Civic Intelligence

Enterprise Professional Services In

Plan context: Epsi 403(B) Plan

EIN 45-0896436 • San Jose, CA • 20 filings • 3 plans

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C/O Trust Management Services1 Almaden Boulevard, Suite 620San Jose, CA 95113
Current Snapshot

Latest Year

2024

2024 Participants

251

2024 Assets

$978,368

2024 Contributions

$203,279

Historical Graphs

Total Assets Over Time

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

$981,400$490,700$0201220182024YearValue
$978,368Latest year 2024

Participants Over Time

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

2511260201220192024YearValue
251Latest 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
20241251$978,368$203,279$810iApproximate average salary by contribution assumption: employee only about $20,247 at 4% or $13,498 at 6%; with 50% employer match about $13,498 at 4% or $8,999 at 6%; with 100% employer match about $10,123 at 4% or $6,749 at 6%.
Epsi 403(B) Plan-251$978,368$203,279$810iApproximate average salary by contribution assumption: employee only about $20,247 at 4% or $13,498 at 6%; with 50% employer match about $13,498 at 4% or $8,999 at 6%; with 100% employer match about $10,123 at 4% or $6,749 at 6%.
20231241$970,244$201,462$836iApproximate average salary by contribution assumption: employee only about $20,899 at 4% or $13,932 at 6%; with 50% employer match about $13,932 at 4% or $9,288 at 6%; with 100% employer match about $10,449 at 4% or $6,966 at 6%.
Epsi 403(B) Plan-241$970,244$201,462$836iApproximate average salary by contribution assumption: employee only about $20,899 at 4% or $13,932 at 6%; with 50% employer match about $13,932 at 4% or $9,288 at 6%; with 100% employer match about $10,449 at 4% or $6,966 at 6%.
20221135$850,091$146,710$1,087iApproximate average salary by contribution assumption: employee only about $27,169 at 4% or $18,112 at 6%; with 50% employer match about $18,112 at 4% or $12,075 at 6%; with 100% employer match about $13,584 at 4% or $9,056 at 6%.
Epsi 403(B) Plan-135$850,091$146,710$1,087iApproximate average salary by contribution assumption: employee only about $27,169 at 4% or $18,112 at 6%; with 50% employer match about $18,112 at 4% or $12,075 at 6%; with 100% employer match about $13,584 at 4% or $9,056 at 6%.
20212117$981,400$176,414$1,508iApproximate average salary by contribution assumption: employee only about $37,695 at 4% or $25,130 at 6%; with 50% employer match about $25,130 at 4% or $16,753 at 6%; with 100% employer match about $18,848 at 4% or $12,565 at 6%.
Epsi 403(B) Plan-117$981,400$176,414$1,508iApproximate average salary by contribution assumption: employee only about $37,695 at 4% or $25,130 at 6%; with 50% employer match about $25,130 at 4% or $16,753 at 6%; with 100% employer match about $18,848 at 4% or $12,565 at 6%.
Enterprise Professional Services Inc. Health & Welfare Plan-0$0--
20202132$872,753$205,041$1,553iApproximate average salary by contribution assumption: employee only about $38,834 at 4% or $25,889 at 6%; with 50% employer match about $25,889 at 4% or $17,259 at 6%; with 100% employer match about $19,417 at 4% or $12,945 at 6%.
Epsi 403(B) Plan-132$864,164$205,041$1,553iApproximate average salary by contribution assumption: employee only about $38,834 at 4% or $25,889 at 6%; with 50% employer match about $25,889 at 4% or $17,259 at 6%; with 100% employer match about $19,417 at 4% or $12,945 at 6%.
Enterprise Professional Services Inc. Health & Welfare Plan-0$8,589--
20192155$789,787$187,747$1,211iApproximate average salary by contribution assumption: employee only about $30,282 at 4% or $20,188 at 6%; with 50% employer match about $20,188 at 4% or $13,459 at 6%; with 100% employer match about $15,141 at 4% or $10,094 at 6%.
Epsi 403(B) Plan-155$779,198$187,747$1,211iApproximate average salary by contribution assumption: employee only about $30,282 at 4% or $20,188 at 6%; with 50% employer match about $20,188 at 4% or $13,459 at 6%; with 100% employer match about $15,141 at 4% or $10,094 at 6%.
Enterprise Professional Services Inc. Health & Welfare Plan-0$10,589--
20182152$641,732$198,995$1,309iApproximate average salary by contribution assumption: employee only about $32,729 at 4% or $21,820 at 6%; with 50% employer match about $21,820 at 4% or $14,546 at 6%; with 100% employer match about $16,365 at 4% or $10,910 at 6%.
Epsi 403(B) Plan-152$630,518$198,995$1,309iApproximate average salary by contribution assumption: employee only about $32,729 at 4% or $21,820 at 6%; with 50% employer match about $21,820 at 4% or $14,546 at 6%; with 100% employer match about $16,365 at 4% or $10,910 at 6%.
Enterprise Professional Services Inc. Health & Welfare Plan-0$11,214--
20172139$805,170$373,323$2,686iApproximate average salary by contribution assumption: employee only about $67,144 at 4% or $44,763 at 6%; with 50% employer match about $44,763 at 4% or $29,842 at 6%; with 100% employer match about $33,572 at 4% or $22,381 at 6%.
Epsi 403(B) Plan-139$793,456$373,323$2,686iApproximate average salary by contribution assumption: employee only about $67,144 at 4% or $44,763 at 6%; with 50% employer match about $44,763 at 4% or $29,842 at 6%; with 100% employer match about $33,572 at 4% or $22,381 at 6%.
Enterprise Professional Services Inc. Health & Welfare Plan-0$11,714$0-
20162160$659,993$521,959$3,262iApproximate average salary by contribution assumption: employee only about $81,556 at 4% or $54,371 at 6%; with 50% employer match about $54,371 at 4% or $36,247 at 6%; with 100% employer match about $40,778 at 4% or $27,185 at 6%.
Epsi 403(B) Plan-160$648,279$521,959$3,262iApproximate average salary by contribution assumption: employee only about $81,556 at 4% or $54,371 at 6%; with 50% employer match about $54,371 at 4% or $36,247 at 6%; with 100% employer match about $40,778 at 4% or $27,185 at 6%.
Enterprise Professional Services Inc. Health & Welfare Plan-0$11,714--
20152150$273,971$90,031$600iApproximate average salary by contribution assumption: employee only about $15,005 at 4% or $10,003 at 6%; with 50% employer match about $10,003 at 4% or $6,669 at 6%; with 100% employer match about $7,503 at 4% or $5,002 at 6%.
Epsi 403(B) Plan-150$262,157$90,031$600iApproximate average salary by contribution assumption: employee only about $15,005 at 4% or $10,003 at 6%; with 50% employer match about $10,003 at 4% or $6,669 at 6%; with 100% employer match about $7,503 at 4% or $5,002 at 6%.
Enterprise Professional Services Inc. Health & Welfare Plan-0$11,814--
201410$11,814$0-
Enterprise Professional Services Inc. Health & Welfare Plan-0$11,814--
2013179$55,552$493,051$6,241iApproximate average salary by contribution assumption: employee only about $156,029 at 4% or $104,019 at 6%; with 50% employer match about $104,019 at 4% or $69,346 at 6%; with 100% employer match about $78,014 at 4% or $52,010 at 6%.
Enterprise Professional Services Inc. Health & Welfare Plan-79$55,552$493,051$6,241iApproximate average salary by contribution assumption: employee only about $156,029 at 4% or $104,019 at 6%; with 50% employer match about $104,019 at 4% or $69,346 at 6%; with 100% employer match about $78,014 at 4% or $52,010 at 6%.
2012144$50,007$55,875$1,270iApproximate average salary by contribution assumption: employee only about $31,747 at 4% or $21,165 at 6%; with 50% employer match about $21,165 at 4% or $14,110 at 6%; with 100% employer match about $15,874 at 4% or $10,582 at 6%.
Enterprise Professional Services Inc. Health & Welfare Plan-44$50,007$55,875$1,270iApproximate average salary by contribution assumption: employee only about $31,747 at 4% or $21,165 at 6%; with 50% employer match about $21,165 at 4% or $14,110 at 6%; with 100% employer match about $15,874 at 4% or $10,582 at 6%.