5,709iApproximate average salary by contribution assumption: employee only about $142,718 at 4% or $95,145 at 6%; with 50% employer match about $95,145 at 4% or $63,430 at 6%; with 100% employer match about $71,359 at 4% or $47,573 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-17$2,273,851$97,048$5,709iApproximate average salary by contribution assumption: employee only about $142,718 at 4% or $95,145 at 6%; with 50% employer match about $95,145 at 4% or $63,430 at 6%; with 100% employer match about $71,359 at 4% or $47,573 at 6%.
2012118$1,880,842$101,114$5,617iApproximate average salary by contribution assumption: employee only about $140,436 at 4% or $93,624 at 6%; with 50% employer match about $93,624 at 4% or $62,416 at 6%; with 100% employer match about $70,218 at 4% or $46,812 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-18$1,880,842$101,114$5,617iApproximate average salary by contribution assumption: employee only about $140,436 at 4% or $93,624 at 6%; with 50% employer match about $93,624 at 4% or $62,416 at 6%; with 100% employer match about $70,218 at 4% or $46,812 at 6%.
2011116$1,679,563$111,845$6,990iApproximate average salary by contribution assumption: employee only about $174,758 at 4% or $116,505 at 6%; with 50% employer match about $116,505 at 4% or $77,670 at 6%; with 100% employer match about $87,379 at 4% or $58,253 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-16$1,679,563$111,845$6,990iApproximate average salary by contribution assumption: employee only about $174,758 at 4% or $116,505 at 6%; with 50% employer match about $116,505 at 4% or $77,670 at 6%; with 100% employer match about $87,379 at 4% or $58,253 at 6%.
2010117$1,627,441$110,469$6,498iApproximate average salary by contribution assumption: employee only about $162,454 at 4% or $108,303 at 6%; with 50% employer match about $108,303 at 4% or $72,202 at 6%; with 100% employer match about $81,227 at 4% or $54,151 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-17$1,627,441$110,469$6,498iApproximate average salary by contribution assumption: employee only about $162,454 at 4% or $108,303 at 6%; with 50% employer match about $108,303 at 4% or $72,202 at 6%; with 100% employer match about $81,227 at 4% or $54,151 at 6%.
2009122$1,366,327$105,059$4,775iApproximate average salary by contribution assumption: employee only about $119,385 at 4% or $79,590 at 6%; with 50% employer match about $79,590 at 4% or $53,060 at 6%; with 100% employer match about $59,693 at 4% or $39,795 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-22$1,366,327$105,059$4,775iApproximate average salary by contribution assumption: employee only about $119,385 at 4% or $79,590 at 6%; with 50% employer match about $79,590 at 4% or $53,060 at 6%; with 100% employer match about $59,693 at 4% or $39,795 at 6%.
2008120$1,098,699$103,658$5,183iApproximate average salary by contribution assumption: employee only about $129,572 at 4% or $86,382 at 6%; with 50% employer match about $86,382 at 4% or $57,588 at 6%; with 100% employer match about $64,786 at 4% or $43,191 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-20$1,098,699$103,658$5,183iApproximate average salary by contribution assumption: employee only about $129,572 at 4% or $86,382 at 6%; with 50% employer match about $86,382 at 4% or $57,588 at 6%; with 100% employer match about $64,786 at 4% or $43,191 at 6%.
2007126$0$0-
Roy J. Dunham Associates 401(K) Retirement Plan-26---
2006125$1,366,920$92,417$3,697iApproximate average salary by contribution assumption: employee only about $92,417 at 4% or $61,611 at 6%; with 50% employer match about $61,611 at 4% or $41,074 at 6%; with 100% employer match about $46,209 at 4% or $30,806 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-25$1,366,920$92,417$3,697iApproximate average salary by contribution assumption: employee only about $92,417 at 4% or $61,611 at 6%; with 50% employer match about $61,611 at 4% or $41,074 at 6%; with 100% employer match about $46,209 at 4% or $30,806 at 6%.
2005122$1,193,310$87,699$3,986iApproximate average salary by contribution assumption: employee only about $99,658 at 4% or $66,439 at 6%; with 50% employer match about $66,439 at 4% or $44,292 at 6%; with 100% employer match about $49,829 at 4% or $33,219 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-22$1,193,310$87,699$3,986iApproximate average salary by contribution assumption: employee only about $99,658 at 4% or $66,439 at 6%; with 50% employer match about $66,439 at 4% or $44,292 at 6%; with 100% employer match about $49,829 at 4% or $33,219 at 6%.
2004124$1,066,727$80,468$3,353iApproximate average salary by contribution assumption: employee only about $83,821 at 4% or $55,881 at 6%; with 50% employer match about $55,881 at 4% or $37,254 at 6%; with 100% employer match about $41,910 at 4% or $27,940 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-24$1,066,727$80,468$3,353iApproximate average salary by contribution assumption: employee only about $83,821 at 4% or $55,881 at 6%; with 50% employer match about $55,881 at 4% or $37,254 at 6%; with 100% employer match about $41,910 at 4% or $27,940 at 6%.
2003119$990,014$71,922$3,785iApproximate average salary by contribution assumption: employee only about $94,634 at 4% or $63,089 at 6%; with 50% employer match about $63,089 at 4% or $42,060 at 6%; with 100% employer match about $47,317 at 4% or $31,545 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-19$990,014$71,922$3,785iApproximate average salary by contribution assumption: employee only about $94,634 at 4% or $63,089 at 6%; with 50% employer match about $63,089 at 4% or $42,060 at 6%; with 100% employer match about $47,317 at 4% or $31,545 at 6%.
2002119$777,713$61,580$3,241iApproximate average salary by contribution assumption: employee only about $81,026 at 4% or $54,018 at 6%; with 50% employer match about $54,018 at 4% or $36,012 at 6%; with 100% employer match about $40,513 at 4% or $27,009 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-19$777,713$61,580$3,241iApproximate average salary by contribution assumption: employee only about $81,026 at 4% or $54,018 at 6%; with 50% employer match about $54,018 at 4% or $36,012 at 6%; with 100% employer match about $40,513 at 4% or $27,009 at 6%.
2001122$838,575$59,910$2,723iApproximate average salary by contribution assumption: employee only about $68,080 at 4% or $45,386 at 6%; with 50% employer match about $45,386 at 4% or $30,258 at 6%; with 100% employer match about $34,040 at 4% or $22,693 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-22$838,575$59,910$2,723iApproximate average salary by contribution assumption: employee only about $68,080 at 4% or $45,386 at 6%; with 50% employer match about $45,386 at 4% or $30,258 at 6%; with 100% employer match about $34,040 at 4% or $22,693 at 6%.
2000119$1,561,574$60,348$3,176iApproximate average salary by contribution assumption: employee only about $79,405 at 4% or $52,937 at 6%; with 50% employer match about $52,937 at 4% or $35,291 at 6%; with 100% employer match about $39,703 at 4% or $26,468 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-19$1,561,574$60,348$3,176iApproximate average salary by contribution assumption: employee only about $79,405 at 4% or $52,937 at 6%; with 50% employer match about $52,937 at 4% or $35,291 at 6%; with 100% employer match about $39,703 at 4% or $26,468 at 6%.
1999127$1,560,115$68,384$2,533iApproximate average salary by contribution assumption: employee only about $63,319 at 4% or $42,212 at 6%; with 50% employer match about $42,212 at 4% or $28,142 at 6%; with 100% employer match about $31,659 at 4% or $21,106 at 6%.
Roy J. Dunham Associates 401(K) Retirement Plan-27$1,560,115$68,384$2,533iApproximate average salary by contribution assumption: employee only about $63,319 at 4% or $42,212 at 6%; with 50% employer match about $42,212 at 4% or $28,142 at 6%; with 100% employer match about $31,659 at 4% or $21,106 at 6%.