Epperson & Owens PC.
Plan context: Epperson & Owens PC 401(K) Profit Sharing Plan
EIN 26-4050626 • Salt Lake City, UT • 17 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$2,376,929
2024 Contributions
$102,141
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 | 0 | $0 | $102,141 | - |
| Epperson & Owens PC 401(K) Profit Sharing Plan | - | 0 | $0 | $102,141 | - |
| 2023 | 1 | 11 | $2,376,929 | $179,422 | $16,311iApproximate average salary by contribution assumption: employee only about $407,777 at 4% or $271,852 at 6%; with 50% employer match about $271,852 at 4% or $181,234 at 6%; with 100% employer match about $203,889 at 4% or $135,926 at 6%. |
| Epperson & Owens PC 401(K) Profit Sharing Plan | - | 11 | $2,376,929 | $179,422 | $16,311iApproximate average salary by contribution assumption: employee only about $407,777 at 4% or $271,852 at 6%; with 50% employer match about $271,852 at 4% or $181,234 at 6%; with 100% employer match about $203,889 at 4% or $135,926 at 6%. |
| 2022 | 1 | 13 | $1,916,846 | $139,916 | $10,763iApproximate average salary by contribution assumption: employee only about $269,069 at 4% or $179,379 at 6%; with 50% employer match about $179,379 at 4% or $119,586 at 6%; with 100% employer match about $134,535 at 4% or $89,690 at 6%. |
| Epperson & Owens PC 401(K) Profit Sharing Plan | - | 13 | $1,916,846 | $139,916 | $10,763iApproximate average salary by contribution assumption: employee only about $269,069 at 4% or $179,379 at 6%; with 50% employer match about $179,379 at 4% or $119,586 at 6%; with 100% employer match about $134,535 at 4% or $89,690 at 6%. |
| 2021 | 1 | 16 | $2,223,560 | $135,346 | $8,459iApproximate average salary by contribution assumption: employee only about $211,478 at 4% or $140,985 at 6%; with 50% employer match about $140,985 at 4% or $93,990 at 6%; with 100% employer match about $105,739 at 4% or $70,493 at 6%. |
| Epperson & Owens PC 401(K) Profit Sharing Plan | - | 16 | $2,223,560 | $135,346 | $8,459iApproximate average salary by contribution assumption: employee only about $211,478 at 4% or $140,985 at 6%; with 50% employer match about $140,985 at 4% or $93,990 at 6%; with 100% employer match about $105,739 at 4% or $70,493 at 6%. |
| 2020 | 1 | 15 | $1,773,950 | $125,147 | $8,343iApproximate average salary by contribution assumption: employee only about $208,578 at 4% or $139,052 at 6%; with 50% employer match about $139,052 at 4% or $92,701 at 6%; with 100% employer match about $104,289 at 4% or $69,526 at 6%. |
| Epperson & Owens PC 401(K) Profit Sharing Plan | - | 15 | $1,773,950 | $125,147 | $8,343iApproximate average salary by contribution assumption: employee only about $208,578 at 4% or $139,052 at 6%; with 50% employer match about $139,052 at 4% or $92,701 at 6%; with 100% employer match about $104,289 at 4% or $69,526 at 6%. |
| 2019 | 2 | 15 | $1,571,169 | $144,910 | $9,661iApproximate average salary by contribution assumption: employee only about $241,517 at 4% or $161,011 at 6%; with 50% employer match about $161,011 at 4% or $107,341 at 6%; with 100% employer match about $120,758 at 4% or $80,506 at 6%. |
| Epperson & Owens PC 401(K) Profit Sharing Plan | - | 15 | $1,571,169 | $96,255 | $6,417iApproximate average salary by contribution assumption: employee only about $160,425 at 4% or $106,950 at 6%; with 50% employer match about $106,950 at 4% or $71,300 at 6%; with 100% employer match about $80,213 at 4% or $53,475 at 6%. |
| Epperson & Owens PC 401(K) Profit Sharing Plan | - | 0 | $0 | $48,655 | - |
| 2018 | 1 | 9 | $1,124,686 | $113,848 | $12,650iApproximate average salary by contribution assumption: employee only about $316,244 at 4% or $210,830 at 6%; with 50% employer match about $210,830 at 4% or $140,553 at 6%; with 100% employer match about $158,122 at 4% or $105,415 at 6%. |
| Epperson & Owens PC 401(K) Profit Sharing Plan | - | 9 | $1,124,686 | $113,848 | $12,650iApproximate average salary by contribution assumption: employee only about $316,244 at 4% or $210,830 at 6%; with 50% employer match about $210,830 at 4% or $140,553 at 6%; with 100% employer match about $158,122 at 4% or $105,415 at 6%. |
| 2017 | 1 | 11 | $1,129,800 | $94,666 | $8,606iApproximate average salary by contribution assumption: employee only about $215,150 at 4% or $143,433 at 6%; with 50% employer match about $143,433 at 4% or $95,622 at 6%; with 100% employer match about $107,575 at 4% or $71,717 at 6%. |
| Epperson & Owens PC 401(K) Profit Sharing Plan | - | 11 | $1,129,800 | $94,666 | $8,606iApproximate average salary by contribution assumption: employee only about $215,150 at 4% or $143,433 at 6%; with 50% employer match about $143,433 at 4% or $95,622 at 6%; with 100% employer match about $107,575 at 4% or $71,717 at 6%. |
| 2016 | 1 | 11 | $859,131 | $106,618 | $9,693iApproximate average salary by contribution assumption: employee only about $242,314 at 4% or $161,542 at 6%; with 50% employer match about $161,542 at 4% or $107,695 at 6%; with 100% employer match about $121,157 at 4% or $80,771 at 6%. |
| Epperson & Owens PC 401(K) Profit Sharing Plan | - | 11 | $859,131 | $106,618 | $9,693iApproximate average salary by contribution assumption: employee only about $242,314 at 4% or $161,542 at 6%; with 50% employer match about $161,542 at 4% or $107,695 at 6%; with 100% employer match about $121,157 at 4% or $80,771 at 6%. |
| 2015 | 1 | 7 | $1,285,220 | $325,514 | $46,502iApproximate average salary by contribution assumption: employee only about $1,162,550 at 4% or $775,033 at 6%; with 50% employer match about $775,033 at 4% or $516,689 at 6%; with 100% employer match about $581,275 at 4% or $387,517 at 6%. |
| Epperson & Owens PC 401(K) Profit Sharing Plan | - | 7 | $1,285,220 | $325,514 | $46,502iApproximate average salary by contribution assumption: employee only about $1,162,550 at 4% or $775,033 at 6%; with 50% employer match about $775,033 at 4% or $516,689 at 6%; with 100% employer match about $581,275 at 4% or $387,517 at 6%. |
| 2014 | 1 | 9 | $1,031,977 | $115,792 | $12,866iApproximate average salary by contribution assumption: employee only about $321,644 at 4% or $214,430 at 6%; with 50% employer match about $214,430 at 4% or $142,953 at 6%; with 100% employer match about $160,822 at 4% or $107,215 at 6%. |
| Epperson & Owens PC 401(K) Profit Sharing Plan | - | 9 | $1,031,977 | $115,792 | $12,866iApproximate average salary by contribution assumption: employee only about $321,644 at 4% or $214,430 at 6%; with 50% employer match about $214,430 at 4% or $142,953 at 6%; with 100% employer match about $160,822 at 4% or $107,215 at 6%. |
| 2013 | 1 | 9 | $1,082,205 | $106,978 | $11,886iApproximate average salary by contribution assumption: employee only about $297,161 at 4% or $198,107 at 6%; with 50% employer match about $198,107 at 4% or $132,072 at 6%; with 100% employer match about $148,581 at 4% or $99,054 at 6%. |
| Epperson & Owens PC 401(K) Profit Sharing Plan | - | 9 | $1,082,205 | $106,978 | $11,886iApproximate average salary by contribution assumption: employee only about $297,161 at 4% or $198,107 at 6%; with 50% employer match about $198,107 at 4% or $132,072 at 6%; with 100% employer match about $148,581 at 4% or $99,054 at 6%. |
| 2012 | 1 | 8 | $1,070,649 | $45,381 | $5,673iApproximate average salary by contribution assumption: employee only about $141,816 at 4% or $94,544 at 6%; with 50% employer match about $94,544 at 4% or $63,029 at 6%; with 100% employer match about $70,908 at 4% or $47,272 at 6%. |
| Epperson & Owens PC 401(K) Profit Sharing Plan | - | 8 | $1,070,649 | $45,381 | $5,673iApproximate average salary by contribution assumption: employee only about $141,816 at 4% or $94,544 at 6%; with 50% employer match about $94,544 at 4% or $63,029 at 6%; with 100% employer match about $70,908 at 4% or $47,272 at 6%. |
| 2011 | 1 | 10 | $1,005,707 | $109,902 | $10,990iApproximate average salary by contribution assumption: employee only about $274,755 at 4% or $183,170 at 6%; with 50% employer match about $183,170 at 4% or $122,113 at 6%; with 100% employer match about $137,378 at 4% or $91,585 at 6%. |
| Epperson & Owens PC 401(K) Profit Sharing Plan | - | 10 | $1,005,707 | $109,902 | $10,990iApproximate average salary by contribution assumption: employee only about $274,755 at 4% or $183,170 at 6%; with 50% employer match about $183,170 at 4% or $122,113 at 6%; with 100% employer match about $137,378 at 4% or $91,585 at 6%. |
| 2010 | 1 | 15 | $1,265,598 | $108,204 | $7,214iApproximate average salary by contribution assumption: employee only about $180,340 at 4% or $120,227 at 6%; with 50% employer match about $120,227 at 4% or $80,151 at 6%; with 100% employer match about $90,170 at 4% or $60,113 at 6%. |
| Epperson & Owens PC 401(K) Profit Sharing Plan | - | 15 | $1,265,598 | $108,204 | $7,214iApproximate average salary by contribution assumption: employee only about $180,340 at 4% or $120,227 at 6%; with 50% employer match about $120,227 at 4% or $80,151 at 6%; with 100% employer match about $90,170 at 4% or $60,113 at 6%. |
| 2009 | 1 | 16 | $1,070,323 | $70,360 | $4,398iApproximate average salary by contribution assumption: employee only about $109,938 at 4% or $73,292 at 6%; with 50% employer match about $73,292 at 4% or $48,861 at 6%; with 100% employer match about $54,969 at 4% or $36,646 at 6%. |
| Epperson & Owens PC 401(K) Profit Sharing Plan | - | 16 | $1,070,323 | $70,360 | $4,398iApproximate average salary by contribution assumption: employee only about $109,938 at 4% or $73,292 at 6%; with 50% employer match about $73,292 at 4% or $48,861 at 6%; with 100% employer match about $54,969 at 4% or $36,646 at 6%. |