Civic Intelligence

J. L. Dunn & Company

Plan context: J. L. Dunn & Company 401(K) Plan

EIN 27-3183697 • Boston, MA • 15 filings • 3 plans

37 Norwood StBoston, MA 02122
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,567,567

2024 Contributions

$405,234

Historical Graphs

Total Assets Over Time

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

$2,688,333$1,344,167$0201020172024YearValue
$1,567,567Latest year 2024

Participants Over Time

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

1050201020172024YearValue
10Latest 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
2024110$1,567,567$405,234$40,523iApproximate average salary by contribution assumption: employee only about $1,013,085 at 4% or $675,390 at 6%; with 50% employer match about $675,390 at 4% or $450,260 at 6%; with 100% employer match about $506,543 at 4% or $337,695 at 6%.
J. L. Dunn & Company 401(K) Plan-10$1,567,567$405,234$40,523iApproximate average salary by contribution assumption: employee only about $1,013,085 at 4% or $675,390 at 6%; with 50% employer match about $675,390 at 4% or $450,260 at 6%; with 100% employer match about $506,543 at 4% or $337,695 at 6%.
202319$2,688,333$150,846$16,761iApproximate average salary by contribution assumption: employee only about $419,017 at 4% or $279,344 at 6%; with 50% employer match about $279,344 at 4% or $186,230 at 6%; with 100% employer match about $209,508 at 4% or $139,672 at 6%.
J. L. Dunn & Company 401(K) Plan-9$2,688,333$150,846$16,761iApproximate average salary by contribution assumption: employee only about $419,017 at 4% or $279,344 at 6%; with 50% employer match about $279,344 at 4% or $186,230 at 6%; with 100% employer match about $209,508 at 4% or $139,672 at 6%.
2022110$2,310,722$243,119$24,312iApproximate average salary by contribution assumption: employee only about $607,798 at 4% or $405,198 at 6%; with 50% employer match about $405,198 at 4% or $270,132 at 6%; with 100% employer match about $303,899 at 4% or $202,599 at 6%.
J. L. Dunn & Company 401(K) Plan-10$2,310,722$243,119$24,312iApproximate average salary by contribution assumption: employee only about $607,798 at 4% or $405,198 at 6%; with 50% employer match about $405,198 at 4% or $270,132 at 6%; with 100% employer match about $303,899 at 4% or $202,599 at 6%.
2021110$1,543,663$378,700$37,870iApproximate average salary by contribution assumption: employee only about $946,750 at 4% or $631,167 at 6%; with 50% employer match about $631,167 at 4% or $420,778 at 6%; with 100% employer match about $473,375 at 4% or $315,583 at 6%.
J. L. Dunn & Company 401(K) Plan-10$1,543,663$378,700$37,870iApproximate average salary by contribution assumption: employee only about $946,750 at 4% or $631,167 at 6%; with 50% employer match about $631,167 at 4% or $420,778 at 6%; with 100% employer match about $473,375 at 4% or $315,583 at 6%.
202019$1,198,293$90,978$10,109iApproximate average salary by contribution assumption: employee only about $252,717 at 4% or $168,478 at 6%; with 50% employer match about $168,478 at 4% or $112,319 at 6%; with 100% employer match about $126,358 at 4% or $84,239 at 6%.
J. L. Dunn & Company 401(K) Plan-9$1,198,293$90,978$10,109iApproximate average salary by contribution assumption: employee only about $252,717 at 4% or $168,478 at 6%; with 50% employer match about $168,478 at 4% or $112,319 at 6%; with 100% employer match about $126,358 at 4% or $84,239 at 6%.
201919$1,113,417$52,022$5,780iApproximate average salary by contribution assumption: employee only about $144,506 at 4% or $96,337 at 6%; with 50% employer match about $96,337 at 4% or $64,225 at 6%; with 100% employer match about $72,253 at 4% or $48,169 at 6%.
J. L. Dunn & Company 401(K) Plan-9$1,113,417$52,022$5,780iApproximate average salary by contribution assumption: employee only about $144,506 at 4% or $96,337 at 6%; with 50% employer match about $96,337 at 4% or $64,225 at 6%; with 100% employer match about $72,253 at 4% or $48,169 at 6%.
201818$984,759$93,350$11,669iApproximate average salary by contribution assumption: employee only about $291,719 at 4% or $194,479 at 6%; with 50% employer match about $194,479 at 4% or $129,653 at 6%; with 100% employer match about $145,859 at 4% or $97,240 at 6%.
J. L. Dunn & Company 401(K) Plan-8$984,759$93,350$11,669iApproximate average salary by contribution assumption: employee only about $291,719 at 4% or $194,479 at 6%; with 50% employer match about $194,479 at 4% or $129,653 at 6%; with 100% employer match about $145,859 at 4% or $97,240 at 6%.
201717$623,000$142,584$20,369iApproximate average salary by contribution assumption: employee only about $509,229 at 4% or $339,486 at 6%; with 50% employer match about $339,486 at 4% or $226,324 at 6%; with 100% employer match about $254,614 at 4% or $169,743 at 6%.
J. L. Dunn & Company 401(K) Plan-7$623,000$142,584$20,369iApproximate average salary by contribution assumption: employee only about $509,229 at 4% or $339,486 at 6%; with 50% employer match about $339,486 at 4% or $226,324 at 6%; with 100% employer match about $254,614 at 4% or $169,743 at 6%.
201617$519,801$138,879$19,840iApproximate average salary by contribution assumption: employee only about $495,996 at 4% or $330,664 at 6%; with 50% employer match about $330,664 at 4% or $220,443 at 6%; with 100% employer match about $247,998 at 4% or $165,332 at 6%.
J. L. Dunn & Company 401(K) Plan-7$519,801$138,879$19,840iApproximate average salary by contribution assumption: employee only about $495,996 at 4% or $330,664 at 6%; with 50% employer match about $330,664 at 4% or $220,443 at 6%; with 100% employer match about $247,998 at 4% or $165,332 at 6%.
201514$394,923$0-
J. L. Dunn & Company 401(K) Plan-4$394,923--
201413$511,591$0-
J. L. Dunn & Company 401(K) Plan-3$511,591--
201313$369,553$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.
J. L. Dunn & Company 401(K) Plan-3$369,553$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.
201212$487,884$0-
J. L. Dunn & Company 401(K) Plan-2$487,884--
201112$119,827$30,444$15,222iApproximate average salary by contribution assumption: employee only about $380,550 at 4% or $253,700 at 6%; with 50% employer match about $253,700 at 4% or $169,133 at 6%; with 100% employer match about $190,275 at 4% or $126,850 at 6%.
J. L. Dunn & Company 401(K) Plan-2$119,827$30,444$15,222iApproximate average salary by contribution assumption: employee only about $380,550 at 4% or $253,700 at 6%; with 50% employer match about $253,700 at 4% or $169,133 at 6%; with 100% employer match about $190,275 at 4% or $126,850 at 6%.
201011$84,884$120,000$120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%.
J. L. Dunn & Company 401(K) Plan-1$84,884$120,000$120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%.