Civic Intelligence

Drs. Epstein and Matthews PC.

Plan context: Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust

EIN 04-2485438 • West Springfield, MA • 25 filings • 8 plans

232 Park StreetWest Springfield, MA 01089
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$515,298

2024 Contributions

$39,210

Historical Graphs

Total Assets Over Time

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

$2,430,501$1,215,251$0199920122024YearValue
$515,298Latest year 2024

Participants Over Time

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

1890199920112024YearValue
18Latest 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
2024118$515,298$39,210$2,178iApproximate average salary by contribution assumption: employee only about $54,458 at 4% or $36,306 at 6%; with 50% employer match about $36,306 at 4% or $24,204 at 6%; with 100% employer match about $27,229 at 4% or $18,153 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-18$515,298$39,210$2,178iApproximate average salary by contribution assumption: employee only about $54,458 at 4% or $36,306 at 6%; with 50% employer match about $36,306 at 4% or $24,204 at 6%; with 100% employer match about $27,229 at 4% or $18,153 at 6%.
2023116$705,424$35,739$2,234iApproximate average salary by contribution assumption: employee only about $55,842 at 4% or $37,228 at 6%; with 50% employer match about $37,228 at 4% or $24,819 at 6%; with 100% employer match about $27,921 at 4% or $18,614 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-16$705,424$35,739$2,234iApproximate average salary by contribution assumption: employee only about $55,842 at 4% or $37,228 at 6%; with 50% employer match about $37,228 at 4% or $24,819 at 6%; with 100% employer match about $27,921 at 4% or $18,614 at 6%.
2022110$1,142,128$18,531$1,853iApproximate average salary by contribution assumption: employee only about $46,328 at 4% or $30,885 at 6%; with 50% employer match about $30,885 at 4% or $20,590 at 6%; with 100% employer match about $23,164 at 4% or $15,443 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-10$1,142,128$18,531$1,853iApproximate average salary by contribution assumption: employee only about $46,328 at 4% or $30,885 at 6%; with 50% employer match about $30,885 at 4% or $20,590 at 6%; with 100% employer match about $23,164 at 4% or $15,443 at 6%.
2021112$1,359,613$9,067$756iApproximate average salary by contribution assumption: employee only about $18,890 at 4% or $12,593 at 6%; with 50% employer match about $12,593 at 4% or $8,395 at 6%; with 100% employer match about $9,445 at 4% or $6,297 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-12$1,359,613$9,067$756iApproximate average salary by contribution assumption: employee only about $18,890 at 4% or $12,593 at 6%; with 50% employer match about $12,593 at 4% or $8,395 at 6%; with 100% employer match about $9,445 at 4% or $6,297 at 6%.
2019117$2,064,141$71,966$4,233iApproximate average salary by contribution assumption: employee only about $105,832 at 4% or $70,555 at 6%; with 50% employer match about $70,555 at 4% or $47,037 at 6%; with 100% employer match about $52,916 at 4% or $35,277 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-17$2,064,141$71,966$4,233iApproximate average salary by contribution assumption: employee only about $105,832 at 4% or $70,555 at 6%; with 50% employer match about $70,555 at 4% or $47,037 at 6%; with 100% employer match about $52,916 at 4% or $35,277 at 6%.
2018117$1,974,689$94,042$5,532iApproximate average salary by contribution assumption: employee only about $138,297 at 4% or $92,198 at 6%; with 50% employer match about $92,198 at 4% or $61,465 at 6%; with 100% employer match about $69,149 at 4% or $46,099 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-17$1,974,689$94,042$5,532iApproximate average salary by contribution assumption: employee only about $138,297 at 4% or $92,198 at 6%; with 50% employer match about $92,198 at 4% or $61,465 at 6%; with 100% employer match about $69,149 at 4% or $46,099 at 6%.
2017118$2,029,876$85,319$4,740iApproximate average salary by contribution assumption: employee only about $118,499 at 4% or $78,999 at 6%; with 50% employer match about $78,999 at 4% or $52,666 at 6%; with 100% employer match about $59,249 at 4% or $39,500 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-18$2,029,876$85,319$4,740iApproximate average salary by contribution assumption: employee only about $118,499 at 4% or $78,999 at 6%; with 50% employer match about $78,999 at 4% or $52,666 at 6%; with 100% employer match about $59,249 at 4% or $39,500 at 6%.
2016115$1,785,011$101,662$6,777iApproximate average salary by contribution assumption: employee only about $169,437 at 4% or $112,958 at 6%; with 50% employer match about $112,958 at 4% or $75,305 at 6%; with 100% employer match about $84,718 at 4% or $56,479 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-15$1,785,011$101,662$6,777iApproximate average salary by contribution assumption: employee only about $169,437 at 4% or $112,958 at 6%; with 50% employer match about $112,958 at 4% or $75,305 at 6%; with 100% employer match about $84,718 at 4% or $56,479 at 6%.
2015115$1,610,956$119,917$7,994iApproximate average salary by contribution assumption: employee only about $199,862 at 4% or $133,241 at 6%; with 50% employer match about $133,241 at 4% or $88,827 at 6%; with 100% employer match about $99,931 at 4% or $66,621 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-15$1,610,956$119,917$7,994iApproximate average salary by contribution assumption: employee only about $199,862 at 4% or $133,241 at 6%; with 50% employer match about $133,241 at 4% or $88,827 at 6%; with 100% employer match about $99,931 at 4% or $66,621 at 6%.
2014116$1,519,290$127,383$7,961iApproximate average salary by contribution assumption: employee only about $199,036 at 4% or $132,691 at 6%; with 50% employer match about $132,691 at 4% or $88,460 at 6%; with 100% employer match about $99,518 at 4% or $66,345 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-16$1,519,290$127,383$7,961iApproximate average salary by contribution assumption: employee only about $199,036 at 4% or $132,691 at 6%; with 50% employer match about $132,691 at 4% or $88,460 at 6%; with 100% employer match about $99,518 at 4% or $66,345 at 6%.
2013116$1,316,868$128,472$8,030iApproximate average salary by contribution assumption: employee only about $200,738 at 4% or $133,825 at 6%; with 50% employer match about $133,825 at 4% or $89,217 at 6%; with 100% employer match about $100,369 at 4% or $66,913 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-16$1,316,868$128,472$8,030iApproximate average salary by contribution assumption: employee only about $200,738 at 4% or $133,825 at 6%; with 50% employer match about $133,825 at 4% or $89,217 at 6%; with 100% employer match about $100,369 at 4% or $66,913 at 6%.
2012114$1,169,382$115,666$8,262iApproximate average salary by contribution assumption: employee only about $206,546 at 4% or $137,698 at 6%; with 50% employer match about $137,698 at 4% or $91,798 at 6%; with 100% employer match about $103,273 at 4% or $68,849 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-14$1,169,382$115,666$8,262iApproximate average salary by contribution assumption: employee only about $206,546 at 4% or $137,698 at 6%; with 50% employer match about $137,698 at 4% or $91,798 at 6%; with 100% employer match about $103,273 at 4% or $68,849 at 6%.
2011114$1,218,908$105,404$7,529iApproximate average salary by contribution assumption: employee only about $188,221 at 4% or $125,481 at 6%; with 50% employer match about $125,481 at 4% or $83,654 at 6%; with 100% employer match about $94,111 at 4% or $62,740 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-14$1,218,908$105,404$7,529iApproximate average salary by contribution assumption: employee only about $188,221 at 4% or $125,481 at 6%; with 50% employer match about $125,481 at 4% or $83,654 at 6%; with 100% employer match about $94,111 at 4% or $62,740 at 6%.
2010115$1,166,307$119,261$7,951iApproximate average salary by contribution assumption: employee only about $198,768 at 4% or $132,512 at 6%; with 50% employer match about $132,512 at 4% or $88,341 at 6%; with 100% employer match about $99,384 at 4% or $66,256 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-15$1,166,307$119,261$7,951iApproximate average salary by contribution assumption: employee only about $198,768 at 4% or $132,512 at 6%; with 50% employer match about $132,512 at 4% or $88,341 at 6%; with 100% employer match about $99,384 at 4% or $66,256 at 6%.
2009114$943,249$98,432$7,031iApproximate average salary by contribution assumption: employee only about $175,771 at 4% or $117,181 at 6%; with 50% employer match about $117,181 at 4% or $78,121 at 6%; with 100% employer match about $87,886 at 4% or $58,590 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-14$943,249$98,432$7,031iApproximate average salary by contribution assumption: employee only about $175,771 at 4% or $117,181 at 6%; with 50% employer match about $117,181 at 4% or $78,121 at 6%; with 100% employer match about $87,886 at 4% or $58,590 at 6%.
2008111$0$0-
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-11---
2007112$0$0-
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-12---
200619$935,001$52,947$5,883iApproximate average salary by contribution assumption: employee only about $147,075 at 4% or $98,050 at 6%; with 50% employer match about $98,050 at 4% or $65,367 at 6%; with 100% employer match about $73,538 at 4% or $49,025 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-9$935,001$52,947$5,883iApproximate average salary by contribution assumption: employee only about $147,075 at 4% or $98,050 at 6%; with 50% employer match about $98,050 at 4% or $65,367 at 6%; with 100% employer match about $73,538 at 4% or $49,025 at 6%.
200519$776,629$77,015$8,557iApproximate average salary by contribution assumption: employee only about $213,931 at 4% or $142,620 at 6%; with 50% employer match about $142,620 at 4% or $95,080 at 6%; with 100% employer match about $106,965 at 4% or $71,310 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-9$776,629$77,015$8,557iApproximate average salary by contribution assumption: employee only about $213,931 at 4% or $142,620 at 6%; with 50% employer match about $142,620 at 4% or $95,080 at 6%; with 100% employer match about $106,965 at 4% or $71,310 at 6%.
200419$674,331$98,576$10,953iApproximate average salary by contribution assumption: employee only about $273,822 at 4% or $182,548 at 6%; with 50% employer match about $182,548 at 4% or $121,699 at 6%; with 100% employer match about $136,911 at 4% or $91,274 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-9$674,331$98,576$10,953iApproximate average salary by contribution assumption: employee only about $273,822 at 4% or $182,548 at 6%; with 50% employer match about $182,548 at 4% or $121,699 at 6%; with 100% employer match about $136,911 at 4% or $91,274 at 6%.
200318$2,430,501$84,393$10,549iApproximate average salary by contribution assumption: employee only about $263,728 at 4% or $175,819 at 6%; with 50% employer match about $175,819 at 4% or $117,213 at 6%; with 100% employer match about $131,864 at 4% or $87,909 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-8$2,430,501$84,393$10,549iApproximate average salary by contribution assumption: employee only about $263,728 at 4% or $175,819 at 6%; with 50% employer match about $175,819 at 4% or $117,213 at 6%; with 100% employer match about $131,864 at 4% or $87,909 at 6%.
200219$1,891,262$85,144$9,460iApproximate average salary by contribution assumption: employee only about $236,511 at 4% or $157,674 at 6%; with 50% employer match about $157,674 at 4% or $105,116 at 6%; with 100% employer match about $118,256 at 4% or $78,837 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-9$1,891,262$85,144$9,460iApproximate average salary by contribution assumption: employee only about $236,511 at 4% or $157,674 at 6%; with 50% employer match about $157,674 at 4% or $105,116 at 6%; with 100% employer match about $118,256 at 4% or $78,837 at 6%.
2001110$2,143,324$66,572$6,657iApproximate average salary by contribution assumption: employee only about $166,430 at 4% or $110,953 at 6%; with 50% employer match about $110,953 at 4% or $73,969 at 6%; with 100% employer match about $83,215 at 4% or $55,477 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-10$2,143,324$66,572$6,657iApproximate average salary by contribution assumption: employee only about $166,430 at 4% or $110,953 at 6%; with 50% employer match about $110,953 at 4% or $73,969 at 6%; with 100% employer match about $83,215 at 4% or $55,477 at 6%.
2000110$2,206,822$50,534$5,053iApproximate average salary by contribution assumption: employee only about $126,335 at 4% or $84,223 at 6%; with 50% employer match about $84,223 at 4% or $56,149 at 6%; with 100% employer match about $63,167 at 4% or $42,112 at 6%.
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-10$2,206,822$50,534$5,053iApproximate average salary by contribution assumption: employee only about $126,335 at 4% or $84,223 at 6%; with 50% employer match about $84,223 at 4% or $56,149 at 6%; with 100% employer match about $63,167 at 4% or $42,112 at 6%.
1999110$2,064,076$0-
Neil B. Epstein, D.M.D. PC. Profit Sharing Plan and Trust-10$2,064,076--