Epex Inc.
Plan context: EPEX, INC. 401(K) PROFIT SHARING PLAN
EIN 23-2983821 • Exton, PA • 43 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$3,511,008
2024 Contributions
$164,453
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 | 3 | $3,511,008 | $164,453 | $54,818iApproximate average salary by contribution assumption: employee only about $1,370,442 at 4% or $913,628 at 6%; with 50% employer match about $913,628 at 4% or $609,085 at 6%; with 100% employer match about $685,221 at 4% or $456,814 at 6%. |
| EPEX, INC. 401(K) PROFIT SHARING PLAN | - | 3 | $3,511,008 | $164,453 | $54,818iApproximate average salary by contribution assumption: employee only about $1,370,442 at 4% or $913,628 at 6%; with 50% employer match about $913,628 at 4% or $609,085 at 6%; with 100% employer match about $685,221 at 4% or $456,814 at 6%. |
| 2023 | 1 | 3 | $7,940,572 | $30,000 | $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%. |
| EPEX, INC. 401(K) PROFIT SHARING PLAN | - | 3 | $7,940,572 | $30,000 | $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%. |
| 2022 | 1 | 3 | $7,113,078 | $0 | - |
| EPEX, INC. 401(K) PROFIT SHARING PLAN | - | 3 | $7,113,078 | $0 | - |
| 2021 | 1 | 3 | $7,954,309 | $26,000 | $8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%. |
| EPEX, INC. 401(K) PROFIT SHARING PLAN | - | 3 | $7,954,309 | $26,000 | $8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%. |
| 2020 | 1 | 3 | $7,326,414 | $78,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| EPEX, INC. 401(K) PROFIT SHARING PLAN | - | 3 | $7,326,414 | $78,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| 2019 | 1 | 3 | $6,800,134 | $75,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| EPEX, INC. 401(K) PROFIT SHARING PLAN | - | 3 | $6,800,134 | $75,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2018 | 1 | 3 | $5,705,804 | $177,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| EPEX, INC. 401(K) PROFIT SHARING PLAN | - | 3 | $5,705,804 | $177,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| 2017 | 2 | 3 | $5,778,651 | $1,664,878 | $554,959iApproximate average salary by contribution assumption: employee only about $13,873,983 at 4% or $9,249,322 at 6%; with 50% employer match about $9,249,322 at 4% or $6,166,215 at 6%; with 100% employer match about $6,936,992 at 4% or $4,624,661 at 6%. |
| EPEX, INC. 401K PROFIT SHARING PLAN | - | 3 | $5,778,651 | $1,664,878 | $554,959iApproximate average salary by contribution assumption: employee only about $13,873,983 at 4% or $9,249,322 at 6%; with 50% employer match about $9,249,322 at 4% or $6,166,215 at 6%; with 100% employer match about $6,936,992 at 4% or $4,624,661 at 6%. |
| EPEX, INC. CASH BALANCE PENSION PLAN | - | 0 | $0 | $0 | - |
| 2016 | 2 | 3 | $5,592,482 | $161,700 | $53,900iApproximate average salary by contribution assumption: employee only about $1,347,500 at 4% or $898,333 at 6%; with 50% employer match about $898,333 at 4% or $598,889 at 6%; with 100% employer match about $673,750 at 4% or $449,167 at 6%. |
| EPEX, INC. 401K PROFIT SHARING PLAN | - | 3 | $3,444,182 | $107,700 | $35,900iApproximate average salary by contribution assumption: employee only about $897,500 at 4% or $598,333 at 6%; with 50% employer match about $598,333 at 4% or $398,889 at 6%; with 100% employer match about $448,750 at 4% or $299,167 at 6%. |
| EPEX, INC. CASH BALANCE PENSION PLAN | - | 3 | $2,148,300 | $54,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| 2015 | 2 | 3 | $5,058,695 | $161,700 | $53,900iApproximate average salary by contribution assumption: employee only about $1,347,500 at 4% or $898,333 at 6%; with 50% employer match about $898,333 at 4% or $598,889 at 6%; with 100% employer match about $673,750 at 4% or $449,167 at 6%. |
| EPEX, INC. 401K PROFIT SHARING PLAN | - | 3 | $3,070,015 | $107,700 | $35,900iApproximate average salary by contribution assumption: employee only about $897,500 at 4% or $598,333 at 6%; with 50% employer match about $598,333 at 4% or $398,889 at 6%; with 100% employer match about $448,750 at 4% or $299,167 at 6%. |
| EPEX, INC. CASH BALANCE PENSION PLAN | - | 3 | $1,988,680 | $54,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| 2014 | 2 | 3 | $5,016,492 | $317,700 | $105,900iApproximate average salary by contribution assumption: employee only about $2,647,500 at 4% or $1,765,000 at 6%; with 50% employer match about $1,765,000 at 4% or $1,176,667 at 6%; with 100% employer match about $1,323,750 at 4% or $882,500 at 6%. |
| EPEX, INC. 401K PROFIT SHARING PLAN | - | 3 | $3,072,051 | $99,300 | $33,100iApproximate average salary by contribution assumption: employee only about $827,500 at 4% or $551,667 at 6%; with 50% employer match about $551,667 at 4% or $367,778 at 6%; with 100% employer match about $413,750 at 4% or $275,833 at 6%. |
| EPEX, INC. CASH BALANCE PENSION PLAN | - | 3 | $1,944,441 | $218,400 | $72,800iApproximate average salary by contribution assumption: employee only about $1,820,000 at 4% or $1,213,333 at 6%; with 50% employer match about $1,213,333 at 4% or $808,889 at 6%; with 100% employer match about $910,000 at 4% or $606,667 at 6%. |
| 2013 | 2 | 3 | $4,396,547 | $312,600 | $104,200iApproximate average salary by contribution assumption: employee only about $2,605,000 at 4% or $1,736,667 at 6%; with 50% employer match about $1,736,667 at 4% or $1,157,778 at 6%; with 100% employer match about $1,302,500 at 4% or $868,333 at 6%. |
| EPEX, INC. 401K PROFIT SHARING PLAN | - | 3 | $2,731,249 | $98,400 | $32,800iApproximate average salary by contribution assumption: employee only about $820,000 at 4% or $546,667 at 6%; with 50% employer match about $546,667 at 4% or $364,444 at 6%; with 100% employer match about $410,000 at 4% or $273,333 at 6%. |
| EPEX, INC. CASH BALANCE PENSION PLAN | - | 3 | $1,665,298 | $214,200 | $71,400iApproximate average salary by contribution assumption: employee only about $1,785,000 at 4% or $1,190,000 at 6%; with 50% employer match about $1,190,000 at 4% or $793,333 at 6%; with 100% employer match about $892,500 at 4% or $595,000 at 6%. |
| 2012 | 2 | 3 | $3,583,029 | $307,600 | $102,533iApproximate average salary by contribution assumption: employee only about $2,563,333 at 4% or $1,708,889 at 6%; with 50% employer match about $1,708,889 at 4% or $1,139,259 at 6%; with 100% employer match about $1,281,667 at 4% or $854,444 at 6%. |
| EPEX, INC. 401K PROFIT SHARING PLAN | - | 3 | $2,225,279 | $96,000 | $32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%. |
| EPEX, INC. CASH BALANCE PENSION PLAN | - | 3 | $1,357,750 | $211,600 | $70,533iApproximate average salary by contribution assumption: employee only about $1,763,333 at 4% or $1,175,556 at 6%; with 50% employer match about $1,175,556 at 4% or $783,704 at 6%; with 100% employer match about $881,667 at 4% or $587,778 at 6%. |
| 2011 | 2 | 3 | $3,097,142 | $299,400 | $99,800iApproximate average salary by contribution assumption: employee only about $2,495,000 at 4% or $1,663,333 at 6%; with 50% employer match about $1,663,333 at 4% or $1,108,889 at 6%; with 100% employer match about $1,247,500 at 4% or $831,667 at 6%. |
| EPEX, INC. 401K PROFIT SHARING PLAN | - | 3 | $1,982,206 | $93,600 | $31,200iApproximate average salary by contribution assumption: employee only about $780,000 at 4% or $520,000 at 6%; with 50% employer match about $520,000 at 4% or $346,667 at 6%; with 100% employer match about $390,000 at 4% or $260,000 at 6%. |
| EPEX, INC. CASH BALANCE PENSION PLAN | - | 3 | $1,114,936 | $205,800 | $68,600iApproximate average salary by contribution assumption: employee only about $1,715,000 at 4% or $1,143,333 at 6%; with 50% employer match about $1,143,333 at 4% or $762,222 at 6%; with 100% employer match about $857,500 at 4% or $571,667 at 6%. |
| 2010 | 2 | 3 | $2,830,366 | $277,350 | $92,450iApproximate average salary by contribution assumption: employee only about $2,311,250 at 4% or $1,540,833 at 6%; with 50% employer match about $1,540,833 at 4% or $1,027,222 at 6%; with 100% employer match about $1,155,625 at 4% or $770,417 at 6%. |
| Epex Inc. Money Purchase Pension Plan | - | 3 | $1,957,532 | $147,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |
| EPEX, INC. CASH BALANCE PENSION PLAN | - | 3 | $872,834 | $130,350 | $43,450iApproximate average salary by contribution assumption: employee only about $1,086,250 at 4% or $724,167 at 6%; with 50% employer match about $724,167 at 4% or $482,778 at 6%; with 100% employer match about $543,125 at 4% or $362,083 at 6%. |
| 2009 | 2 | 3 | $2,336,277 | $266,198 | $88,733iApproximate average salary by contribution assumption: employee only about $2,218,317 at 4% or $1,478,878 at 6%; with 50% employer match about $1,478,878 at 4% or $985,919 at 6%; with 100% employer match about $1,109,158 at 4% or $739,439 at 6%. |
| EPEX, INC. 401K PROFIT SHARING PLAN | - | 3 | $1,621,886 | $147,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |
| EPEX, INC. CASH BALANCE PENSION PLAN | - | 3 | $714,391 | $119,198 | $39,733iApproximate average salary by contribution assumption: employee only about $993,317 at 4% or $662,211 at 6%; with 50% employer match about $662,211 at 4% or $441,474 at 6%; with 100% employer match about $496,658 at 4% or $331,106 at 6%. |
| 2008 | 2 | 3 | $1,778,158 | $218,999 | $73,000iApproximate average salary by contribution assumption: employee only about $1,824,992 at 4% or $1,216,661 at 6%; with 50% employer match about $1,216,661 at 4% or $811,107 at 6%; with 100% employer match about $912,496 at 4% or $608,331 at 6%. |
| EPEX, INC. 401K PROFIT SHARING PLAN | - | 3 | $1,220,656 | $97,470 | $32,490iApproximate average salary by contribution assumption: employee only about $812,250 at 4% or $541,500 at 6%; with 50% employer match about $541,500 at 4% or $361,000 at 6%; with 100% employer match about $406,125 at 4% or $270,750 at 6%. |
| EPEX, INC. CASH BALANCE PENSION PLAN | - | 3 | $557,502 | $121,529 | $40,510iApproximate average salary by contribution assumption: employee only about $1,012,742 at 4% or $675,161 at 6%; with 50% employer match about $675,161 at 4% or $450,107 at 6%; with 100% employer match about $506,371 at 4% or $337,581 at 6%. |
| 2007 | 2 | 3 | $0 | $0 | - |
| EPEX, INC. 401K PROFIT SHARING PLAN | - | 3 | - | - | - |
| EPEX, INC. CASH BALANCE PENSION PLAN | - | 3 | - | - | - |
| 2006 | 2 | 3 | $1,529,558 | $243,500 | $81,167iApproximate average salary by contribution assumption: employee only about $2,029,167 at 4% or $1,352,778 at 6%; with 50% employer match about $1,352,778 at 4% or $901,852 at 6%; with 100% employer match about $1,014,583 at 4% or $676,389 at 6%. |
| EPEX, INC. 401K PROFIT SHARING PLAN | - | 3 | $1,198,971 | $132,000 | $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%. |
| EPEX, INC. CASH BALANCE PENSION PLAN | - | 3 | $330,587 | $111,500 | $37,167iApproximate average salary by contribution assumption: employee only about $929,167 at 4% or $619,444 at 6%; with 50% employer match about $619,444 at 4% or $412,963 at 6%; with 100% employer match about $464,583 at 4% or $309,722 at 6%. |
| 2005 | 2 | 3 | $1,186,990 | $199,500 | $66,500iApproximate average salary by contribution assumption: employee only about $1,662,500 at 4% or $1,108,333 at 6%; with 50% employer match about $1,108,333 at 4% or $738,889 at 6%; with 100% employer match about $831,250 at 4% or $554,167 at 6%. |
| EPEX, INC. 401K PROFIT SHARING PLAN | - | 3 | $970,402 | $126,000 | $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%. |
| EPEX, INC. CASH BALANCE PENSION PLAN | - | 3 | $216,588 | $73,500 | $24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%. |
| 2004 | 2 | 3 | $917,405 | $192,750 | $64,250iApproximate average salary by contribution assumption: employee only about $1,606,250 at 4% or $1,070,833 at 6%; with 50% employer match about $1,070,833 at 4% or $713,889 at 6%; with 100% employer match about $803,125 at 4% or $535,417 at 6%. |
| EPEX, INC. 401K PROFIT SHARING PLAN | - | 3 | $778,024 | $122,078 | $40,693iApproximate average salary by contribution assumption: employee only about $1,017,317 at 4% or $678,211 at 6%; with 50% employer match about $678,211 at 4% or $452,141 at 6%; with 100% employer match about $508,658 at 4% or $339,106 at 6%. |
| EPEX, INC. CASH BALANCE PENSION PLAN | - | 3 | $139,381 | $70,672 | $23,557iApproximate average salary by contribution assumption: employee only about $588,933 at 4% or $392,622 at 6%; with 50% employer match about $392,622 at 4% or $261,748 at 6%; with 100% employer match about $294,467 at 4% or $196,311 at 6%. |
| 2003 | 2 | 3 | $636,765 | $186,000 | $62,000iApproximate average salary by contribution assumption: employee only about $1,550,000 at 4% or $1,033,333 at 6%; with 50% employer match about $1,033,333 at 4% or $688,889 at 6%; with 100% employer match about $775,000 at 4% or $516,667 at 6%. |
| EPEX, INC. 401K PROFIT SHARING PLAN | - | 3 | $570,765 | $120,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| EPEX, INC. CASH BALANCE PENSION PLAN | - | 3 | $66,000 | $66,000 | $22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%. |
| 2002 | 1 | 3 | $295,675 | $120,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| EPEX, INC. 401K PROFIT SHARING PLAN | - | 3 | $295,675 | $120,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2001 | 2 | 0 | $218,564 | $105,000 | - |
| EPEX, INC. 401K PROFIT SHARING PLAN | - | 0 | $218,564 | $60,608 | - |
| Epex Inc. Money Purchase Pension Plan | - | 0 | - | $44,392 | - |
| 2000 | 2 | 3 | $134,246 | $99,279 | $33,093iApproximate average salary by contribution assumption: employee only about $827,325 at 4% or $551,550 at 6%; with 50% employer match about $551,550 at 4% or $367,700 at 6%; with 100% employer match about $413,663 at 4% or $275,775 at 6%. |
| Epex Inc. Money Purchase Pension Plan | - | 3 | $89,306 | $51,551 | $17,184iApproximate average salary by contribution assumption: employee only about $429,592 at 4% or $286,394 at 6%; with 50% employer match about $286,394 at 4% or $190,930 at 6%; with 100% employer match about $214,796 at 4% or $143,197 at 6%. |
| EPEX INC 401 K PROFIT SHARING PLAN | - | 3 | $44,940 | $47,728 | $15,909iApproximate average salary by contribution assumption: employee only about $397,733 at 4% or $265,156 at 6%; with 50% employer match about $265,156 at 4% or $176,770 at 6%; with 100% employer match about $198,867 at 4% or $132,578 at 6%. |
| 1999 | 1 | 3 | $43,962 | $43,962 | $14,654iApproximate average salary by contribution assumption: employee only about $366,350 at 4% or $244,233 at 6%; with 50% employer match about $244,233 at 4% or $162,822 at 6%; with 100% employer match about $183,175 at 4% or $122,117 at 6%. |
| Epex Inc. Money Purchase Pension Plan | - | 3 | $43,962 | $43,962 | $14,654iApproximate average salary by contribution assumption: employee only about $366,350 at 4% or $244,233 at 6%; with 50% employer match about $244,233 at 4% or $162,822 at 6%; with 100% employer match about $183,175 at 4% or $122,117 at 6%. |