Civic Intelligence

Elizabeth a Dunn CPA Pa

Plan context: Elizabeth a Dunn CPA Pa 401(K) Profit Sharing Plan & Trust

EIN 65-1102371 • Boca Raton, FL • 16 filings • 5 plans

1001 W Yamato Rd - Ste 100Boca Raton, FL 33431-4403
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$282,250

2024 Contributions

$10,015

Historical Graphs

Total Assets Over Time

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

$412,389$206,195$0200620152024YearValue
$282,250Latest year 2024

Participants Over Time

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

1050200620152024YearValue
7Latest 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
202417$282,250$10,015$1,431iApproximate average salary by contribution assumption: employee only about $35,768 at 4% or $23,845 at 6%; with 50% employer match about $23,845 at 4% or $15,897 at 6%; with 100% employer match about $17,884 at 4% or $11,923 at 6%.
Elizabeth a Dunn CPA Pa 401(K) Profit Sharing Plan & Trust-7$282,250$10,015$1,431iApproximate average salary by contribution assumption: employee only about $35,768 at 4% or $23,845 at 6%; with 50% employer match about $23,845 at 4% or $15,897 at 6%; with 100% employer match about $17,884 at 4% or $11,923 at 6%.
202316$309,388$12,595$2,099iApproximate average salary by contribution assumption: employee only about $52,479 at 4% or $34,986 at 6%; with 50% employer match about $34,986 at 4% or $23,324 at 6%; with 100% employer match about $26,240 at 4% or $17,493 at 6%.
Elizabeth a Dunn CPA Pa 401(K) Profit Sharing Plan & Trust-6$309,388$12,595$2,099iApproximate average salary by contribution assumption: employee only about $52,479 at 4% or $34,986 at 6%; with 50% employer match about $34,986 at 4% or $23,324 at 6%; with 100% employer match about $26,240 at 4% or $17,493 at 6%.
202217$361,119$16,120$2,303iApproximate average salary by contribution assumption: employee only about $57,571 at 4% or $38,381 at 6%; with 50% employer match about $38,381 at 4% or $25,587 at 6%; with 100% employer match about $28,786 at 4% or $19,190 at 6%.
Elizabeth a Dunn CPA Pa 401(K) Profit Sharing Plan & Trust-7$361,119$16,120$2,303iApproximate average salary by contribution assumption: employee only about $57,571 at 4% or $38,381 at 6%; with 50% employer match about $38,381 at 4% or $25,587 at 6%; with 100% employer match about $28,786 at 4% or $19,190 at 6%.
202113$412,389$33,096$11,032iApproximate average salary by contribution assumption: employee only about $275,800 at 4% or $183,867 at 6%; with 50% employer match about $183,867 at 4% or $122,578 at 6%; with 100% employer match about $137,900 at 4% or $91,933 at 6%.
Elizabeth a Dunn CPA Pa 401(K) Profit Sharing Plan & Trust-3$412,389$33,096$11,032iApproximate average salary by contribution assumption: employee only about $275,800 at 4% or $183,867 at 6%; with 50% employer match about $183,867 at 4% or $122,578 at 6%; with 100% employer match about $137,900 at 4% or $91,933 at 6%.
202017$344,419$60,160$8,594iApproximate average salary by contribution assumption: employee only about $214,857 at 4% or $143,238 at 6%; with 50% employer match about $143,238 at 4% or $95,492 at 6%; with 100% employer match about $107,429 at 4% or $71,619 at 6%.
Elizabeth a Dunn CPA Pa 401(K) Profit Sharing Plan & Trust-7$344,419$60,160$8,594iApproximate average salary by contribution assumption: employee only about $214,857 at 4% or $143,238 at 6%; with 50% employer match about $143,238 at 4% or $95,492 at 6%; with 100% employer match about $107,429 at 4% or $71,619 at 6%.
2017110$193,847$90,065$9,007iApproximate average salary by contribution assumption: employee only about $225,163 at 4% or $150,108 at 6%; with 50% employer match about $150,108 at 4% or $100,072 at 6%; with 100% employer match about $112,581 at 4% or $75,054 at 6%.
ELIZABETH A DUNN CPA PA 401 K PROFIT SHARING PLAN TRUST-10$193,847$90,065$9,007iApproximate average salary by contribution assumption: employee only about $225,163 at 4% or $150,108 at 6%; with 50% employer match about $150,108 at 4% or $100,072 at 6%; with 100% employer match about $112,581 at 4% or $75,054 at 6%.
201618$84,551$45,938$5,742iApproximate average salary by contribution assumption: employee only about $143,556 at 4% or $95,704 at 6%; with 50% employer match about $95,704 at 4% or $63,803 at 6%; with 100% employer match about $71,778 at 4% or $47,852 at 6%.
ELIZABETH A DUNN CPA PA 401 K PROFIT SHARING PLAN TRUST-8$84,551$45,938$5,742iApproximate average salary by contribution assumption: employee only about $143,556 at 4% or $95,704 at 6%; with 50% employer match about $95,704 at 4% or $63,803 at 6%; with 100% employer match about $71,778 at 4% or $47,852 at 6%.
201516$33,266$33,715$5,619iApproximate average salary by contribution assumption: employee only about $140,479 at 4% or $93,653 at 6%; with 50% employer match about $93,653 at 4% or $62,435 at 6%; with 100% employer match about $70,240 at 4% or $46,826 at 6%.
ELIZABETH A DUNN CPA PA 401 K PROFIT SHARING PLAN TRUST-6$33,266$33,715$5,619iApproximate average salary by contribution assumption: employee only about $140,479 at 4% or $93,653 at 6%; with 50% employer match about $93,653 at 4% or $62,435 at 6%; with 100% employer match about $70,240 at 4% or $46,826 at 6%.
201310$0$0-
Elizabeth a Dunn CPA Pa 401(K) Profit Sharing Plan & Trust-0$0$0-
201212$1,175$12,652$6,326iApproximate average salary by contribution assumption: employee only about $158,150 at 4% or $105,433 at 6%; with 50% employer match about $105,433 at 4% or $70,289 at 6%; with 100% employer match about $79,075 at 4% or $52,717 at 6%.
Elizabeth a Dunn CPA Pa 401(K) Profit Sharing Plan & Trust-2$1,175$12,652$6,326iApproximate average salary by contribution assumption: employee only about $158,150 at 4% or $105,433 at 6%; with 50% employer match about $105,433 at 4% or $70,289 at 6%; with 100% employer match about $79,075 at 4% or $52,717 at 6%.
201115$111,435$19,089$3,818iApproximate average salary by contribution assumption: employee only about $95,445 at 4% or $63,630 at 6%; with 50% employer match about $63,630 at 4% or $42,420 at 6%; with 100% employer match about $47,723 at 4% or $31,815 at 6%.
Elizabeth a Dunn CPA Pa 401(K) Profit Sharing Plan & Trust-5$111,435$19,089$3,818iApproximate average salary by contribution assumption: employee only about $95,445 at 4% or $63,630 at 6%; with 50% employer match about $63,630 at 4% or $42,420 at 6%; with 100% employer match about $47,723 at 4% or $31,815 at 6%.
201014$94,936$25,197$6,299iApproximate average salary by contribution assumption: employee only about $157,481 at 4% or $104,988 at 6%; with 50% employer match about $104,988 at 4% or $69,992 at 6%; with 100% employer match about $78,741 at 4% or $52,494 at 6%.
Elizabeth a Dunn CPA Pa 401(K) Profit Sharing Plan & Trust-4$94,936$25,197$6,299iApproximate average salary by contribution assumption: employee only about $157,481 at 4% or $104,988 at 6%; with 50% employer match about $104,988 at 4% or $69,992 at 6%; with 100% employer match about $78,741 at 4% or $52,494 at 6%.
200912$67,647$21,728$10,864iApproximate average salary by contribution assumption: employee only about $271,600 at 4% or $181,067 at 6%; with 50% employer match about $181,067 at 4% or $120,711 at 6%; with 100% employer match about $135,800 at 4% or $90,533 at 6%.
Elizabeth a Dunn CPA Pa 401(K) Profit Sharing Plan & Trust-2$67,647$21,728$10,864iApproximate average salary by contribution assumption: employee only about $271,600 at 4% or $181,067 at 6%; with 50% employer match about $181,067 at 4% or $120,711 at 6%; with 100% employer match about $135,800 at 4% or $90,533 at 6%.
200814$43,965$40,537$10,134iApproximate average salary by contribution assumption: employee only about $253,356 at 4% or $168,904 at 6%; with 50% employer match about $168,904 at 4% or $112,603 at 6%; with 100% employer match about $126,678 at 4% or $84,452 at 6%.
Elizabeth a Dunn CPA Pa 401(K) Profit Sharing Plan & Trust-4$43,965$40,537$10,134iApproximate average salary by contribution assumption: employee only about $253,356 at 4% or $168,904 at 6%; with 50% employer match about $168,904 at 4% or $112,603 at 6%; with 100% employer match about $126,678 at 4% or $84,452 at 6%.
200712$4,288$3,951$1,976iApproximate average salary by contribution assumption: employee only about $49,388 at 4% or $32,925 at 6%; with 50% employer match about $32,925 at 4% or $21,950 at 6%; with 100% employer match about $24,694 at 4% or $16,463 at 6%.
Elizabeth a Dunn CPA Pa 401(K) Profit Sharing Plan & Trust-2$4,288$3,951$1,976iApproximate average salary by contribution assumption: employee only about $49,388 at 4% or $32,925 at 6%; with 50% employer match about $32,925 at 4% or $21,950 at 6%; with 100% employer match about $24,694 at 4% or $16,463 at 6%.
200613$223$150$50iApproximate average salary by contribution assumption: employee only about $1,250 at 4% or $833 at 6%; with 50% employer match about $833 at 4% or $556 at 6%; with 100% employer match about $625 at 4% or $417 at 6%.
Elizabeth a Dunn CPA Pa 401(K) Profit Sharing Plan & Trust-3$223$150$50iApproximate average salary by contribution assumption: employee only about $1,250 at 4% or $833 at 6%; with 50% employer match about $833 at 4% or $556 at 6%; with 100% employer match about $625 at 4% or $417 at 6%.