Civic Intelligence

Dunn Capital Management LLC

Plan context: Pension Plan & Trust for Employees of Dunn Capital Management LLC

EIN 27-1572928 • Stuart, FL • 15 filings • 1 plans

309 SE Osceola St Suite 350Stuart, FL 34994
Current Snapshot

Latest Year

2024

2024 Participants

42

2024 Assets

$199,344,378

2024 Contributions

$1,153,859

Historical Graphs

Total Assets Over Time

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

$210,950,897$105,475,449$0201020182024YearValue
$199,344,378Latest year 2024

Participants Over Time

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

42210201020172024YearValue
42Latest 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
2024142$199,344,378$1,153,859$27,473iApproximate average salary by contribution assumption: employee only about $686,821 at 4% or $457,881 at 6%; with 50% employer match about $457,881 at 4% or $305,254 at 6%; with 100% employer match about $343,410 at 4% or $228,940 at 6%.
Pension Plan & Trust for Employees of Dunn Capital Management LLC-42$199,344,378$1,153,859$27,473iApproximate average salary by contribution assumption: employee only about $686,821 at 4% or $457,881 at 6%; with 50% employer match about $457,881 at 4% or $305,254 at 6%; with 100% employer match about $343,410 at 4% or $228,940 at 6%.
2023140$186,029,669$1,036,479$25,912iApproximate average salary by contribution assumption: employee only about $647,799 at 4% or $431,866 at 6%; with 50% employer match about $431,866 at 4% or $287,911 at 6%; with 100% employer match about $323,900 at 4% or $215,933 at 6%.
Pension Plan & Trust for Employees of Dunn Capital Management LLC-40$186,029,669$1,036,479$25,912iApproximate average salary by contribution assumption: employee only about $647,799 at 4% or $431,866 at 6%; with 50% employer match about $431,866 at 4% or $287,911 at 6%; with 100% employer match about $323,900 at 4% or $215,933 at 6%.
2022140$210,950,897$1,351,572$33,789iApproximate average salary by contribution assumption: employee only about $844,733 at 4% or $563,155 at 6%; with 50% employer match about $563,155 at 4% or $375,437 at 6%; with 100% employer match about $422,366 at 4% or $281,578 at 6%.
Pension Plan & Trust for Employees of Dunn Capital Management LLC-40$210,950,897$1,351,572$33,789iApproximate average salary by contribution assumption: employee only about $844,733 at 4% or $563,155 at 6%; with 50% employer match about $563,155 at 4% or $375,437 at 6%; with 100% employer match about $422,366 at 4% or $281,578 at 6%.
2021139$149,220,472$1,005,499$25,782iApproximate average salary by contribution assumption: employee only about $644,551 at 4% or $429,700 at 6%; with 50% employer match about $429,700 at 4% or $286,467 at 6%; with 100% employer match about $322,275 at 4% or $214,850 at 6%.
Pension Plan & Trust for Employees of Dunn Capital Management LLC-39$149,220,472$1,005,499$25,782iApproximate average salary by contribution assumption: employee only about $644,551 at 4% or $429,700 at 6%; with 50% employer match about $429,700 at 4% or $286,467 at 6%; with 100% employer match about $322,275 at 4% or $214,850 at 6%.
2020139$148,149,244$953,782$24,456iApproximate average salary by contribution assumption: employee only about $611,399 at 4% or $407,599 at 6%; with 50% employer match about $407,599 at 4% or $271,733 at 6%; with 100% employer match about $305,699 at 4% or $203,800 at 6%.
Pension Plan & Trust for Employees of Dunn Capital Management LLC-39$148,149,244$953,782$24,456iApproximate average salary by contribution assumption: employee only about $611,399 at 4% or $407,599 at 6%; with 50% employer match about $407,599 at 4% or $271,733 at 6%; with 100% employer match about $305,699 at 4% or $203,800 at 6%.
2019139$142,057,133$2,249,297$57,674iApproximate average salary by contribution assumption: employee only about $1,441,857 at 4% or $961,238 at 6%; with 50% employer match about $961,238 at 4% or $640,825 at 6%; with 100% employer match about $720,929 at 4% or $480,619 at 6%.
Pension Plan & Trust for Employees of Dunn Capital Management LLC-39$142,057,133$2,249,297$57,674iApproximate average salary by contribution assumption: employee only about $1,441,857 at 4% or $961,238 at 6%; with 50% employer match about $961,238 at 4% or $640,825 at 6%; with 100% employer match about $720,929 at 4% or $480,619 at 6%.
2018142$125,827,474$2,137,097$50,883iApproximate average salary by contribution assumption: employee only about $1,272,082 at 4% or $848,054 at 6%; with 50% employer match about $848,054 at 4% or $565,370 at 6%; with 100% employer match about $636,041 at 4% or $424,027 at 6%.
Pension Plan & Trust for Employees of Dunn Capital Management LLC-42$125,827,474$2,137,097$50,883iApproximate average salary by contribution assumption: employee only about $1,272,082 at 4% or $848,054 at 6%; with 50% employer match about $848,054 at 4% or $565,370 at 6%; with 100% employer match about $636,041 at 4% or $424,027 at 6%.
2017141$150,971,327$1,865,260$45,494iApproximate average salary by contribution assumption: employee only about $1,137,354 at 4% or $758,236 at 6%; with 50% employer match about $758,236 at 4% or $505,491 at 6%; with 100% employer match about $568,677 at 4% or $379,118 at 6%.
Pension Plan & Trust for Employees of Dunn Capital Management LLC-41$150,971,327$1,865,260$45,494iApproximate average salary by contribution assumption: employee only about $1,137,354 at 4% or $758,236 at 6%; with 50% employer match about $758,236 at 4% or $505,491 at 6%; with 100% employer match about $568,677 at 4% or $379,118 at 6%.
2016124$0$0-
Pension Plan & Trust for Employees of Dunn Capital Management LLC-24---
2015140$148,594,139$1,800,586$45,015iApproximate average salary by contribution assumption: employee only about $1,125,366 at 4% or $750,244 at 6%; with 50% employer match about $750,244 at 4% or $500,163 at 6%; with 100% employer match about $562,683 at 4% or $375,122 at 6%.
Pension Plan & Trust for Employees of Dunn Capital Management LLC-40$148,594,139$1,800,586$45,015iApproximate average salary by contribution assumption: employee only about $1,125,366 at 4% or $750,244 at 6%; with 50% employer match about $750,244 at 4% or $500,163 at 6%; with 100% employer match about $562,683 at 4% or $375,122 at 6%.
2014139$167,248,822$1,667,000$42,744iApproximate average salary by contribution assumption: employee only about $1,068,590 at 4% or $712,393 at 6%; with 50% employer match about $712,393 at 4% or $474,929 at 6%; with 100% employer match about $534,295 at 4% or $356,197 at 6%.
Pension Plan & Trust for Employees of Dunn Capital Management LLC-39$167,248,822$1,667,000$42,744iApproximate average salary by contribution assumption: employee only about $1,068,590 at 4% or $712,393 at 6%; with 50% employer match about $712,393 at 4% or $474,929 at 6%; with 100% employer match about $534,295 at 4% or $356,197 at 6%.
2013139$120,017,530$1,451,382$37,215iApproximate average salary by contribution assumption: employee only about $930,373 at 4% or $620,249 at 6%; with 50% employer match about $620,249 at 4% or $413,499 at 6%; with 100% employer match about $465,187 at 4% or $310,124 at 6%.
Pension Plan & Trust for Employees of Dunn Capital Management LLC-39$120,017,530$1,451,382$37,215iApproximate average salary by contribution assumption: employee only about $930,373 at 4% or $620,249 at 6%; with 50% employer match about $620,249 at 4% or $413,499 at 6%; with 100% employer match about $465,187 at 4% or $310,124 at 6%.
2012135$83,533,494$1,515,256$43,293iApproximate average salary by contribution assumption: employee only about $1,082,326 at 4% or $721,550 at 6%; with 50% employer match about $721,550 at 4% or $481,034 at 6%; with 100% employer match about $541,163 at 4% or $360,775 at 6%.
Pension Plan & Trust for Employees of Dunn Capital Management LLC-35$83,533,494$1,515,256$43,293iApproximate average salary by contribution assumption: employee only about $1,082,326 at 4% or $721,550 at 6%; with 50% employer match about $721,550 at 4% or $481,034 at 6%; with 100% employer match about $541,163 at 4% or $360,775 at 6%.
2011136$127,898,860$1,459,161$40,532iApproximate average salary by contribution assumption: employee only about $1,013,306 at 4% or $675,538 at 6%; with 50% employer match about $675,538 at 4% or $450,358 at 6%; with 100% employer match about $506,653 at 4% or $337,769 at 6%.
Pension Plan & Trust for Employees of Dunn Capital Management LLC-36$127,898,860$1,459,161$40,532iApproximate average salary by contribution assumption: employee only about $1,013,306 at 4% or $675,538 at 6%; with 50% employer match about $675,538 at 4% or $450,358 at 6%; with 100% employer match about $506,653 at 4% or $337,769 at 6%.
2010133$132,396,496$1,286,022$38,970iApproximate average salary by contribution assumption: employee only about $974,259 at 4% or $649,506 at 6%; with 50% employer match about $649,506 at 4% or $433,004 at 6%; with 100% employer match about $487,130 at 4% or $324,753 at 6%.
Pension Plan & Trust for Employees of Dunn Capital Management LLC-33$132,396,496$1,286,022$38,970iApproximate average salary by contribution assumption: employee only about $974,259 at 4% or $649,506 at 6%; with 50% employer match about $649,506 at 4% or $433,004 at 6%; with 100% employer match about $487,130 at 4% or $324,753 at 6%.