Dunn & Associates
Plan context: Dunn & Associates Profit Sharing Plan
EIN 68-0406028 • Walnut Creek, CA • 36 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$2,643,056
2025 Contributions
$80,189
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $2,643,056 | $80,189 | $16,038iApproximate average salary by contribution assumption: employee only about $400,945 at 4% or $267,297 at 6%; with 50% employer match about $267,297 at 4% or $178,198 at 6%; with 100% employer match about $200,473 at 4% or $133,648 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 5 | $2,643,056 | $80,189 | $16,038iApproximate average salary by contribution assumption: employee only about $400,945 at 4% or $267,297 at 6%; with 50% employer match about $267,297 at 4% or $178,198 at 6%; with 100% employer match about $200,473 at 4% or $133,648 at 6%. |
| 2024 | 2 | 5 | $3,717,753 | $78,462 | $15,692iApproximate average salary by contribution assumption: employee only about $392,310 at 4% or $261,540 at 6%; with 50% employer match about $261,540 at 4% or $174,360 at 6%; with 100% employer match about $196,155 at 4% or $130,770 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 5 | $2,270,919 | $78,462 | $15,692iApproximate average salary by contribution assumption: employee only about $392,310 at 4% or $261,540 at 6%; with 50% employer match about $261,540 at 4% or $174,360 at 6%; with 100% employer match about $196,155 at 4% or $130,770 at 6%. |
| Dunn & Associates Defined Benefit Plan | - | 5 | $1,446,834 | - | - |
| 2023 | 2 | 5 | $3,305,302 | $98,811 | $19,762iApproximate average salary by contribution assumption: employee only about $494,055 at 4% or $329,370 at 6%; with 50% employer match about $329,370 at 4% or $219,580 at 6%; with 100% employer match about $247,028 at 4% or $164,685 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 5 | $1,985,444 | $73,811 | $14,762iApproximate average salary by contribution assumption: employee only about $369,055 at 4% or $246,037 at 6%; with 50% employer match about $246,037 at 4% or $164,024 at 6%; with 100% employer match about $184,528 at 4% or $123,018 at 6%. |
| Dunn & Associates Defined Benefit Plan | - | 5 | $1,319,858 | $25,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2022 | 2 | 4 | $2,743,048 | $13,342 | $3,336iApproximate average salary by contribution assumption: employee only about $83,388 at 4% or $55,592 at 6%; with 50% employer match about $55,592 at 4% or $37,061 at 6%; with 100% employer match about $41,694 at 4% or $27,796 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 4 | $1,627,752 | $13,342 | $3,336iApproximate average salary by contribution assumption: employee only about $83,388 at 4% or $55,592 at 6%; with 50% employer match about $55,592 at 4% or $37,061 at 6%; with 100% employer match about $41,694 at 4% or $27,796 at 6%. |
| Dunn & Associates Defined Benefit Plan | - | 4 | $1,115,296 | $0 | - |
| 2021 | 2 | 3 | $3,273,124 | $185,517 | $61,839iApproximate average salary by contribution assumption: employee only about $1,545,975 at 4% or $1,030,650 at 6%; with 50% employer match about $1,030,650 at 4% or $687,100 at 6%; with 100% employer match about $772,988 at 4% or $515,325 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 3 | $1,948,878 | $46,517 | $15,506iApproximate average salary by contribution assumption: employee only about $387,642 at 4% or $258,428 at 6%; with 50% employer match about $258,428 at 4% or $172,285 at 6%; with 100% employer match about $193,821 at 4% or $129,214 at 6%. |
| Dunn & Associates Defined Benefit Plan | - | 3 | $1,324,246 | $139,000 | $46,333iApproximate average salary by contribution assumption: employee only about $1,158,333 at 4% or $772,222 at 6%; with 50% employer match about $772,222 at 4% or $514,815 at 6%; with 100% employer match about $579,167 at 4% or $386,111 at 6%. |
| 2020 | 2 | 4 | $2,645,040 | $165,000 | $41,250iApproximate average salary by contribution assumption: employee only about $1,031,250 at 4% or $687,500 at 6%; with 50% employer match about $687,500 at 4% or $458,333 at 6%; with 100% employer match about $515,625 at 4% or $343,750 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 4 | $1,620,480 | $30,456 | $7,614iApproximate average salary by contribution assumption: employee only about $190,350 at 4% or $126,900 at 6%; with 50% employer match about $126,900 at 4% or $84,600 at 6%; with 100% employer match about $95,175 at 4% or $63,450 at 6%. |
| Dunn & Associates Defined Benefit Plan | - | 4 | $1,024,560 | $134,544 | $33,636iApproximate average salary by contribution assumption: employee only about $840,900 at 4% or $560,600 at 6%; with 50% employer match about $560,600 at 4% or $373,733 at 6%; with 100% employer match about $420,450 at 4% or $280,300 at 6%. |
| 2019 | 2 | 3 | $2,185,151 | $165,000 | $55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 3 | $1,400,228 | $17,549 | $5,850iApproximate average salary by contribution assumption: employee only about $146,242 at 4% or $97,494 at 6%; with 50% employer match about $97,494 at 4% or $64,996 at 6%; with 100% employer match about $73,121 at 4% or $48,747 at 6%. |
| Dunn & Associates Defined Benefit Plan | - | 3 | $784,923 | $147,451 | $49,150iApproximate average salary by contribution assumption: employee only about $1,228,758 at 4% or $819,172 at 6%; with 50% employer match about $819,172 at 4% or $546,115 at 6%; with 100% employer match about $614,379 at 4% or $409,586 at 6%. |
| 2018 | 2 | 4 | $1,723,538 | $161,351 | $40,338iApproximate average salary by contribution assumption: employee only about $1,008,444 at 4% or $672,296 at 6%; with 50% employer match about $672,296 at 4% or $448,197 at 6%; with 100% employer match about $504,222 at 4% or $336,148 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 4 | $1,181,086 | $35,351 | $8,838iApproximate average salary by contribution assumption: employee only about $220,944 at 4% or $147,296 at 6%; with 50% employer match about $147,296 at 4% or $98,197 at 6%; with 100% employer match about $110,472 at 4% or $73,648 at 6%. |
| Dunn & Associates Defined Benefit Plan | - | 3 | $542,452 | $126,000 | $42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%. |
| 2017 | 2 | 5 | $1,717,972 | $136,774 | $27,355iApproximate average salary by contribution assumption: employee only about $683,870 at 4% or $455,913 at 6%; with 50% employer match about $455,913 at 4% or $303,942 at 6%; with 100% employer match about $341,935 at 4% or $227,957 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 5 | $1,264,725 | $27,050 | $5,410iApproximate average salary by contribution assumption: employee only about $135,250 at 4% or $90,167 at 6%; with 50% employer match about $90,167 at 4% or $60,111 at 6%; with 100% employer match about $67,625 at 4% or $45,083 at 6%. |
| Dunn & Associates Defined Benefit Plan | - | 3 | $453,247 | $109,724 | $36,575iApproximate average salary by contribution assumption: employee only about $914,367 at 4% or $609,578 at 6%; with 50% employer match about $609,578 at 4% or $406,385 at 6%; with 100% employer match about $457,183 at 4% or $304,789 at 6%. |
| 2016 | 2 | 6 | $1,442,558 | $135,138 | $22,523iApproximate average salary by contribution assumption: employee only about $563,075 at 4% or $375,383 at 6%; with 50% employer match about $375,383 at 4% or $250,256 at 6%; with 100% employer match about $281,538 at 4% or $187,692 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 6 | $1,124,256 | $9,463 | $1,577iApproximate average salary by contribution assumption: employee only about $39,429 at 4% or $26,286 at 6%; with 50% employer match about $26,286 at 4% or $17,524 at 6%; with 100% employer match about $19,715 at 4% or $13,143 at 6%. |
| Dunn & Associates Defined Benefit Plan | - | 4 | $318,302 | $125,675 | $31,419iApproximate average salary by contribution assumption: employee only about $785,469 at 4% or $523,646 at 6%; with 50% employer match about $523,646 at 4% or $349,097 at 6%; with 100% employer match about $392,734 at 4% or $261,823 at 6%. |
| 2015 | 2 | 7 | $1,307,772 | $220,000 | $31,429iApproximate average salary by contribution assumption: employee only about $785,714 at 4% or $523,810 at 6%; with 50% employer match about $523,810 at 4% or $349,206 at 6%; with 100% employer match about $392,857 at 4% or $261,905 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 7 | $1,117,514 | $29,742 | $4,249iApproximate average salary by contribution assumption: employee only about $106,221 at 4% or $70,814 at 6%; with 50% employer match about $70,814 at 4% or $47,210 at 6%; with 100% employer match about $53,111 at 4% or $35,407 at 6%. |
| Dunn & Associates Defined Benefit Plan | - | 3 | $190,258 | $190,258 | $63,419iApproximate average salary by contribution assumption: employee only about $1,585,483 at 4% or $1,056,989 at 6%; with 50% employer match about $1,056,989 at 4% or $704,659 at 6%; with 100% employer match about $792,742 at 4% or $528,494 at 6%. |
| 2014 | 1 | 6 | $1,132,133 | $63,311 | $10,552iApproximate average salary by contribution assumption: employee only about $263,796 at 4% or $175,864 at 6%; with 50% employer match about $175,864 at 4% or $117,243 at 6%; with 100% employer match about $131,898 at 4% or $87,932 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 6 | $1,132,133 | $63,311 | $10,552iApproximate average salary by contribution assumption: employee only about $263,796 at 4% or $175,864 at 6%; with 50% employer match about $175,864 at 4% or $117,243 at 6%; with 100% employer match about $131,898 at 4% or $87,932 at 6%. |
| 2013 | 1 | 6 | $1,025,733 | $63,696 | $10,616iApproximate average salary by contribution assumption: employee only about $265,400 at 4% or $176,933 at 6%; with 50% employer match about $176,933 at 4% or $117,956 at 6%; with 100% employer match about $132,700 at 4% or $88,467 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 6 | $1,025,733 | $63,696 | $10,616iApproximate average salary by contribution assumption: employee only about $265,400 at 4% or $176,933 at 6%; with 50% employer match about $176,933 at 4% or $117,956 at 6%; with 100% employer match about $132,700 at 4% or $88,467 at 6%. |
| 2012 | 1 | 5 | $792,111 | $60,221 | $12,044iApproximate average salary by contribution assumption: employee only about $301,105 at 4% or $200,737 at 6%; with 50% employer match about $200,737 at 4% or $133,824 at 6%; with 100% employer match about $150,553 at 4% or $100,368 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 5 | $792,111 | $60,221 | $12,044iApproximate average salary by contribution assumption: employee only about $301,105 at 4% or $200,737 at 6%; with 50% employer match about $200,737 at 4% or $133,824 at 6%; with 100% employer match about $150,553 at 4% or $100,368 at 6%. |
| 2011 | 1 | 5 | $656,438 | $62,714 | $12,543iApproximate average salary by contribution assumption: employee only about $313,570 at 4% or $209,047 at 6%; with 50% employer match about $209,047 at 4% or $139,364 at 6%; with 100% employer match about $156,785 at 4% or $104,523 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 5 | $656,438 | $62,714 | $12,543iApproximate average salary by contribution assumption: employee only about $313,570 at 4% or $209,047 at 6%; with 50% employer match about $209,047 at 4% or $139,364 at 6%; with 100% employer match about $156,785 at 4% or $104,523 at 6%. |
| 2010 | 1 | 6 | $631,559 | $47,813 | $7,969iApproximate average salary by contribution assumption: employee only about $199,221 at 4% or $132,814 at 6%; with 50% employer match about $132,814 at 4% or $88,543 at 6%; with 100% employer match about $99,610 at 4% or $66,407 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 6 | $631,559 | $47,813 | $7,969iApproximate average salary by contribution assumption: employee only about $199,221 at 4% or $132,814 at 6%; with 50% employer match about $132,814 at 4% or $88,543 at 6%; with 100% employer match about $99,610 at 4% or $66,407 at 6%. |
| 2009 | 1 | 5 | $509,203 | $47,668 | $9,534iApproximate average salary by contribution assumption: employee only about $238,340 at 4% or $158,893 at 6%; with 50% employer match about $158,893 at 4% or $105,929 at 6%; with 100% employer match about $119,170 at 4% or $79,447 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 5 | $509,203 | $47,668 | $9,534iApproximate average salary by contribution assumption: employee only about $238,340 at 4% or $158,893 at 6%; with 50% employer match about $158,893 at 4% or $105,929 at 6%; with 100% employer match about $119,170 at 4% or $79,447 at 6%. |
| 2008 | 1 | 5 | $392,296 | $59,438 | $11,888iApproximate average salary by contribution assumption: employee only about $297,190 at 4% or $198,127 at 6%; with 50% employer match about $198,127 at 4% or $132,084 at 6%; with 100% employer match about $148,595 at 4% or $99,063 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 5 | $392,296 | $59,438 | $11,888iApproximate average salary by contribution assumption: employee only about $297,190 at 4% or $198,127 at 6%; with 50% employer match about $198,127 at 4% or $132,084 at 6%; with 100% employer match about $148,595 at 4% or $99,063 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Dunn & Associates Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 4 | $354,814 | $54,080 | $13,520iApproximate average salary by contribution assumption: employee only about $338,000 at 4% or $225,333 at 6%; with 50% employer match about $225,333 at 4% or $150,222 at 6%; with 100% employer match about $169,000 at 4% or $112,667 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 4 | $354,814 | $54,080 | $13,520iApproximate average salary by contribution assumption: employee only about $338,000 at 4% or $225,333 at 6%; with 50% employer match about $225,333 at 4% or $150,222 at 6%; with 100% employer match about $169,000 at 4% or $112,667 at 6%. |
| 2005 | 1 | 4 | $271,439 | $53,761 | $13,440iApproximate average salary by contribution assumption: employee only about $336,006 at 4% or $224,004 at 6%; with 50% employer match about $224,004 at 4% or $149,336 at 6%; with 100% employer match about $168,003 at 4% or $112,002 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 4 | $271,439 | $53,761 | $13,440iApproximate average salary by contribution assumption: employee only about $336,006 at 4% or $224,004 at 6%; with 50% employer match about $224,004 at 4% or $149,336 at 6%; with 100% employer match about $168,003 at 4% or $112,002 at 6%. |
| 2004 | 1 | 2 | $224,425 | $44,372 | $22,186iApproximate average salary by contribution assumption: employee only about $554,650 at 4% or $369,767 at 6%; with 50% employer match about $369,767 at 4% or $246,511 at 6%; with 100% employer match about $277,325 at 4% or $184,883 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 2 | $224,425 | $44,372 | $22,186iApproximate average salary by contribution assumption: employee only about $554,650 at 4% or $369,767 at 6%; with 50% employer match about $369,767 at 4% or $246,511 at 6%; with 100% employer match about $277,325 at 4% or $184,883 at 6%. |
| 2003 | 1 | 3 | $196,408 | $47,834 | $15,945iApproximate average salary by contribution assumption: employee only about $398,617 at 4% or $265,744 at 6%; with 50% employer match about $265,744 at 4% or $177,163 at 6%; with 100% employer match about $199,308 at 4% or $132,872 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 3 | $196,408 | $47,834 | $15,945iApproximate average salary by contribution assumption: employee only about $398,617 at 4% or $265,744 at 6%; with 50% employer match about $265,744 at 4% or $177,163 at 6%; with 100% employer match about $199,308 at 4% or $132,872 at 6%. |
| 2002 | 1 | 4 | $132,788 | $54,920 | $13,730iApproximate average salary by contribution assumption: employee only about $343,250 at 4% or $228,833 at 6%; with 50% employer match about $228,833 at 4% or $152,556 at 6%; with 100% employer match about $171,625 at 4% or $114,417 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 4 | $132,788 | $54,920 | $13,730iApproximate average salary by contribution assumption: employee only about $343,250 at 4% or $228,833 at 6%; with 50% employer match about $228,833 at 4% or $152,556 at 6%; with 100% employer match about $171,625 at 4% or $114,417 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Dunn & Associates Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 1 | 6 | $46,858 | $46,858 | $7,810iApproximate average salary by contribution assumption: employee only about $195,242 at 4% or $130,161 at 6%; with 50% employer match about $130,161 at 4% or $86,774 at 6%; with 100% employer match about $97,621 at 4% or $65,081 at 6%. |
| Dunn & Associates Profit Sharing Plan | - | 6 | $46,858 | $46,858 | $7,810iApproximate average salary by contribution assumption: employee only about $195,242 at 4% or $130,161 at 6%; with 50% employer match about $130,161 at 4% or $86,774 at 6%; with 100% employer match about $97,621 at 4% or $65,081 at 6%. |