Civic Intelligence

Dunn School

Plan context: Dunn School DC Retirement Plan

EIN 95-1909237 • Los Olivos, CA • 29 filings • 6 plans

View Related Profile

2555 California 154Los Olivos, CA 93441
Current Snapshot

Latest Year

2024

2024 Participants

64

2024 Assets

$16,966,427

2024 Contributions

$991,256

Historical Graphs

Total Assets Over Time

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

$16,966,427$8,483,214$0200920172024YearValue
$16,966,427Latest year 2024

Participants Over Time

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

158790200920172024YearValue
64Latest 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
2024164$16,966,427$991,256$15,488iApproximate average salary by contribution assumption: employee only about $387,209 at 4% or $258,140 at 6%; with 50% employer match about $258,140 at 4% or $172,093 at 6%; with 100% employer match about $193,605 at 4% or $129,070 at 6%.
Dunn School DC Retirement Plan-64$16,966,427$991,256$15,488iApproximate average salary by contribution assumption: employee only about $387,209 at 4% or $258,140 at 6%; with 50% employer match about $258,140 at 4% or $172,093 at 6%; with 100% employer match about $193,605 at 4% or $129,070 at 6%.
2023163$15,213,512$716,248$11,369iApproximate average salary by contribution assumption: employee only about $284,225 at 4% or $189,484 at 6%; with 50% employer match about $189,484 at 4% or $126,322 at 6%; with 100% employer match about $142,113 at 4% or $94,742 at 6%.
Dunn School DC Retirement Plan-63$15,213,512$716,248$11,369iApproximate average salary by contribution assumption: employee only about $284,225 at 4% or $189,484 at 6%; with 50% employer match about $189,484 at 4% or $126,322 at 6%; with 100% employer match about $142,113 at 4% or $94,742 at 6%.
2022169$13,118,735$749,377$10,861iApproximate average salary by contribution assumption: employee only about $271,513 at 4% or $181,009 at 6%; with 50% employer match about $181,009 at 4% or $120,673 at 6%; with 100% employer match about $135,757 at 4% or $90,504 at 6%.
Dunn School DC Retirement Plan-69$13,118,735$749,377$10,861iApproximate average salary by contribution assumption: employee only about $271,513 at 4% or $181,009 at 6%; with 50% employer match about $181,009 at 4% or $120,673 at 6%; with 100% employer match about $135,757 at 4% or $90,504 at 6%.
2021168$16,116,600$652,907$9,602iApproximate average salary by contribution assumption: employee only about $240,039 at 4% or $160,026 at 6%; with 50% employer match about $160,026 at 4% or $106,684 at 6%; with 100% employer match about $120,020 at 4% or $80,013 at 6%.
Dunn School DC Retirement Plan-68$16,116,600$652,907$9,602iApproximate average salary by contribution assumption: employee only about $240,039 at 4% or $160,026 at 6%; with 50% employer match about $160,026 at 4% or $106,684 at 6%; with 100% employer match about $120,020 at 4% or $80,013 at 6%.
2020161$15,042,897$544,500$8,926iApproximate average salary by contribution assumption: employee only about $223,156 at 4% or $148,770 at 6%; with 50% employer match about $148,770 at 4% or $99,180 at 6%; with 100% employer match about $111,578 at 4% or $74,385 at 6%.
Dunn School DC Retirement Plan-61$15,042,897$544,500$8,926iApproximate average salary by contribution assumption: employee only about $223,156 at 4% or $148,770 at 6%; with 50% employer match about $148,770 at 4% or $99,180 at 6%; with 100% employer match about $111,578 at 4% or $74,385 at 6%.
2019182$13,280,614$600,429$7,322iApproximate average salary by contribution assumption: employee only about $183,058 at 4% or $122,038 at 6%; with 50% employer match about $122,038 at 4% or $81,359 at 6%; with 100% employer match about $91,529 at 4% or $61,019 at 6%.
Dunn School DC Retirement Plan-82$13,280,614$600,429$7,322iApproximate average salary by contribution assumption: employee only about $183,058 at 4% or $122,038 at 6%; with 50% employer match about $122,038 at 4% or $81,359 at 6%; with 100% employer match about $91,529 at 4% or $61,019 at 6%.
2018177$11,378,486$593,979$7,714iApproximate average salary by contribution assumption: employee only about $192,850 at 4% or $128,567 at 6%; with 50% employer match about $128,567 at 4% or $85,711 at 6%; with 100% employer match about $96,425 at 4% or $64,283 at 6%.
Dunn School DC Retirement Plan-77$11,378,486$593,979$7,714iApproximate average salary by contribution assumption: employee only about $192,850 at 4% or $128,567 at 6%; with 50% employer match about $128,567 at 4% or $85,711 at 6%; with 100% employer match about $96,425 at 4% or $64,283 at 6%.
2017170$11,675,505$490,103$7,001iApproximate average salary by contribution assumption: employee only about $175,037 at 4% or $116,691 at 6%; with 50% employer match about $116,691 at 4% or $77,794 at 6%; with 100% employer match about $87,518 at 4% or $58,346 at 6%.
Dunn School DC Retirement Plan-70$11,675,505$490,103$7,001iApproximate average salary by contribution assumption: employee only about $175,037 at 4% or $116,691 at 6%; with 50% employer match about $116,691 at 4% or $77,794 at 6%; with 100% employer match about $87,518 at 4% or $58,346 at 6%.
2016167$10,125,008$719,328$10,736iApproximate average salary by contribution assumption: employee only about $268,406 at 4% or $178,937 at 6%; with 50% employer match about $178,937 at 4% or $119,292 at 6%; with 100% employer match about $134,203 at 4% or $89,469 at 6%.
Dunn School DC Retirement Plan-67$10,125,008$719,328$10,736iApproximate average salary by contribution assumption: employee only about $268,406 at 4% or $178,937 at 6%; with 50% employer match about $178,937 at 4% or $119,292 at 6%; with 100% employer match about $134,203 at 4% or $89,469 at 6%.
2015166$9,354,819$475,910$7,211iApproximate average salary by contribution assumption: employee only about $180,269 at 4% or $120,179 at 6%; with 50% employer match about $120,179 at 4% or $80,120 at 6%; with 100% employer match about $90,134 at 4% or $60,090 at 6%.
Dunn School DC Retirement Plan-66$9,354,819$475,910$7,211iApproximate average salary by contribution assumption: employee only about $180,269 at 4% or $120,179 at 6%; with 50% employer match about $120,179 at 4% or $80,120 at 6%; with 100% employer match about $90,134 at 4% or $60,090 at 6%.
2014257$9,598,765$486,723$8,539iApproximate average salary by contribution assumption: employee only about $213,475 at 4% or $142,317 at 6%; with 50% employer match about $142,317 at 4% or $94,878 at 6%; with 100% employer match about $106,738 at 4% or $71,158 at 6%.
Dunn School DC Retirement Plan-57$9,598,765$486,723$8,539iApproximate average salary by contribution assumption: employee only about $213,475 at 4% or $142,317 at 6%; with 50% employer match about $142,317 at 4% or $94,878 at 6%; with 100% employer match about $106,738 at 4% or $71,158 at 6%.
DUNN SCHOOL EMPLOYEE RETIREMENT SAVINGS PLAN-0$0$0-
2013258$9,090,676$934,543$16,113iApproximate average salary by contribution assumption: employee only about $402,820 at 4% or $268,547 at 6%; with 50% employer match about $268,547 at 4% or $179,031 at 6%; with 100% employer match about $201,410 at 4% or $134,273 at 6%.
Dunn School DC Retirement Plan-58$9,090,676$934,543$16,113iApproximate average salary by contribution assumption: employee only about $402,820 at 4% or $268,547 at 6%; with 50% employer match about $268,547 at 4% or $179,031 at 6%; with 100% employer match about $201,410 at 4% or $134,273 at 6%.
DUNN SCHOOL EMPLOYEE RETIREMENT SAVINGS PLAN-0$0$0-
2012252$7,279,428$316,300$6,083iApproximate average salary by contribution assumption: employee only about $152,067 at 4% or $101,378 at 6%; with 50% employer match about $101,378 at 4% or $67,585 at 6%; with 100% employer match about $76,034 at 4% or $50,689 at 6%.
Dunn School DC Retirement Plan-52$7,279,428$316,300$6,083iApproximate average salary by contribution assumption: employee only about $152,067 at 4% or $101,378 at 6%; with 50% employer match about $101,378 at 4% or $67,585 at 6%; with 100% employer match about $76,034 at 4% or $50,689 at 6%.
DUNN SCHOOL EE RETIRE PLAN-0$0$0-
2011253$6,906,211$311,861$5,884iApproximate average salary by contribution assumption: employee only about $147,104 at 4% or $98,069 at 6%; with 50% employer match about $98,069 at 4% or $65,380 at 6%; with 100% employer match about $73,552 at 4% or $49,035 at 6%.
Dunn School DC Retirement Plan-53$6,906,211$311,861$5,884iApproximate average salary by contribution assumption: employee only about $147,104 at 4% or $98,069 at 6%; with 50% employer match about $98,069 at 4% or $65,380 at 6%; with 100% employer match about $73,552 at 4% or $49,035 at 6%.
DUNN SCHOOL EMPLOYEE RETIREMENT SAVINGS PLAN-0$0$0-
20102152$13,568,889$544,418$3,582iApproximate average salary by contribution assumption: employee only about $89,542 at 4% or $59,695 at 6%; with 50% employer match about $59,695 at 4% or $39,797 at 6%; with 100% employer match about $44,771 at 4% or $29,847 at 6%.
Dunn School DC Retirement Plan-57$7,266,466$305,150$5,354iApproximate average salary by contribution assumption: employee only about $133,838 at 4% or $89,225 at 6%; with 50% employer match about $89,225 at 4% or $59,483 at 6%; with 100% employer match about $66,919 at 4% or $44,613 at 6%.
Dunn School DC Retirement Plan-152$6,302,423$239,268$1,574iApproximate average salary by contribution assumption: employee only about $39,353 at 4% or $26,236 at 6%; with 50% employer match about $26,236 at 4% or $17,490 at 6%; with 100% employer match about $19,677 at 4% or $13,118 at 6%.
20092158$12,750,141$558,517$3,535iApproximate average salary by contribution assumption: employee only about $88,373 at 4% or $58,915 at 6%; with 50% employer match about $58,915 at 4% or $39,277 at 6%; with 100% employer match about $44,186 at 4% or $29,458 at 6%.
Dunn School DC Retirement Plan-62$6,909,513$312,343$5,038iApproximate average salary by contribution assumption: employee only about $125,945 at 4% or $83,963 at 6%; with 50% employer match about $83,963 at 4% or $55,975 at 6%; with 100% employer match about $62,972 at 4% or $41,982 at 6%.
Dunn School DC Retirement Plan-158$5,840,628$246,174$1,558iApproximate average salary by contribution assumption: employee only about $38,952 at 4% or $25,968 at 6%; with 50% employer match about $25,968 at 4% or $17,312 at 6%; with 100% employer match about $19,476 at 4% or $12,984 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200110$0$0-
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