Civic Intelligence

Paul D. Epstein DMD & Assoc. PC

Plan context: PAUL DAVID EPSTEIN, DMD & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN

EIN 04-3331185 • Burlington, MA • 31 filings • 7 plans

265 Winn StreetSuite 204Burlington, MA 01803
Current Snapshot

Latest Year

2022

2022 Participants

8

2022 Assets

$4,888,593

2022 Contributions

$183,035

Historical Graphs

Total Assets Over Time

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

$4,888,593$2,444,297$0199920112021YearValue
$4,888,593Latest year 2021

Participants Over Time

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

840199920102021YearValue
8Latest year 2021

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
202220$0$0-
PAUL DAVID EPSTEIN, DMD & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN-0$0--
PAUL DAVID EPSTEIN, DMD & ASSOCIATES, P.C. CASH BALANCE PLAN-0$0--
202128$4,888,593$183,035$22,879iApproximate average salary by contribution assumption: employee only about $571,984 at 4% or $381,323 at 6%; with 50% employer match about $381,323 at 4% or $254,215 at 6%; with 100% employer match about $285,992 at 4% or $190,661 at 6%.
PAUL DAVID EPSTEIN, DMD & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN-8$4,276,409$74,799$9,350iApproximate average salary by contribution assumption: employee only about $233,747 at 4% or $155,831 at 6%; with 50% employer match about $155,831 at 4% or $103,888 at 6%; with 100% employer match about $116,873 at 4% or $77,916 at 6%.
PAUL DAVID EPSTEIN, DMD & ASSOCIATES, P.C. CASH BALANCE PLAN-7$612,184$108,236$15,462iApproximate average salary by contribution assumption: employee only about $386,557 at 4% or $257,705 at 6%; with 50% employer match about $257,705 at 4% or $171,803 at 6%; with 100% employer match about $193,279 at 4% or $128,852 at 6%.
202028$4,115,339$195,779$24,472iApproximate average salary by contribution assumption: employee only about $611,809 at 4% or $407,873 at 6%; with 50% employer match about $407,873 at 4% or $271,915 at 6%; with 100% employer match about $305,905 at 4% or $203,936 at 6%.
PAUL DAVID EPSTEIN, DMD & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN-8$3,650,159$88,384$11,048iApproximate average salary by contribution assumption: employee only about $276,200 at 4% or $184,133 at 6%; with 50% employer match about $184,133 at 4% or $122,756 at 6%; with 100% employer match about $138,100 at 4% or $92,067 at 6%.
PAUL DAVID EPSTEIN, DMD & ASSOCIATES, P.C. CASH BALANCE PLAN-7$465,180$107,395$15,342iApproximate average salary by contribution assumption: employee only about $383,554 at 4% or $255,702 at 6%; with 50% employer match about $255,702 at 4% or $170,468 at 6%; with 100% employer match about $191,777 at 4% or $127,851 at 6%.
201928$4,369,732$223,644$27,956iApproximate average salary by contribution assumption: employee only about $698,888 at 4% or $465,925 at 6%; with 50% employer match about $465,925 at 4% or $310,617 at 6%; with 100% employer match about $349,444 at 4% or $232,963 at 6%.
PAUL DAVID EPSTEIN, DMD & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN-8$4,026,739$105,668$13,209iApproximate average salary by contribution assumption: employee only about $330,213 at 4% or $220,142 at 6%; with 50% employer match about $220,142 at 4% or $146,761 at 6%; with 100% employer match about $165,106 at 4% or $110,071 at 6%.
PAUL DAVID EPSTEIN, DMD & ASSOCIATES, P.C. CASH BALANCE PLAN-8$342,993$117,976$14,747iApproximate average salary by contribution assumption: employee only about $368,675 at 4% or $245,783 at 6%; with 50% employer match about $245,783 at 4% or $163,856 at 6%; with 100% employer match about $184,338 at 4% or $122,892 at 6%.
201828$3,565,534$215,872$26,984iApproximate average salary by contribution assumption: employee only about $674,600 at 4% or $449,733 at 6%; with 50% employer match about $449,733 at 4% or $299,822 at 6%; with 100% employer match about $337,300 at 4% or $224,867 at 6%.
PAUL DAVID EPSTEIN, DMD & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN-8$3,346,610$102,254$12,782iApproximate average salary by contribution assumption: employee only about $319,544 at 4% or $213,029 at 6%; with 50% employer match about $213,029 at 4% or $142,019 at 6%; with 100% employer match about $159,772 at 4% or $106,515 at 6%.
PAUL DAVID EPSTEIN, DMD & ASSOCIATES, P.C. CASH BALANCE PLAN-8$218,924$113,618$14,202iApproximate average salary by contribution assumption: employee only about $355,056 at 4% or $236,704 at 6%; with 50% employer match about $236,704 at 4% or $157,803 at 6%; with 100% employer match about $177,528 at 4% or $118,352 at 6%.
201728$3,723,635$207,554$25,944iApproximate average salary by contribution assumption: employee only about $648,606 at 4% or $432,404 at 6%; with 50% employer match about $432,404 at 4% or $288,269 at 6%; with 100% employer match about $324,303 at 4% or $216,202 at 6%.
PAUL DAVID EPSTEIN, DMD & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN-8$3,618,570$102,489$12,811iApproximate average salary by contribution assumption: employee only about $320,278 at 4% or $213,519 at 6%; with 50% employer match about $213,519 at 4% or $142,346 at 6%; with 100% employer match about $160,139 at 4% or $106,759 at 6%.
PAUL DAVID EPSTEIN, DMD & ASSOCIATES, P.C. CASH BALANCE PLAN-8$105,065$105,065$13,133iApproximate average salary by contribution assumption: employee only about $328,328 at 4% or $218,885 at 6%; with 50% employer match about $218,885 at 4% or $145,924 at 6%; with 100% employer match about $164,164 at 4% or $109,443 at 6%.
201618$3,038,272$116,807$14,601iApproximate average salary by contribution assumption: employee only about $365,022 at 4% or $243,348 at 6%; with 50% employer match about $243,348 at 4% or $162,232 at 6%; with 100% employer match about $182,511 at 4% or $121,674 at 6%.
PAUL DAVID EPSTEIN, DMD & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN-8$3,038,272$116,807$14,601iApproximate average salary by contribution assumption: employee only about $365,022 at 4% or $243,348 at 6%; with 50% employer match about $243,348 at 4% or $162,232 at 6%; with 100% employer match about $182,511 at 4% or $121,674 at 6%.
201518$2,609,859$117,957$14,745iApproximate average salary by contribution assumption: employee only about $368,616 at 4% or $245,744 at 6%; with 50% employer match about $245,744 at 4% or $163,829 at 6%; with 100% employer match about $184,308 at 4% or $122,872 at 6%.
PAUL DAVID EPSTEIN, DMD & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN-8$2,609,859$117,957$14,745iApproximate average salary by contribution assumption: employee only about $368,616 at 4% or $245,744 at 6%; with 50% employer match about $245,744 at 4% or $163,829 at 6%; with 100% employer match about $184,308 at 4% or $122,872 at 6%.
201417$2,567,418$108,425$15,489iApproximate average salary by contribution assumption: employee only about $387,232 at 4% or $258,155 at 6%; with 50% employer match about $258,155 at 4% or $172,103 at 6%; with 100% employer match about $193,616 at 4% or $129,077 at 6%.
PAUL DAVID EPSTEIN, DMD & ASSOCIATES, PC 401(K) PROFIT SHARING PLAN-7$2,567,418$108,425$15,489iApproximate average salary by contribution assumption: employee only about $387,232 at 4% or $258,155 at 6%; with 50% employer match about $258,155 at 4% or $172,103 at 6%; with 100% employer match about $193,616 at 4% or $129,077 at 6%.
201316$2,345,011$107,513$17,919iApproximate average salary by contribution assumption: employee only about $447,971 at 4% or $298,647 at 6%; with 50% employer match about $298,647 at 4% or $199,098 at 6%; with 100% employer match about $223,985 at 4% or $149,324 at 6%.
PAUL DAVID EPSTEIN, DMD & ASSOCIATES, PC 401(K) PROFIT SHARING PLAN-6$2,345,011$107,513$17,919iApproximate average salary by contribution assumption: employee only about $447,971 at 4% or $298,647 at 6%; with 50% employer match about $298,647 at 4% or $199,098 at 6%; with 100% employer match about $223,985 at 4% or $149,324 at 6%.
201217$1,865,041$110,688$15,813iApproximate average salary by contribution assumption: employee only about $395,314 at 4% or $263,543 at 6%; with 50% employer match about $263,543 at 4% or $175,695 at 6%; with 100% employer match about $197,657 at 4% or $131,771 at 6%.
PAUL DAVID EPSTEIN, DMD & ASSOCIATES, PC 401(K) PROFIT SHARING PLAN-7$1,865,041$110,688$15,813iApproximate average salary by contribution assumption: employee only about $395,314 at 4% or $263,543 at 6%; with 50% employer match about $263,543 at 4% or $175,695 at 6%; with 100% employer match about $197,657 at 4% or $131,771 at 6%.
201117$1,591,972$113,040$16,149iApproximate average salary by contribution assumption: employee only about $403,714 at 4% or $269,143 at 6%; with 50% employer match about $269,143 at 4% or $179,429 at 6%; with 100% employer match about $201,857 at 4% or $134,571 at 6%.
PAUL DAVID EPSTEIN, DMD & ASSOCIATES, PC 401(K) PROFIT SHARING PLAN-7$1,591,972$113,040$16,149iApproximate average salary by contribution assumption: employee only about $403,714 at 4% or $269,143 at 6%; with 50% employer match about $269,143 at 4% or $179,429 at 6%; with 100% employer match about $201,857 at 4% or $134,571 at 6%.
201017$1,456,036$112,069$16,010iApproximate average salary by contribution assumption: employee only about $400,246 at 4% or $266,831 at 6%; with 50% employer match about $266,831 at 4% or $177,887 at 6%; with 100% employer match about $200,123 at 4% or $133,415 at 6%.
PAUL DAVID EPSTEIN, DMD & ASSOCIATES, PC 401(K) PROFIT SHARING PLAN-7$1,456,036$112,069$16,010iApproximate average salary by contribution assumption: employee only about $400,246 at 4% or $266,831 at 6%; with 50% employer match about $266,831 at 4% or $177,887 at 6%; with 100% employer match about $200,123 at 4% or $133,415 at 6%.
200917$1,205,877$109,259$15,608iApproximate average salary by contribution assumption: employee only about $390,211 at 4% or $260,140 at 6%; with 50% employer match about $260,140 at 4% or $173,427 at 6%; with 100% employer match about $195,105 at 4% or $130,070 at 6%.
PAUL DAVID EPSTEIN, DMD & ASSOCIATES, PC 401(K) PROFIT SHARING PLAN-7$1,205,877$109,259$15,608iApproximate average salary by contribution assumption: employee only about $390,211 at 4% or $260,140 at 6%; with 50% employer match about $260,140 at 4% or $173,427 at 6%; with 100% employer match about $195,105 at 4% or $130,070 at 6%.
200826$959,365$988,382$164,730iApproximate average salary by contribution assumption: employee only about $4,118,258 at 4% or $2,745,506 at 6%; with 50% employer match about $2,745,506 at 4% or $1,830,337 at 6%; with 100% employer match about $2,059,129 at 4% or $1,372,753 at 6%.
PAUL DAVID EPSTEIN, DMD & ASSOCIATES, PC 401K PROFIT SHARING PLAN-6$959,365$946,614$157,769iApproximate average salary by contribution assumption: employee only about $3,944,225 at 4% or $2,629,483 at 6%; with 50% employer match about $2,629,483 at 4% or $1,752,989 at 6%; with 100% employer match about $1,972,113 at 4% or $1,314,742 at 6%.
Paul D. Epstein DMD & Assoc. PC Profit Sharing Pla-0-$41,768-
200716$0$0-
Paul D. Epstein DMD & Assoc. PC Profit Sharing Pla-6---
200616$885,913$100,521$16,754iApproximate average salary by contribution assumption: employee only about $418,838 at 4% or $279,225 at 6%; with 50% employer match about $279,225 at 4% or $186,150 at 6%; with 100% employer match about $209,419 at 4% or $139,613 at 6%.
Paul D. Epstein DMD & Assoc. PC Profit Sharing Pla-6$885,913$100,521$16,754iApproximate average salary by contribution assumption: employee only about $418,838 at 4% or $279,225 at 6%; with 50% employer match about $279,225 at 4% or $186,150 at 6%; with 100% employer match about $209,419 at 4% or $139,613 at 6%.
200516$722,701$100,465$16,744iApproximate average salary by contribution assumption: employee only about $418,604 at 4% or $279,069 at 6%; with 50% employer match about $279,069 at 4% or $186,046 at 6%; with 100% employer match about $209,302 at 4% or $139,535 at 6%.
Paul D. Epstein DMD & Assoc. PC Profit Sharing Pla-6$722,701$100,465$16,744iApproximate average salary by contribution assumption: employee only about $418,604 at 4% or $279,069 at 6%; with 50% employer match about $279,069 at 4% or $186,046 at 6%; with 100% employer match about $209,302 at 4% or $139,535 at 6%.
200417$576,107$100,759$14,394iApproximate average salary by contribution assumption: employee only about $359,854 at 4% or $239,902 at 6%; with 50% employer match about $239,902 at 4% or $159,935 at 6%; with 100% employer match about $179,927 at 4% or $119,951 at 6%.
Paul D. Epstein DMD & Assoc. PC Profit Sharing Pla-7$576,107$100,759$14,394iApproximate average salary by contribution assumption: employee only about $359,854 at 4% or $239,902 at 6%; with 50% employer match about $239,902 at 4% or $159,935 at 6%; with 100% employer match about $179,927 at 4% or $119,951 at 6%.
200316$427,346$86,152$14,359iApproximate average salary by contribution assumption: employee only about $358,967 at 4% or $239,311 at 6%; with 50% employer match about $239,311 at 4% or $159,541 at 6%; with 100% employer match about $179,483 at 4% or $119,656 at 6%.
Paul D. Epstein DMD & Assoc. PC Profit Sharing Pla-6$427,346$86,152$14,359iApproximate average salary by contribution assumption: employee only about $358,967 at 4% or $239,311 at 6%; with 50% employer match about $239,311 at 4% or $159,541 at 6%; with 100% employer match about $179,483 at 4% or $119,656 at 6%.
200215$267,615$65,888$13,178iApproximate average salary by contribution assumption: employee only about $329,440 at 4% or $219,627 at 6%; with 50% employer match about $219,627 at 4% or $146,418 at 6%; with 100% employer match about $164,720 at 4% or $109,813 at 6%.
Paul D. Epstein DMD & Assoc. PC Profit Sharing Pla-5$267,615$65,888$13,178iApproximate average salary by contribution assumption: employee only about $329,440 at 4% or $219,627 at 6%; with 50% employer match about $219,627 at 4% or $146,418 at 6%; with 100% employer match about $164,720 at 4% or $109,813 at 6%.
200113$267,458$33,599$11,200iApproximate average salary by contribution assumption: employee only about $279,992 at 4% or $186,661 at 6%; with 50% employer match about $186,661 at 4% or $124,441 at 6%; with 100% employer match about $139,996 at 4% or $93,331 at 6%.
Paul D. Epstein DMD & Assoc. PC Profit Sharing Pla-3$267,458$33,599$11,200iApproximate average salary by contribution assumption: employee only about $279,992 at 4% or $186,661 at 6%; with 50% employer match about $186,661 at 4% or $124,441 at 6%; with 100% employer match about $139,996 at 4% or $93,331 at 6%.
200014$296,472$39,401$9,850iApproximate average salary by contribution assumption: employee only about $246,256 at 4% or $164,171 at 6%; with 50% employer match about $164,171 at 4% or $109,447 at 6%; with 100% employer match about $123,128 at 4% or $82,085 at 6%.
Paul D. Epstein DMD & Assoc. PC Profit Sharing Pla-4$296,472$39,401$9,850iApproximate average salary by contribution assumption: employee only about $246,256 at 4% or $164,171 at 6%; with 50% employer match about $164,171 at 4% or $109,447 at 6%; with 100% employer match about $123,128 at 4% or $82,085 at 6%.
199914$306,982$36,949$9,237iApproximate average salary by contribution assumption: employee only about $230,931 at 4% or $153,954 at 6%; with 50% employer match about $153,954 at 4% or $102,636 at 6%; with 100% employer match about $115,466 at 4% or $76,977 at 6%.
Paul D. Epstein DMD & Assoc. PC Profit Sharing Pla-4$306,982$36,949$9,237iApproximate average salary by contribution assumption: employee only about $230,931 at 4% or $153,954 at 6%; with 50% employer match about $153,954 at 4% or $102,636 at 6%; with 100% employer match about $115,466 at 4% or $76,977 at 6%.
Paul D. Epstein DMD & Assoc. PC | EIN 04-3331185 | 2022 Form 5500 Company Profile