Civic Intelligence

Sea Studios PC

Plan context: Sanford Epstein & Associates 401(K) Profit Sharing Plan and Trust

EIN 58-1565172 • Atlanta, GA • 16 filings • 4 plans

6285 Barfield RoadSuite 285Atlanta, GA 30328
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$984,437

2025 Contributions

$76,855

Historical Graphs

Total Assets Over Time

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

$984,437$492,219$0200920182025YearValue
$984,437Latest year 2025

Participants Over Time

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

840200920182025YearValue
7Latest year 2025

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
202517$984,437$76,855$10,979iApproximate average salary by contribution assumption: employee only about $274,482 at 4% or $182,988 at 6%; with 50% employer match about $182,988 at 4% or $121,992 at 6%; with 100% employer match about $137,241 at 4% or $91,494 at 6%.
Sanford Epstein & Associates 401(K) Profit Sharing Plan and Trust-7$984,437$76,855$10,979iApproximate average salary by contribution assumption: employee only about $274,482 at 4% or $182,988 at 6%; with 50% employer match about $182,988 at 4% or $121,992 at 6%; with 100% employer match about $137,241 at 4% or $91,494 at 6%.
202417$824,373$70,832$10,119iApproximate average salary by contribution assumption: employee only about $252,971 at 4% or $168,648 at 6%; with 50% employer match about $168,648 at 4% or $112,432 at 6%; with 100% employer match about $126,486 at 4% or $84,324 at 6%.
Sanford Epstein & Associates 401(K) Profit Sharing Plan and Trust-7$824,373$70,832$10,119iApproximate average salary by contribution assumption: employee only about $252,971 at 4% or $168,648 at 6%; with 50% employer match about $168,648 at 4% or $112,432 at 6%; with 100% employer match about $126,486 at 4% or $84,324 at 6%.
202318$817,594$75,198$9,400iApproximate average salary by contribution assumption: employee only about $234,994 at 4% or $156,663 at 6%; with 50% employer match about $156,663 at 4% or $104,442 at 6%; with 100% employer match about $117,497 at 4% or $78,331 at 6%.
Sanford Epstein & Associates 401(K) Profit Sharing Plan and Trust-8$817,594$75,198$9,400iApproximate average salary by contribution assumption: employee only about $234,994 at 4% or $156,663 at 6%; with 50% employer match about $156,663 at 4% or $104,442 at 6%; with 100% employer match about $117,497 at 4% or $78,331 at 6%.
202218$692,802$73,877$9,235iApproximate average salary by contribution assumption: employee only about $230,866 at 4% or $153,910 at 6%; with 50% employer match about $153,910 at 4% or $102,607 at 6%; with 100% employer match about $115,433 at 4% or $76,955 at 6%.
Sanford Epstein & Associates 401(K) Profit Sharing Plan and Trust-8$692,802$73,877$9,235iApproximate average salary by contribution assumption: employee only about $230,866 at 4% or $153,910 at 6%; with 50% employer match about $153,910 at 4% or $102,607 at 6%; with 100% employer match about $115,433 at 4% or $76,955 at 6%.
202118$747,232$73,454$9,182iApproximate average salary by contribution assumption: employee only about $229,544 at 4% or $153,029 at 6%; with 50% employer match about $153,029 at 4% or $102,019 at 6%; with 100% employer match about $114,772 at 4% or $76,515 at 6%.
Sanford Epstein & Associates 401(K) Profit Sharing Plan and Trust-8$747,232$73,454$9,182iApproximate average salary by contribution assumption: employee only about $229,544 at 4% or $153,029 at 6%; with 50% employer match about $153,029 at 4% or $102,019 at 6%; with 100% employer match about $114,772 at 4% or $76,515 at 6%.
202017$614,491$66,088$9,441iApproximate average salary by contribution assumption: employee only about $236,029 at 4% or $157,352 at 6%; with 50% employer match about $157,352 at 4% or $104,902 at 6%; with 100% employer match about $118,014 at 4% or $78,676 at 6%.
Sanford Epstein & Associates 401(K) Profit Sharing Plan and Trust-7$614,491$66,088$9,441iApproximate average salary by contribution assumption: employee only about $236,029 at 4% or $157,352 at 6%; with 50% employer match about $157,352 at 4% or $104,902 at 6%; with 100% employer match about $118,014 at 4% or $78,676 at 6%.
201917$524,394$66,911$9,559iApproximate average salary by contribution assumption: employee only about $238,968 at 4% or $159,312 at 6%; with 50% employer match about $159,312 at 4% or $106,208 at 6%; with 100% employer match about $119,484 at 4% or $79,656 at 6%.
Sanford Epstein & Associates 401(K) Profit Sharing Plan and Trust-7$524,394$66,911$9,559iApproximate average salary by contribution assumption: employee only about $238,968 at 4% or $159,312 at 6%; with 50% employer match about $159,312 at 4% or $106,208 at 6%; with 100% employer match about $119,484 at 4% or $79,656 at 6%.
201817$411,009$79,153$11,308iApproximate average salary by contribution assumption: employee only about $282,689 at 4% or $188,460 at 6%; with 50% employer match about $188,460 at 4% or $125,640 at 6%; with 100% employer match about $141,345 at 4% or $94,230 at 6%.
Sanford Epstein & Associates 401(K) Profit Sharing Plan and Trust-7$411,009$79,153$11,308iApproximate average salary by contribution assumption: employee only about $282,689 at 4% or $188,460 at 6%; with 50% employer match about $188,460 at 4% or $125,640 at 6%; with 100% employer match about $141,345 at 4% or $94,230 at 6%.
201716$362,019$99,826$16,638iApproximate average salary by contribution assumption: employee only about $415,942 at 4% or $277,294 at 6%; with 50% employer match about $277,294 at 4% or $184,863 at 6%; with 100% employer match about $207,971 at 4% or $138,647 at 6%.
Sanford Epstein & Associates 401(K) Profit Sharing Plan and Trust-6$362,019$99,826$16,638iApproximate average salary by contribution assumption: employee only about $415,942 at 4% or $277,294 at 6%; with 50% employer match about $277,294 at 4% or $184,863 at 6%; with 100% employer match about $207,971 at 4% or $138,647 at 6%.
201617$240,569$45,394$6,485iApproximate average salary by contribution assumption: employee only about $162,121 at 4% or $108,081 at 6%; with 50% employer match about $108,081 at 4% or $72,054 at 6%; with 100% employer match about $81,061 at 4% or $54,040 at 6%.
Sanford Epstein & Associates 401(K) Profit Sharing Plan and Trust-7$240,569$45,394$6,485iApproximate average salary by contribution assumption: employee only about $162,121 at 4% or $108,081 at 6%; with 50% employer match about $108,081 at 4% or $72,054 at 6%; with 100% employer match about $81,061 at 4% or $54,040 at 6%.
201517$182,895$44,004$6,286iApproximate average salary by contribution assumption: employee only about $157,157 at 4% or $104,771 at 6%; with 50% employer match about $104,771 at 4% or $69,848 at 6%; with 100% employer match about $78,579 at 4% or $52,386 at 6%.
Sanford Epstein & Associates 401(K) Profit Sharing Plan and Trust-7$182,895$44,004$6,286iApproximate average salary by contribution assumption: employee only about $157,157 at 4% or $104,771 at 6%; with 50% employer match about $104,771 at 4% or $69,848 at 6%; with 100% employer match about $78,579 at 4% or $52,386 at 6%.
201417$158,328$32,200$4,600iApproximate average salary by contribution assumption: employee only about $115,000 at 4% or $76,667 at 6%; with 50% employer match about $76,667 at 4% or $51,111 at 6%; with 100% employer match about $57,500 at 4% or $38,333 at 6%.
Sanford Epstein & Associates 401(K) Profit Sharing Plan and Trust-7$158,328$32,200$4,600iApproximate average salary by contribution assumption: employee only about $115,000 at 4% or $76,667 at 6%; with 50% employer match about $76,667 at 4% or $51,111 at 6%; with 100% employer match about $57,500 at 4% or $38,333 at 6%.
201316$120,205$29,829$4,972iApproximate average salary by contribution assumption: employee only about $124,288 at 4% or $82,858 at 6%; with 50% employer match about $82,858 at 4% or $55,239 at 6%; with 100% employer match about $62,144 at 4% or $41,429 at 6%.
Sanford Epstein & Associates 401(K) Profit Sharing Plan and Trust-6$120,205$29,829$4,972iApproximate average salary by contribution assumption: employee only about $124,288 at 4% or $82,858 at 6%; with 50% employer match about $82,858 at 4% or $55,239 at 6%; with 100% employer match about $62,144 at 4% or $41,429 at 6%.
201116$75,148$2,210$368iApproximate average salary by contribution assumption: employee only about $9,208 at 4% or $6,139 at 6%; with 50% employer match about $6,139 at 4% or $4,093 at 6%; with 100% employer match about $4,604 at 4% or $3,069 at 6%.
Sanford Epstein & Associates 401(K) Profit Sharing Plan and Trust-6$75,148$2,210$368iApproximate average salary by contribution assumption: employee only about $9,208 at 4% or $6,139 at 6%; with 50% employer match about $6,139 at 4% or $4,093 at 6%; with 100% employer match about $4,604 at 4% or $3,069 at 6%.
201016$77,221$2,891$482iApproximate average salary by contribution assumption: employee only about $12,046 at 4% or $8,031 at 6%; with 50% employer match about $8,031 at 4% or $5,354 at 6%; with 100% employer match about $6,023 at 4% or $4,015 at 6%.
Sanford Epstein & Associates 401(K) Profit Sharing Plan and Trust-6$77,221$2,891$482iApproximate average salary by contribution assumption: employee only about $12,046 at 4% or $8,031 at 6%; with 50% employer match about $8,031 at 4% or $5,354 at 6%; with 100% employer match about $6,023 at 4% or $4,015 at 6%.
200916$64,754$22,655$3,776iApproximate average salary by contribution assumption: employee only about $94,396 at 4% or $62,931 at 6%; with 50% employer match about $62,931 at 4% or $41,954 at 6%; with 100% employer match about $47,198 at 4% or $31,465 at 6%.
Sanford Epstein & Associates 401(K) Profit Sharing Plan and Trust-6$64,754$22,655$3,776iApproximate average salary by contribution assumption: employee only about $94,396 at 4% or $62,931 at 6%; with 50% employer match about $62,931 at 4% or $41,954 at 6%; with 100% employer match about $47,198 at 4% or $31,465 at 6%.