Jeffrey M. Epstein, M.D. PC.
Plan context: JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN
EIN 11-3084349 • Manhasset, NY • 34 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
3
2023 Assets
$868,603
2023 Contributions
$60,570
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2022 | 2 | 3 | $868,603 | $0 | - |
| JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN | - | 3 | $868,603 | $0 | - |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 0 | $0 | - | - |
| 2021 | 2 | 5 | $3,285,817 | $0 | - |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 5 | $2,339,384 | $0 | - |
| JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN | - | 4 | $946,433 | $0 | - |
| 2020 | 2 | 6 | $2,968,383 | $60,570 | $10,095iApproximate average salary by contribution assumption: employee only about $252,375 at 4% or $168,250 at 6%; with 50% employer match about $168,250 at 4% or $112,167 at 6%; with 100% employer match about $126,188 at 4% or $84,125 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 6 | $2,090,015 | $60,570 | $10,095iApproximate average salary by contribution assumption: employee only about $252,375 at 4% or $168,250 at 6%; with 50% employer match about $168,250 at 4% or $112,167 at 6%; with 100% employer match about $126,188 at 4% or $84,125 at 6%. |
| JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN | - | 5 | $878,368 | $0 | - |
| 2019 | 2 | 5 | $2,733,301 | $6,416 | $1,283iApproximate average salary by contribution assumption: employee only about $32,080 at 4% or $21,387 at 6%; with 50% employer match about $21,387 at 4% or $14,258 at 6%; with 100% employer match about $16,040 at 4% or $10,693 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 5 | $1,868,793 | $0 | - |
| JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN | - | 5 | $864,508 | $6,416 | $1,283iApproximate average salary by contribution assumption: employee only about $32,080 at 4% or $21,387 at 6%; with 50% employer match about $21,387 at 4% or $14,258 at 6%; with 100% employer match about $16,040 at 4% or $10,693 at 6%. |
| 2018 | 2 | 5 | $2,353,392 | $108,415 | $21,683iApproximate average salary by contribution assumption: employee only about $542,075 at 4% or $361,383 at 6%; with 50% employer match about $361,383 at 4% or $240,922 at 6%; with 100% employer match about $271,038 at 4% or $180,692 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 5 | $1,587,501 | $58,931 | $11,786iApproximate average salary by contribution assumption: employee only about $294,655 at 4% or $196,437 at 6%; with 50% employer match about $196,437 at 4% or $130,958 at 6%; with 100% employer match about $147,328 at 4% or $98,218 at 6%. |
| JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN | - | 5 | $765,891 | $49,484 | $9,897iApproximate average salary by contribution assumption: employee only about $247,420 at 4% or $164,947 at 6%; with 50% employer match about $164,947 at 4% or $109,964 at 6%; with 100% employer match about $123,710 at 4% or $82,473 at 6%. |
| 2017 | 2 | 6 | $2,336,168 | $58,721 | $9,787iApproximate average salary by contribution assumption: employee only about $244,671 at 4% or $163,114 at 6%; with 50% employer match about $163,114 at 4% or $108,743 at 6%; with 100% employer match about $122,335 at 4% or $81,557 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 6 | $1,601,664 | $58,721 | $9,787iApproximate average salary by contribution assumption: employee only about $244,671 at 4% or $163,114 at 6%; with 50% employer match about $163,114 at 4% or $108,743 at 6%; with 100% employer match about $122,335 at 4% or $81,557 at 6%. |
| JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN | - | 6 | $734,504 | $0 | - |
| 2016 | 2 | 7 | $2,083,198 | $232,753 | $33,250iApproximate average salary by contribution assumption: employee only about $831,261 at 4% or $554,174 at 6%; with 50% employer match about $554,174 at 4% or $369,449 at 6%; with 100% employer match about $415,630 at 4% or $277,087 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 7 | $1,391,361 | $22,189 | $3,170iApproximate average salary by contribution assumption: employee only about $79,246 at 4% or $52,831 at 6%; with 50% employer match about $52,831 at 4% or $35,221 at 6%; with 100% employer match about $39,623 at 4% or $26,415 at 6%. |
| JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN | - | 7 | $691,837 | $210,564 | $30,081iApproximate average salary by contribution assumption: employee only about $752,014 at 4% or $501,343 at 6%; with 50% employer match about $501,343 at 4% or $334,229 at 6%; with 100% employer match about $376,007 at 4% or $250,671 at 6%. |
| 2015 | 2 | 8 | $1,791,784 | $273,515 | $34,189iApproximate average salary by contribution assumption: employee only about $854,734 at 4% or $569,823 at 6%; with 50% employer match about $569,823 at 4% or $379,882 at 6%; with 100% employer match about $427,367 at 4% or $284,911 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 8 | $1,320,384 | $23,515 | $2,939iApproximate average salary by contribution assumption: employee only about $73,484 at 4% or $48,990 at 6%; with 50% employer match about $48,990 at 4% or $32,660 at 6%; with 100% employer match about $36,742 at 4% or $24,495 at 6%. |
| JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN | - | 7 | $471,400 | $250,000 | $35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%. |
| 2014 | 2 | 9 | $1,539,229 | $249,241 | $27,693iApproximate average salary by contribution assumption: employee only about $692,336 at 4% or $461,557 at 6%; with 50% employer match about $461,557 at 4% or $307,705 at 6%; with 100% employer match about $346,168 at 4% or $230,779 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 9 | $1,312,485 | $24,899 | $2,767iApproximate average salary by contribution assumption: employee only about $69,164 at 4% or $46,109 at 6%; with 50% employer match about $46,109 at 4% or $30,740 at 6%; with 100% employer match about $34,582 at 4% or $23,055 at 6%. |
| JEFFREY M. EPSTEIN, M.D., P.C. CASH BALANCE PLAN | - | 8 | $226,744 | $224,342 | $28,043iApproximate average salary by contribution assumption: employee only about $701,069 at 4% or $467,379 at 6%; with 50% employer match about $467,379 at 4% or $311,586 at 6%; with 100% employer match about $350,534 at 4% or $233,690 at 6%. |
| 2013 | 1 | 11 | $1,234,485 | $58,514 | $5,319iApproximate average salary by contribution assumption: employee only about $132,986 at 4% or $88,658 at 6%; with 50% employer match about $88,658 at 4% or $59,105 at 6%; with 100% employer match about $66,493 at 4% or $44,329 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 11 | $1,234,485 | $58,514 | $5,319iApproximate average salary by contribution assumption: employee only about $132,986 at 4% or $88,658 at 6%; with 50% employer match about $88,658 at 4% or $59,105 at 6%; with 100% employer match about $66,493 at 4% or $44,329 at 6%. |
| 2012 | 1 | 10 | $1,047,481 | $52,857 | $5,286iApproximate average salary by contribution assumption: employee only about $132,143 at 4% or $88,095 at 6%; with 50% employer match about $88,095 at 4% or $58,730 at 6%; with 100% employer match about $66,071 at 4% or $44,048 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 10 | $1,047,481 | $52,857 | $5,286iApproximate average salary by contribution assumption: employee only about $132,143 at 4% or $88,095 at 6%; with 50% employer match about $88,095 at 4% or $58,730 at 6%; with 100% employer match about $66,071 at 4% or $44,048 at 6%. |
| 2011 | 1 | 3 | $907,918 | $51,212 | $17,071iApproximate average salary by contribution assumption: employee only about $426,767 at 4% or $284,511 at 6%; with 50% employer match about $284,511 at 4% or $189,674 at 6%; with 100% employer match about $213,383 at 4% or $142,256 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 3 | $907,918 | $51,212 | $17,071iApproximate average salary by contribution assumption: employee only about $426,767 at 4% or $284,511 at 6%; with 50% employer match about $284,511 at 4% or $189,674 at 6%; with 100% employer match about $213,383 at 4% or $142,256 at 6%. |
| 2010 | 1 | 3 | $862,272 | $49,944 | $16,648iApproximate average salary by contribution assumption: employee only about $416,200 at 4% or $277,467 at 6%; with 50% employer match about $277,467 at 4% or $184,978 at 6%; with 100% employer match about $208,100 at 4% or $138,733 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 3 | $862,272 | $49,944 | $16,648iApproximate average salary by contribution assumption: employee only about $416,200 at 4% or $277,467 at 6%; with 50% employer match about $277,467 at 4% or $184,978 at 6%; with 100% employer match about $208,100 at 4% or $138,733 at 6%. |
| 2009 | 1 | 4 | $758,022 | $50,071 | $12,518iApproximate average salary by contribution assumption: employee only about $312,944 at 4% or $208,629 at 6%; with 50% employer match about $208,629 at 4% or $139,086 at 6%; with 100% employer match about $156,472 at 4% or $104,315 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 4 | $758,022 | $50,071 | $12,518iApproximate average salary by contribution assumption: employee only about $312,944 at 4% or $208,629 at 6%; with 50% employer match about $208,629 at 4% or $139,086 at 6%; with 100% employer match about $156,472 at 4% or $104,315 at 6%. |
| 2008 | 1 | 4 | $616,437 | $48,750 | $12,188iApproximate average salary by contribution assumption: employee only about $304,688 at 4% or $203,125 at 6%; with 50% employer match about $203,125 at 4% or $135,417 at 6%; with 100% employer match about $152,344 at 4% or $101,563 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 4 | $616,437 | $48,750 | $12,188iApproximate average salary by contribution assumption: employee only about $304,688 at 4% or $203,125 at 6%; with 50% employer match about $203,125 at 4% or $135,417 at 6%; with 100% employer match about $152,344 at 4% or $101,563 at 6%. |
| 2007 | 1 | 2 | $708,024 | $45,531 | $22,766iApproximate average salary by contribution assumption: employee only about $569,138 at 4% or $379,425 at 6%; with 50% employer match about $379,425 at 4% or $252,950 at 6%; with 100% employer match about $284,569 at 4% or $189,713 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 2 | $708,024 | $45,531 | $22,766iApproximate average salary by contribution assumption: employee only about $569,138 at 4% or $379,425 at 6%; with 50% employer match about $379,425 at 4% or $252,950 at 6%; with 100% employer match about $284,569 at 4% or $189,713 at 6%. |
| 2006 | 1 | 1 | $655,037 | $44,811 | $44,811iApproximate average salary by contribution assumption: employee only about $1,120,275 at 4% or $746,850 at 6%; with 50% employer match about $746,850 at 4% or $497,900 at 6%; with 100% employer match about $560,138 at 4% or $373,425 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 1 | $655,037 | $44,811 | $44,811iApproximate average salary by contribution assumption: employee only about $1,120,275 at 4% or $746,850 at 6%; with 50% employer match about $746,850 at 4% or $497,900 at 6%; with 100% employer match about $560,138 at 4% or $373,425 at 6%. |
| 2005 | 1 | 4 | $642,878 | $45,865 | $11,466iApproximate average salary by contribution assumption: employee only about $286,656 at 4% or $191,104 at 6%; with 50% employer match about $191,104 at 4% or $127,403 at 6%; with 100% employer match about $143,328 at 4% or $95,552 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 4 | $642,878 | $45,865 | $11,466iApproximate average salary by contribution assumption: employee only about $286,656 at 4% or $191,104 at 6%; with 50% employer match about $191,104 at 4% or $127,403 at 6%; with 100% employer match about $143,328 at 4% or $95,552 at 6%. |
| 2004 | 1 | 4 | $572,411 | $47,509 | $11,877iApproximate average salary by contribution assumption: employee only about $296,931 at 4% or $197,954 at 6%; with 50% employer match about $197,954 at 4% or $131,969 at 6%; with 100% employer match about $148,466 at 4% or $98,977 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 4 | $572,411 | $47,509 | $11,877iApproximate average salary by contribution assumption: employee only about $296,931 at 4% or $197,954 at 6%; with 50% employer match about $197,954 at 4% or $131,969 at 6%; with 100% employer match about $148,466 at 4% or $98,977 at 6%. |
| 2003 | 1 | 5 | $495,491 | $45,647 | $9,129iApproximate average salary by contribution assumption: employee only about $228,235 at 4% or $152,157 at 6%; with 50% employer match about $152,157 at 4% or $101,438 at 6%; with 100% employer match about $114,118 at 4% or $76,078 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 5 | $495,491 | $45,647 | $9,129iApproximate average salary by contribution assumption: employee only about $228,235 at 4% or $152,157 at 6%; with 50% employer match about $152,157 at 4% or $101,438 at 6%; with 100% employer match about $114,118 at 4% or $76,078 at 6%. |
| 2002 | 1 | 4 | $410,102 | $40,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 4 | $410,102 | $40,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2001 | 1 | 4 | $415,413 | $39,552 | $9,888iApproximate average salary by contribution assumption: employee only about $247,200 at 4% or $164,800 at 6%; with 50% employer match about $164,800 at 4% or $109,867 at 6%; with 100% employer match about $123,600 at 4% or $82,400 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 4 | $415,413 | $39,552 | $9,888iApproximate average salary by contribution assumption: employee only about $247,200 at 4% or $164,800 at 6%; with 50% employer match about $164,800 at 4% or $109,867 at 6%; with 100% employer match about $123,600 at 4% or $82,400 at 6%. |
| 2000 | 1 | 5 | $407,548 | $34,126 | $6,825iApproximate average salary by contribution assumption: employee only about $170,630 at 4% or $113,753 at 6%; with 50% employer match about $113,753 at 4% or $75,836 at 6%; with 100% employer match about $85,315 at 4% or $56,877 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 5 | $407,548 | $34,126 | $6,825iApproximate average salary by contribution assumption: employee only about $170,630 at 4% or $113,753 at 6%; with 50% employer match about $113,753 at 4% or $75,836 at 6%; with 100% employer match about $85,315 at 4% or $56,877 at 6%. |
| 1999 | 1 | 3 | $404,826 | $34,607 | $11,536iApproximate average salary by contribution assumption: employee only about $288,392 at 4% or $192,261 at 6%; with 50% employer match about $192,261 at 4% or $128,174 at 6%; with 100% employer match about $144,196 at 4% or $96,131 at 6%. |
| Jeffrey M. Epstein, M.D. PC. Employees Profit Sharing Plan | - | 3 | $404,826 | $34,607 | $11,536iApproximate average salary by contribution assumption: employee only about $288,392 at 4% or $192,261 at 6%; with 50% employer match about $192,261 at 4% or $128,174 at 6%; with 100% employer match about $144,196 at 4% or $96,131 at 6%. |