Epstein, Lipsey & Clifford PC.
Plan context: Epstein, Lipsey & Clifford PC 401(K) P/S Plan
EIN 04-3573159 • Hanover, MA • 19 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$3,323,691
2024 Contributions
$150,428
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 12 | $3,323,691 | $150,428 | $12,536iApproximate average salary by contribution assumption: employee only about $313,392 at 4% or $208,928 at 6%; with 50% employer match about $208,928 at 4% or $139,285 at 6%; with 100% employer match about $156,696 at 4% or $104,464 at 6%. |
| Epstein, Lipsey & Clifford PC 401(K) P/S Plan | - | 12 | $3,323,691 | $150,428 | $12,536iApproximate average salary by contribution assumption: employee only about $313,392 at 4% or $208,928 at 6%; with 50% employer match about $208,928 at 4% or $139,285 at 6%; with 100% employer match about $156,696 at 4% or $104,464 at 6%. |
| 2023 | 1 | 11 | $2,809,931 | $119,984 | $10,908iApproximate average salary by contribution assumption: employee only about $272,691 at 4% or $181,794 at 6%; with 50% employer match about $181,794 at 4% or $121,196 at 6%; with 100% employer match about $136,345 at 4% or $90,897 at 6%. |
| Epstein, Lipsey & Clifford PC 401(K) P/S Plan | - | 11 | $2,809,931 | $119,984 | $10,908iApproximate average salary by contribution assumption: employee only about $272,691 at 4% or $181,794 at 6%; with 50% employer match about $181,794 at 4% or $121,196 at 6%; with 100% employer match about $136,345 at 4% or $90,897 at 6%. |
| 2022 | 1 | 14 | $2,336,030 | $137,102 | $9,793iApproximate average salary by contribution assumption: employee only about $244,825 at 4% or $163,217 at 6%; with 50% employer match about $163,217 at 4% or $108,811 at 6%; with 100% employer match about $122,413 at 4% or $81,608 at 6%. |
| Epstein, Lipsey & Clifford PC 401(K) P/S Plan | - | 14 | $2,336,030 | $137,102 | $9,793iApproximate average salary by contribution assumption: employee only about $244,825 at 4% or $163,217 at 6%; with 50% employer match about $163,217 at 4% or $108,811 at 6%; with 100% employer match about $122,413 at 4% or $81,608 at 6%. |
| 2021 | 1 | 14 | $2,748,033 | $144,258 | $10,304iApproximate average salary by contribution assumption: employee only about $257,604 at 4% or $171,736 at 6%; with 50% employer match about $171,736 at 4% or $114,490 at 6%; with 100% employer match about $128,802 at 4% or $85,868 at 6%. |
| Epstein, Lipsey & Clifford PC 401(K) P/S Plan | - | 14 | $2,748,033 | $144,258 | $10,304iApproximate average salary by contribution assumption: employee only about $257,604 at 4% or $171,736 at 6%; with 50% employer match about $171,736 at 4% or $114,490 at 6%; with 100% employer match about $128,802 at 4% or $85,868 at 6%. |
| 2020 | 1 | 13 | $2,267,724 | $157,429 | $12,110iApproximate average salary by contribution assumption: employee only about $302,748 at 4% or $201,832 at 6%; with 50% employer match about $201,832 at 4% or $134,555 at 6%; with 100% employer match about $151,374 at 4% or $100,916 at 6%. |
| Epstein, Lipsey & Clifford PC 401(K) P/S Plan | - | 13 | $2,267,724 | $157,429 | $12,110iApproximate average salary by contribution assumption: employee only about $302,748 at 4% or $201,832 at 6%; with 50% employer match about $201,832 at 4% or $134,555 at 6%; with 100% employer match about $151,374 at 4% or $100,916 at 6%. |
| 2019 | 1 | 13 | $1,862,489 | $84,170 | $6,475iApproximate average salary by contribution assumption: employee only about $161,865 at 4% or $107,910 at 6%; with 50% employer match about $107,910 at 4% or $71,940 at 6%; with 100% employer match about $80,933 at 4% or $53,955 at 6%. |
| Epstein, Lipsey & Clifford PC 401(K) P/S Plan | - | 13 | $1,862,489 | $84,170 | $6,475iApproximate average salary by contribution assumption: employee only about $161,865 at 4% or $107,910 at 6%; with 50% employer match about $107,910 at 4% or $71,940 at 6%; with 100% employer match about $80,933 at 4% or $53,955 at 6%. |
| 2018 | 1 | 13 | $1,429,048 | $146,130 | $11,241iApproximate average salary by contribution assumption: employee only about $281,019 at 4% or $187,346 at 6%; with 50% employer match about $187,346 at 4% or $124,897 at 6%; with 100% employer match about $140,510 at 4% or $93,673 at 6%. |
| Epstein, Lipsey & Clifford PC 401(K) P/S Plan | - | 13 | $1,429,048 | $146,130 | $11,241iApproximate average salary by contribution assumption: employee only about $281,019 at 4% or $187,346 at 6%; with 50% employer match about $187,346 at 4% or $124,897 at 6%; with 100% employer match about $140,510 at 4% or $93,673 at 6%. |
| 2017 | 1 | 16 | $1,510,147 | $103,718 | $6,482iApproximate average salary by contribution assumption: employee only about $162,059 at 4% or $108,040 at 6%; with 50% employer match about $108,040 at 4% or $72,026 at 6%; with 100% employer match about $81,030 at 4% or $54,020 at 6%. |
| Epstein, Lipsey & Clifford PC 401(K) P/S Plan | - | 16 | $1,510,147 | $103,718 | $6,482iApproximate average salary by contribution assumption: employee only about $162,059 at 4% or $108,040 at 6%; with 50% employer match about $108,040 at 4% or $72,026 at 6%; with 100% employer match about $81,030 at 4% or $54,020 at 6%. |
| 2016 | 1 | 11 | $1,202,110 | $88,758 | $8,069iApproximate average salary by contribution assumption: employee only about $201,723 at 4% or $134,482 at 6%; with 50% employer match about $134,482 at 4% or $89,655 at 6%; with 100% employer match about $100,861 at 4% or $67,241 at 6%. |
| Epstein, Lipsey & Clifford PC 401(K) P/S Plan | - | 11 | $1,202,110 | $88,758 | $8,069iApproximate average salary by contribution assumption: employee only about $201,723 at 4% or $134,482 at 6%; with 50% employer match about $134,482 at 4% or $89,655 at 6%; with 100% employer match about $100,861 at 4% or $67,241 at 6%. |
| 2015 | 1 | 11 | $1,001,969 | $89,324 | $8,120iApproximate average salary by contribution assumption: employee only about $203,009 at 4% or $135,339 at 6%; with 50% employer match about $135,339 at 4% or $90,226 at 6%; with 100% employer match about $101,505 at 4% or $67,670 at 6%. |
| Epstein, Lipsey & Clifford PC 401(K) P/S Plan | - | 11 | $1,001,969 | $89,324 | $8,120iApproximate average salary by contribution assumption: employee only about $203,009 at 4% or $135,339 at 6%; with 50% employer match about $135,339 at 4% or $90,226 at 6%; with 100% employer match about $101,505 at 4% or $67,670 at 6%. |
| 2014 | 1 | 11 | $870,067 | $86,117 | $7,829iApproximate average salary by contribution assumption: employee only about $195,720 at 4% or $130,480 at 6%; with 50% employer match about $130,480 at 4% or $86,987 at 6%; with 100% employer match about $97,860 at 4% or $65,240 at 6%. |
| Epstein, Lipsey & Clifford PC 401(K) P/S Plan | - | 11 | $870,067 | $86,117 | $7,829iApproximate average salary by contribution assumption: employee only about $195,720 at 4% or $130,480 at 6%; with 50% employer match about $130,480 at 4% or $86,987 at 6%; with 100% employer match about $97,860 at 4% or $65,240 at 6%. |
| 2013 | 1 | 10 | $736,924 | $80,614 | $8,061iApproximate average salary by contribution assumption: employee only about $201,535 at 4% or $134,357 at 6%; with 50% employer match about $134,357 at 4% or $89,571 at 6%; with 100% employer match about $100,768 at 4% or $67,178 at 6%. |
| Epstein, Lipsey & Clifford PC 401(K) P/S Plan | - | 10 | $736,924 | $80,614 | $8,061iApproximate average salary by contribution assumption: employee only about $201,535 at 4% or $134,357 at 6%; with 50% employer match about $134,357 at 4% or $89,571 at 6%; with 100% employer match about $100,768 at 4% or $67,178 at 6%. |
| 2012 | 1 | 10 | $509,219 | $75,723 | $7,572iApproximate average salary by contribution assumption: employee only about $189,308 at 4% or $126,205 at 6%; with 50% employer match about $126,205 at 4% or $84,137 at 6%; with 100% employer match about $94,654 at 4% or $63,103 at 6%. |
| Epstein, Lipsey & Clifford PC 401(K) P/S Plan | - | 10 | $509,219 | $75,723 | $7,572iApproximate average salary by contribution assumption: employee only about $189,308 at 4% or $126,205 at 6%; with 50% employer match about $126,205 at 4% or $84,137 at 6%; with 100% employer match about $94,654 at 4% or $63,103 at 6%. |
| 2011 | 1 | 7 | $375,459 | $62,869 | $8,981iApproximate average salary by contribution assumption: employee only about $224,532 at 4% or $149,688 at 6%; with 50% employer match about $149,688 at 4% or $99,792 at 6%; with 100% employer match about $112,266 at 4% or $74,844 at 6%. |
| Epstein, Lipsey & Clifford PC 401(K) P/S Plan | - | 7 | $375,459 | $62,869 | $8,981iApproximate average salary by contribution assumption: employee only about $224,532 at 4% or $149,688 at 6%; with 50% employer match about $149,688 at 4% or $99,792 at 6%; with 100% employer match about $112,266 at 4% or $74,844 at 6%. |
| 2010 | 1 | 7 | $331,865 | $58,705 | $8,386iApproximate average salary by contribution assumption: employee only about $209,661 at 4% or $139,774 at 6%; with 50% employer match about $139,774 at 4% or $93,183 at 6%; with 100% employer match about $104,830 at 4% or $69,887 at 6%. |
| Epstein, Lipsey & Clifford PC 401(K) P/S Plan | - | 7 | $331,865 | $58,705 | $8,386iApproximate average salary by contribution assumption: employee only about $209,661 at 4% or $139,774 at 6%; with 50% employer match about $139,774 at 4% or $93,183 at 6%; with 100% employer match about $104,830 at 4% or $69,887 at 6%. |
| 2009 | 1 | 9 | $352,193 | $58,789 | $6,532iApproximate average salary by contribution assumption: employee only about $163,303 at 4% or $108,869 at 6%; with 50% employer match about $108,869 at 4% or $72,579 at 6%; with 100% employer match about $81,651 at 4% or $54,434 at 6%. |
| Epstein, Lipsey & Clifford PC 401(K) P/S Plan | - | 9 | $352,193 | $58,789 | $6,532iApproximate average salary by contribution assumption: employee only about $163,303 at 4% or $108,869 at 6%; with 50% employer match about $108,869 at 4% or $72,579 at 6%; with 100% employer match about $81,651 at 4% or $54,434 at 6%. |
| 2008 | 1 | 6 | $213,019 | $62,409 | $10,402iApproximate average salary by contribution assumption: employee only about $260,038 at 4% or $173,358 at 6%; with 50% employer match about $173,358 at 4% or $115,572 at 6%; with 100% employer match about $130,019 at 4% or $86,679 at 6%. |
| Epstein, Lipsey & Clifford PC 401(K) P/S Plan | - | 6 | $213,019 | $62,409 | $10,402iApproximate average salary by contribution assumption: employee only about $260,038 at 4% or $173,358 at 6%; with 50% employer match about $173,358 at 4% or $115,572 at 6%; with 100% employer match about $130,019 at 4% or $86,679 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Epstein, Lipsey & Clifford PC 401(K) P/S Plan | - | 7 | - | - | - |
| 2006 | 1 | 10 | $191,882 | $181,739 | $18,174iApproximate average salary by contribution assumption: employee only about $454,348 at 4% or $302,898 at 6%; with 50% employer match about $302,898 at 4% or $201,932 at 6%; with 100% employer match about $227,174 at 4% or $151,449 at 6%. |
| Epstein, Lipsey & Clifford PC 401(K) P/S Plan | - | 10 | $191,882 | $181,739 | $18,174iApproximate average salary by contribution assumption: employee only about $454,348 at 4% or $302,898 at 6%; with 50% employer match about $302,898 at 4% or $201,932 at 6%; with 100% employer match about $227,174 at 4% or $151,449 at 6%. |