Civic Intelligence

Jay M. Epstein, D.M.D. PC.

Plan context: Jay M. Epstein, D.M.D. PC. Retirement Trust

EIN 04-2969304 • Lynn, MA • 29 filings • 5 plans

295 Western AvenueLynn, MA 01904-3024
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$5,469,322

2024 Contributions

$256,908

Historical Graphs

Total Assets Over Time

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

$5,469,322$2,734,661$0199920132024YearValue
$5,469,322Latest year 2024

Participants Over Time

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

25130199920122024YearValue
25Latest 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
2024125$5,469,322$256,908$10,276iApproximate average salary by contribution assumption: employee only about $256,908 at 4% or $171,272 at 6%; with 50% employer match about $171,272 at 4% or $114,181 at 6%; with 100% employer match about $128,454 at 4% or $85,636 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-25$5,469,322$256,908$10,276iApproximate average salary by contribution assumption: employee only about $256,908 at 4% or $171,272 at 6%; with 50% employer match about $171,272 at 4% or $114,181 at 6%; with 100% employer match about $128,454 at 4% or $85,636 at 6%.
2023124$4,828,267$151,231$6,301iApproximate average salary by contribution assumption: employee only about $157,532 at 4% or $105,022 at 6%; with 50% employer match about $105,022 at 4% or $70,014 at 6%; with 100% employer match about $78,766 at 4% or $52,511 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-24$4,828,267$151,231$6,301iApproximate average salary by contribution assumption: employee only about $157,532 at 4% or $105,022 at 6%; with 50% employer match about $105,022 at 4% or $70,014 at 6%; with 100% employer match about $78,766 at 4% or $52,511 at 6%.
2022123$4,340,461$234,247$10,185iApproximate average salary by contribution assumption: employee only about $254,616 at 4% or $169,744 at 6%; with 50% employer match about $169,744 at 4% or $113,163 at 6%; with 100% employer match about $127,308 at 4% or $84,872 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-23$4,340,461$234,247$10,185iApproximate average salary by contribution assumption: employee only about $254,616 at 4% or $169,744 at 6%; with 50% employer match about $169,744 at 4% or $113,163 at 6%; with 100% employer match about $127,308 at 4% or $84,872 at 6%.
2021121$4,703,720$205,698$9,795iApproximate average salary by contribution assumption: employee only about $244,879 at 4% or $163,252 at 6%; with 50% employer match about $163,252 at 4% or $108,835 at 6%; with 100% employer match about $122,439 at 4% or $81,626 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-21$4,703,720$205,698$9,795iApproximate average salary by contribution assumption: employee only about $244,879 at 4% or $163,252 at 6%; with 50% employer match about $163,252 at 4% or $108,835 at 6%; with 100% employer match about $122,439 at 4% or $81,626 at 6%.
2020121$4,197,057$180,002$8,572iApproximate average salary by contribution assumption: employee only about $214,288 at 4% or $142,859 at 6%; with 50% employer match about $142,859 at 4% or $95,239 at 6%; with 100% employer match about $107,144 at 4% or $71,429 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-21$4,197,057$180,002$8,572iApproximate average salary by contribution assumption: employee only about $214,288 at 4% or $142,859 at 6%; with 50% employer match about $142,859 at 4% or $95,239 at 6%; with 100% employer match about $107,144 at 4% or $71,429 at 6%.
2019121$3,704,674$189,670$9,032iApproximate average salary by contribution assumption: employee only about $225,798 at 4% or $150,532 at 6%; with 50% employer match about $150,532 at 4% or $100,354 at 6%; with 100% employer match about $112,899 at 4% or $75,266 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-21$3,704,674$189,670$9,032iApproximate average salary by contribution assumption: employee only about $225,798 at 4% or $150,532 at 6%; with 50% employer match about $150,532 at 4% or $100,354 at 6%; with 100% employer match about $112,899 at 4% or $75,266 at 6%.
2018121$3,069,164$200,766$9,560iApproximate average salary by contribution assumption: employee only about $239,007 at 4% or $159,338 at 6%; with 50% employer match about $159,338 at 4% or $106,225 at 6%; with 100% employer match about $119,504 at 4% or $79,669 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-21$3,069,164$200,766$9,560iApproximate average salary by contribution assumption: employee only about $239,007 at 4% or $159,338 at 6%; with 50% employer match about $159,338 at 4% or $106,225 at 6%; with 100% employer match about $119,504 at 4% or $79,669 at 6%.
2017122$3,248,303$203,388$9,245iApproximate average salary by contribution assumption: employee only about $231,123 at 4% or $154,082 at 6%; with 50% employer match about $154,082 at 4% or $102,721 at 6%; with 100% employer match about $115,561 at 4% or $77,041 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-22$3,248,303$203,388$9,245iApproximate average salary by contribution assumption: employee only about $231,123 at 4% or $154,082 at 6%; with 50% employer match about $154,082 at 4% or $102,721 at 6%; with 100% employer match about $115,561 at 4% or $77,041 at 6%.
2016120$2,840,423$193,885$9,694iApproximate average salary by contribution assumption: employee only about $242,356 at 4% or $161,571 at 6%; with 50% employer match about $161,571 at 4% or $107,714 at 6%; with 100% employer match about $121,178 at 4% or $80,785 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-20$2,840,423$193,885$9,694iApproximate average salary by contribution assumption: employee only about $242,356 at 4% or $161,571 at 6%; with 50% employer match about $161,571 at 4% or $107,714 at 6%; with 100% employer match about $121,178 at 4% or $80,785 at 6%.
2015116$2,538,306$188,090$11,756iApproximate average salary by contribution assumption: employee only about $293,891 at 4% or $195,927 at 6%; with 50% employer match about $195,927 at 4% or $130,618 at 6%; with 100% employer match about $146,945 at 4% or $97,964 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-16$2,538,306$188,090$11,756iApproximate average salary by contribution assumption: employee only about $293,891 at 4% or $195,927 at 6%; with 50% employer match about $195,927 at 4% or $130,618 at 6%; with 100% employer match about $146,945 at 4% or $97,964 at 6%.
2014116$2,394,919$188,846$11,803iApproximate average salary by contribution assumption: employee only about $295,072 at 4% or $196,715 at 6%; with 50% employer match about $196,715 at 4% or $131,143 at 6%; with 100% employer match about $147,536 at 4% or $98,357 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-16$2,394,919$188,846$11,803iApproximate average salary by contribution assumption: employee only about $295,072 at 4% or $196,715 at 6%; with 50% employer match about $196,715 at 4% or $131,143 at 6%; with 100% employer match about $147,536 at 4% or $98,357 at 6%.
2013115$2,173,771$195,038$13,003iApproximate average salary by contribution assumption: employee only about $325,063 at 4% or $216,709 at 6%; with 50% employer match about $216,709 at 4% or $144,473 at 6%; with 100% employer match about $162,532 at 4% or $108,354 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-15$2,173,771$195,038$13,003iApproximate average salary by contribution assumption: employee only about $325,063 at 4% or $216,709 at 6%; with 50% employer match about $216,709 at 4% or $144,473 at 6%; with 100% employer match about $162,532 at 4% or $108,354 at 6%.
2012116$1,905,724$197,322$12,333iApproximate average salary by contribution assumption: employee only about $308,316 at 4% or $205,544 at 6%; with 50% employer match about $205,544 at 4% or $137,029 at 6%; with 100% employer match about $154,158 at 4% or $102,772 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-16$1,905,724$197,322$12,333iApproximate average salary by contribution assumption: employee only about $308,316 at 4% or $205,544 at 6%; with 50% employer match about $205,544 at 4% or $137,029 at 6%; with 100% employer match about $154,158 at 4% or $102,772 at 6%.
2011116$1,623,500$179,770$11,236iApproximate average salary by contribution assumption: employee only about $280,891 at 4% or $187,260 at 6%; with 50% employer match about $187,260 at 4% or $124,840 at 6%; with 100% employer match about $140,445 at 4% or $93,630 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-16$1,623,500$179,770$11,236iApproximate average salary by contribution assumption: employee only about $280,891 at 4% or $187,260 at 6%; with 50% employer match about $187,260 at 4% or $124,840 at 6%; with 100% employer match about $140,445 at 4% or $93,630 at 6%.
2010115$1,543,764$168,729$11,249iApproximate average salary by contribution assumption: employee only about $281,215 at 4% or $187,477 at 6%; with 50% employer match about $187,477 at 4% or $124,984 at 6%; with 100% employer match about $140,608 at 4% or $93,738 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-15$1,543,764$168,729$11,249iApproximate average salary by contribution assumption: employee only about $281,215 at 4% or $187,477 at 6%; with 50% employer match about $187,477 at 4% or $124,984 at 6%; with 100% employer match about $140,608 at 4% or $93,738 at 6%.
2009116$1,221,121$165,419$10,339iApproximate average salary by contribution assumption: employee only about $258,467 at 4% or $172,311 at 6%; with 50% employer match about $172,311 at 4% or $114,874 at 6%; with 100% employer match about $129,234 at 4% or $86,156 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-16$1,221,121$165,419$10,339iApproximate average salary by contribution assumption: employee only about $258,467 at 4% or $172,311 at 6%; with 50% employer match about $172,311 at 4% or $114,874 at 6%; with 100% employer match about $129,234 at 4% or $86,156 at 6%.
2008116$868,614$154,901$9,681iApproximate average salary by contribution assumption: employee only about $242,033 at 4% or $161,355 at 6%; with 50% employer match about $161,355 at 4% or $107,570 at 6%; with 100% employer match about $121,016 at 4% or $80,678 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-16$868,614$154,901$9,681iApproximate average salary by contribution assumption: employee only about $242,033 at 4% or $161,355 at 6%; with 50% employer match about $161,355 at 4% or $107,570 at 6%; with 100% employer match about $121,016 at 4% or $80,678 at 6%.
2007115$0$0-
Jay M. Epstein, D.M.D. PC. Retirement Trust-15---
2006114$858,827$135,656$9,690iApproximate average salary by contribution assumption: employee only about $242,243 at 4% or $161,495 at 6%; with 50% employer match about $161,495 at 4% or $107,663 at 6%; with 100% employer match about $121,121 at 4% or $80,748 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-14$858,827$135,656$9,690iApproximate average salary by contribution assumption: employee only about $242,243 at 4% or $161,495 at 6%; with 50% employer match about $161,495 at 4% or $107,663 at 6%; with 100% employer match about $121,121 at 4% or $80,748 at 6%.
2005113$649,682$122,755$9,443iApproximate average salary by contribution assumption: employee only about $236,067 at 4% or $157,378 at 6%; with 50% employer match about $157,378 at 4% or $104,919 at 6%; with 100% employer match about $118,034 at 4% or $78,689 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-13$649,682$122,755$9,443iApproximate average salary by contribution assumption: employee only about $236,067 at 4% or $157,378 at 6%; with 50% employer match about $157,378 at 4% or $104,919 at 6%; with 100% employer match about $118,034 at 4% or $78,689 at 6%.
2004114$541,637$112,481$8,034iApproximate average salary by contribution assumption: employee only about $200,859 at 4% or $133,906 at 6%; with 50% employer match about $133,906 at 4% or $89,271 at 6%; with 100% employer match about $100,429 at 4% or $66,953 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-14$541,637$112,481$8,034iApproximate average salary by contribution assumption: employee only about $200,859 at 4% or $133,906 at 6%; with 50% employer match about $133,906 at 4% or $89,271 at 6%; with 100% employer match about $100,429 at 4% or $66,953 at 6%.
2003113$421,639$122,953$9,458iApproximate average salary by contribution assumption: employee only about $236,448 at 4% or $157,632 at 6%; with 50% employer match about $157,632 at 4% or $105,088 at 6%; with 100% employer match about $118,224 at 4% or $78,816 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-13$421,639$122,953$9,458iApproximate average salary by contribution assumption: employee only about $236,448 at 4% or $157,632 at 6%; with 50% employer match about $157,632 at 4% or $105,088 at 6%; with 100% employer match about $118,224 at 4% or $78,816 at 6%.
2002112$0$0-
Jay M. Epstein, D.M.D. PC. Retirement Trust-12---
2001212$0$0-
Jay M. Epstein, D.M.D. PC. Retirement Trust-12---
Jay M. Epstein D.M.D. PC. 401K Retirement Plan-0---
2000213$206,775$86,260$6,635iApproximate average salary by contribution assumption: employee only about $165,885 at 4% or $110,590 at 6%; with 50% employer match about $110,590 at 4% or $73,726 at 6%; with 100% employer match about $82,942 at 4% or $55,295 at 6%.
Jay M. Epstein, D.M.D. PC. Retirement Trust-13$115,771$35,539$2,734iApproximate average salary by contribution assumption: employee only about $68,344 at 4% or $45,563 at 6%; with 50% employer match about $45,563 at 4% or $30,375 at 6%; with 100% employer match about $34,172 at 4% or $22,781 at 6%.
Jay M. Epstein D.M.D. PC. 401K Retirement Plan-13$91,004$50,721$3,902iApproximate average salary by contribution assumption: employee only about $97,540 at 4% or $65,027 at 6%; with 50% employer match about $65,027 at 4% or $43,351 at 6%; with 100% employer match about $48,770 at 4% or $32,513 at 6%.
1999215$252,836$46,413$3,094iApproximate average salary by contribution assumption: employee only about $77,355 at 4% or $51,570 at 6%; with 50% employer match about $51,570 at 4% or $34,380 at 6%; with 100% employer match about $38,678 at 4% or $25,785 at 6%.
Jay M. Epstein, D.M.D. PC. Profit Sharing Retirement Plan-1$201,988--
Jay M. Epstein D.M.D. PC. 401K Retirement Plan-15$50,848$46,413$3,094iApproximate average salary by contribution assumption: employee only about $77,355 at 4% or $51,570 at 6%; with 50% employer match about $51,570 at 4% or $34,380 at 6%; with 100% employer match about $38,678 at 4% or $25,785 at 6%.