Efg Management Co. Inc.
Plan context: Epic Fitness Group Retirement Plan
EIN 47-1429476 • 13 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
795
2024 Assets
$3,920,931
2024 Contributions
$875,327
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 | 795 | $3,920,931 | $875,327 | $1,101iApproximate average salary by contribution assumption: employee only about $27,526 at 4% or $18,351 at 6%; with 50% employer match about $18,351 at 4% or $12,234 at 6%; with 100% employer match about $13,763 at 4% or $9,175 at 6%. |
| Epic Fitness Group Retirement Plan | - | 488 | $3,920,931 | $875,327 | $1,794iApproximate average salary by contribution assumption: employee only about $44,843 at 4% or $29,895 at 6%; with 50% employer match about $29,895 at 4% or $19,930 at 6%; with 100% employer match about $22,421 at 4% or $14,948 at 6%. |
| Efg Management Co. Inc. Employee Benefits Plan | - | 795 | - | - | - |
| 2023 | 2 | 667 | $2,935,017 | $805,037 | $1,207iApproximate average salary by contribution assumption: employee only about $30,174 at 4% or $20,116 at 6%; with 50% employer match about $20,116 at 4% or $13,411 at 6%; with 100% employer match about $15,087 at 4% or $10,058 at 6%. |
| Epic Fitness Group Retirement Plan | - | 486 | $2,935,017 | $805,037 | $1,656iApproximate average salary by contribution assumption: employee only about $41,411 at 4% or $27,608 at 6%; with 50% employer match about $27,608 at 4% or $18,405 at 6%; with 100% employer match about $20,706 at 4% or $13,804 at 6%. |
| Efg Management Co. Inc. Employee Benefits Plan | - | 667 | - | - | - |
| 2022 | 2 | 680 | $2,167,913 | $762,469 | $1,121iApproximate average salary by contribution assumption: employee only about $28,032 at 4% or $18,688 at 6%; with 50% employer match about $18,688 at 4% or $12,459 at 6%; with 100% employer match about $14,016 at 4% or $9,344 at 6%. |
| Epic Fitness Group Retirement Plan | - | 493 | $2,167,913 | $762,469 | $1,547iApproximate average salary by contribution assumption: employee only about $38,665 at 4% or $25,777 at 6%; with 50% employer match about $25,777 at 4% or $17,184 at 6%; with 100% employer match about $19,332 at 4% or $12,888 at 6%. |
| Efg Management Co. Inc. Employee Benefits Plan | - | 680 | - | - | - |
| 2021 | 2 | 670 | $1,854,275 | $690,449 | $1,031iApproximate average salary by contribution assumption: employee only about $25,763 at 4% or $17,175 at 6%; with 50% employer match about $17,175 at 4% or $11,450 at 6%; with 100% employer match about $12,882 at 4% or $8,588 at 6%. |
| Epic Fitness Group Retirement Plan | - | 430 | $1,854,275 | $690,449 | $1,606iApproximate average salary by contribution assumption: employee only about $40,142 at 4% or $26,762 at 6%; with 50% employer match about $26,762 at 4% or $17,841 at 6%; with 100% employer match about $20,071 at 4% or $13,381 at 6%. |
| Efg Management Co. Inc. Employee Benefits Plan | - | 670 | - | - | - |
| 2020 | 2 | 732 | $1,039,299 | $441,243 | $603iApproximate average salary by contribution assumption: employee only about $15,070 at 4% or $10,047 at 6%; with 50% employer match about $10,047 at 4% or $6,698 at 6%; with 100% employer match about $7,535 at 4% or $5,023 at 6%. |
| Epic Fitness Group Retirement Plan | - | 310 | $1,039,299 | $441,243 | $1,423iApproximate average salary by contribution assumption: employee only about $35,584 at 4% or $23,723 at 6%; with 50% employer match about $23,723 at 4% or $15,815 at 6%; with 100% employer match about $17,792 at 4% or $11,861 at 6%. |
| Efg Management Co. Inc. Employee Benefits Plan | - | 732 | - | - | - |
| 2019 | 2 | 559 | $527,709 | $531,171 | $950iApproximate average salary by contribution assumption: employee only about $23,755 at 4% or $15,837 at 6%; with 50% employer match about $15,837 at 4% or $10,558 at 6%; with 100% employer match about $11,878 at 4% or $7,918 at 6%. |
| Epic Fitness Group Retirement Plan | - | 418 | $527,709 | $531,171 | $1,271iApproximate average salary by contribution assumption: employee only about $31,769 at 4% or $21,179 at 6%; with 50% employer match about $21,179 at 4% or $14,119 at 6%; with 100% employer match about $15,884 at 4% or $10,590 at 6%. |
| Efg Management Co. Inc. Employee Benefits Plan | - | 559 | - | - | - |
| 2018 | 1 | 193 | $0 | $0 | - |
| Efg Management Co. Inc. Employee Benefits Plan | - | 193 | - | - | - |