Mike Epstein & Company
Plan context: Mike Epstein & Company 401(K) Plan
EIN 47-2205168 • Jamaica Plain, MA • 5 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
2
2020 Assets
$114,816
2020 Contributions
$25,820
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 | $0 | - |
| Mike Epstein & Company 401(K) Plan | - | 0 | $0 | - | - |
| 2019 | 1 | 2 | $114,816 | $25,820 | $12,910iApproximate average salary by contribution assumption: employee only about $322,750 at 4% or $215,167 at 6%; with 50% employer match about $215,167 at 4% or $143,444 at 6%; with 100% employer match about $161,375 at 4% or $107,583 at 6%. |
| Mike Epstein & Company 401(K) Plan | - | 2 | $114,816 | $25,820 | $12,910iApproximate average salary by contribution assumption: employee only about $322,750 at 4% or $215,167 at 6%; with 50% employer match about $215,167 at 4% or $143,444 at 6%; with 100% employer match about $161,375 at 4% or $107,583 at 6%. |
| 2018 | 1 | 2 | $69,679 | $27,080 | $13,540iApproximate average salary by contribution assumption: employee only about $338,500 at 4% or $225,667 at 6%; with 50% employer match about $225,667 at 4% or $150,444 at 6%; with 100% employer match about $169,250 at 4% or $112,833 at 6%. |
| Mike Epstein & Company 401(K) Plan | - | 2 | $69,679 | $27,080 | $13,540iApproximate average salary by contribution assumption: employee only about $338,500 at 4% or $225,667 at 6%; with 50% employer match about $225,667 at 4% or $150,444 at 6%; with 100% employer match about $169,250 at 4% or $112,833 at 6%. |
| 2017 | 1 | 2 | $47,585 | $20,159 | $10,080iApproximate average salary by contribution assumption: employee only about $251,988 at 4% or $167,992 at 6%; with 50% employer match about $167,992 at 4% or $111,994 at 6%; with 100% employer match about $125,994 at 4% or $83,996 at 6%. |
| Mike Epstein & Company 401(K) Plan | - | 2 | $47,585 | $20,159 | $10,080iApproximate average salary by contribution assumption: employee only about $251,988 at 4% or $167,992 at 6%; with 50% employer match about $167,992 at 4% or $111,994 at 6%; with 100% employer match about $125,994 at 4% or $83,996 at 6%. |
| 2016 | 1 | 1 | $21,144 | $20,448 | $20,448iApproximate average salary by contribution assumption: employee only about $511,200 at 4% or $340,800 at 6%; with 50% employer match about $340,800 at 4% or $227,200 at 6%; with 100% employer match about $255,600 at 4% or $170,400 at 6%. |
| Mike Epstein & Company 401(K) Plan | - | 1 | $21,144 | $20,448 | $20,448iApproximate average salary by contribution assumption: employee only about $511,200 at 4% or $340,800 at 6%; with 50% employer match about $340,800 at 4% or $227,200 at 6%; with 100% employer match about $255,600 at 4% or $170,400 at 6%. |