Andrew D Epstein
Plan context: Epstein 401(K) Profit Sharing Plan
EIN 22-2765756 • 44 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$2,072,133
2024 Contributions
$42,000
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 | 1 | $2,072,133 | $0 | - |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $2,072,133 | - | - |
| 2023 | 1 | 1 | $1,778,376 | $0 | - |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $1,778,376 | - | - |
| 2022 | 1 | 1 | $1,346,434 | $0 | - |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $1,346,434 | - | - |
| 2021 | 1 | 1 | $2,044,082 | $0 | - |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $2,044,082 | - | - |
| 2020 | 1 | 1 | $1,539,609 | $0 | - |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $1,539,609 | - | - |
| 2019 | 1 | 1 | $1,151,748 | $0 | - |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $1,151,748 | - | - |
| 2018 | 2 | 1 | $924,417 | $0 | - |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $924,417 | - | - |
| Andrew D Epstein Sep Ira | - | 0 | - | - | - |
| 2017 | 2 | 1 | $1,935,674 | $0 | - |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $1,060,804 | - | - |
| Andrew D Epstein Sep Ira | - | 1 | $874,870 | - | - |
| 2016 | 2 | 1 | $1,599,751 | $0 | - |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $852,348 | - | - |
| Andrew D Epstein Sep Ira | - | 1 | $747,403 | - | - |
| 2015 | 2 | 1 | $1,618,706 | $0 | - |
| Andrew D Epstein Sep Ira | - | 1 | $888,431 | - | - |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $730,275 | - | - |
| 2014 | 2 | 1 | $1,717,269 | $0 | - |
| Andrew D Epstein Sep Ira | - | 1 | $1,005,183 | - | - |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $712,086 | - | - |
| 2013 | 2 | 1 | $1,584,017 | $0 | - |
| Andrew D Epstein Sep Ira | - | 1 | $956,528 | - | - |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $627,489 | - | - |
| 2012 | 2 | 1 | $1,670,485 | $0 | - |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $1,670,485 | - | - |
| MONEY PURCHASE PLAN FOR ANDREW EPSTEIN | - | 0 | - | - | - |
| 2011 | 2 | 1 | $1,825,740 | $0 | - |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $1,639,148 | - | - |
| MONEY PURCHASE PLAN FOR ANDREW EPSTEIN | - | 1 | $186,592 | - | - |
| 2010 | 2 | 1 | $1,969,721 | $0 | - |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $1,765,143 | - | - |
| MONEY PURCHASE PLAN FOR ANDREW EPSTEIN | - | 1 | $204,578 | - | - |
| 2009 | 2 | 1 | $1,645,512 | $42,000 | $42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%. |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $1,479,091 | $42,000 | $42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%. |
| MONEY PURCHASE PLAN FOR ANDREW EPSTEIN | - | 1 | $166,421 | - | - |
| 2008 | 2 | 1 | $1,165,827 | $39,494 | $39,494iApproximate average salary by contribution assumption: employee only about $987,350 at 4% or $658,233 at 6%; with 50% employer match about $658,233 at 4% or $438,822 at 6%; with 100% employer match about $493,675 at 4% or $329,117 at 6%. |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $1,033,385 | $39,494 | $39,494iApproximate average salary by contribution assumption: employee only about $987,350 at 4% or $658,233 at 6%; with 50% employer match about $658,233 at 4% or $438,822 at 6%; with 100% employer match about $493,675 at 4% or $329,117 at 6%. |
| MONEY PURCHASE PLAN FOR ANDREW EPSTEIN | - | 0 | $132,442 | - | - |
| 2007 | 2 | 1 | $1,836,506 | $44,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $1,632,236 | $44,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| MONEY PURCHASE PLAN FOR ANDREW EPSTEIN | - | 0 | $204,270 | - | - |
| 2006 | 2 | 1 | $1,384,551 | $16,703 | $16,703iApproximate average salary by contribution assumption: employee only about $417,575 at 4% or $278,383 at 6%; with 50% employer match about $278,383 at 4% or $185,589 at 6%; with 100% employer match about $208,788 at 4% or $139,192 at 6%. |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $1,221,295 | $16,703 | $16,703iApproximate average salary by contribution assumption: employee only about $417,575 at 4% or $278,383 at 6%; with 50% employer match about $278,383 at 4% or $185,589 at 6%; with 100% employer match about $208,788 at 4% or $139,192 at 6%. |
| MONEY PURCHASE PLAN FOR ANDREW EPSTEIN | - | 0 | $163,256 | - | - |
| 2005 | 2 | 1 | $1,199,140 | $16,150 | $16,150iApproximate average salary by contribution assumption: employee only about $403,750 at 4% or $269,167 at 6%; with 50% employer match about $269,167 at 4% or $179,444 at 6%; with 100% employer match about $201,875 at 4% or $134,583 at 6%. |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $1,073,901 | $16,150 | $16,150iApproximate average salary by contribution assumption: employee only about $403,750 at 4% or $269,167 at 6%; with 50% employer match about $269,167 at 4% or $179,444 at 6%; with 100% employer match about $201,875 at 4% or $134,583 at 6%. |
| MONEY PURCHASE PLAN FOR ANDREW EPSTEIN | - | 0 | $125,239 | - | - |
| 2004 | 2 | 1 | $847,473 | $315,384 | $315,384iApproximate average salary by contribution assumption: employee only about $7,884,600 at 4% or $5,256,400 at 6%; with 50% employer match about $5,256,400 at 4% or $3,504,267 at 6%; with 100% employer match about $3,942,300 at 4% or $2,628,200 at 6%. |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $754,571 | $315,384 | $315,384iApproximate average salary by contribution assumption: employee only about $7,884,600 at 4% or $5,256,400 at 6%; with 50% employer match about $5,256,400 at 4% or $3,504,267 at 6%; with 100% employer match about $3,942,300 at 4% or $2,628,200 at 6%. |
| MONEY PURCHASE PLAN FOR ANDREW EPSTEIN | - | 0 | $92,902 | - | - |
| 2003 | 2 | 1 | $622,766 | $32,187 | $32,187iApproximate average salary by contribution assumption: employee only about $804,675 at 4% or $536,450 at 6%; with 50% employer match about $536,450 at 4% or $357,633 at 6%; with 100% employer match about $402,338 at 4% or $268,225 at 6%. |
| MONEY PURCHASE PLAN FOR ANDREW EPSTEIN | - | 1 | $384,282 | $19,312 | $19,312iApproximate average salary by contribution assumption: employee only about $482,800 at 4% or $321,867 at 6%; with 50% employer match about $321,867 at 4% or $214,578 at 6%; with 100% employer match about $241,400 at 4% or $160,933 at 6%. |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $238,484 | $12,875 | $12,875iApproximate average salary by contribution assumption: employee only about $321,875 at 4% or $214,583 at 6%; with 50% employer match about $214,583 at 4% or $143,056 at 6%; with 100% employer match about $160,938 at 4% or $107,292 at 6%. |
| 2002 | 2 | 1 | $425,648 | $12,978 | $12,978iApproximate average salary by contribution assumption: employee only about $324,450 at 4% or $216,300 at 6%; with 50% employer match about $216,300 at 4% or $144,200 at 6%; with 100% employer match about $162,225 at 4% or $108,150 at 6%. |
| MONEY PURCHASE PLAN FOR ANDREW EPSTEIN | - | 1 | $288,281 | $5,191 | $5,191iApproximate average salary by contribution assumption: employee only about $129,775 at 4% or $86,517 at 6%; with 50% employer match about $86,517 at 4% or $57,678 at 6%; with 100% employer match about $64,888 at 4% or $43,258 at 6%. |
| Epstein 401(K) Profit Sharing Plan | - | 1 | $137,367 | $7,787 | $7,787iApproximate average salary by contribution assumption: employee only about $194,675 at 4% or $129,783 at 6%; with 50% employer match about $129,783 at 4% or $86,522 at 6%; with 100% employer match about $97,338 at 4% or $64,892 at 6%. |
| 2001 | 2 | 1 | $0 | $0 | - |
| Epstein 401(K) Profit Sharing Plan | - | 1 | - | - | - |
| MONEY PURCHASE PLAN FOR ANDREW EPSTEIN | - | 1 | - | - | - |
| 2000 | 2 | 1 | $0 | $0 | - |
| Epstein 401(K) Profit Sharing Plan | - | 1 | - | - | - |
| MONEY PURCHASE PLAN FOR ANDREW EPSTEIN | - | 1 | - | - | - |