Civic Intelligence

DUNN & ASSOCIATES EMPLOYEE BENEFIT TRUST

Plan context: Dunn & Associates Employee Benefit Trust

EIN 35-1849488 • Columbus, IN • 15 filings • 3 plans

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P.O. Box 2369Columbus, IN 47202
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$81,399

2024 Contributions

$115,552

Historical Graphs

Total Assets Over Time

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

$398,896$199,448$0200020172024YearValue
$81,399Latest year 2024

Participants Over Time

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

35180200020172024YearValue
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$81,399$115,552$8,254iApproximate average salary by contribution assumption: employee only about $206,343 at 4% or $137,562 at 6%; with 50% employer match about $137,562 at 4% or $91,708 at 6%; with 100% employer match about $103,171 at 4% or $68,781 at 6%.
Dunn & Associates Employee Benefit Trust-14$81,399$115,552$8,254iApproximate average salary by contribution assumption: employee only about $206,343 at 4% or $137,562 at 6%; with 50% employer match about $137,562 at 4% or $91,708 at 6%; with 100% employer match about $103,171 at 4% or $68,781 at 6%.
2023113$157,518$172,257$13,251iApproximate average salary by contribution assumption: employee only about $331,263 at 4% or $220,842 at 6%; with 50% employer match about $220,842 at 4% or $147,228 at 6%; with 100% employer match about $165,632 at 4% or $110,421 at 6%.
Dunn & Associates Employee Benefit Trust-13$157,518$172,257$13,251iApproximate average salary by contribution assumption: employee only about $331,263 at 4% or $220,842 at 6%; with 50% employer match about $220,842 at 4% or $147,228 at 6%; with 100% employer match about $165,632 at 4% or $110,421 at 6%.
202219$190,892$116,125$12,903iApproximate average salary by contribution assumption: employee only about $322,569 at 4% or $215,046 at 6%; with 50% employer match about $215,046 at 4% or $143,364 at 6%; with 100% employer match about $161,285 at 4% or $107,523 at 6%.
Dunn & Associates Employee Benefit Trust-9$190,892$116,125$12,903iApproximate average salary by contribution assumption: employee only about $322,569 at 4% or $215,046 at 6%; with 50% employer match about $215,046 at 4% or $143,364 at 6%; with 100% employer match about $161,285 at 4% or $107,523 at 6%.
2021111$398,896$241,836$21,985iApproximate average salary by contribution assumption: employee only about $549,627 at 4% or $366,418 at 6%; with 50% employer match about $366,418 at 4% or $244,279 at 6%; with 100% employer match about $274,814 at 4% or $183,209 at 6%.
Dunn & Associates Employee Benefit Trust-11$398,896$241,836$21,985iApproximate average salary by contribution assumption: employee only about $549,627 at 4% or $366,418 at 6%; with 50% employer match about $366,418 at 4% or $244,279 at 6%; with 100% employer match about $274,814 at 4% or $183,209 at 6%.
2020115$361,796$480,111$32,007iApproximate average salary by contribution assumption: employee only about $800,185 at 4% or $533,457 at 6%; with 50% employer match about $533,457 at 4% or $355,638 at 6%; with 100% employer match about $400,093 at 4% or $266,728 at 6%.
Dunn & Associates Employee Benefit Trust-15$361,796$480,111$32,007iApproximate average salary by contribution assumption: employee only about $800,185 at 4% or $533,457 at 6%; with 50% employer match about $533,457 at 4% or $355,638 at 6%; with 100% employer match about $400,093 at 4% or $266,728 at 6%.
2019122$159,669$473,070$21,503iApproximate average salary by contribution assumption: employee only about $537,580 at 4% or $358,386 at 6%; with 50% employer match about $358,386 at 4% or $238,924 at 6%; with 100% employer match about $268,790 at 4% or $179,193 at 6%.
Dunn & Associates Employee Benefit Trust-22$159,669$473,070$21,503iApproximate average salary by contribution assumption: employee only about $537,580 at 4% or $358,386 at 6%; with 50% employer match about $358,386 at 4% or $238,924 at 6%; with 100% employer match about $268,790 at 4% or $179,193 at 6%.
2018129$64,371$348,901$12,031iApproximate average salary by contribution assumption: employee only about $300,777 at 4% or $200,518 at 6%; with 50% employer match about $200,518 at 4% or $133,679 at 6%; with 100% employer match about $150,388 at 4% or $100,259 at 6%.
Dunn & Associates Employee Benefit Trust-29$64,371$348,901$12,031iApproximate average salary by contribution assumption: employee only about $300,777 at 4% or $200,518 at 6%; with 50% employer match about $200,518 at 4% or $133,679 at 6%; with 100% employer match about $150,388 at 4% or $100,259 at 6%.
2017124$37,469$430,561$17,940iApproximate average salary by contribution assumption: employee only about $448,501 at 4% or $299,001 at 6%; with 50% employer match about $299,001 at 4% or $199,334 at 6%; with 100% employer match about $224,251 at 4% or $149,500 at 6%.
Dunn & Associates Employee Benefit Trust-24$37,469$430,561$17,940iApproximate average salary by contribution assumption: employee only about $448,501 at 4% or $299,001 at 6%; with 50% employer match about $299,001 at 4% or $199,334 at 6%; with 100% employer match about $224,251 at 4% or $149,500 at 6%.
2016126$58,510$353,436$13,594iApproximate average salary by contribution assumption: employee only about $339,842 at 4% or $226,562 at 6%; with 50% employer match about $226,562 at 4% or $151,041 at 6%; with 100% employer match about $169,921 at 4% or $113,281 at 6%.
Dunn & Associates Employee Benefit Trust-26$58,510$353,436$13,594iApproximate average salary by contribution assumption: employee only about $339,842 at 4% or $226,562 at 6%; with 50% employer match about $226,562 at 4% or $151,041 at 6%; with 100% employer match about $169,921 at 4% or $113,281 at 6%.
2015127$100,012$375,168$13,895iApproximate average salary by contribution assumption: employee only about $347,378 at 4% or $231,585 at 6%; with 50% employer match about $231,585 at 4% or $154,390 at 6%; with 100% employer match about $173,689 at 4% or $115,793 at 6%.
Dunn & Associates Employee Benefit Trust-27$100,012$375,168$13,895iApproximate average salary by contribution assumption: employee only about $347,378 at 4% or $231,585 at 6%; with 50% employer match about $231,585 at 4% or $154,390 at 6%; with 100% employer match about $173,689 at 4% or $115,793 at 6%.
2014128$120,432$293,582$10,485iApproximate average salary by contribution assumption: employee only about $262,127 at 4% or $174,751 at 6%; with 50% employer match about $174,751 at 4% or $116,501 at 6%; with 100% employer match about $131,063 at 4% or $87,376 at 6%.
Dunn & Associates Employee Benefit Trust-28$120,432$293,582$10,485iApproximate average salary by contribution assumption: employee only about $262,127 at 4% or $174,751 at 6%; with 50% employer match about $174,751 at 4% or $116,501 at 6%; with 100% employer match about $131,063 at 4% or $87,376 at 6%.
2013125$121,903$159,218$6,369iApproximate average salary by contribution assumption: employee only about $159,218 at 4% or $106,145 at 6%; with 50% employer match about $106,145 at 4% or $70,764 at 6%; with 100% employer match about $79,609 at 4% or $53,073 at 6%.
Dunn & Associates Employee Benefit Trust-25$121,903$159,218$6,369iApproximate average salary by contribution assumption: employee only about $159,218 at 4% or $106,145 at 6%; with 50% employer match about $106,145 at 4% or $70,764 at 6%; with 100% employer match about $79,609 at 4% or $53,073 at 6%.
2012135$184,350$232,605$6,646iApproximate average salary by contribution assumption: employee only about $166,146 at 4% or $110,764 at 6%; with 50% employer match about $110,764 at 4% or $73,843 at 6%; with 100% employer match about $83,073 at 4% or $55,382 at 6%.
Dunn & Associates Employee Benefit Trust-35$184,350$232,605$6,646iApproximate average salary by contribution assumption: employee only about $166,146 at 4% or $110,764 at 6%; with 50% employer match about $110,764 at 4% or $73,843 at 6%; with 100% employer match about $83,073 at 4% or $55,382 at 6%.
2011125$153,984$268,725$10,749iApproximate average salary by contribution assumption: employee only about $268,725 at 4% or $179,150 at 6%; with 50% employer match about $179,150 at 4% or $119,433 at 6%; with 100% employer match about $134,363 at 4% or $89,575 at 6%.
Dunn & Associates Employee Benefit Trust-25$153,984$268,725$10,749iApproximate average salary by contribution assumption: employee only about $268,725 at 4% or $179,150 at 6%; with 50% employer match about $179,150 at 4% or $119,433 at 6%; with 100% employer match about $134,363 at 4% or $89,575 at 6%.
2000121$7,578$216,711$10,320iApproximate average salary by contribution assumption: employee only about $257,989 at 4% or $171,993 at 6%; with 50% employer match about $171,993 at 4% or $114,662 at 6%; with 100% employer match about $128,995 at 4% or $85,996 at 6%.
Dunn & Associates Employee Benefit Trust-21$7,578$216,711$10,320iApproximate average salary by contribution assumption: employee only about $257,989 at 4% or $171,993 at 6%; with 50% employer match about $171,993 at 4% or $114,662 at 6%; with 100% employer match about $128,995 at 4% or $85,996 at 6%.