Civic Intelligence

Donald L. Epstein, M.D. Inc.

Plan context: Donald L. Epstein, M.D. Inc. Money Purchase Pension Plan

EIN 34-1363269 • Pepper Pike, OH • 16 filings • 5 plans

2634 Ginger Wren RoadPepper Pike, OH 44124-4567
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$650,450

2016 Contributions

$58,197

Historical Graphs

Total Assets Over Time

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

$1,810,655$905,328$0199920082015YearValue
$650,450Latest year 2015

Participants Over Time

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

320199920072015YearValue
2Latest year 2015

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
201610$0$0-
Donald L. Epstein, M.D. Inc. Money Purchase Pension Plan-0$0$0-
201512$650,450$0-
Donald L. Epstein, M.D. Inc. Money Purchase Pension Plan-2$650,450$0-
201412$662,989$0-
Donald L. Epstein, M.D. Inc. Money Purchase Pension Plan-2$662,989$0-
201312$1,125,580$0-
Donald L. Epstein, M.D. Inc. Money Purchase Pension Plan-2$1,125,580$0-
201212$1,099,795$0-
Donald L. Epstein, M.D. Inc. Money Purchase Pension Plan-2$1,099,795$0-
201112$1,190,634$0-
Donald L. Epstein, M.D. Inc. Money Purchase Pension Plan-2$1,190,634$0-
201012$1,809,922$0-
Donald L. Epstein, M.D. Inc. Money Purchase Pension Plan-2$1,809,922$0-
200813$1,431,303$58,197$19,399iApproximate average salary by contribution assumption: employee only about $484,975 at 4% or $323,317 at 6%; with 50% employer match about $323,317 at 4% or $215,544 at 6%; with 100% employer match about $242,488 at 4% or $161,658 at 6%.
Donald L. Epstein, M.D. Inc. Money Purchase Pension Plan-3$1,431,303$58,197$19,399iApproximate average salary by contribution assumption: employee only about $484,975 at 4% or $323,317 at 6%; with 50% employer match about $323,317 at 4% or $215,544 at 6%; with 100% employer match about $242,488 at 4% or $161,658 at 6%.
200713$0$0-
Donald L. Epstein, M.D. Inc. Money Purchase Pension Plan-3---
200613$1,810,655$55,220$18,407iApproximate average salary by contribution assumption: employee only about $460,167 at 4% or $306,778 at 6%; with 50% employer match about $306,778 at 4% or $204,519 at 6%; with 100% employer match about $230,083 at 4% or $153,389 at 6%.
Donald L. Epstein, M.D. Inc. Money Purchase Pension Plan-3$1,810,655$55,220$18,407iApproximate average salary by contribution assumption: employee only about $460,167 at 4% or $306,778 at 6%; with 50% employer match about $306,778 at 4% or $204,519 at 6%; with 100% employer match about $230,083 at 4% or $153,389 at 6%.
200513$1,560,421$52,471$17,490iApproximate average salary by contribution assumption: employee only about $437,258 at 4% or $291,506 at 6%; with 50% employer match about $291,506 at 4% or $194,337 at 6%; with 100% employer match about $218,629 at 4% or $145,753 at 6%.
Donald L. Epstein, M.D. Inc. Money Purchase Pension Plan-3$1,560,421$52,471$17,490iApproximate average salary by contribution assumption: employee only about $437,258 at 4% or $291,506 at 6%; with 50% employer match about $291,506 at 4% or $194,337 at 6%; with 100% employer match about $218,629 at 4% or $145,753 at 6%.
200413$1,439,908$51,244$17,081iApproximate average salary by contribution assumption: employee only about $427,033 at 4% or $284,689 at 6%; with 50% employer match about $284,689 at 4% or $189,793 at 6%; with 100% employer match about $213,517 at 4% or $142,344 at 6%.
Donald L. Epstein, M.D. Inc. Money Purchase Pension Plan-3$1,439,908$51,244$17,081iApproximate average salary by contribution assumption: employee only about $427,033 at 4% or $284,689 at 6%; with 50% employer match about $284,689 at 4% or $189,793 at 6%; with 100% employer match about $213,517 at 4% or $142,344 at 6%.
200313$1,251,906$929,874$309,958iApproximate average salary by contribution assumption: employee only about $7,748,950 at 4% or $5,165,967 at 6%; with 50% employer match about $5,165,967 at 4% or $3,443,978 at 6%; with 100% employer match about $3,874,475 at 4% or $2,582,983 at 6%.
Donald L. Epstein, M.D. Inc. Money Purchase Pension Plan-3$1,251,906$929,874$309,958iApproximate average salary by contribution assumption: employee only about $7,748,950 at 4% or $5,165,967 at 6%; with 50% employer match about $5,165,967 at 4% or $3,443,978 at 6%; with 100% employer match about $3,874,475 at 4% or $2,582,983 at 6%.
200212$88,013$38,302$19,151iApproximate average salary by contribution assumption: employee only about $478,775 at 4% or $319,183 at 6%; with 50% employer match about $319,183 at 4% or $212,789 at 6%; with 100% employer match about $239,388 at 4% or $159,592 at 6%.
Donald L. Epstein, M.D. Inc. Money Purchase Pension Plan-2$88,013$38,302$19,151iApproximate average salary by contribution assumption: employee only about $478,775 at 4% or $319,183 at 6%; with 50% employer match about $319,183 at 4% or $212,789 at 6%; with 100% employer match about $239,388 at 4% or $159,592 at 6%.
200112$69,444$36,154$18,077iApproximate average salary by contribution assumption: employee only about $451,925 at 4% or $301,283 at 6%; with 50% employer match about $301,283 at 4% or $200,856 at 6%; with 100% employer match about $225,963 at 4% or $150,642 at 6%.
Donald L. Epstein, M.D. Inc. Money Purchase Pension Plan-2$69,444$36,154$18,077iApproximate average salary by contribution assumption: employee only about $451,925 at 4% or $301,283 at 6%; with 50% employer match about $301,283 at 4% or $200,856 at 6%; with 100% employer match about $225,963 at 4% or $150,642 at 6%.
199911$32,874$32,874$32,874iApproximate average salary by contribution assumption: employee only about $821,850 at 4% or $547,900 at 6%; with 50% employer match about $547,900 at 4% or $365,267 at 6%; with 100% employer match about $410,925 at 4% or $273,950 at 6%.
Donald L. Epstein, M.D. Inc. Money Purchase Pension Plan-1$32,874$32,874$32,874iApproximate average salary by contribution assumption: employee only about $821,850 at 4% or $547,900 at 6%; with 50% employer match about $547,900 at 4% or $365,267 at 6%; with 100% employer match about $410,925 at 4% or $273,950 at 6%.