Civic Intelligence

Dunham Price Group LLC

Plan context: Dunham Price Group LLC 401K Plan

EIN 81-0613927 • Westlake, LA • 17 filings • 3 plans

PO Boc 760Westlake, LA 70669
Current Snapshot

Latest Year

2021

2021 Participants

206

2021 Assets

$4,263,939

2021 Contributions

$179,263

Historical Graphs

Total Assets Over Time

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

$4,263,939$2,131,970$0200420132020YearValue
$4,263,939Latest year 2020

Participants Over Time

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

4692350200420132020YearValue
206Latest year 2020

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
202110$0$179,263-
Dunham Price Group LLC 401K Plan-0-$179,263-
20201206$4,263,939$355,320$1,725iApproximate average salary by contribution assumption: employee only about $43,121 at 4% or $28,748 at 6%; with 50% employer match about $28,748 at 4% or $19,165 at 6%; with 100% employer match about $21,561 at 4% or $14,374 at 6%.
Dunham Price Group LLC 401K Plan-206$4,263,939$355,320$1,725iApproximate average salary by contribution assumption: employee only about $43,121 at 4% or $28,748 at 6%; with 50% employer match about $28,748 at 4% or $19,165 at 6%; with 100% employer match about $21,561 at 4% or $14,374 at 6%.
20191205$4,000,564$310,690$1,516iApproximate average salary by contribution assumption: employee only about $37,889 at 4% or $25,259 at 6%; with 50% employer match about $25,259 at 4% or $16,840 at 6%; with 100% employer match about $18,945 at 4% or $12,630 at 6%.
Dunham Price Group LLC 401K Plan-205$4,000,564$310,690$1,516iApproximate average salary by contribution assumption: employee only about $37,889 at 4% or $25,259 at 6%; with 50% employer match about $25,259 at 4% or $16,840 at 6%; with 100% employer match about $18,945 at 4% or $12,630 at 6%.
20181303$1,828,775$279,627$923iApproximate average salary by contribution assumption: employee only about $23,072 at 4% or $15,381 at 6%; with 50% employer match about $15,381 at 4% or $10,254 at 6%; with 100% employer match about $11,536 at 4% or $7,691 at 6%.
Dunham Price Group LLC 401K Plan-303$1,828,775$279,627$923iApproximate average salary by contribution assumption: employee only about $23,072 at 4% or $15,381 at 6%; with 50% employer match about $15,381 at 4% or $10,254 at 6%; with 100% employer match about $11,536 at 4% or $7,691 at 6%.
20171199$2,046,267$302,086$1,518iApproximate average salary by contribution assumption: employee only about $37,951 at 4% or $25,300 at 6%; with 50% employer match about $25,300 at 4% or $16,867 at 6%; with 100% employer match about $18,975 at 4% or $12,650 at 6%.
Dunham Price Group LLC 401K Plan-199$2,046,267$302,086$1,518iApproximate average salary by contribution assumption: employee only about $37,951 at 4% or $25,300 at 6%; with 50% employer match about $25,300 at 4% or $16,867 at 6%; with 100% employer match about $18,975 at 4% or $12,650 at 6%.
20161240$1,772,522$231,437$964iApproximate average salary by contribution assumption: employee only about $24,108 at 4% or $16,072 at 6%; with 50% employer match about $16,072 at 4% or $10,715 at 6%; with 100% employer match about $12,054 at 4% or $8,036 at 6%.
Dunham Price Group LLC 401K Plan-240$1,772,522$231,437$964iApproximate average salary by contribution assumption: employee only about $24,108 at 4% or $16,072 at 6%; with 50% employer match about $16,072 at 4% or $10,715 at 6%; with 100% employer match about $12,054 at 4% or $8,036 at 6%.
20151469$1,490,169$205,882$439iApproximate average salary by contribution assumption: employee only about $10,975 at 4% or $7,316 at 6%; with 50% employer match about $7,316 at 4% or $4,878 at 6%; with 100% employer match about $5,487 at 4% or $3,658 at 6%.
Dunham Price Group LLC 401K Plan-469$1,490,169$205,882$439iApproximate average salary by contribution assumption: employee only about $10,975 at 4% or $7,316 at 6%; with 50% employer match about $7,316 at 4% or $4,878 at 6%; with 100% employer match about $5,487 at 4% or $3,658 at 6%.
20141450$1,385,849$133,829$297iApproximate average salary by contribution assumption: employee only about $7,435 at 4% or $4,957 at 6%; with 50% employer match about $4,957 at 4% or $3,304 at 6%; with 100% employer match about $3,717 at 4% or $2,478 at 6%.
Dunham Price Group LLC 401K Plan-450$1,385,849$133,829$297iApproximate average salary by contribution assumption: employee only about $7,435 at 4% or $4,957 at 6%; with 50% employer match about $4,957 at 4% or $3,304 at 6%; with 100% employer match about $3,717 at 4% or $2,478 at 6%.
20131421$1,238,395$123,020$292iApproximate average salary by contribution assumption: employee only about $7,305 at 4% or $4,870 at 6%; with 50% employer match about $4,870 at 4% or $3,247 at 6%; with 100% employer match about $3,653 at 4% or $2,435 at 6%.
Dunham Price Group LLC 401K Plan-421$1,238,395$123,020$292iApproximate average salary by contribution assumption: employee only about $7,305 at 4% or $4,870 at 6%; with 50% employer match about $4,870 at 4% or $3,247 at 6%; with 100% employer match about $3,653 at 4% or $2,435 at 6%.
20121378$1,068,054$106,261$281iApproximate average salary by contribution assumption: employee only about $7,028 at 4% or $4,685 at 6%; with 50% employer match about $4,685 at 4% or $3,123 at 6%; with 100% employer match about $3,514 at 4% or $2,343 at 6%.
Dunham Price Group LLC 401K Plan-378$1,068,054$106,261$281iApproximate average salary by contribution assumption: employee only about $7,028 at 4% or $4,685 at 6%; with 50% employer match about $4,685 at 4% or $3,123 at 6%; with 100% employer match about $3,514 at 4% or $2,343 at 6%.
20111414$983,618$100,149$242iApproximate average salary by contribution assumption: employee only about $6,048 at 4% or $4,032 at 6%; with 50% employer match about $4,032 at 4% or $2,688 at 6%; with 100% employer match about $3,024 at 4% or $2,016 at 6%.
Dunham Price Group LLC 401K Plan-414$983,618$100,149$242iApproximate average salary by contribution assumption: employee only about $6,048 at 4% or $4,032 at 6%; with 50% employer match about $4,032 at 4% or $2,688 at 6%; with 100% employer match about $3,024 at 4% or $2,016 at 6%.
20101358$991,625$100,841$282iApproximate average salary by contribution assumption: employee only about $7,042 at 4% or $4,695 at 6%; with 50% employer match about $4,695 at 4% or $3,130 at 6%; with 100% employer match about $3,521 at 4% or $2,347 at 6%.
Dunham Price Group LLC 401K Plan-358$991,625$100,841$282iApproximate average salary by contribution assumption: employee only about $7,042 at 4% or $4,695 at 6%; with 50% employer match about $4,695 at 4% or $3,130 at 6%; with 100% employer match about $3,521 at 4% or $2,347 at 6%.
20092374$810,447$131,928$353iApproximate average salary by contribution assumption: employee only about $8,819 at 4% or $5,879 at 6%; with 50% employer match about $5,879 at 4% or $3,919 at 6%; with 100% employer match about $4,409 at 4% or $2,940 at 6%.
Dunham Price Group LLC 401K Plan-374$810,447$131,928$353iApproximate average salary by contribution assumption: employee only about $8,819 at 4% or $5,879 at 6%; with 50% employer match about $5,879 at 4% or $3,919 at 6%; with 100% employer match about $4,409 at 4% or $2,940 at 6%.
Dunham Price Group LLC 401K Plan-----
20081279$589,996$179,553$644iApproximate average salary by contribution assumption: employee only about $16,089 at 4% or $10,726 at 6%; with 50% employer match about $10,726 at 4% or $7,151 at 6%; with 100% employer match about $8,044 at 4% or $5,363 at 6%.
Dunham Price Group LLC 401K Plan-279$589,996$179,553$644iApproximate average salary by contribution assumption: employee only about $16,089 at 4% or $10,726 at 6%; with 50% employer match about $10,726 at 4% or $7,151 at 6%; with 100% employer match about $8,044 at 4% or $5,363 at 6%.
20061157$520,809$93,977$599iApproximate average salary by contribution assumption: employee only about $14,964 at 4% or $9,976 at 6%; with 50% employer match about $9,976 at 4% or $6,651 at 6%; with 100% employer match about $7,482 at 4% or $4,988 at 6%.
Dunham Price Group LLC 401K Plan-157$520,809$93,977$599iApproximate average salary by contribution assumption: employee only about $14,964 at 4% or $9,976 at 6%; with 50% employer match about $9,976 at 4% or $6,651 at 6%; with 100% employer match about $7,482 at 4% or $4,988 at 6%.
20041114$303,935$59,220$519iApproximate average salary by contribution assumption: employee only about $12,987 at 4% or $8,658 at 6%; with 50% employer match about $8,658 at 4% or $5,772 at 6%; with 100% employer match about $6,493 at 4% or $4,329 at 6%.
Dunham Price Group LLC 401K Plan-114$303,935$59,220$519iApproximate average salary by contribution assumption: employee only about $12,987 at 4% or $8,658 at 6%; with 50% employer match about $8,658 at 4% or $5,772 at 6%; with 100% employer match about $6,493 at 4% or $4,329 at 6%.