Civic Intelligence

Rl Dunham & Co. Inc.

Plan context: Rl Dunham & Co. Inc. 401(K) Plan

EIN 45-2864513 • 14 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$546,212

2024 Contributions

$6,870

Historical Graphs

Total Assets Over Time

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

$587,345$293,673$0201120172023YearValue
$546,212Latest year 2023

Participants Over Time

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

530201120172023YearValue
1Latest year 2023

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
202410$0$0-
Rl Dunham & Co. Inc. 401(K) Plan-0---
202311$546,212$0-
Rl Dunham & Co. Inc. 401(K) Plan-1$546,212--
202211$485,574$0-
Rl Dunham & Co. Inc. 401(K) Plan-1$485,574--
202112$319,994$6,870$3,435iApproximate average salary by contribution assumption: employee only about $85,875 at 4% or $57,250 at 6%; with 50% employer match about $57,250 at 4% or $38,167 at 6%; with 100% employer match about $42,938 at 4% or $28,625 at 6%.
Rl Dunham & Co. Inc. 401(K) Plan-2$319,994$6,870$3,435iApproximate average salary by contribution assumption: employee only about $85,875 at 4% or $57,250 at 6%; with 50% employer match about $57,250 at 4% or $38,167 at 6%; with 100% employer match about $42,938 at 4% or $28,625 at 6%.
202013$587,345$9,116$3,039iApproximate average salary by contribution assumption: employee only about $75,967 at 4% or $50,644 at 6%; with 50% employer match about $50,644 at 4% or $33,763 at 6%; with 100% employer match about $37,983 at 4% or $25,322 at 6%.
Rl Dunham & Co. Inc. 401(K) Plan-3$587,345$9,116$3,039iApproximate average salary by contribution assumption: employee only about $75,967 at 4% or $50,644 at 6%; with 50% employer match about $50,644 at 4% or $33,763 at 6%; with 100% employer match about $37,983 at 4% or $25,322 at 6%.
201915$469,402$22,266$4,453iApproximate average salary by contribution assumption: employee only about $111,330 at 4% or $74,220 at 6%; with 50% employer match about $74,220 at 4% or $49,480 at 6%; with 100% employer match about $55,665 at 4% or $37,110 at 6%.
Rl Dunham & Co. Inc. 401(K) Plan-5$469,402$22,266$4,453iApproximate average salary by contribution assumption: employee only about $111,330 at 4% or $74,220 at 6%; with 50% employer match about $74,220 at 4% or $49,480 at 6%; with 100% employer match about $55,665 at 4% or $37,110 at 6%.
201815$306,453$23,492$4,698iApproximate average salary by contribution assumption: employee only about $117,460 at 4% or $78,307 at 6%; with 50% employer match about $78,307 at 4% or $52,204 at 6%; with 100% employer match about $58,730 at 4% or $39,153 at 6%.
Rl Dunham & Co. Inc. 401(K) Plan-5$306,453$23,492$4,698iApproximate average salary by contribution assumption: employee only about $117,460 at 4% or $78,307 at 6%; with 50% employer match about $78,307 at 4% or $52,204 at 6%; with 100% employer match about $58,730 at 4% or $39,153 at 6%.
201714$383,261$22,294$5,574iApproximate average salary by contribution assumption: employee only about $139,338 at 4% or $92,892 at 6%; with 50% employer match about $92,892 at 4% or $61,928 at 6%; with 100% employer match about $69,669 at 4% or $46,446 at 6%.
Rl Dunham & Co. Inc. 401(K) Plan-4$383,261$22,294$5,574iApproximate average salary by contribution assumption: employee only about $139,338 at 4% or $92,892 at 6%; with 50% employer match about $92,892 at 4% or $61,928 at 6%; with 100% employer match about $69,669 at 4% or $46,446 at 6%.
201613$290,098$12,361$4,120iApproximate average salary by contribution assumption: employee only about $103,008 at 4% or $68,672 at 6%; with 50% employer match about $68,672 at 4% or $45,781 at 6%; with 100% employer match about $51,504 at 4% or $34,336 at 6%.
Rl Dunham & Co. Inc. 401(K) Plan-3$290,098$12,361$4,120iApproximate average salary by contribution assumption: employee only about $103,008 at 4% or $68,672 at 6%; with 50% employer match about $68,672 at 4% or $45,781 at 6%; with 100% employer match about $51,504 at 4% or $34,336 at 6%.
201514$303,160$12,996$3,249iApproximate average salary by contribution assumption: employee only about $81,225 at 4% or $54,150 at 6%; with 50% employer match about $54,150 at 4% or $36,100 at 6%; with 100% employer match about $40,613 at 4% or $27,075 at 6%.
Rl Dunham & Co. Inc. 401(K) Plan-4$303,160$12,996$3,249iApproximate average salary by contribution assumption: employee only about $81,225 at 4% or $54,150 at 6%; with 50% employer match about $54,150 at 4% or $36,100 at 6%; with 100% employer match about $40,613 at 4% or $27,075 at 6%.
201413$272,546$6,978$2,326iApproximate average salary by contribution assumption: employee only about $58,150 at 4% or $38,767 at 6%; with 50% employer match about $38,767 at 4% or $25,844 at 6%; with 100% employer match about $29,075 at 4% or $19,383 at 6%.
Rl Dunham & Co. Inc. 401(K) Plan-3$272,546$6,978$2,326iApproximate average salary by contribution assumption: employee only about $58,150 at 4% or $38,767 at 6%; with 50% employer match about $38,767 at 4% or $25,844 at 6%; with 100% employer match about $29,075 at 4% or $19,383 at 6%.
201312$249,627$0-
Rl Dunham & Co. Inc. 401(K) Plan-2$249,627--
201212$196,407$0-
Rl Dunham & Co. Inc. 401(K) Plan-2$196,407--
201112$48,526$253,966$126,983iApproximate average salary by contribution assumption: employee only about $3,174,575 at 4% or $2,116,383 at 6%; with 50% employer match about $2,116,383 at 4% or $1,410,922 at 6%; with 100% employer match about $1,587,288 at 4% or $1,058,192 at 6%.
Rl Dunham & Co. Inc. 401(K) Plan-2$48,526$253,966$126,983iApproximate average salary by contribution assumption: employee only about $3,174,575 at 4% or $2,116,383 at 6%; with 50% employer match about $2,116,383 at 4% or $1,410,922 at 6%; with 100% employer match about $1,587,288 at 4% or $1,058,192 at 6%.