Civic Intelligence

Epic Advisors Inc.

Plan context: Epic Advisors Inc. 401K Retirement Plan

EIN 16-1450952 • Rochester, NY • 14 filings • 2 plans

150 State Street, Suite 200Rochester, NY 14614
Current Snapshot

Latest Year

2012

2012 Participants

91

2012 Assets

$4,677,170

2012 Contributions

$669,762

Historical Graphs

Total Assets Over Time

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

$4,677,170$2,338,585$0199920052011YearValue
$4,677,170Latest year 2011

Participants Over Time

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

93470199920052011YearValue
91Latest year 2011

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
201210$0$669,762-
Epic Advisors Inc. 401K Retirement Plan-0$0$669,762-
2011191$4,677,170$550,398$6,048iApproximate average salary by contribution assumption: employee only about $151,208 at 4% or $100,805 at 6%; with 50% employer match about $100,805 at 4% or $67,204 at 6%; with 100% employer match about $75,604 at 4% or $50,403 at 6%.
Epic Advisors Inc. 401K Retirement Plan-91$4,677,170$550,398$6,048iApproximate average salary by contribution assumption: employee only about $151,208 at 4% or $100,805 at 6%; with 50% employer match about $100,805 at 4% or $67,204 at 6%; with 100% employer match about $75,604 at 4% or $50,403 at 6%.
2010193$4,388,050$776,502$8,349iApproximate average salary by contribution assumption: employee only about $208,737 at 4% or $139,158 at 6%; with 50% employer match about $139,158 at 4% or $92,772 at 6%; with 100% employer match about $104,369 at 4% or $69,579 at 6%.
Epic Advisors Inc. 401K Retirement Plan-93$4,388,050$776,502$8,349iApproximate average salary by contribution assumption: employee only about $208,737 at 4% or $139,158 at 6%; with 50% employer match about $139,158 at 4% or $92,772 at 6%; with 100% employer match about $104,369 at 4% or $69,579 at 6%.
2009190$3,591,393$498,656$5,541iApproximate average salary by contribution assumption: employee only about $138,516 at 4% or $92,344 at 6%; with 50% employer match about $92,344 at 4% or $61,562 at 6%; with 100% employer match about $69,258 at 4% or $46,172 at 6%.
Epic Advisors Inc. 401K Retirement Plan-90$3,591,393$498,656$5,541iApproximate average salary by contribution assumption: employee only about $138,516 at 4% or $92,344 at 6%; with 50% employer match about $92,344 at 4% or $61,562 at 6%; with 100% employer match about $69,258 at 4% or $46,172 at 6%.
2008164$2,510,234$379,886$5,936iApproximate average salary by contribution assumption: employee only about $148,393 at 4% or $98,929 at 6%; with 50% employer match about $98,929 at 4% or $65,952 at 6%; with 100% employer match about $74,196 at 4% or $49,464 at 6%.
Epic Advisors Inc. 401K Retirement Plan-64$2,510,234$379,886$5,936iApproximate average salary by contribution assumption: employee only about $148,393 at 4% or $98,929 at 6%; with 50% employer match about $98,929 at 4% or $65,952 at 6%; with 100% employer match about $74,196 at 4% or $49,464 at 6%.
2007156$0$0-
Epic Advisors Inc. 401K Retirement Plan-56---
2006159$2,865,198$418,830$7,099iApproximate average salary by contribution assumption: employee only about $177,470 at 4% or $118,314 at 6%; with 50% employer match about $118,314 at 4% or $78,876 at 6%; with 100% employer match about $88,735 at 4% or $59,157 at 6%.
Epic Advisors Inc. 401K Retirement Plan-59$2,865,198$418,830$7,099iApproximate average salary by contribution assumption: employee only about $177,470 at 4% or $118,314 at 6%; with 50% employer match about $118,314 at 4% or $78,876 at 6%; with 100% employer match about $88,735 at 4% or $59,157 at 6%.
2005146$2,197,897$242,386$5,269iApproximate average salary by contribution assumption: employee only about $131,732 at 4% or $87,821 at 6%; with 50% employer match about $87,821 at 4% or $58,547 at 6%; with 100% employer match about $65,866 at 4% or $43,911 at 6%.
Epic Advisors Inc. 401K Retirement Plan-46$2,197,897$242,386$5,269iApproximate average salary by contribution assumption: employee only about $131,732 at 4% or $87,821 at 6%; with 50% employer match about $87,821 at 4% or $58,547 at 6%; with 100% employer match about $65,866 at 4% or $43,911 at 6%.
2004151$2,144,365$272,483$5,343iApproximate average salary by contribution assumption: employee only about $133,570 at 4% or $89,047 at 6%; with 50% employer match about $89,047 at 4% or $59,364 at 6%; with 100% employer match about $66,785 at 4% or $44,523 at 6%.
Epic Advisors Inc. 401K Retirement Plan-51$2,144,365$272,483$5,343iApproximate average salary by contribution assumption: employee only about $133,570 at 4% or $89,047 at 6%; with 50% employer match about $89,047 at 4% or $59,364 at 6%; with 100% employer match about $66,785 at 4% or $44,523 at 6%.
2003143$1,693,021$191,427$4,452iApproximate average salary by contribution assumption: employee only about $111,295 at 4% or $74,197 at 6%; with 50% employer match about $74,197 at 4% or $49,464 at 6%; with 100% employer match about $55,647 at 4% or $37,098 at 6%.
Epic Advisors Inc. 401K Retirement Plan-43$1,693,021$191,427$4,452iApproximate average salary by contribution assumption: employee only about $111,295 at 4% or $74,197 at 6%; with 50% employer match about $74,197 at 4% or $49,464 at 6%; with 100% employer match about $55,647 at 4% or $37,098 at 6%.
2002142$1,175,568$252,331$6,008iApproximate average salary by contribution assumption: employee only about $150,197 at 4% or $100,131 at 6%; with 50% employer match about $100,131 at 4% or $66,754 at 6%; with 100% employer match about $75,099 at 4% or $50,066 at 6%.
Epic Advisors Inc. 401K Retirement Plan-42$1,175,568$252,331$6,008iApproximate average salary by contribution assumption: employee only about $150,197 at 4% or $100,131 at 6%; with 50% employer match about $100,131 at 4% or $66,754 at 6%; with 100% employer match about $75,099 at 4% or $50,066 at 6%.
2001145$0$0-
Epic Advisors Inc. 401K Retirement Plan-45---
2000145$949,112$117,802$2,618iApproximate average salary by contribution assumption: employee only about $65,446 at 4% or $43,630 at 6%; with 50% employer match about $43,630 at 4% or $29,087 at 6%; with 100% employer match about $32,723 at 4% or $21,815 at 6%.
Epic Advisors Inc. 401K Retirement Plan-45$949,112$117,802$2,618iApproximate average salary by contribution assumption: employee only about $65,446 at 4% or $43,630 at 6%; with 50% employer match about $43,630 at 4% or $29,087 at 6%; with 100% employer match about $32,723 at 4% or $21,815 at 6%.
1999138$831,811$216,767$5,704iApproximate average salary by contribution assumption: employee only about $142,610 at 4% or $95,073 at 6%; with 50% employer match about $95,073 at 4% or $63,382 at 6%; with 100% employer match about $71,305 at 4% or $47,537 at 6%.
Epic Advisors Inc. 401K Retirement Plan-38$831,811$216,767$5,704iApproximate average salary by contribution assumption: employee only about $142,610 at 4% or $95,073 at 6%; with 50% employer match about $95,073 at 4% or $63,382 at 6%; with 100% employer match about $71,305 at 4% or $47,537 at 6%.
Epic Advisors Inc. | EIN 16-1450952 | 2012 Form 5500 Company Profile