Epstein and Epstein
Plan context: Epstein and Epstein Profit Sharing Plan
EIN 36-3584631 • Chicago, IL • 27 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,841,273
2024 Contributions
$35,227
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 | $1,841,273 | $35,227 | $11,742iApproximate average salary by contribution assumption: employee only about $293,558 at 4% or $195,706 at 6%; with 50% employer match about $195,706 at 4% or $130,470 at 6%; with 100% employer match about $146,779 at 4% or $97,853 at 6%. |
| Epstein and Epstein Profit Sharing Plan | - | 3 | $1,841,273 | $35,227 | $11,742iApproximate average salary by contribution assumption: employee only about $293,558 at 4% or $195,706 at 6%; with 50% employer match about $195,706 at 4% or $130,470 at 6%; with 100% employer match about $146,779 at 4% or $97,853 at 6%. |
| 2023 | 1 | 3 | $1,785,177 | $71,242 | $23,747iApproximate average salary by contribution assumption: employee only about $593,683 at 4% or $395,789 at 6%; with 50% employer match about $395,789 at 4% or $263,859 at 6%; with 100% employer match about $296,842 at 4% or $197,894 at 6%. |
| Epstein and Epstein Profit Sharing Plan | - | 3 | $1,785,177 | $71,242 | $23,747iApproximate average salary by contribution assumption: employee only about $593,683 at 4% or $395,789 at 6%; with 50% employer match about $395,789 at 4% or $263,859 at 6%; with 100% employer match about $296,842 at 4% or $197,894 at 6%. |
| 2022 | 1 | 3 | $1,706,265 | $57,096 | $19,032iApproximate average salary by contribution assumption: employee only about $475,800 at 4% or $317,200 at 6%; with 50% employer match about $317,200 at 4% or $211,467 at 6%; with 100% employer match about $237,900 at 4% or $158,600 at 6%. |
| Epstein and Epstein Profit Sharing Plan | - | 3 | $1,706,265 | $57,096 | $19,032iApproximate average salary by contribution assumption: employee only about $475,800 at 4% or $317,200 at 6%; with 50% employer match about $317,200 at 4% or $211,467 at 6%; with 100% employer match about $237,900 at 4% or $158,600 at 6%. |
| 2021 | 1 | 3 | $1,879,770 | $40,414 | $13,471iApproximate average salary by contribution assumption: employee only about $336,783 at 4% or $224,522 at 6%; with 50% employer match about $224,522 at 4% or $149,681 at 6%; with 100% employer match about $168,392 at 4% or $112,261 at 6%. |
| Epstein and Epstein Profit Sharing Plan | - | 3 | $1,879,770 | $40,414 | $13,471iApproximate average salary by contribution assumption: employee only about $336,783 at 4% or $224,522 at 6%; with 50% employer match about $224,522 at 4% or $149,681 at 6%; with 100% employer match about $168,392 at 4% or $112,261 at 6%. |
| 2020 | 1 | 3 | $1,778,860 | $60,486 | $20,162iApproximate average salary by contribution assumption: employee only about $504,050 at 4% or $336,033 at 6%; with 50% employer match about $336,033 at 4% or $224,022 at 6%; with 100% employer match about $252,025 at 4% or $168,017 at 6%. |
| Epstein and Epstein Profit Sharing Plan | - | 3 | $1,778,860 | $60,486 | $20,162iApproximate average salary by contribution assumption: employee only about $504,050 at 4% or $336,033 at 6%; with 50% employer match about $336,033 at 4% or $224,022 at 6%; with 100% employer match about $252,025 at 4% or $168,017 at 6%. |
| 2019 | 1 | 3 | $1,741,627 | $66,691 | $22,230iApproximate average salary by contribution assumption: employee only about $555,758 at 4% or $370,506 at 6%; with 50% employer match about $370,506 at 4% or $247,004 at 6%; with 100% employer match about $277,879 at 4% or $185,253 at 6%. |
| Epstein and Epstein Profit Sharing Plan | - | 3 | $1,741,627 | $66,691 | $22,230iApproximate average salary by contribution assumption: employee only about $555,758 at 4% or $370,506 at 6%; with 50% employer match about $370,506 at 4% or $247,004 at 6%; with 100% employer match about $277,879 at 4% or $185,253 at 6%. |
| 2018 | 1 | 3 | $1,451,315 | $66,341 | $22,114iApproximate average salary by contribution assumption: employee only about $552,842 at 4% or $368,561 at 6%; with 50% employer match about $368,561 at 4% or $245,707 at 6%; with 100% employer match about $276,421 at 4% or $184,281 at 6%. |
| Epstein and Epstein Profit Sharing Plan | - | 3 | $1,451,315 | $66,341 | $22,114iApproximate average salary by contribution assumption: employee only about $552,842 at 4% or $368,561 at 6%; with 50% employer match about $368,561 at 4% or $245,707 at 6%; with 100% employer match about $276,421 at 4% or $184,281 at 6%. |
| 2017 | 1 | 3 | $1,600,746 | $55,239 | $18,413iApproximate average salary by contribution assumption: employee only about $460,325 at 4% or $306,883 at 6%; with 50% employer match about $306,883 at 4% or $204,589 at 6%; with 100% employer match about $230,163 at 4% or $153,442 at 6%. |
| Epstein and Epstein Profit Sharing Plan | - | 3 | $1,600,746 | $55,239 | $18,413iApproximate average salary by contribution assumption: employee only about $460,325 at 4% or $306,883 at 6%; with 50% employer match about $306,883 at 4% or $204,589 at 6%; with 100% employer match about $230,163 at 4% or $153,442 at 6%. |
| 2016 | 1 | 3 | $1,349,528 | $68,318 | $22,773iApproximate average salary by contribution assumption: employee only about $569,317 at 4% or $379,544 at 6%; with 50% employer match about $379,544 at 4% or $253,030 at 6%; with 100% employer match about $284,658 at 4% or $189,772 at 6%. |
| Epstein and Epstein Profit Sharing Plan | - | 3 | $1,349,528 | $68,318 | $22,773iApproximate average salary by contribution assumption: employee only about $569,317 at 4% or $379,544 at 6%; with 50% employer match about $379,544 at 4% or $253,030 at 6%; with 100% employer match about $284,658 at 4% or $189,772 at 6%. |
| 2015 | 1 | 3 | $1,224,448 | $66,289 | $22,096iApproximate average salary by contribution assumption: employee only about $552,408 at 4% or $368,272 at 6%; with 50% employer match about $368,272 at 4% or $245,515 at 6%; with 100% employer match about $276,204 at 4% or $184,136 at 6%. |
| Epstein and Epstein Profit Sharing Plan | - | 3 | $1,224,448 | $66,289 | $22,096iApproximate average salary by contribution assumption: employee only about $552,408 at 4% or $368,272 at 6%; with 50% employer match about $368,272 at 4% or $245,515 at 6%; with 100% employer match about $276,204 at 4% or $184,136 at 6%. |
| 2014 | 1 | 3 | $1,167,363 | $57,457 | $19,152iApproximate average salary by contribution assumption: employee only about $478,808 at 4% or $319,206 at 6%; with 50% employer match about $319,206 at 4% or $212,804 at 6%; with 100% employer match about $239,404 at 4% or $159,603 at 6%. |
| Epstein and Epstein Profit Sharing Plan | - | 3 | $1,167,363 | $57,457 | $19,152iApproximate average salary by contribution assumption: employee only about $478,808 at 4% or $319,206 at 6%; with 50% employer match about $319,206 at 4% or $212,804 at 6%; with 100% employer match about $239,404 at 4% or $159,603 at 6%. |
| 2013 | 1 | 3 | $1,068,552 | $46,796 | $15,599iApproximate average salary by contribution assumption: employee only about $389,967 at 4% or $259,978 at 6%; with 50% employer match about $259,978 at 4% or $173,319 at 6%; with 100% employer match about $194,983 at 4% or $129,989 at 6%. |
| Epstein and Epstein Profit Sharing Plan | - | 3 | $1,068,552 | $46,796 | $15,599iApproximate average salary by contribution assumption: employee only about $389,967 at 4% or $259,978 at 6%; with 50% employer match about $259,978 at 4% or $173,319 at 6%; with 100% employer match about $194,983 at 4% or $129,989 at 6%. |
| 2012 | 1 | 3 | $884,124 | $47,885 | $15,962iApproximate average salary by contribution assumption: employee only about $399,042 at 4% or $266,028 at 6%; with 50% employer match about $266,028 at 4% or $177,352 at 6%; with 100% employer match about $199,521 at 4% or $133,014 at 6%. |
| Epstein and Epstein Profit Sharing Plan | - | 3 | $884,124 | $47,885 | $15,962iApproximate average salary by contribution assumption: employee only about $399,042 at 4% or $266,028 at 6%; with 50% employer match about $266,028 at 4% or $177,352 at 6%; with 100% employer match about $199,521 at 4% or $133,014 at 6%. |
| 2011 | 1 | 3 | $736,650 | $51,746 | $17,249iApproximate average salary by contribution assumption: employee only about $431,217 at 4% or $287,478 at 6%; with 50% employer match about $287,478 at 4% or $191,652 at 6%; with 100% employer match about $215,608 at 4% or $143,739 at 6%. |
| Epstein and Epstein Profit Sharing Plan | - | 3 | $736,650 | $51,746 | $17,249iApproximate average salary by contribution assumption: employee only about $431,217 at 4% or $287,478 at 6%; with 50% employer match about $287,478 at 4% or $191,652 at 6%; with 100% employer match about $215,608 at 4% or $143,739 at 6%. |
| 2010 | 1 | 3 | $737,410 | $52,506 | $17,502iApproximate average salary by contribution assumption: employee only about $437,550 at 4% or $291,700 at 6%; with 50% employer match about $291,700 at 4% or $194,467 at 6%; with 100% employer match about $218,775 at 4% or $145,850 at 6%. |
| Epstein and Epstein Profit Sharing Plan | - | 3 | $737,410 | $52,506 | $17,502iApproximate average salary by contribution assumption: employee only about $437,550 at 4% or $291,700 at 6%; with 50% employer match about $291,700 at 4% or $194,467 at 6%; with 100% employer match about $218,775 at 4% or $145,850 at 6%. |
| 2009 | 1 | 3 | $629,712 | $57,214 | $19,071iApproximate average salary by contribution assumption: employee only about $476,783 at 4% or $317,856 at 6%; with 50% employer match about $317,856 at 4% or $211,904 at 6%; with 100% employer match about $238,392 at 4% or $158,928 at 6%. |
| Epstein and Epstein Profit Sharing Plan | - | 3 | $629,712 | $57,214 | $19,071iApproximate average salary by contribution assumption: employee only about $476,783 at 4% or $317,856 at 6%; with 50% employer match about $317,856 at 4% or $211,904 at 6%; with 100% employer match about $238,392 at 4% or $158,928 at 6%. |
| 2008 | 1 | 3 | $0 | $0 | - |
| Epstein and Epstein Profit Sharing Plan | - | 3 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Epstein and Epstein Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 2 | $610,784 | $32,119 | $16,060iApproximate average salary by contribution assumption: employee only about $401,488 at 4% or $267,658 at 6%; with 50% employer match about $267,658 at 4% or $178,439 at 6%; with 100% employer match about $200,744 at 4% or $133,829 at 6%. |
| Epstein and Epstein Profit Sharing Plan | - | 2 | $610,784 | $32,119 | $16,060iApproximate average salary by contribution assumption: employee only about $401,488 at 4% or $267,658 at 6%; with 50% employer match about $267,658 at 4% or $178,439 at 6%; with 100% employer match about $200,744 at 4% or $133,829 at 6%. |
| 2005 | 1 | 2 | $525,390 | $45,947 | $22,974iApproximate average salary by contribution assumption: employee only about $574,338 at 4% or $382,892 at 6%; with 50% employer match about $382,892 at 4% or $255,261 at 6%; with 100% employer match about $287,169 at 4% or $191,446 at 6%. |
| Epstein and Epstein Profit Sharing Plan | - | 2 | $525,390 | $45,947 | $22,974iApproximate average salary by contribution assumption: employee only about $574,338 at 4% or $382,892 at 6%; with 50% employer match about $382,892 at 4% or $255,261 at 6%; with 100% employer match about $287,169 at 4% or $191,446 at 6%. |
| 2004 | 1 | 3 | $451,975 | $23,252 | $7,751iApproximate average salary by contribution assumption: employee only about $193,767 at 4% or $129,178 at 6%; with 50% employer match about $129,178 at 4% or $86,119 at 6%; with 100% employer match about $96,883 at 4% or $64,589 at 6%. |
| Epstein and Epstein Profit Sharing Plan | - | 3 | $451,975 | $23,252 | $7,751iApproximate average salary by contribution assumption: employee only about $193,767 at 4% or $129,178 at 6%; with 50% employer match about $129,178 at 4% or $86,119 at 6%; with 100% employer match about $96,883 at 4% or $64,589 at 6%. |
| 2003 | 2 | 3 | $384,736 | $384,922 | $128,307iApproximate average salary by contribution assumption: employee only about $3,207,683 at 4% or $2,138,456 at 6%; with 50% employer match about $2,138,456 at 4% or $1,425,637 at 6%; with 100% employer match about $1,603,842 at 4% or $1,069,228 at 6%. |
| Epstein and Epstein Profit Sharing Plan | - | 3 | $384,736 | $384,922 | $128,307iApproximate average salary by contribution assumption: employee only about $3,207,683 at 4% or $2,138,456 at 6%; with 50% employer match about $2,138,456 at 4% or $1,425,637 at 6%; with 100% employer match about $1,603,842 at 4% or $1,069,228 at 6%. |
| Mark B. Epstein Money Purchase Pension Plan | - | 0 | - | - | - |
| 2002 | 1 | 2 | $285,591 | $24,618 | $12,309iApproximate average salary by contribution assumption: employee only about $307,725 at 4% or $205,150 at 6%; with 50% employer match about $205,150 at 4% or $136,767 at 6%; with 100% employer match about $153,863 at 4% or $102,575 at 6%. |
| Mark B. Epstein Money Purchase Pension Plan | - | 2 | $285,591 | $24,618 | $12,309iApproximate average salary by contribution assumption: employee only about $307,725 at 4% or $205,150 at 6%; with 50% employer match about $205,150 at 4% or $136,767 at 6%; with 100% employer match about $153,863 at 4% or $102,575 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Mark B. Epstein Money Purchase Pension Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $306,498 | $17,493 | $8,747iApproximate average salary by contribution assumption: employee only about $218,663 at 4% or $145,775 at 6%; with 50% employer match about $145,775 at 4% or $97,183 at 6%; with 100% employer match about $109,331 at 4% or $72,888 at 6%. |
| Mark B. Epstein Money Purchase Pension Plan | - | 2 | $306,498 | $17,493 | $8,747iApproximate average salary by contribution assumption: employee only about $218,663 at 4% or $145,775 at 6%; with 50% employer match about $145,775 at 4% or $97,183 at 6%; with 100% employer match about $109,331 at 4% or $72,888 at 6%. |
| 1999 | 1 | 2 | $298,631 | $19,157 | $9,579iApproximate average salary by contribution assumption: employee only about $239,463 at 4% or $159,642 at 6%; with 50% employer match about $159,642 at 4% or $106,428 at 6%; with 100% employer match about $119,731 at 4% or $79,821 at 6%. |
| Mark B. Epstein Money Purchase Pension Plan | - | 2 | $298,631 | $19,157 | $9,579iApproximate average salary by contribution assumption: employee only about $239,463 at 4% or $159,642 at 6%; with 50% employer match about $159,642 at 4% or $106,428 at 6%; with 100% employer match about $119,731 at 4% or $79,821 at 6%. |