Dunleavy Financial Management Inc.
Plan context: Dunleavy Financial Management Inc. Retirement Plan
EIN 46-3370861 • 12 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$871,054
2024 Contributions
$1,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 15 | $871,054 | $0 | - |
| Dunleavy Financial Management Inc. Retirement Plan | - | 15 | $871,054 | - | - |
| 2023 | 1 | 14 | $851,004 | $0 | - |
| Dunleavy Financial Management Inc. Retirement Plan | - | 14 | $851,004 | - | - |
| 2022 | 1 | 10 | $751,000 | $1,000 | $100iApproximate average salary by contribution assumption: employee only about $2,500 at 4% or $1,667 at 6%; with 50% employer match about $1,667 at 4% or $1,111 at 6%; with 100% employer match about $1,250 at 4% or $833 at 6%. |
| Dunleavy Financial Management Inc. Retirement Plan | - | 10 | $751,000 | $1,000 | $100iApproximate average salary by contribution assumption: employee only about $2,500 at 4% or $1,667 at 6%; with 50% employer match about $1,667 at 4% or $1,111 at 6%; with 100% employer match about $1,250 at 4% or $833 at 6%. |
| 2021 | 1 | 5 | $675,000 | $0 | - |
| Dunleavy Financial Management Inc. Retirement Plan | - | 5 | $675,000 | - | - |
| 2020 | 1 | 5 | $625,000 | $0 | - |
| Dunleavy Financial Management Inc. Retirement Plan | - | 5 | $625,000 | - | - |
| 2019 | 1 | 2 | $485,000 | $0 | - |
| Dunleavy Financial Management Inc. Retirement Plan | - | 2 | $485,000 | - | - |
| 2018 | 1 | 2 | $475,000 | $0 | - |
| Dunleavy Financial Management Inc. Retirement Plan | - | 2 | $475,000 | - | - |
| 2017 | 1 | 2 | $450,000 | $0 | - |
| Dunleavy Financial Management Inc. Retirement Plan | - | 2 | $450,000 | - | - |
| 2016 | 1 | 2 | $425,000 | $0 | - |
| Dunleavy Financial Management Inc. Retirement Plan | - | 2 | $425,000 | - | - |
| 2015 | 1 | 2 | $350,000 | $482,078 | $241,039iApproximate average salary by contribution assumption: employee only about $6,025,975 at 4% or $4,017,317 at 6%; with 50% employer match about $4,017,317 at 4% or $2,678,211 at 6%; with 100% employer match about $3,012,988 at 4% or $2,008,658 at 6%. |
| Dunleavy Financial Management Inc. Retirement Plan | - | 2 | $350,000 | $482,078 | $241,039iApproximate average salary by contribution assumption: employee only about $6,025,975 at 4% or $4,017,317 at 6%; with 50% employer match about $4,017,317 at 4% or $2,678,211 at 6%; with 100% employer match about $3,012,988 at 4% or $2,008,658 at 6%. |
| 2014 | 1 | 2 | $0 | $0 | - |
| Dunleavy Financial Management Inc. Retirement Plan | - | 2 | - | - | - |
| 2013 | 1 | 2 | $0 | $0 | - |
| Dunleavy Financial Management Inc. Retirement Plan | - | 2 | - | - | - |