Kasdan, Simonds, Mcintyre, Epstein & Martin
Plan context: Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan
EIN 33-0586020 • Irvine, CA • 45 filings • 18 plans
Current Snapshot
Latest Year
2024
2024 Participants
53
2024 Assets
$4,858,558
2024 Contributions
$486,682
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 | 53 | $4,858,558 | $486,682 | $9,183iApproximate average salary by contribution assumption: employee only about $229,567 at 4% or $153,045 at 6%; with 50% employer match about $153,045 at 4% or $102,030 at 6%; with 100% employer match about $114,783 at 4% or $76,522 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 53 | $4,858,558 | $486,682 | $9,183iApproximate average salary by contribution assumption: employee only about $229,567 at 4% or $153,045 at 6%; with 50% employer match about $153,045 at 4% or $102,030 at 6%; with 100% employer match about $114,783 at 4% or $76,522 at 6%. |
| 2023 | 1 | 50 | $4,757,111 | $601,315 | $12,026iApproximate average salary by contribution assumption: employee only about $300,658 at 4% or $200,438 at 6%; with 50% employer match about $200,438 at 4% or $133,626 at 6%; with 100% employer match about $150,329 at 4% or $100,219 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 50 | $4,757,111 | $601,315 | $12,026iApproximate average salary by contribution assumption: employee only about $300,658 at 4% or $200,438 at 6%; with 50% employer match about $200,438 at 4% or $133,626 at 6%; with 100% employer match about $150,329 at 4% or $100,219 at 6%. |
| 2022 | 1 | 41 | $3,536,337 | $246,626 | $6,015iApproximate average salary by contribution assumption: employee only about $150,382 at 4% or $100,254 at 6%; with 50% employer match about $100,254 at 4% or $66,836 at 6%; with 100% employer match about $75,191 at 4% or $50,127 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 41 | $3,536,337 | $246,626 | $6,015iApproximate average salary by contribution assumption: employee only about $150,382 at 4% or $100,254 at 6%; with 50% employer match about $100,254 at 4% or $66,836 at 6%; with 100% employer match about $75,191 at 4% or $50,127 at 6%. |
| 2021 | 1 | 37 | $4,223,204 | $306,324 | $8,279iApproximate average salary by contribution assumption: employee only about $206,976 at 4% or $137,984 at 6%; with 50% employer match about $137,984 at 4% or $91,989 at 6%; with 100% employer match about $103,488 at 4% or $68,992 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 37 | $4,223,204 | $306,324 | $8,279iApproximate average salary by contribution assumption: employee only about $206,976 at 4% or $137,984 at 6%; with 50% employer match about $137,984 at 4% or $91,989 at 6%; with 100% employer match about $103,488 at 4% or $68,992 at 6%. |
| 2020 | 1 | 32 | $4,006,574 | $253,692 | $7,928iApproximate average salary by contribution assumption: employee only about $198,197 at 4% or $132,131 at 6%; with 50% employer match about $132,131 at 4% or $88,088 at 6%; with 100% employer match about $99,098 at 4% or $66,066 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 32 | $4,006,574 | $253,692 | $7,928iApproximate average salary by contribution assumption: employee only about $198,197 at 4% or $132,131 at 6%; with 50% employer match about $132,131 at 4% or $88,088 at 6%; with 100% employer match about $99,098 at 4% or $66,066 at 6%. |
| 2019 | 1 | 37 | $4,242,938 | $365,344 | $9,874iApproximate average salary by contribution assumption: employee only about $246,854 at 4% or $164,569 at 6%; with 50% employer match about $164,569 at 4% or $109,713 at 6%; with 100% employer match about $123,427 at 4% or $82,285 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 37 | $4,242,938 | $365,344 | $9,874iApproximate average salary by contribution assumption: employee only about $246,854 at 4% or $164,569 at 6%; with 50% employer match about $164,569 at 4% or $109,713 at 6%; with 100% employer match about $123,427 at 4% or $82,285 at 6%. |
| 2018 | 1 | 34 | $3,320,462 | $274,286 | $8,067iApproximate average salary by contribution assumption: employee only about $201,681 at 4% or $134,454 at 6%; with 50% employer match about $134,454 at 4% or $89,636 at 6%; with 100% employer match about $100,840 at 4% or $67,227 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 34 | $3,320,462 | $274,286 | $8,067iApproximate average salary by contribution assumption: employee only about $201,681 at 4% or $134,454 at 6%; with 50% employer match about $134,454 at 4% or $89,636 at 6%; with 100% employer match about $100,840 at 4% or $67,227 at 6%. |
| 2017 | 1 | 34 | $3,351,215 | $240,863 | $7,084iApproximate average salary by contribution assumption: employee only about $177,105 at 4% or $118,070 at 6%; with 50% employer match about $118,070 at 4% or $78,713 at 6%; with 100% employer match about $88,553 at 4% or $59,035 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 34 | $3,351,215 | $240,863 | $7,084iApproximate average salary by contribution assumption: employee only about $177,105 at 4% or $118,070 at 6%; with 50% employer match about $118,070 at 4% or $78,713 at 6%; with 100% employer match about $88,553 at 4% or $59,035 at 6%. |
| 2016 | 1 | 32 | $3,285,732 | $260,849 | $8,152iApproximate average salary by contribution assumption: employee only about $203,788 at 4% or $135,859 at 6%; with 50% employer match about $135,859 at 4% or $90,573 at 6%; with 100% employer match about $101,894 at 4% or $67,929 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 32 | $3,285,732 | $260,849 | $8,152iApproximate average salary by contribution assumption: employee only about $203,788 at 4% or $135,859 at 6%; with 50% employer match about $135,859 at 4% or $90,573 at 6%; with 100% employer match about $101,894 at 4% or $67,929 at 6%. |
| 2015 | 1 | 31 | $2,898,087 | $467,319 | $15,075iApproximate average salary by contribution assumption: employee only about $376,870 at 4% or $251,247 at 6%; with 50% employer match about $251,247 at 4% or $167,498 at 6%; with 100% employer match about $188,435 at 4% or $125,623 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 31 | $2,898,087 | $467,319 | $15,075iApproximate average salary by contribution assumption: employee only about $376,870 at 4% or $251,247 at 6%; with 50% employer match about $251,247 at 4% or $167,498 at 6%; with 100% employer match about $188,435 at 4% or $125,623 at 6%. |
| 2014 | 2 | 31 | $2,501,794 | $180,380 | $5,819iApproximate average salary by contribution assumption: employee only about $145,468 at 4% or $96,978 at 6%; with 50% employer match about $96,978 at 4% or $64,652 at 6%; with 100% employer match about $72,734 at 4% or $48,489 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 31 | $2,501,794 | $180,380 | $5,819iApproximate average salary by contribution assumption: employee only about $145,468 at 4% or $96,978 at 6%; with 50% employer match about $96,978 at 4% or $64,652 at 6%; with 100% employer match about $72,734 at 4% or $48,489 at 6%. |
| KASDAN, SIMONDS, WEBER & VAUGHAN, LLP CASH BALANCE PLAN AND TRUST | - | 0 | $0 | - | - |
| 2013 | 2 | 31 | $3,169,541 | $258,003 | $8,323iApproximate average salary by contribution assumption: employee only about $208,067 at 4% or $138,711 at 6%; with 50% employer match about $138,711 at 4% or $92,474 at 6%; with 100% employer match about $104,033 at 4% or $69,356 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 31 | $2,505,460 | $203,846 | $6,576iApproximate average salary by contribution assumption: employee only about $164,392 at 4% or $109,595 at 6%; with 50% employer match about $109,595 at 4% or $73,063 at 6%; with 100% employer match about $82,196 at 4% or $54,797 at 6%. |
| KASDAN, SIMONDS, WEBER & VAUGHAN, LLP CASH BALANCE PLAN AND TRUST | - | 10 | $664,081 | $54,157 | $5,416iApproximate average salary by contribution assumption: employee only about $135,393 at 4% or $90,262 at 6%; with 50% employer match about $90,262 at 4% or $60,174 at 6%; with 100% employer match about $67,696 at 4% or $45,131 at 6%. |
| 2012 | 2 | 33 | $3,015,417 | $231,176 | $7,005iApproximate average salary by contribution assumption: employee only about $175,133 at 4% or $116,756 at 6%; with 50% employer match about $116,756 at 4% or $77,837 at 6%; with 100% employer match about $87,567 at 4% or $58,378 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 33 | $2,390,249 | $214,283 | $6,493iApproximate average salary by contribution assumption: employee only about $162,336 at 4% or $108,224 at 6%; with 50% employer match about $108,224 at 4% or $72,149 at 6%; with 100% employer match about $81,168 at 4% or $54,112 at 6%. |
| KASDAN, SIMONDS, WEBER & VAUGHAN, LLP CASH BALANCE PLAN AND TRUST | - | 10 | $625,168 | $16,893 | $1,689iApproximate average salary by contribution assumption: employee only about $42,233 at 4% or $28,155 at 6%; with 50% employer match about $28,155 at 4% or $18,770 at 6%; with 100% employer match about $21,116 at 4% or $14,078 at 6%. |
| 2011 | 2 | 31 | $2,576,878 | $192,598 | $6,213iApproximate average salary by contribution assumption: employee only about $155,321 at 4% or $103,547 at 6%; with 50% employer match about $103,547 at 4% or $69,032 at 6%; with 100% employer match about $77,660 at 4% or $51,774 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 31 | $1,975,173 | $192,598 | $6,213iApproximate average salary by contribution assumption: employee only about $155,321 at 4% or $103,547 at 6%; with 50% employer match about $103,547 at 4% or $69,032 at 6%; with 100% employer match about $77,660 at 4% or $51,774 at 6%. |
| KASDAN, SIMONDS, WEBER & VAUGHAN, LLP CASH BALANCE PLAN AND TRUST | - | 13 | $601,705 | - | - |
| 2010 | 4 | 35 | $2,603,361 | $190,526 | $5,444iApproximate average salary by contribution assumption: employee only about $136,090 at 4% or $90,727 at 6%; with 50% employer match about $90,727 at 4% or $60,484 at 6%; with 100% employer match about $68,045 at 4% or $45,363 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 35 | $2,002,910 | $190,526 | $5,444iApproximate average salary by contribution assumption: employee only about $136,090 at 4% or $90,727 at 6%; with 50% employer match about $90,727 at 4% or $60,484 at 6%; with 100% employer match about $68,045 at 4% or $45,363 at 6%. |
| KASDAN, SIMONDS, WEBER & VAUGHAN, LLP CASH BALANCE PLAN AND TRUST | - | 8 | $600,451 | - | - |
| KASDAN SIMONDS WEBER & VAUGHAN, LLP PROFIT SHARING PLAN AND TRUST II | - | 0 | $0 | - | - |
| KASDAN SIMONDS WEBER & VAUGHAN LLP PROFIT SHARING PLAN AND TRUST II | - | 0 | $0 | - | - |
| 2009 | 3 | 41 | $3,130,409 | $214,258 | $5,226iApproximate average salary by contribution assumption: employee only about $130,645 at 4% or $87,097 at 6%; with 50% employer match about $87,097 at 4% or $58,064 at 6%; with 100% employer match about $65,323 at 4% or $43,548 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 41 | $2,235,424 | $214,258 | $5,226iApproximate average salary by contribution assumption: employee only about $130,645 at 4% or $87,097 at 6%; with 50% employer match about $87,097 at 4% or $58,064 at 6%; with 100% employer match about $65,323 at 4% or $43,548 at 6%. |
| KASDAN, SIMONDS, RILEY & VAUGHAN, LLP CASH BALANCE PLAN AND TRUST | - | 9 | $597,798 | - | - |
| KASDAN SIMONDS RILEY & VAUGHAN, LLP PROFIT SHARING PLAN AND TRUST II | - | 23 | $297,187 | $0 | - |
| 2008 | 3 | 57 | $2,015,758 | $204,673 | $3,591iApproximate average salary by contribution assumption: employee only about $89,769 at 4% or $59,846 at 6%; with 50% employer match about $59,846 at 4% or $39,897 at 6%; with 100% employer match about $44,884 at 4% or $29,923 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 57 | $1,762,847 | $204,673 | $3,591iApproximate average salary by contribution assumption: employee only about $89,769 at 4% or $59,846 at 6%; with 50% employer match about $59,846 at 4% or $39,897 at 6%; with 100% employer match about $44,884 at 4% or $29,923 at 6%. |
| KASDAN SIMONDS RILEY & VAUGHAN, LLP PROFIT SHARING PLAN AND TRUST II | - | 43 | $252,911 | - | - |
| KASDAN, SIMONDS, RILEY & VAUGHAN, LLP CASH BALANCE PLAN AND TRUST | - | 11 | - | - | - |
| 2007 | 3 | 48 | $0 | $0 | - |
| KASDAN, SIMONDS, RILEY & VAUGHAN, LLP PROFIT SHARING PLAN AND TRUST II | - | 47 | - | - | - |
| KASDAN, SIMONDS, RILEY & VAUGHAN, LLP CASH BALANCE PLAN AND TRUST | - | 12 | - | - | - |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 48 | - | - | - |
| 2006 | 3 | 47 | $2,980,202 | $155,179 | $3,302iApproximate average salary by contribution assumption: employee only about $82,542 at 4% or $55,028 at 6%; with 50% employer match about $55,028 at 4% or $36,685 at 6%; with 100% employer match about $41,271 at 4% or $27,514 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 47 | $2,059,625 | $149,322 | $3,177iApproximate average salary by contribution assumption: employee only about $79,427 at 4% or $52,951 at 6%; with 50% employer match about $52,951 at 4% or $35,301 at 6%; with 100% employer match about $39,713 at 4% or $26,476 at 6%. |
| KASDAN, SIMONDS, RILEY & VAUGHAN, LLP CASH BALANCE PLAN AND TRUST | - | 14 | $565,324 | $5,857 | $418iApproximate average salary by contribution assumption: employee only about $10,459 at 4% or $6,973 at 6%; with 50% employer match about $6,973 at 4% or $4,648 at 6%; with 100% employer match about $5,229 at 4% or $3,486 at 6%. |
| KASDAN, SIMONDS, RILEY & VAUGHAN, LLP PROFIT SHARING PLAN AND TRUST II | - | 47 | $355,253 | - | - |
| 2005 | 3 | 50 | $2,812,915 | $695,422 | $13,908iApproximate average salary by contribution assumption: employee only about $347,711 at 4% or $231,807 at 6%; with 50% employer match about $231,807 at 4% or $154,538 at 6%; with 100% employer match about $173,856 at 4% or $115,904 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 50 | $1,922,252 | $361,557 | $7,231iApproximate average salary by contribution assumption: employee only about $180,779 at 4% or $120,519 at 6%; with 50% employer match about $120,519 at 4% or $80,346 at 6%; with 100% employer match about $90,389 at 4% or $60,260 at 6%. |
| KASDAN, SIMONDS, RILEY & VAUGHAN, LLP CASH BALANCE PLAN AND TRUST | - | 17 | $549,644 | $280,676 | $16,510iApproximate average salary by contribution assumption: employee only about $412,759 at 4% or $275,173 at 6%; with 50% employer match about $275,173 at 4% or $183,448 at 6%; with 100% employer match about $206,379 at 4% or $137,586 at 6%. |
| KASDAN, SIMONDS, RILEY & VAUGHAN, LLP PROFIT SHARING PLAN AND TRUST II | - | 47 | $341,019 | $53,189 | $1,132iApproximate average salary by contribution assumption: employee only about $28,292 at 4% or $18,861 at 6%; with 50% employer match about $18,861 at 4% or $12,574 at 6%; with 100% employer match about $14,146 at 4% or $9,431 at 6%. |
| 2004 | 3 | 45 | $2,223,087 | $713,640 | $15,859iApproximate average salary by contribution assumption: employee only about $396,467 at 4% or $264,311 at 6%; with 50% employer match about $264,311 at 4% or $176,207 at 6%; with 100% employer match about $198,233 at 4% or $132,156 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 45 | $1,648,875 | $139,428 | $3,098iApproximate average salary by contribution assumption: employee only about $77,460 at 4% or $51,640 at 6%; with 50% employer match about $51,640 at 4% or $34,427 at 6%; with 100% employer match about $38,730 at 4% or $25,820 at 6%. |
| KASDAN, SIMONDS, RILEY & VAUGHAN, LLP PSP & TRUST II | - | 45 | $304,203 | $304,203 | $6,760iApproximate average salary by contribution assumption: employee only about $169,002 at 4% or $112,668 at 6%; with 50% employer match about $112,668 at 4% or $75,112 at 6%; with 100% employer match about $84,501 at 4% or $56,334 at 6%. |
| KASDAN, SIMONDS, RILEY & VAUGHAN, LLP CASH BALANCE PLAN AND TRUST | - | 14 | $270,009 | $270,009 | $19,286iApproximate average salary by contribution assumption: employee only about $482,159 at 4% or $321,439 at 6%; with 50% employer match about $321,439 at 4% or $214,293 at 6%; with 100% employer match about $241,079 at 4% or $160,720 at 6%. |
| 2003 | 1 | 51 | $1,857,541 | $364,860 | $7,154iApproximate average salary by contribution assumption: employee only about $178,853 at 4% or $119,235 at 6%; with 50% employer match about $119,235 at 4% or $79,490 at 6%; with 100% employer match about $89,426 at 4% or $59,618 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 51 | $1,857,541 | $364,860 | $7,154iApproximate average salary by contribution assumption: employee only about $178,853 at 4% or $119,235 at 6%; with 50% employer match about $119,235 at 4% or $79,490 at 6%; with 100% employer match about $89,426 at 4% or $59,618 at 6%. |
| 2002 | 1 | 45 | $1,581,062 | $118,101 | $2,624iApproximate average salary by contribution assumption: employee only about $65,612 at 4% or $43,741 at 6%; with 50% employer match about $43,741 at 4% or $29,161 at 6%; with 100% employer match about $32,806 at 4% or $21,871 at 6%. |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 45 | $1,581,062 | $118,101 | $2,624iApproximate average salary by contribution assumption: employee only about $65,612 at 4% or $43,741 at 6%; with 50% employer match about $43,741 at 4% or $29,161 at 6%; with 100% employer match about $32,806 at 4% or $21,871 at 6%. |
| 2001 | 1 | 44 | $0 | $0 | - |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 44 | - | - | - |
| 2000 | 1 | 25 | $0 | $0 | - |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 25 | - | - | - |
| 1999 | 1 | 21 | $1,396,920 | $0 | - |
| Kasdan, Simonds, Mcintyre, Epstein & Martin Profit Sharing Plan | - | 21 | $1,396,920 | - | - |