Epstein & White Retirement Income Solutions LLC
Plan context: Epstein & White Retirement Income Solutions LLC 401K Plan
EIN 46-3777250 • San Diego, CA • 7 filings • 3 plans
Current Snapshot
Latest Year
2020
2020 Participants
16
2020 Assets
$651,812
2020 Contributions
$80,776
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $80,776 | - |
| Epstein & White Retirement Income Solutions LLC 401K Plan | - | 0 | $0 | $80,776 | - |
| 2019 | 1 | 16 | $651,812 | $254,716 | $15,920iApproximate average salary by contribution assumption: employee only about $397,994 at 4% or $265,329 at 6%; with 50% employer match about $265,329 at 4% or $176,886 at 6%; with 100% employer match about $198,997 at 4% or $132,665 at 6%. |
| Epstein & White Retirement Income Solutions LLC 401K Plan | - | 16 | $651,812 | $254,716 | $15,920iApproximate average salary by contribution assumption: employee only about $397,994 at 4% or $265,329 at 6%; with 50% employer match about $265,329 at 4% or $176,886 at 6%; with 100% employer match about $198,997 at 4% or $132,665 at 6%. |
| 2018 | 1 | 14 | $322,971 | $187,820 | $13,416iApproximate average salary by contribution assumption: employee only about $335,393 at 4% or $223,595 at 6%; with 50% employer match about $223,595 at 4% or $149,063 at 6%; with 100% employer match about $167,696 at 4% or $111,798 at 6%. |
| Epstein & White Retirement Income Solutions LLC 401K Plan | - | 14 | $322,971 | $187,820 | $13,416iApproximate average salary by contribution assumption: employee only about $335,393 at 4% or $223,595 at 6%; with 50% employer match about $223,595 at 4% or $149,063 at 6%; with 100% employer match about $167,696 at 4% or $111,798 at 6%. |
| 2017 | 1 | 11 | $233,689 | $129,438 | $11,767iApproximate average salary by contribution assumption: employee only about $294,177 at 4% or $196,118 at 6%; with 50% employer match about $196,118 at 4% or $130,745 at 6%; with 100% employer match about $147,089 at 4% or $98,059 at 6%. |
| Epstein & White Retirement Income Solutions LLC 401K Plan | - | 11 | $233,689 | $129,438 | $11,767iApproximate average salary by contribution assumption: employee only about $294,177 at 4% or $196,118 at 6%; with 50% employer match about $196,118 at 4% or $130,745 at 6%; with 100% employer match about $147,089 at 4% or $98,059 at 6%. |
| 2016 | 1 | 7 | $93,967 | $80,544 | $11,506iApproximate average salary by contribution assumption: employee only about $287,657 at 4% or $191,771 at 6%; with 50% employer match about $191,771 at 4% or $127,848 at 6%; with 100% employer match about $143,829 at 4% or $95,886 at 6%. |
| Epstein & White Retirement Income Solutions LLC 401K Plan | - | 7 | $93,967 | $80,544 | $11,506iApproximate average salary by contribution assumption: employee only about $287,657 at 4% or $191,771 at 6%; with 50% employer match about $191,771 at 4% or $127,848 at 6%; with 100% employer match about $143,829 at 4% or $95,886 at 6%. |
| 2015 | 1 | 1 | $8,215 | $5,085 | $5,085iApproximate average salary by contribution assumption: employee only about $127,125 at 4% or $84,750 at 6%; with 50% employer match about $84,750 at 4% or $56,500 at 6%; with 100% employer match about $63,563 at 4% or $42,375 at 6%. |
| Epstein & White Retirement Income Solutions LLC 401K Plan | - | 1 | $8,215 | $5,085 | $5,085iApproximate average salary by contribution assumption: employee only about $127,125 at 4% or $84,750 at 6%; with 50% employer match about $84,750 at 4% or $56,500 at 6%; with 100% employer match about $63,563 at 4% or $42,375 at 6%. |
| 2014 | 1 | 1 | $3,261 | $3,260 | $3,260iApproximate average salary by contribution assumption: employee only about $81,500 at 4% or $54,333 at 6%; with 50% employer match about $54,333 at 4% or $36,222 at 6%; with 100% employer match about $40,750 at 4% or $27,167 at 6%. |
| Epstein & White Retirement Income Solutions LLC 401K Plan | - | 1 | $3,261 | $3,260 | $3,260iApproximate average salary by contribution assumption: employee only about $81,500 at 4% or $54,333 at 6%; with 50% employer match about $54,333 at 4% or $36,222 at 6%; with 100% employer match about $40,750 at 4% or $27,167 at 6%. |