Epitome Trading Inc.
Plan context: EPITOME TRADING INC. CASH BALANCE PLAN
EIN 45-3940010 • Los Angeles, CA • 22 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$2,038,407
2024 Contributions
$261,095
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 | 2 | 14 | $2,038,407 | $261,095 | $18,650iApproximate average salary by contribution assumption: employee only about $466,241 at 4% or $310,827 at 6%; with 50% employer match about $310,827 at 4% or $207,218 at 6%; with 100% employer match about $233,121 at 4% or $155,414 at 6%. |
| EPITOME TRADING INC. CASH BALANCE PLAN | - | 12 | $1,267,636 | $179,613 | $14,968iApproximate average salary by contribution assumption: employee only about $374,194 at 4% or $249,463 at 6%; with 50% employer match about $249,463 at 4% or $166,308 at 6%; with 100% employer match about $187,097 at 4% or $124,731 at 6%. |
| Epitome Trading Inc Retirement Plan | - | 14 | $770,771 | $81,482 | $5,820iApproximate average salary by contribution assumption: employee only about $145,504 at 4% or $97,002 at 6%; with 50% employer match about $97,002 at 4% or $64,668 at 6%; with 100% employer match about $72,752 at 4% or $48,501 at 6%. |
| 2023 | 2 | 14 | $1,662,866 | $502,501 | $35,893iApproximate average salary by contribution assumption: employee only about $897,323 at 4% or $598,215 at 6%; with 50% employer match about $598,215 at 4% or $398,810 at 6%; with 100% employer match about $448,662 at 4% or $299,108 at 6%. |
| EPITOME TRADING INC. CASH BALANCE PLAN | - | 11 | $1,013,032 | $411,970 | $37,452iApproximate average salary by contribution assumption: employee only about $936,295 at 4% or $624,197 at 6%; with 50% employer match about $624,197 at 4% or $416,131 at 6%; with 100% employer match about $468,148 at 4% or $312,098 at 6%. |
| Epitome Trading Inc Retirement Plan | - | 14 | $649,834 | $90,531 | $6,467iApproximate average salary by contribution assumption: employee only about $161,663 at 4% or $107,775 at 6%; with 50% employer match about $107,775 at 4% or $71,850 at 6%; with 100% employer match about $80,831 at 4% or $53,888 at 6%. |
| 2022 | 3 | 11 | $1,040,753 | $382,980 | $34,816iApproximate average salary by contribution assumption: employee only about $870,409 at 4% or $580,273 at 6%; with 50% employer match about $580,273 at 4% or $386,848 at 6%; with 100% employer match about $435,205 at 4% or $290,136 at 6%. |
| EPITOME TRADING INC. CASH BALANCE PLAN | - | 10 | $567,893 | $307,655 | $30,766iApproximate average salary by contribution assumption: employee only about $769,138 at 4% or $512,758 at 6%; with 50% employer match about $512,758 at 4% or $341,839 at 6%; with 100% employer match about $384,569 at 4% or $256,379 at 6%. |
| Epitome Trading Inc Retirement Plan | - | 11 | $472,860 | $75,325 | $6,848iApproximate average salary by contribution assumption: employee only about $171,193 at 4% or $114,129 at 6%; with 50% employer match about $114,129 at 4% or $76,086 at 6%; with 100% employer match about $85,597 at 4% or $57,064 at 6%. |
| Epitome Trading Inc Pension Plan | - | 0 | $0 | - | - |
| 2021 | 3 | 21 | $1,985,064 | $335,902 | $15,995iApproximate average salary by contribution assumption: employee only about $399,883 at 4% or $266,589 at 6%; with 50% employer match about $266,589 at 4% or $177,726 at 6%; with 100% employer match about $199,942 at 4% or $133,294 at 6%. |
| Epitome Trading Inc Pension Plan | - | 6 | $1,224,033 | $0 | - |
| Epitome Trading Inc Retirement Plan | - | 21 | $500,311 | $75,182 | $3,580iApproximate average salary by contribution assumption: employee only about $89,502 at 4% or $59,668 at 6%; with 50% employer match about $59,668 at 4% or $39,779 at 6%; with 100% employer match about $44,751 at 4% or $29,834 at 6%. |
| EPITOME TRADING INC. CASH BALANCE PLAN | - | 8 | $260,720 | $260,720 | $32,590iApproximate average salary by contribution assumption: employee only about $814,750 at 4% or $543,167 at 6%; with 50% employer match about $543,167 at 4% or $362,111 at 6%; with 100% employer match about $407,375 at 4% or $271,583 at 6%. |
| 2020 | 2 | 17 | $1,545,539 | $205,267 | $12,075iApproximate average salary by contribution assumption: employee only about $301,863 at 4% or $201,242 at 6%; with 50% employer match about $201,242 at 4% or $134,161 at 6%; with 100% employer match about $150,932 at 4% or $100,621 at 6%. |
| Epitome Trading Inc Pension Plan | - | 6 | $1,138,965 | $138,836 | $23,139iApproximate average salary by contribution assumption: employee only about $578,483 at 4% or $385,656 at 6%; with 50% employer match about $385,656 at 4% or $257,104 at 6%; with 100% employer match about $289,242 at 4% or $192,828 at 6%. |
| Epitome Trading Inc Retirement Plan | - | 17 | $406,574 | $66,431 | $3,908iApproximate average salary by contribution assumption: employee only about $97,693 at 4% or $65,128 at 6%; with 50% employer match about $65,128 at 4% or $43,419 at 6%; with 100% employer match about $48,846 at 4% or $32,564 at 6%. |
| 2019 | 2 | 16 | $1,244,970 | $59,215 | $3,701iApproximate average salary by contribution assumption: employee only about $92,523 at 4% or $61,682 at 6%; with 50% employer match about $61,682 at 4% or $41,122 at 6%; with 100% employer match about $46,262 at 4% or $30,841 at 6%. |
| Epitome Trading Inc Pension Plan | - | 13 | $935,916 | $0 | - |
| Epitome Trading Inc Retirement Plan | - | 16 | $309,054 | $59,215 | $3,701iApproximate average salary by contribution assumption: employee only about $92,523 at 4% or $61,682 at 6%; with 50% employer match about $61,682 at 4% or $41,122 at 6%; with 100% employer match about $46,262 at 4% or $30,841 at 6%. |
| 2018 | 2 | 10 | $1,043,596 | $369,406 | $36,941iApproximate average salary by contribution assumption: employee only about $923,515 at 4% or $615,677 at 6%; with 50% employer match about $615,677 at 4% or $410,451 at 6%; with 100% employer match about $461,758 at 4% or $307,838 at 6%. |
| Epitome Trading Inc Pension Plan | - | 6 | $829,303 | $270,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| Epitome Trading Inc Retirement Plan | - | 10 | $214,293 | $99,406 | $9,941iApproximate average salary by contribution assumption: employee only about $248,515 at 4% or $165,677 at 6%; with 50% employer match about $165,677 at 4% or $110,451 at 6%; with 100% employer match about $124,258 at 4% or $82,838 at 6%. |
| 2017 | 2 | 8 | $728,842 | $237,323 | $29,665iApproximate average salary by contribution assumption: employee only about $741,634 at 4% or $494,423 at 6%; with 50% employer match about $494,423 at 4% or $329,615 at 6%; with 100% employer match about $370,817 at 4% or $247,211 at 6%. |
| Epitome Trading Inc Pension Plan | - | 5 | $596,569 | $175,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Epitome Trading Inc Retirement Plan | - | 8 | $132,273 | $62,323 | $7,790iApproximate average salary by contribution assumption: employee only about $194,759 at 4% or $129,840 at 6%; with 50% employer match about $129,840 at 4% or $86,560 at 6%; with 100% employer match about $97,380 at 4% or $64,920 at 6%. |
| 2016 | 2 | 7 | $460,376 | $303,463 | $43,352iApproximate average salary by contribution assumption: employee only about $1,083,796 at 4% or $722,531 at 6%; with 50% employer match about $722,531 at 4% or $481,687 at 6%; with 100% employer match about $541,898 at 4% or $361,265 at 6%. |
| Epitome Trading Inc Pension Plan | - | 4 | $392,185 | $260,084 | $65,021iApproximate average salary by contribution assumption: employee only about $1,625,525 at 4% or $1,083,683 at 6%; with 50% employer match about $1,083,683 at 4% or $722,456 at 6%; with 100% employer match about $812,763 at 4% or $541,842 at 6%. |
| Epitome Trading Inc Retirement Plan | - | 7 | $68,191 | $43,379 | $6,197iApproximate average salary by contribution assumption: employee only about $154,925 at 4% or $103,283 at 6%; with 50% employer match about $103,283 at 4% or $68,856 at 6%; with 100% employer match about $77,463 at 4% or $51,642 at 6%. |
| 2015 | 2 | 7 | $146,067 | $148,397 | $21,200iApproximate average salary by contribution assumption: employee only about $529,989 at 4% or $353,326 at 6%; with 50% employer match about $353,326 at 4% or $235,551 at 6%; with 100% employer match about $264,995 at 4% or $176,663 at 6%. |
| Epitome Trading Inc Pension Plan | - | 6 | $115,370 | $116,368 | $19,395iApproximate average salary by contribution assumption: employee only about $484,867 at 4% or $323,244 at 6%; with 50% employer match about $323,244 at 4% or $215,496 at 6%; with 100% employer match about $242,433 at 4% or $161,622 at 6%. |
| Epitome Trading Inc Retirement Plan | - | 7 | $30,697 | $32,029 | $4,576iApproximate average salary by contribution assumption: employee only about $114,389 at 4% or $76,260 at 6%; with 50% employer match about $76,260 at 4% or $50,840 at 6%; with 100% employer match about $57,195 at 4% or $38,130 at 6%. |