Civic Intelligence

Epi Limited Partnership

Plan context: Epi Retirement Plan

EIN 33-0635387 • Fullerton, CA • 26 filings • 1 plans

1370 N. Brea Blvd. #216Fullerton, CA 92835
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$2,596,443

2024 Contributions

$126,749

Historical Graphs

Total Assets Over Time

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

$2,596,443$1,298,222$0199920132024YearValue
$2,596,443Latest year 2024

Participants Over Time

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

36180199920122024YearValue
36Latest 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
2024136$2,596,443$126,749$3,521iApproximate average salary by contribution assumption: employee only about $88,020 at 4% or $58,680 at 6%; with 50% employer match about $58,680 at 4% or $39,120 at 6%; with 100% employer match about $44,010 at 4% or $29,340 at 6%.
Epi Retirement Plan-36$2,596,443$126,749$3,521iApproximate average salary by contribution assumption: employee only about $88,020 at 4% or $58,680 at 6%; with 50% employer match about $58,680 at 4% or $39,120 at 6%; with 100% employer match about $44,010 at 4% or $29,340 at 6%.
2023133$2,507,985$126,936$3,847iApproximate average salary by contribution assumption: employee only about $96,164 at 4% or $64,109 at 6%; with 50% employer match about $64,109 at 4% or $42,739 at 6%; with 100% employer match about $48,082 at 4% or $32,055 at 6%.
Epi Retirement Plan-33$2,507,985$126,936$3,847iApproximate average salary by contribution assumption: employee only about $96,164 at 4% or $64,109 at 6%; with 50% employer match about $64,109 at 4% or $42,739 at 6%; with 100% employer match about $48,082 at 4% or $32,055 at 6%.
2022130$2,351,300$136,562$4,552iApproximate average salary by contribution assumption: employee only about $113,802 at 4% or $75,868 at 6%; with 50% employer match about $75,868 at 4% or $50,579 at 6%; with 100% employer match about $56,901 at 4% or $37,934 at 6%.
Epi Retirement Plan-30$2,351,300$136,562$4,552iApproximate average salary by contribution assumption: employee only about $113,802 at 4% or $75,868 at 6%; with 50% employer match about $75,868 at 4% or $50,579 at 6%; with 100% employer match about $56,901 at 4% or $37,934 at 6%.
2021130$2,279,073$133,691$4,456iApproximate average salary by contribution assumption: employee only about $111,409 at 4% or $74,273 at 6%; with 50% employer match about $74,273 at 4% or $49,515 at 6%; with 100% employer match about $55,705 at 4% or $37,136 at 6%.
Epi Retirement Plan-30$2,279,073$133,691$4,456iApproximate average salary by contribution assumption: employee only about $111,409 at 4% or $74,273 at 6%; with 50% employer match about $74,273 at 4% or $49,515 at 6%; with 100% employer match about $55,705 at 4% or $37,136 at 6%.
2020125$2,192,043$133,221$5,329iApproximate average salary by contribution assumption: employee only about $133,221 at 4% or $88,814 at 6%; with 50% employer match about $88,814 at 4% or $59,209 at 6%; with 100% employer match about $66,611 at 4% or $44,407 at 6%.
Epi Retirement Plan-25$2,192,043$133,221$5,329iApproximate average salary by contribution assumption: employee only about $133,221 at 4% or $88,814 at 6%; with 50% employer match about $88,814 at 4% or $59,209 at 6%; with 100% employer match about $66,611 at 4% or $44,407 at 6%.
2019125$2,089,696$173,635$6,945iApproximate average salary by contribution assumption: employee only about $173,635 at 4% or $115,757 at 6%; with 50% employer match about $115,757 at 4% or $77,171 at 6%; with 100% employer match about $86,818 at 4% or $57,878 at 6%.
Epi Retirement Plan-25$2,089,696$173,635$6,945iApproximate average salary by contribution assumption: employee only about $173,635 at 4% or $115,757 at 6%; with 50% employer match about $115,757 at 4% or $77,171 at 6%; with 100% employer match about $86,818 at 4% or $57,878 at 6%.
2018119$1,849,869$155,862$8,203iApproximate average salary by contribution assumption: employee only about $205,082 at 4% or $136,721 at 6%; with 50% employer match about $136,721 at 4% or $91,147 at 6%; with 100% employer match about $102,541 at 4% or $68,361 at 6%.
Epi Retirement Plan-19$1,849,869$155,862$8,203iApproximate average salary by contribution assumption: employee only about $205,082 at 4% or $136,721 at 6%; with 50% employer match about $136,721 at 4% or $91,147 at 6%; with 100% employer match about $102,541 at 4% or $68,361 at 6%.
2017120$2,050,207$152,593$7,630iApproximate average salary by contribution assumption: employee only about $190,741 at 4% or $127,161 at 6%; with 50% employer match about $127,161 at 4% or $84,774 at 6%; with 100% employer match about $95,371 at 4% or $63,580 at 6%.
Epi Retirement Plan-20$2,050,207$152,593$7,630iApproximate average salary by contribution assumption: employee only about $190,741 at 4% or $127,161 at 6%; with 50% employer match about $127,161 at 4% or $84,774 at 6%; with 100% employer match about $95,371 at 4% or $63,580 at 6%.
2016121$1,865,375$155,041$7,383iApproximate average salary by contribution assumption: employee only about $184,573 at 4% or $123,048 at 6%; with 50% employer match about $123,048 at 4% or $82,032 at 6%; with 100% employer match about $92,286 at 4% or $61,524 at 6%.
Epi Retirement Plan-21$1,865,375$155,041$7,383iApproximate average salary by contribution assumption: employee only about $184,573 at 4% or $123,048 at 6%; with 50% employer match about $123,048 at 4% or $82,032 at 6%; with 100% employer match about $92,286 at 4% or $61,524 at 6%.
2015122$1,459,187$158,436$7,202iApproximate average salary by contribution assumption: employee only about $180,041 at 4% or $120,027 at 6%; with 50% employer match about $120,027 at 4% or $80,018 at 6%; with 100% employer match about $90,020 at 4% or $60,014 at 6%.
Epi Retirement Plan-22$1,459,187$158,436$7,202iApproximate average salary by contribution assumption: employee only about $180,041 at 4% or $120,027 at 6%; with 50% employer match about $120,027 at 4% or $80,018 at 6%; with 100% employer match about $90,020 at 4% or $60,014 at 6%.
2014126$1,709,804$145,287$5,588iApproximate average salary by contribution assumption: employee only about $139,699 at 4% or $93,133 at 6%; with 50% employer match about $93,133 at 4% or $62,088 at 6%; with 100% employer match about $69,850 at 4% or $46,566 at 6%.
Epi Retirement Plan-26$1,709,804$145,287$5,588iApproximate average salary by contribution assumption: employee only about $139,699 at 4% or $93,133 at 6%; with 50% employer match about $93,133 at 4% or $62,088 at 6%; with 100% employer match about $69,850 at 4% or $46,566 at 6%.
2013124$1,866,166$146,127$6,089iApproximate average salary by contribution assumption: employee only about $152,216 at 4% or $101,477 at 6%; with 50% employer match about $101,477 at 4% or $67,651 at 6%; with 100% employer match about $76,108 at 4% or $50,739 at 6%.
Epi Retirement Plan-24$1,866,166$146,127$6,089iApproximate average salary by contribution assumption: employee only about $152,216 at 4% or $101,477 at 6%; with 50% employer match about $101,477 at 4% or $67,651 at 6%; with 100% employer match about $76,108 at 4% or $50,739 at 6%.
2012120$1,786,801$136,971$6,849iApproximate average salary by contribution assumption: employee only about $171,214 at 4% or $114,143 at 6%; with 50% employer match about $114,143 at 4% or $76,095 at 6%; with 100% employer match about $85,607 at 4% or $57,071 at 6%.
Epi Retirement Plan-20$1,786,801$136,971$6,849iApproximate average salary by contribution assumption: employee only about $171,214 at 4% or $114,143 at 6%; with 50% employer match about $114,143 at 4% or $76,095 at 6%; with 100% employer match about $85,607 at 4% or $57,071 at 6%.
2011119$1,788,816$129,168$6,798iApproximate average salary by contribution assumption: employee only about $169,958 at 4% or $113,305 at 6%; with 50% employer match about $113,305 at 4% or $75,537 at 6%; with 100% employer match about $84,979 at 4% or $56,653 at 6%.
Epi Retirement Plan-19$1,788,816$129,168$6,798iApproximate average salary by contribution assumption: employee only about $169,958 at 4% or $113,305 at 6%; with 50% employer match about $113,305 at 4% or $75,537 at 6%; with 100% employer match about $84,979 at 4% or $56,653 at 6%.
2010117$1,791,236$117,374$6,904iApproximate average salary by contribution assumption: employee only about $172,609 at 4% or $115,073 at 6%; with 50% employer match about $115,073 at 4% or $76,715 at 6%; with 100% employer match about $86,304 at 4% or $57,536 at 6%.
Epi Retirement Plan-17$1,791,236$117,374$6,904iApproximate average salary by contribution assumption: employee only about $172,609 at 4% or $115,073 at 6%; with 50% employer match about $115,073 at 4% or $76,715 at 6%; with 100% employer match about $86,304 at 4% or $57,536 at 6%.
2009119$1,547,655$167,771$8,830iApproximate average salary by contribution assumption: employee only about $220,751 at 4% or $147,168 at 6%; with 50% employer match about $147,168 at 4% or $98,112 at 6%; with 100% employer match about $110,376 at 4% or $73,584 at 6%.
Epi Retirement Plan-19$1,547,655$167,771$8,830iApproximate average salary by contribution assumption: employee only about $220,751 at 4% or $147,168 at 6%; with 50% employer match about $147,168 at 4% or $98,112 at 6%; with 100% employer match about $110,376 at 4% or $73,584 at 6%.
2008126$1,245,511$165,882$6,380iApproximate average salary by contribution assumption: employee only about $159,502 at 4% or $106,335 at 6%; with 50% employer match about $106,335 at 4% or $70,890 at 6%; with 100% employer match about $79,751 at 4% or $53,167 at 6%.
Epi Retirement Plan-26$1,245,511$165,882$6,380iApproximate average salary by contribution assumption: employee only about $159,502 at 4% or $106,335 at 6%; with 50% employer match about $106,335 at 4% or $70,890 at 6%; with 100% employer match about $79,751 at 4% or $53,167 at 6%.
2007120$1,320,821$163,643$8,182iApproximate average salary by contribution assumption: employee only about $204,554 at 4% or $136,369 at 6%; with 50% employer match about $136,369 at 4% or $90,913 at 6%; with 100% employer match about $102,277 at 4% or $68,185 at 6%.
Epi Retirement Plan-20$1,320,821$163,643$8,182iApproximate average salary by contribution assumption: employee only about $204,554 at 4% or $136,369 at 6%; with 50% employer match about $136,369 at 4% or $90,913 at 6%; with 100% employer match about $102,277 at 4% or $68,185 at 6%.
2006122$1,098,303$159,597$7,254iApproximate average salary by contribution assumption: employee only about $181,360 at 4% or $120,907 at 6%; with 50% employer match about $120,907 at 4% or $80,605 at 6%; with 100% employer match about $90,680 at 4% or $60,453 at 6%.
Epi Retirement Plan-22$1,098,303$159,597$7,254iApproximate average salary by contribution assumption: employee only about $181,360 at 4% or $120,907 at 6%; with 50% employer match about $120,907 at 4% or $80,605 at 6%; with 100% employer match about $90,680 at 4% or $60,453 at 6%.
2005121$0$0-
Epi Retirement Plan-21---
2004116$724,937$110,197$6,887iApproximate average salary by contribution assumption: employee only about $172,183 at 4% or $114,789 at 6%; with 50% employer match about $114,789 at 4% or $76,526 at 6%; with 100% employer match about $86,091 at 4% or $57,394 at 6%.
Epi Retirement Plan-16$724,937$110,197$6,887iApproximate average salary by contribution assumption: employee only about $172,183 at 4% or $114,789 at 6%; with 50% employer match about $114,789 at 4% or $76,526 at 6%; with 100% employer match about $86,091 at 4% or $57,394 at 6%.
2003118$564,219$106,153$5,897iApproximate average salary by contribution assumption: employee only about $147,435 at 4% or $98,290 at 6%; with 50% employer match about $98,290 at 4% or $65,527 at 6%; with 100% employer match about $73,717 at 4% or $49,145 at 6%.
Epi Retirement Plan-18$564,219$106,153$5,897iApproximate average salary by contribution assumption: employee only about $147,435 at 4% or $98,290 at 6%; with 50% employer match about $98,290 at 4% or $65,527 at 6%; with 100% employer match about $73,717 at 4% or $49,145 at 6%.
2002119$366,647$103,436$5,444iApproximate average salary by contribution assumption: employee only about $136,100 at 4% or $90,733 at 6%; with 50% employer match about $90,733 at 4% or $60,489 at 6%; with 100% employer match about $68,050 at 4% or $45,367 at 6%.
Epi Retirement Plan-19$366,647$103,436$5,444iApproximate average salary by contribution assumption: employee only about $136,100 at 4% or $90,733 at 6%; with 50% employer match about $90,733 at 4% or $60,489 at 6%; with 100% employer match about $68,050 at 4% or $45,367 at 6%.
2001118$0$0-
Epi Retirement Plan-18---
2000117$229,002$86,698$5,100iApproximate average salary by contribution assumption: employee only about $127,497 at 4% or $84,998 at 6%; with 50% employer match about $84,998 at 4% or $56,665 at 6%; with 100% employer match about $63,749 at 4% or $42,499 at 6%.
Epi Retirement Plan-17$229,002$86,698$5,100iApproximate average salary by contribution assumption: employee only about $127,497 at 4% or $84,998 at 6%; with 50% employer match about $84,998 at 4% or $56,665 at 6%; with 100% employer match about $63,749 at 4% or $42,499 at 6%.
1999114$140,566$73,587$5,256iApproximate average salary by contribution assumption: employee only about $131,405 at 4% or $87,604 at 6%; with 50% employer match about $87,604 at 4% or $58,402 at 6%; with 100% employer match about $65,703 at 4% or $43,802 at 6%.
Epi Retirement Plan-14$140,566$73,587$5,256iApproximate average salary by contribution assumption: employee only about $131,405 at 4% or $87,604 at 6%; with 50% employer match about $87,604 at 4% or $58,402 at 6%; with 100% employer match about $65,703 at 4% or $43,802 at 6%.