Civic Intelligence

Epoch Holding Corporation

Plan context: Epoch Holding Corporation 401(K) Plan

EIN 20-1938886 • New York, NY • 9 filings • 2 plans

399 Park Avenue31st FloorNew York, NY 10022
Current Snapshot

Latest Year

2013

2013 Participants

73

2013 Assets

$12,775,909

2013 Contributions

$2,753,928

Historical Graphs

Total Assets Over Time

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

$12,775,909$6,387,955$0200520092013YearValue
$12,775,909Latest year 2013

Participants Over Time

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

73370200520092013YearValue
73Latest 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
2013173$12,775,909$2,753,928$37,725iApproximate average salary by contribution assumption: employee only about $943,126 at 4% or $628,751 at 6%; with 50% employer match about $628,751 at 4% or $419,167 at 6%; with 100% employer match about $471,563 at 4% or $314,375 at 6%.
Epoch Holding Corporation 401(K) Plan-73$12,775,909$2,753,928$37,725iApproximate average salary by contribution assumption: employee only about $943,126 at 4% or $628,751 at 6%; with 50% employer match about $628,751 at 4% or $419,167 at 6%; with 100% employer match about $471,563 at 4% or $314,375 at 6%.
2012164$8,700,965$2,246,605$35,103iApproximate average salary by contribution assumption: employee only about $877,580 at 4% or $585,053 at 6%; with 50% employer match about $585,053 at 4% or $390,036 at 6%; with 100% employer match about $438,790 at 4% or $292,527 at 6%.
Epoch Holding Corporation 401(K) Plan-64$8,700,965$2,246,605$35,103iApproximate average salary by contribution assumption: employee only about $877,580 at 4% or $585,053 at 6%; with 50% employer match about $585,053 at 4% or $390,036 at 6%; with 100% employer match about $438,790 at 4% or $292,527 at 6%.
2011162$5,779,018$1,715,080$27,663iApproximate average salary by contribution assumption: employee only about $691,565 at 4% or $461,043 at 6%; with 50% employer match about $461,043 at 4% or $307,362 at 6%; with 100% employer match about $345,782 at 4% or $230,522 at 6%.
Epoch Holding Corporation 401(K) Plan-62$5,779,018$1,715,080$27,663iApproximate average salary by contribution assumption: employee only about $691,565 at 4% or $461,043 at 6%; with 50% employer match about $461,043 at 4% or $307,362 at 6%; with 100% employer match about $345,782 at 4% or $230,522 at 6%.
2010154$4,622,861$1,210,804$22,422iApproximate average salary by contribution assumption: employee only about $560,557 at 4% or $373,705 at 6%; with 50% employer match about $373,705 at 4% or $249,137 at 6%; with 100% employer match about $280,279 at 4% or $186,852 at 6%.
Epoch Holding Corporation 401(K) Plan-54$4,622,861$1,210,804$22,422iApproximate average salary by contribution assumption: employee only about $560,557 at 4% or $373,705 at 6%; with 50% employer match about $373,705 at 4% or $249,137 at 6%; with 100% employer match about $280,279 at 4% or $186,852 at 6%.
2009148$3,154,984$750,417$15,634iApproximate average salary by contribution assumption: employee only about $390,842 at 4% or $260,561 at 6%; with 50% employer match about $260,561 at 4% or $173,708 at 6%; with 100% employer match about $195,421 at 4% or $130,281 at 6%.
Epoch Holding Corporation 401(K) Plan-48$3,154,984$750,417$15,634iApproximate average salary by contribution assumption: employee only about $390,842 at 4% or $260,561 at 6%; with 50% employer match about $260,561 at 4% or $173,708 at 6%; with 100% employer match about $195,421 at 4% or $130,281 at 6%.
2008147$2,110,811$1,058,248$22,516iApproximate average salary by contribution assumption: employee only about $562,898 at 4% or $375,265 at 6%; with 50% employer match about $375,265 at 4% or $250,177 at 6%; with 100% employer match about $281,449 at 4% or $187,633 at 6%.
Epoch Holding Corporation 401(K) Plan-47$2,110,811$1,058,248$22,516iApproximate average salary by contribution assumption: employee only about $562,898 at 4% or $375,265 at 6%; with 50% employer match about $375,265 at 4% or $250,177 at 6%; with 100% employer match about $281,449 at 4% or $187,633 at 6%.
2007149$2,004,620$640,496$13,071iApproximate average salary by contribution assumption: employee only about $326,784 at 4% or $217,856 at 6%; with 50% employer match about $217,856 at 4% or $145,237 at 6%; with 100% employer match about $163,392 at 4% or $108,928 at 6%.
Epoch Holding Corporation 401(K) Plan-49$2,004,620$640,496$13,071iApproximate average salary by contribution assumption: employee only about $326,784 at 4% or $217,856 at 6%; with 50% employer match about $217,856 at 4% or $145,237 at 6%; with 100% employer match about $163,392 at 4% or $108,928 at 6%.
2006140$2,516,720$376,357$9,409iApproximate average salary by contribution assumption: employee only about $235,223 at 4% or $156,815 at 6%; with 50% employer match about $156,815 at 4% or $104,544 at 6%; with 100% employer match about $117,612 at 4% or $78,408 at 6%.
Epoch Holding Corporation 401(K) Plan-40$2,516,720$376,357$9,409iApproximate average salary by contribution assumption: employee only about $235,223 at 4% or $156,815 at 6%; with 50% employer match about $156,815 at 4% or $104,544 at 6%; with 100% employer match about $117,612 at 4% or $78,408 at 6%.
2005132$2,107,443$497,820$15,557iApproximate average salary by contribution assumption: employee only about $388,922 at 4% or $259,281 at 6%; with 50% employer match about $259,281 at 4% or $172,854 at 6%; with 100% employer match about $194,461 at 4% or $129,641 at 6%.
Epoch Holding Corporation 401(K) Plan-32$2,107,443$497,820$15,557iApproximate average salary by contribution assumption: employee only about $388,922 at 4% or $259,281 at 6%; with 50% employer match about $259,281 at 4% or $172,854 at 6%; with 100% employer match about $194,461 at 4% or $129,641 at 6%.