Civic Intelligence

Dunlap & Moran, P.A.

Plan context: Dunlap & Moran, P.A. 401(K) Profit Sharing Plan

EIN 65-0667390 • Sarasota, FL • 27 filings • 3 plans

P.O. Box 3948Sarasota, FL 34230-3948
Current Snapshot

Latest Year

2025

2025 Participants

31

2025 Assets

$6,981,640

2025 Contributions

$362,051

Historical Graphs

Total Assets Over Time

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

$6,981,640$3,490,820$0199920122025YearValue
$6,981,640Latest year 2025

Participants Over Time

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

35180199920122025YearValue
31Latest year 2025

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
2025131$6,981,640$362,051$11,679iApproximate average salary by contribution assumption: employee only about $291,977 at 4% or $194,651 at 6%; with 50% employer match about $194,651 at 4% or $129,767 at 6%; with 100% employer match about $145,988 at 4% or $97,326 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-31$6,981,640$362,051$11,679iApproximate average salary by contribution assumption: employee only about $291,977 at 4% or $194,651 at 6%; with 50% employer match about $194,651 at 4% or $129,767 at 6%; with 100% employer match about $145,988 at 4% or $97,326 at 6%.
2024134$6,458,622$410,386$12,070iApproximate average salary by contribution assumption: employee only about $301,754 at 4% or $201,170 at 6%; with 50% employer match about $201,170 at 4% or $134,113 at 6%; with 100% employer match about $150,877 at 4% or $100,585 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-34$6,458,622$410,386$12,070iApproximate average salary by contribution assumption: employee only about $301,754 at 4% or $201,170 at 6%; with 50% employer match about $201,170 at 4% or $134,113 at 6%; with 100% employer match about $150,877 at 4% or $100,585 at 6%.
2023131$5,191,871$327,339$10,559iApproximate average salary by contribution assumption: employee only about $263,983 at 4% or $175,989 at 6%; with 50% employer match about $175,989 at 4% or $117,326 at 6%; with 100% employer match about $131,992 at 4% or $87,994 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-31$5,191,871$327,339$10,559iApproximate average salary by contribution assumption: employee only about $263,983 at 4% or $175,989 at 6%; with 50% employer match about $175,989 at 4% or $117,326 at 6%; with 100% employer match about $131,992 at 4% or $87,994 at 6%.
2022135$4,193,596$328,757$9,393iApproximate average salary by contribution assumption: employee only about $234,826 at 4% or $156,551 at 6%; with 50% employer match about $156,551 at 4% or $104,367 at 6%; with 100% employer match about $117,413 at 4% or $78,275 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-35$4,193,596$328,757$9,393iApproximate average salary by contribution assumption: employee only about $234,826 at 4% or $156,551 at 6%; with 50% employer match about $156,551 at 4% or $104,367 at 6%; with 100% employer match about $117,413 at 4% or $78,275 at 6%.
2021128$4,881,846$310,141$11,076iApproximate average salary by contribution assumption: employee only about $276,912 at 4% or $184,608 at 6%; with 50% employer match about $184,608 at 4% or $123,072 at 6%; with 100% employer match about $138,456 at 4% or $92,304 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-28$4,881,846$310,141$11,076iApproximate average salary by contribution assumption: employee only about $276,912 at 4% or $184,608 at 6%; with 50% employer match about $184,608 at 4% or $123,072 at 6%; with 100% employer match about $138,456 at 4% or $92,304 at 6%.
2020123$4,062,995$401,330$17,449iApproximate average salary by contribution assumption: employee only about $436,228 at 4% or $290,819 at 6%; with 50% employer match about $290,819 at 4% or $193,879 at 6%; with 100% employer match about $218,114 at 4% or $145,409 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-23$4,062,995$401,330$17,449iApproximate average salary by contribution assumption: employee only about $436,228 at 4% or $290,819 at 6%; with 50% employer match about $290,819 at 4% or $193,879 at 6%; with 100% employer match about $218,114 at 4% or $145,409 at 6%.
2019127$3,569,604$350,571$12,984iApproximate average salary by contribution assumption: employee only about $324,603 at 4% or $216,402 at 6%; with 50% employer match about $216,402 at 4% or $144,268 at 6%; with 100% employer match about $162,301 at 4% or $108,201 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-27$3,569,604$350,571$12,984iApproximate average salary by contribution assumption: employee only about $324,603 at 4% or $216,402 at 6%; with 50% employer match about $216,402 at 4% or $144,268 at 6%; with 100% employer match about $162,301 at 4% or $108,201 at 6%.
2018129$2,890,064$383,027$13,208iApproximate average salary by contribution assumption: employee only about $330,196 at 4% or $220,130 at 6%; with 50% employer match about $220,130 at 4% or $146,754 at 6%; with 100% employer match about $165,098 at 4% or $110,065 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-29$2,890,064$383,027$13,208iApproximate average salary by contribution assumption: employee only about $330,196 at 4% or $220,130 at 6%; with 50% employer match about $220,130 at 4% or $146,754 at 6%; with 100% employer match about $165,098 at 4% or $110,065 at 6%.
2017131$3,682,240$374,907$12,094iApproximate average salary by contribution assumption: employee only about $302,344 at 4% or $201,563 at 6%; with 50% employer match about $201,563 at 4% or $134,375 at 6%; with 100% employer match about $151,172 at 4% or $100,781 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-31$3,682,240$374,907$12,094iApproximate average salary by contribution assumption: employee only about $302,344 at 4% or $201,563 at 6%; with 50% employer match about $201,563 at 4% or $134,375 at 6%; with 100% employer match about $151,172 at 4% or $100,781 at 6%.
2016128$2,890,882$281,454$10,052iApproximate average salary by contribution assumption: employee only about $251,298 at 4% or $167,532 at 6%; with 50% employer match about $167,532 at 4% or $111,688 at 6%; with 100% employer match about $125,649 at 4% or $83,766 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-28$2,890,882$281,454$10,052iApproximate average salary by contribution assumption: employee only about $251,298 at 4% or $167,532 at 6%; with 50% employer match about $167,532 at 4% or $111,688 at 6%; with 100% employer match about $125,649 at 4% or $83,766 at 6%.
2015123$2,468,917$279,577$12,156iApproximate average salary by contribution assumption: employee only about $303,888 at 4% or $202,592 at 6%; with 50% employer match about $202,592 at 4% or $135,061 at 6%; with 100% employer match about $151,944 at 4% or $101,296 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-23$2,468,917$279,577$12,156iApproximate average salary by contribution assumption: employee only about $303,888 at 4% or $202,592 at 6%; with 50% employer match about $202,592 at 4% or $135,061 at 6%; with 100% employer match about $151,944 at 4% or $101,296 at 6%.
2014122$2,308,917$224,137$10,188iApproximate average salary by contribution assumption: employee only about $254,701 at 4% or $169,801 at 6%; with 50% employer match about $169,801 at 4% or $113,201 at 6%; with 100% employer match about $127,351 at 4% or $84,900 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-22$2,308,917$224,137$10,188iApproximate average salary by contribution assumption: employee only about $254,701 at 4% or $169,801 at 6%; with 50% employer match about $169,801 at 4% or $113,201 at 6%; with 100% employer match about $127,351 at 4% or $84,900 at 6%.
2013125$2,229,459$216,845$8,674iApproximate average salary by contribution assumption: employee only about $216,845 at 4% or $144,563 at 6%; with 50% employer match about $144,563 at 4% or $96,376 at 6%; with 100% employer match about $108,422 at 4% or $72,282 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-25$2,229,459$216,845$8,674iApproximate average salary by contribution assumption: employee only about $216,845 at 4% or $144,563 at 6%; with 50% employer match about $144,563 at 4% or $96,376 at 6%; with 100% employer match about $108,422 at 4% or $72,282 at 6%.
2012121$1,735,663$135,559$6,455iApproximate average salary by contribution assumption: employee only about $161,380 at 4% or $107,587 at 6%; with 50% employer match about $107,587 at 4% or $71,724 at 6%; with 100% employer match about $80,690 at 4% or $53,793 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-21$1,735,663$135,559$6,455iApproximate average salary by contribution assumption: employee only about $161,380 at 4% or $107,587 at 6%; with 50% employer match about $107,587 at 4% or $71,724 at 6%; with 100% employer match about $80,690 at 4% or $53,793 at 6%.
2011124$1,522,608$186,211$7,759iApproximate average salary by contribution assumption: employee only about $193,970 at 4% or $129,313 at 6%; with 50% employer match about $129,313 at 4% or $86,209 at 6%; with 100% employer match about $96,985 at 4% or $64,657 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-24$1,522,608$186,211$7,759iApproximate average salary by contribution assumption: employee only about $193,970 at 4% or $129,313 at 6%; with 50% employer match about $129,313 at 4% or $86,209 at 6%; with 100% employer match about $96,985 at 4% or $64,657 at 6%.
2010124$1,443,084$160,045$6,669iApproximate average salary by contribution assumption: employee only about $166,714 at 4% or $111,142 at 6%; with 50% employer match about $111,142 at 4% or $74,095 at 6%; with 100% employer match about $83,357 at 4% or $55,571 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-24$1,443,084$160,045$6,669iApproximate average salary by contribution assumption: employee only about $166,714 at 4% or $111,142 at 6%; with 50% employer match about $111,142 at 4% or $74,095 at 6%; with 100% employer match about $83,357 at 4% or $55,571 at 6%.
2009127$1,269,934$164,421$6,090iApproximate average salary by contribution assumption: employee only about $152,242 at 4% or $101,494 at 6%; with 50% employer match about $101,494 at 4% or $67,663 at 6%; with 100% employer match about $76,121 at 4% or $50,747 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-27$1,269,934$164,421$6,090iApproximate average salary by contribution assumption: employee only about $152,242 at 4% or $101,494 at 6%; with 50% employer match about $101,494 at 4% or $67,663 at 6%; with 100% employer match about $76,121 at 4% or $50,747 at 6%.
2008125$1,007,956$133,216$5,329iApproximate average salary by contribution assumption: employee only about $133,216 at 4% or $88,811 at 6%; with 50% employer match about $88,811 at 4% or $59,207 at 6%; with 100% employer match about $66,608 at 4% or $44,405 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-25$1,007,956$133,216$5,329iApproximate average salary by contribution assumption: employee only about $133,216 at 4% or $88,811 at 6%; with 50% employer match about $88,811 at 4% or $59,207 at 6%; with 100% employer match about $66,608 at 4% or $44,405 at 6%.
2007126$1,420,654$166,288$6,396iApproximate average salary by contribution assumption: employee only about $159,892 at 4% or $106,595 at 6%; with 50% employer match about $106,595 at 4% or $71,063 at 6%; with 100% employer match about $79,946 at 4% or $53,297 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-26$1,420,654$166,288$6,396iApproximate average salary by contribution assumption: employee only about $159,892 at 4% or $106,595 at 6%; with 50% employer match about $106,595 at 4% or $71,063 at 6%; with 100% employer match about $79,946 at 4% or $53,297 at 6%.
2006121$1,217,121$167,697$7,986iApproximate average salary by contribution assumption: employee only about $199,639 at 4% or $133,093 at 6%; with 50% employer match about $133,093 at 4% or $88,729 at 6%; with 100% employer match about $99,820 at 4% or $66,546 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-21$1,217,121$167,697$7,986iApproximate average salary by contribution assumption: employee only about $199,639 at 4% or $133,093 at 6%; with 50% employer match about $133,093 at 4% or $88,729 at 6%; with 100% employer match about $99,820 at 4% or $66,546 at 6%.
2005120$957,080$147,515$7,376iApproximate average salary by contribution assumption: employee only about $184,394 at 4% or $122,929 at 6%; with 50% employer match about $122,929 at 4% or $81,953 at 6%; with 100% employer match about $92,197 at 4% or $61,465 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-20$957,080$147,515$7,376iApproximate average salary by contribution assumption: employee only about $184,394 at 4% or $122,929 at 6%; with 50% employer match about $122,929 at 4% or $81,953 at 6%; with 100% employer match about $92,197 at 4% or $61,465 at 6%.
2004118$786,587$161,692$8,983iApproximate average salary by contribution assumption: employee only about $224,572 at 4% or $149,715 at 6%; with 50% employer match about $149,715 at 4% or $99,810 at 6%; with 100% employer match about $112,286 at 4% or $74,857 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-18$786,587$161,692$8,983iApproximate average salary by contribution assumption: employee only about $224,572 at 4% or $149,715 at 6%; with 50% employer match about $149,715 at 4% or $99,810 at 6%; with 100% employer match about $112,286 at 4% or $74,857 at 6%.
2003116$605,675$141,518$8,845iApproximate average salary by contribution assumption: employee only about $221,122 at 4% or $147,415 at 6%; with 50% employer match about $147,415 at 4% or $98,276 at 6%; with 100% employer match about $110,561 at 4% or $73,707 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-16$605,675$141,518$8,845iApproximate average salary by contribution assumption: employee only about $221,122 at 4% or $147,415 at 6%; with 50% employer match about $147,415 at 4% or $98,276 at 6%; with 100% employer match about $110,561 at 4% or $73,707 at 6%.
2002113$364,359$121,273$9,329iApproximate average salary by contribution assumption: employee only about $233,217 at 4% or $155,478 at 6%; with 50% employer match about $155,478 at 4% or $103,652 at 6%; with 100% employer match about $116,609 at 4% or $77,739 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-13$364,359$121,273$9,329iApproximate average salary by contribution assumption: employee only about $233,217 at 4% or $155,478 at 6%; with 50% employer match about $155,478 at 4% or $103,652 at 6%; with 100% employer match about $116,609 at 4% or $77,739 at 6%.
2001113$315,450$99,821$7,679iApproximate average salary by contribution assumption: employee only about $191,963 at 4% or $127,976 at 6%; with 50% employer match about $127,976 at 4% or $85,317 at 6%; with 100% employer match about $95,982 at 4% or $63,988 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-13$315,450$99,821$7,679iApproximate average salary by contribution assumption: employee only about $191,963 at 4% or $127,976 at 6%; with 50% employer match about $127,976 at 4% or $85,317 at 6%; with 100% employer match about $95,982 at 4% or $63,988 at 6%.
2000110$239,772$71,844$7,184iApproximate average salary by contribution assumption: employee only about $179,610 at 4% or $119,740 at 6%; with 50% employer match about $119,740 at 4% or $79,827 at 6%; with 100% employer match about $89,805 at 4% or $59,870 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-10$239,772$71,844$7,184iApproximate average salary by contribution assumption: employee only about $179,610 at 4% or $119,740 at 6%; with 50% employer match about $119,740 at 4% or $79,827 at 6%; with 100% employer match about $89,805 at 4% or $59,870 at 6%.
199917$169,857$57,847$8,264iApproximate average salary by contribution assumption: employee only about $206,596 at 4% or $137,731 at 6%; with 50% employer match about $137,731 at 4% or $91,821 at 6%; with 100% employer match about $103,298 at 4% or $68,865 at 6%.
Dunlap & Moran, P.A. 401(K) Profit Sharing Plan-7$169,857$57,847$8,264iApproximate average salary by contribution assumption: employee only about $206,596 at 4% or $137,731 at 6%; with 50% employer match about $137,731 at 4% or $91,821 at 6%; with 100% employer match about $103,298 at 4% or $68,865 at 6%.