Robert Dunn Insurance Inc
Plan context: Robert Dunn Insurance Agency Retirement Plan
EIN 47-2686412 • Burlington, CT • 9 filings • 1 plans
Current Snapshot
Latest Year
2023
2023 Participants
3
2023 Assets
$585,118
2023 Contributions
$339,232
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Robert Dunn Insurance Agency Retirement Plan | - | 0 | - | - | - |
| 2022 | 1 | 3 | $585,118 | $0 | - |
| Robert Dunn Insurance Agency Retirement Plan | - | 3 | $585,118 | - | - |
| 2021 | 1 | 3 | $563,922 | $0 | - |
| Robert Dunn Insurance Agency Retirement Plan | - | 3 | $563,922 | - | - |
| 2020 | 1 | 3 | $522,819 | $0 | - |
| Robert Dunn Insurance Agency Retirement Plan | - | 3 | $522,819 | - | - |
| 2019 | 1 | 3 | $504,673 | $0 | - |
| Robert Dunn Insurance Agency Retirement Plan | - | 3 | $504,673 | - | - |
| 2018 | 1 | 3 | $542,424 | $0 | - |
| Robert Dunn Insurance Agency Retirement Plan | - | 3 | $542,424 | - | - |
| 2017 | 1 | 3 | $486,985 | $0 | - |
| Robert Dunn Insurance Agency Retirement Plan | - | 3 | $486,985 | - | - |
| 2016 | 1 | 3 | $461,450 | $0 | - |
| Robert Dunn Insurance Agency Retirement Plan | - | 3 | $461,450 | - | - |
| 2015 | 1 | 3 | $367,989 | $339,232 | $113,077iApproximate average salary by contribution assumption: employee only about $2,826,933 at 4% or $1,884,622 at 6%; with 50% employer match about $1,884,622 at 4% or $1,256,415 at 6%; with 100% employer match about $1,413,467 at 4% or $942,311 at 6%. |
| Robert Dunn Insurance Agency Retirement Plan | - | 3 | $367,989 | $339,232 | $113,077iApproximate average salary by contribution assumption: employee only about $2,826,933 at 4% or $1,884,622 at 6%; with 50% employer match about $1,884,622 at 4% or $1,256,415 at 6%; with 100% employer match about $1,413,467 at 4% or $942,311 at 6%. |