Civic Intelligence

T. O. Epps & Associates Inc.

Plan context: T. O. Epps & Associates Inc. 401K Psp

EIN 23-2706730 • West Chester, PA • 28 filings • 4 plans

1075 Andrew DriveWest Chester, PA 19380
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$6,984,885

2024 Contributions

$188,960

Historical Graphs

Total Assets Over Time

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

$10,070,392$5,035,196$0199920122024YearValue
$6,984,885Latest year 2024

Participants Over Time

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

23120199920122024YearValue
18Latest year 2024

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
2024118$6,984,885$188,960$10,498iApproximate average salary by contribution assumption: employee only about $262,444 at 4% or $174,963 at 6%; with 50% employer match about $174,963 at 4% or $116,642 at 6%; with 100% employer match about $131,222 at 4% or $87,481 at 6%.
T. O. Epps & Associates Inc. 401K Psp-18$6,984,885$188,960$10,498iApproximate average salary by contribution assumption: employee only about $262,444 at 4% or $174,963 at 6%; with 50% employer match about $174,963 at 4% or $116,642 at 6%; with 100% employer match about $131,222 at 4% or $87,481 at 6%.
2023118$5,810,203$179,208$9,956iApproximate average salary by contribution assumption: employee only about $248,900 at 4% or $165,933 at 6%; with 50% employer match about $165,933 at 4% or $110,622 at 6%; with 100% employer match about $124,450 at 4% or $82,967 at 6%.
T. O. Epps & Associates Inc. 401K Psp-18$5,810,203$179,208$9,956iApproximate average salary by contribution assumption: employee only about $248,900 at 4% or $165,933 at 6%; with 50% employer match about $165,933 at 4% or $110,622 at 6%; with 100% employer match about $124,450 at 4% or $82,967 at 6%.
2022122$5,133,324$180,414$8,201iApproximate average salary by contribution assumption: employee only about $205,016 at 4% or $136,677 at 6%; with 50% employer match about $136,677 at 4% or $91,118 at 6%; with 100% employer match about $102,508 at 4% or $68,339 at 6%.
T. O. Epps & Associates Inc. 401K Psp-22$5,133,324$180,414$8,201iApproximate average salary by contribution assumption: employee only about $205,016 at 4% or $136,677 at 6%; with 50% employer match about $136,677 at 4% or $91,118 at 6%; with 100% employer match about $102,508 at 4% or $68,339 at 6%.
2021121$10,070,392$204,545$9,740iApproximate average salary by contribution assumption: employee only about $243,506 at 4% or $162,337 at 6%; with 50% employer match about $162,337 at 4% or $108,225 at 6%; with 100% employer match about $121,753 at 4% or $81,169 at 6%.
T. O. Epps & Associates Inc. 401K Psp-21$10,070,392$204,545$9,740iApproximate average salary by contribution assumption: employee only about $243,506 at 4% or $162,337 at 6%; with 50% employer match about $162,337 at 4% or $108,225 at 6%; with 100% employer match about $121,753 at 4% or $81,169 at 6%.
2020120$8,683,297$206,967$10,348iApproximate average salary by contribution assumption: employee only about $258,709 at 4% or $172,473 at 6%; with 50% employer match about $172,473 at 4% or $114,982 at 6%; with 100% employer match about $129,354 at 4% or $86,236 at 6%.
T. O. Epps & Associates Inc. 401K Psp-20$8,683,297$206,967$10,348iApproximate average salary by contribution assumption: employee only about $258,709 at 4% or $172,473 at 6%; with 50% employer match about $172,473 at 4% or $114,982 at 6%; with 100% employer match about $129,354 at 4% or $86,236 at 6%.
2019121$7,344,404$200,490$9,547iApproximate average salary by contribution assumption: employee only about $238,679 at 4% or $159,119 at 6%; with 50% employer match about $159,119 at 4% or $106,079 at 6%; with 100% employer match about $119,339 at 4% or $79,560 at 6%.
T. O. Epps & Associates Inc. 401K Psp-21$7,344,404$200,490$9,547iApproximate average salary by contribution assumption: employee only about $238,679 at 4% or $159,119 at 6%; with 50% employer match about $159,119 at 4% or $106,079 at 6%; with 100% employer match about $119,339 at 4% or $79,560 at 6%.
2018122$6,085,034$191,739$8,715iApproximate average salary by contribution assumption: employee only about $217,885 at 4% or $145,257 at 6%; with 50% employer match about $145,257 at 4% or $96,838 at 6%; with 100% employer match about $108,943 at 4% or $72,628 at 6%.
T. O. Epps & Associates Inc. 401K Psp-22$6,085,034$191,739$8,715iApproximate average salary by contribution assumption: employee only about $217,885 at 4% or $145,257 at 6%; with 50% employer match about $145,257 at 4% or $96,838 at 6%; with 100% employer match about $108,943 at 4% or $72,628 at 6%.
2017122$6,369,912$222,384$10,108iApproximate average salary by contribution assumption: employee only about $252,709 at 4% or $168,473 at 6%; with 50% employer match about $168,473 at 4% or $112,315 at 6%; with 100% employer match about $126,355 at 4% or $84,236 at 6%.
T. O. Epps & Associates Inc. 401K Psp-22$6,369,912$222,384$10,108iApproximate average salary by contribution assumption: employee only about $252,709 at 4% or $168,473 at 6%; with 50% employer match about $168,473 at 4% or $112,315 at 6%; with 100% employer match about $126,355 at 4% or $84,236 at 6%.
2016123$6,127,572$211,486$9,195iApproximate average salary by contribution assumption: employee only about $229,876 at 4% or $153,251 at 6%; with 50% employer match about $153,251 at 4% or $102,167 at 6%; with 100% employer match about $114,938 at 4% or $76,625 at 6%.
T. O. Epps & Associates Inc. 401K Psp-23$6,127,572$211,486$9,195iApproximate average salary by contribution assumption: employee only about $229,876 at 4% or $153,251 at 6%; with 50% employer match about $153,251 at 4% or $102,167 at 6%; with 100% employer match about $114,938 at 4% or $76,625 at 6%.
2015122$5,546,644$210,597$9,573iApproximate average salary by contribution assumption: employee only about $239,315 at 4% or $159,543 at 6%; with 50% employer match about $159,543 at 4% or $106,362 at 6%; with 100% employer match about $119,657 at 4% or $79,772 at 6%.
T. O. Epps & Associates Inc. 401K Psp-22$5,546,644$210,597$9,573iApproximate average salary by contribution assumption: employee only about $239,315 at 4% or $159,543 at 6%; with 50% employer match about $159,543 at 4% or $106,362 at 6%; with 100% employer match about $119,657 at 4% or $79,772 at 6%.
2014120$5,285,362$222,630$11,132iApproximate average salary by contribution assumption: employee only about $278,288 at 4% or $185,525 at 6%; with 50% employer match about $185,525 at 4% or $123,683 at 6%; with 100% employer match about $139,144 at 4% or $92,763 at 6%.
T. O. Epps & Associates Inc. 401K Psp-20$5,285,362$222,630$11,132iApproximate average salary by contribution assumption: employee only about $278,288 at 4% or $185,525 at 6%; with 50% employer match about $185,525 at 4% or $123,683 at 6%; with 100% employer match about $139,144 at 4% or $92,763 at 6%.
2013122$5,331,907$238,470$10,840iApproximate average salary by contribution assumption: employee only about $270,989 at 4% or $180,659 at 6%; with 50% employer match about $180,659 at 4% or $120,439 at 6%; with 100% employer match about $135,494 at 4% or $90,330 at 6%.
T. O. Epps & Associates Inc. 401K Psp-22$5,331,907$238,470$10,840iApproximate average salary by contribution assumption: employee only about $270,989 at 4% or $180,659 at 6%; with 50% employer match about $180,659 at 4% or $120,439 at 6%; with 100% employer match about $135,494 at 4% or $90,330 at 6%.
2012118$4,051,065$243,936$13,552iApproximate average salary by contribution assumption: employee only about $338,800 at 4% or $225,867 at 6%; with 50% employer match about $225,867 at 4% or $150,578 at 6%; with 100% employer match about $169,400 at 4% or $112,933 at 6%.
T. O. Epps & Associates Inc. 401K Psp-18$4,051,065$243,936$13,552iApproximate average salary by contribution assumption: employee only about $338,800 at 4% or $225,867 at 6%; with 50% employer match about $225,867 at 4% or $150,578 at 6%; with 100% employer match about $169,400 at 4% or $112,933 at 6%.
2011116$3,273,318$250,804$15,675iApproximate average salary by contribution assumption: employee only about $391,881 at 4% or $261,254 at 6%; with 50% employer match about $261,254 at 4% or $174,169 at 6%; with 100% employer match about $195,941 at 4% or $130,627 at 6%.
T. O. Epps & Associates Inc. 401K Psp-16$3,273,318$250,804$15,675iApproximate average salary by contribution assumption: employee only about $391,881 at 4% or $261,254 at 6%; with 50% employer match about $261,254 at 4% or $174,169 at 6%; with 100% employer match about $195,941 at 4% or $130,627 at 6%.
2010114$3,086,215$233,099$16,650iApproximate average salary by contribution assumption: employee only about $416,248 at 4% or $277,499 at 6%; with 50% employer match about $277,499 at 4% or $184,999 at 6%; with 100% employer match about $208,124 at 4% or $138,749 at 6%.
T. O. Epps & Associates Inc. 401K Psp-14$3,086,215$233,099$16,650iApproximate average salary by contribution assumption: employee only about $416,248 at 4% or $277,499 at 6%; with 50% employer match about $277,499 at 4% or $184,999 at 6%; with 100% employer match about $208,124 at 4% or $138,749 at 6%.
2009113$2,575,274$237,577$18,275iApproximate average salary by contribution assumption: employee only about $456,879 at 4% or $304,586 at 6%; with 50% employer match about $304,586 at 4% or $203,057 at 6%; with 100% employer match about $228,439 at 4% or $152,293 at 6%.
T. O. Epps & Associates Inc. 401K Psp-13$2,575,274$237,577$18,275iApproximate average salary by contribution assumption: employee only about $456,879 at 4% or $304,586 at 6%; with 50% employer match about $304,586 at 4% or $203,057 at 6%; with 100% employer match about $228,439 at 4% or $152,293 at 6%.
2008112$1,843,267$207,284$17,274iApproximate average salary by contribution assumption: employee only about $431,842 at 4% or $287,894 at 6%; with 50% employer match about $287,894 at 4% or $191,930 at 6%; with 100% employer match about $215,921 at 4% or $143,947 at 6%.
T. O. Epps & Associates Inc. 401K Psp-12$1,843,267$207,284$17,274iApproximate average salary by contribution assumption: employee only about $431,842 at 4% or $287,894 at 6%; with 50% employer match about $287,894 at 4% or $191,930 at 6%; with 100% employer match about $215,921 at 4% or $143,947 at 6%.
2007112$2,454,099$191,640$15,970iApproximate average salary by contribution assumption: employee only about $399,250 at 4% or $266,167 at 6%; with 50% employer match about $266,167 at 4% or $177,444 at 6%; with 100% employer match about $199,625 at 4% or $133,083 at 6%.
T. O. Epps & Associates Inc. 401K Psp-12$2,454,099$191,640$15,970iApproximate average salary by contribution assumption: employee only about $399,250 at 4% or $266,167 at 6%; with 50% employer match about $266,167 at 4% or $177,444 at 6%; with 100% employer match about $199,625 at 4% or $133,083 at 6%.
2006112$2,086,751$181,264$15,105iApproximate average salary by contribution assumption: employee only about $377,633 at 4% or $251,756 at 6%; with 50% employer match about $251,756 at 4% or $167,837 at 6%; with 100% employer match about $188,817 at 4% or $125,878 at 6%.
T. O. Epps & Associates Inc. 401K Psp-12$2,086,751$181,264$15,105iApproximate average salary by contribution assumption: employee only about $377,633 at 4% or $251,756 at 6%; with 50% employer match about $251,756 at 4% or $167,837 at 6%; with 100% employer match about $188,817 at 4% or $125,878 at 6%.
2005110$1,636,846$157,048$15,705iApproximate average salary by contribution assumption: employee only about $392,620 at 4% or $261,747 at 6%; with 50% employer match about $261,747 at 4% or $174,498 at 6%; with 100% employer match about $196,310 at 4% or $130,873 at 6%.
T. O. Epps & Associates Inc. 401K Psp-10$1,636,846$157,048$15,705iApproximate average salary by contribution assumption: employee only about $392,620 at 4% or $261,747 at 6%; with 50% employer match about $261,747 at 4% or $174,498 at 6%; with 100% employer match about $196,310 at 4% or $130,873 at 6%.
2004110$1,383,950$116,399$11,640iApproximate average salary by contribution assumption: employee only about $290,998 at 4% or $193,998 at 6%; with 50% employer match about $193,998 at 4% or $129,332 at 6%; with 100% employer match about $145,499 at 4% or $96,999 at 6%.
T. O. Epps & Associates Inc. 401K Psp-10$1,383,950$116,399$11,640iApproximate average salary by contribution assumption: employee only about $290,998 at 4% or $193,998 at 6%; with 50% employer match about $193,998 at 4% or $129,332 at 6%; with 100% employer match about $145,499 at 4% or $96,999 at 6%.
200318$1,134,631$98,490$12,311iApproximate average salary by contribution assumption: employee only about $307,781 at 4% or $205,188 at 6%; with 50% employer match about $205,188 at 4% or $136,792 at 6%; with 100% employer match about $153,891 at 4% or $102,594 at 6%.
T. O. Epps & Associates Inc. 401K Psp-8$1,134,631$98,490$12,311iApproximate average salary by contribution assumption: employee only about $307,781 at 4% or $205,188 at 6%; with 50% employer match about $205,188 at 4% or $136,792 at 6%; with 100% employer match about $153,891 at 4% or $102,594 at 6%.
200217$905,050$97,316$13,902iApproximate average salary by contribution assumption: employee only about $347,557 at 4% or $231,705 at 6%; with 50% employer match about $231,705 at 4% or $154,470 at 6%; with 100% employer match about $173,779 at 4% or $115,852 at 6%.
T. O. Epps & Associates Inc. 401K Psp-7$905,050$97,316$13,902iApproximate average salary by contribution assumption: employee only about $347,557 at 4% or $231,705 at 6%; with 50% employer match about $231,705 at 4% or $154,470 at 6%; with 100% employer match about $173,779 at 4% or $115,852 at 6%.
200116$987,189$90,024$15,004iApproximate average salary by contribution assumption: employee only about $375,100 at 4% or $250,067 at 6%; with 50% employer match about $250,067 at 4% or $166,711 at 6%; with 100% employer match about $187,550 at 4% or $125,033 at 6%.
T. O. Epps & Associates Inc. 401K Psp-6$987,189$90,024$15,004iApproximate average salary by contribution assumption: employee only about $375,100 at 4% or $250,067 at 6%; with 50% employer match about $250,067 at 4% or $166,711 at 6%; with 100% employer match about $187,550 at 4% or $125,033 at 6%.
200027$1,013,598$546,108$78,015iApproximate average salary by contribution assumption: employee only about $1,950,386 at 4% or $1,300,257 at 6%; with 50% employer match about $1,300,257 at 4% or $866,838 at 6%; with 100% employer match about $975,193 at 4% or $650,129 at 6%.
T. O. Epps & Associates Inc. 401K Psp-7$1,013,598$546,108$78,015iApproximate average salary by contribution assumption: employee only about $1,950,386 at 4% or $1,300,257 at 6%; with 50% employer match about $1,300,257 at 4% or $866,838 at 6%; with 100% employer match about $975,193 at 4% or $650,129 at 6%.
T. O. Epps & Associates Inc. Money Purchase Pension Plan-0---
199928$920,935$588,256$73,532iApproximate average salary by contribution assumption: employee only about $1,838,300 at 4% or $1,225,533 at 6%; with 50% employer match about $1,225,533 at 4% or $817,022 at 6%; with 100% employer match about $919,150 at 4% or $612,767 at 6%.
T. O. Epps & Associates Inc. 401K Psp-8$461,968$411,333$51,417iApproximate average salary by contribution assumption: employee only about $1,285,416 at 4% or $856,944 at 6%; with 50% employer match about $856,944 at 4% or $571,296 at 6%; with 100% employer match about $642,708 at 4% or $428,472 at 6%.
T. O. Epps & Associates Inc. Money Purchase Pension Plan-5$458,967$176,923$35,385iApproximate average salary by contribution assumption: employee only about $884,615 at 4% or $589,743 at 6%; with 50% employer match about $589,743 at 4% or $393,162 at 6%; with 100% employer match about $442,308 at 4% or $294,872 at 6%.