Dunlap & Associates Inc.
Plan context: DUNLAP & ASSOCIATES, INC. 401(K) PLAN
EIN 86-0762704 • Scottsdale, AZ • 6 filings • 2 plans
Current Snapshot
Latest Year
2015
2015 Participants
3
2015 Assets
$717,505
2015 Contributions
$147,560
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 |
|---|---|---|---|---|---|
| 2015 | 2 | 0 | $0 | $147,560 | - |
| DUNLAP & ASSOCIATES, INC. 401(K) PLAN | - | 0 | $0 | $147,560 | - |
| Dunlap & Associates Inc. Defined Benefit Pension Plan | - | 0 | $0 | $0 | - |
| 2014 | 2 | 3 | $717,505 | $169,407 | $56,469iApproximate average salary by contribution assumption: employee only about $1,411,725 at 4% or $941,150 at 6%; with 50% employer match about $941,150 at 4% or $627,433 at 6%; with 100% employer match about $705,863 at 4% or $470,575 at 6%. |
| Dunlap & Associates Inc. Defined Benefit Pension Plan | - | 3 | $550,751 | $75,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| DUNLAP & ASSOCIATES, INC. 401(K) PLAN | - | 3 | $166,754 | $94,407 | $31,469iApproximate average salary by contribution assumption: employee only about $786,725 at 4% or $524,483 at 6%; with 50% employer match about $524,483 at 4% or $349,656 at 6%; with 100% employer match about $393,363 at 4% or $262,242 at 6%. |
| 2013 | 2 | 3 | $556,953 | $552,321 | $184,107iApproximate average salary by contribution assumption: employee only about $4,602,675 at 4% or $3,068,450 at 6%; with 50% employer match about $3,068,450 at 4% or $2,045,633 at 6%; with 100% employer match about $2,301,338 at 4% or $1,534,225 at 6%. |
| Dunlap & Associates Inc. Defined Benefit Pension Plan | - | 3 | $479,316 | $479,316 | $159,772iApproximate average salary by contribution assumption: employee only about $3,994,300 at 4% or $2,662,867 at 6%; with 50% employer match about $2,662,867 at 4% or $1,775,244 at 6%; with 100% employer match about $1,997,150 at 4% or $1,331,433 at 6%. |
| DUNLAP & ASSOCIATES, INC. 401(K) PLAN | - | 3 | $77,637 | $73,005 | $24,335iApproximate average salary by contribution assumption: employee only about $608,375 at 4% or $405,583 at 6%; with 50% employer match about $405,583 at 4% or $270,389 at 6%; with 100% employer match about $304,188 at 4% or $202,792 at 6%. |