Civic Intelligence

Burton I. Epstein

Plan context: Dr. Burton I. Epstein Bear Stearns Profit Sharing Plan .1

EIN 11-2130282 • Lloyd Harbor, NY • 21 filings • 7 plans

10 Grouse LaneLloyd Harbor, NY 11743
Current Snapshot

Latest Year

2015

2015 Participants

3

2015 Assets

$38

2015 Contributions

$59,113

Historical Graphs

Total Assets Over Time

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

$2,794,127$1,397,064$0199920082014YearValue
$38Latest year 2014

Participants Over Time

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

420199920062013YearValue
3Latest year 2013

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
201510$0$0-
Dr. Burton I. Epstein Bear Stearns Profit Sharing Plan .1-0---
201410$38$0-
Dr. Burton I. Epstein Bear Stearns Profit Sharing Plan .1-0$38--
201313$2,794,127$0-
Dr. Burton I. Epstein Bear Stearns Profit Sharing Plan .1-3$2,794,127--
201213$2,571,649$0-
Dr. Burton I. Epstein Bear Stearns Profit Sharing Plan .1-3$2,571,649--
201113$2,451,105$0-
Dr. Burton I. Epstein Bear Stearns Profit Sharing Plan .1-3$2,451,105--
201013$2,686,026$59,113$19,704iApproximate average salary by contribution assumption: employee only about $492,608 at 4% or $328,406 at 6%; with 50% employer match about $328,406 at 4% or $218,937 at 6%; with 100% employer match about $246,304 at 4% or $164,203 at 6%.
Dr. Burton I. Epstein Bear Stearns Profit Sharing Plan .1-3$2,686,026$59,113$19,704iApproximate average salary by contribution assumption: employee only about $492,608 at 4% or $328,406 at 6%; with 50% employer match about $328,406 at 4% or $218,937 at 6%; with 100% employer match about $246,304 at 4% or $164,203 at 6%.
200913$2,428,205$55,267$18,422iApproximate average salary by contribution assumption: employee only about $460,558 at 4% or $307,039 at 6%; with 50% employer match about $307,039 at 4% or $204,693 at 6%; with 100% employer match about $230,279 at 4% or $153,519 at 6%.
Dr. Burton I. Epstein Bear Stearns Profit Sharing Plan .1-3$2,428,205$55,267$18,422iApproximate average salary by contribution assumption: employee only about $460,558 at 4% or $307,039 at 6%; with 50% employer match about $307,039 at 4% or $204,693 at 6%; with 100% employer match about $230,279 at 4% or $153,519 at 6%.
200813$1,950,243$52,420$17,473iApproximate average salary by contribution assumption: employee only about $436,833 at 4% or $291,222 at 6%; with 50% employer match about $291,222 at 4% or $194,148 at 6%; with 100% employer match about $218,417 at 4% or $145,611 at 6%.
Dr. Burton I. Epstein Bear Stearns Profit Sharing Plan .1-3$1,950,243$52,420$17,473iApproximate average salary by contribution assumption: employee only about $436,833 at 4% or $291,222 at 6%; with 50% employer match about $291,222 at 4% or $194,148 at 6%; with 100% employer match about $218,417 at 4% or $145,611 at 6%.
200713$0$0-
Dr. Burton I. Epstein Bear Stearns Profit Sharing Plan .1-3---
200614$2,763,540$51,522$12,881iApproximate average salary by contribution assumption: employee only about $322,013 at 4% or $214,675 at 6%; with 50% employer match about $214,675 at 4% or $143,117 at 6%; with 100% employer match about $161,006 at 4% or $107,338 at 6%.
Dr. Burton I. Epstein Bear Stearns Profit Sharing Plan .1-4$2,763,540$51,522$12,881iApproximate average salary by contribution assumption: employee only about $322,013 at 4% or $214,675 at 6%; with 50% employer match about $214,675 at 4% or $143,117 at 6%; with 100% employer match about $161,006 at 4% or $107,338 at 6%.
200514$2,491,788$55,858$13,965iApproximate average salary by contribution assumption: employee only about $349,113 at 4% or $232,742 at 6%; with 50% employer match about $232,742 at 4% or $155,161 at 6%; with 100% employer match about $174,556 at 4% or $116,371 at 6%.
Dr. Burton I. Epstein Bear Stearns Profit Sharing Plan .1-4$2,491,788$55,858$13,965iApproximate average salary by contribution assumption: employee only about $349,113 at 4% or $232,742 at 6%; with 50% employer match about $232,742 at 4% or $155,161 at 6%; with 100% employer match about $174,556 at 4% or $116,371 at 6%.
200413$2,386,843$45,048$15,016iApproximate average salary by contribution assumption: employee only about $375,400 at 4% or $250,267 at 6%; with 50% employer match about $250,267 at 4% or $166,844 at 6%; with 100% employer match about $187,700 at 4% or $125,133 at 6%.
Dr. Burton I. Epstein Bear Stearns Profit Sharing Plan .1-3$2,386,843$45,048$15,016iApproximate average salary by contribution assumption: employee only about $375,400 at 4% or $250,267 at 6%; with 50% employer match about $250,267 at 4% or $166,844 at 6%; with 100% employer match about $187,700 at 4% or $125,133 at 6%.
200313$0$0-
Dr. Burton I. Epstein Bear Stearns Profit Sharing Plan .1-3---
200222$1,662,545$37,999$19,000iApproximate average salary by contribution assumption: employee only about $474,988 at 4% or $316,658 at 6%; with 50% employer match about $316,658 at 4% or $211,106 at 6%; with 100% employer match about $237,494 at 4% or $158,329 at 6%.
Dr. Burton I. Epstein Bear Stearns Profit Sharing Plan .1-2$1,662,545$28,619$14,310iApproximate average salary by contribution assumption: employee only about $357,738 at 4% or $238,492 at 6%; with 50% employer match about $238,492 at 4% or $158,994 at 6%; with 100% employer match about $178,869 at 4% or $119,246 at 6%.
Dr. Burton I. Epstein Bear Stearns Money Purchase Plan-0-$9,380-
200123$1,513,062$27,793$9,264iApproximate average salary by contribution assumption: employee only about $231,608 at 4% or $154,406 at 6%; with 50% employer match about $154,406 at 4% or $102,937 at 6%; with 100% employer match about $115,804 at 4% or $77,203 at 6%.
Dr. Burton I. Epstein Bear Stearns Profit Sharing Plan .1-3$1,513,062$27,793$9,264iApproximate average salary by contribution assumption: employee only about $231,608 at 4% or $154,406 at 6%; with 50% employer match about $154,406 at 4% or $102,937 at 6%; with 100% employer match about $115,804 at 4% or $77,203 at 6%.
Dr. Burton I. Epstein Bear Stearns Money Purchase Plan-3---
200023$1,427,726$25,424$8,475iApproximate average salary by contribution assumption: employee only about $211,867 at 4% or $141,244 at 6%; with 50% employer match about $141,244 at 4% or $94,163 at 6%; with 100% employer match about $105,933 at 4% or $70,622 at 6%.
Dr. Burton I. Epstein Bear Stearns Profit Sharing Plan .1-3$1,427,726$25,424$8,475iApproximate average salary by contribution assumption: employee only about $211,867 at 4% or $141,244 at 6%; with 50% employer match about $141,244 at 4% or $94,163 at 6%; with 100% employer match about $105,933 at 4% or $70,622 at 6%.
Dr. Burton I. Epstein Bear Stearns Money Purchase Plan-3---
199924$1,527,334$38,868$9,717iApproximate average salary by contribution assumption: employee only about $242,925 at 4% or $161,950 at 6%; with 50% employer match about $161,950 at 4% or $107,967 at 6%; with 100% employer match about $121,463 at 4% or $80,975 at 6%.
Dr. Burton I. Epstein Bear Stearns Profit Sharing Plan .1-4$1,311,321$29,151$7,288iApproximate average salary by contribution assumption: employee only about $182,194 at 4% or $121,463 at 6%; with 50% employer match about $121,463 at 4% or $80,975 at 6%; with 100% employer match about $91,097 at 4% or $60,731 at 6%.
Dr. Burton I. Epstein Bear Stearns Money Purchase Plan-4$216,013$9,717$2,429iApproximate average salary by contribution assumption: employee only about $60,731 at 4% or $40,488 at 6%; with 50% employer match about $40,488 at 4% or $26,992 at 6%; with 100% employer match about $30,366 at 4% or $20,244 at 6%.