Economic & Policy Resources Inc.
Plan context: Economic & Policy Resources Inc. Employee Retirement Plan
EIN 03-0310847 • Williston, VT • 7 filings • 1 plans
Current Snapshot
Latest Year
2021
2021 Participants
7
2021 Assets
$1,867,199
2021 Contributions
$8,260
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $8,260 | - |
| Economic & Policy Resources Inc. Employee Retirement Plan | - | 0 | $0 | $8,260 | - |
| 2020 | 1 | 7 | $1,867,199 | $26,500 | $3,786iApproximate average salary by contribution assumption: employee only about $94,643 at 4% or $63,095 at 6%; with 50% employer match about $63,095 at 4% or $42,063 at 6%; with 100% employer match about $47,321 at 4% or $31,548 at 6%. |
| Economic & Policy Resources Inc. Employee Retirement Plan | - | 7 | $1,867,199 | $26,500 | $3,786iApproximate average salary by contribution assumption: employee only about $94,643 at 4% or $63,095 at 6%; with 50% employer match about $63,095 at 4% or $42,063 at 6%; with 100% employer match about $47,321 at 4% or $31,548 at 6%. |
| 2019 | 1 | 6 | $1,359,366 | $31,793 | $5,299iApproximate average salary by contribution assumption: employee only about $132,471 at 4% or $88,314 at 6%; with 50% employer match about $88,314 at 4% or $58,876 at 6%; with 100% employer match about $66,235 at 4% or $44,157 at 6%. |
| Economic & Policy Resources Inc. Employee Retirement Plan | - | 6 | $1,359,366 | $31,793 | $5,299iApproximate average salary by contribution assumption: employee only about $132,471 at 4% or $88,314 at 6%; with 50% employer match about $88,314 at 4% or $58,876 at 6%; with 100% employer match about $66,235 at 4% or $44,157 at 6%. |
| 2018 | 1 | 9 | $1,378,458 | $18,781 | $2,087iApproximate average salary by contribution assumption: employee only about $52,169 at 4% or $34,780 at 6%; with 50% employer match about $34,780 at 4% or $23,186 at 6%; with 100% employer match about $26,085 at 4% or $17,390 at 6%. |
| Economic & Policy Resources Inc. Employee Retirement Plan | - | 9 | $1,378,458 | $18,781 | $2,087iApproximate average salary by contribution assumption: employee only about $52,169 at 4% or $34,780 at 6%; with 50% employer match about $34,780 at 4% or $23,186 at 6%; with 100% employer match about $26,085 at 4% or $17,390 at 6%. |
| 2017 | 1 | 9 | $1,265,287 | $42,129 | $4,681iApproximate average salary by contribution assumption: employee only about $117,025 at 4% or $78,017 at 6%; with 50% employer match about $78,017 at 4% or $52,011 at 6%; with 100% employer match about $58,513 at 4% or $39,008 at 6%. |
| Economic & Policy Resources Inc. Employee Retirement Plan | - | 9 | $1,265,287 | $42,129 | $4,681iApproximate average salary by contribution assumption: employee only about $117,025 at 4% or $78,017 at 6%; with 50% employer match about $78,017 at 4% or $52,011 at 6%; with 100% employer match about $58,513 at 4% or $39,008 at 6%. |
| 2016 | 1 | 9 | $1,118,481 | $100,438 | $11,160iApproximate average salary by contribution assumption: employee only about $278,994 at 4% or $185,996 at 6%; with 50% employer match about $185,996 at 4% or $123,998 at 6%; with 100% employer match about $139,497 at 4% or $92,998 at 6%. |
| Economic & Policy Resources Inc. Employee Retirement Plan | - | 9 | $1,118,481 | $100,438 | $11,160iApproximate average salary by contribution assumption: employee only about $278,994 at 4% or $185,996 at 6%; with 50% employer match about $185,996 at 4% or $123,998 at 6%; with 100% employer match about $139,497 at 4% or $92,998 at 6%. |
| 2015 | 1 | 13 | $2,183,884 | $100,410 | $7,724iApproximate average salary by contribution assumption: employee only about $193,096 at 4% or $128,731 at 6%; with 50% employer match about $128,731 at 4% or $85,821 at 6%; with 100% employer match about $96,548 at 4% or $64,365 at 6%. |
| Economic & Policy Resources Inc. Employee Retirement Plan | - | 13 | $2,183,884 | $100,410 | $7,724iApproximate average salary by contribution assumption: employee only about $193,096 at 4% or $128,731 at 6%; with 50% employer match about $128,731 at 4% or $85,821 at 6%; with 100% employer match about $96,548 at 4% or $64,365 at 6%. |