Epperson & Associates, P.A.
Plan context: Epperson & Associates, P.A. Employee Savings Plan
EIN 59-3017359 • Tampa, FL • 11 filings • 2 plans
Current Snapshot
Latest Year
2009
2009 Participants
6
2009 Assets
$313,577
2009 Contributions
$24,797
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $0 | - |
| Epperson & Associates, P.A. Employee Savings Plan | - | 0 | $0 | $0 | - |
| 2008 | 1 | 6 | $313,577 | $24,797 | $4,133iApproximate average salary by contribution assumption: employee only about $103,321 at 4% or $68,881 at 6%; with 50% employer match about $68,881 at 4% or $45,920 at 6%; with 100% employer match about $51,660 at 4% or $34,440 at 6%. |
| Epperson & Associates, P.A. Employee Savings Plan | - | 6 | $313,577 | $24,797 | $4,133iApproximate average salary by contribution assumption: employee only about $103,321 at 4% or $68,881 at 6%; with 50% employer match about $68,881 at 4% or $45,920 at 6%; with 100% employer match about $51,660 at 4% or $34,440 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Epperson & Associates, P.A. Employee Savings Plan | - | 6 | - | - | - |
| 2006 | 1 | 6 | $529,397 | $27,444 | $4,574iApproximate average salary by contribution assumption: employee only about $114,350 at 4% or $76,233 at 6%; with 50% employer match about $76,233 at 4% or $50,822 at 6%; with 100% employer match about $57,175 at 4% or $38,117 at 6%. |
| Epperson & Associates, P.A. Employee Savings Plan | - | 6 | $529,397 | $27,444 | $4,574iApproximate average salary by contribution assumption: employee only about $114,350 at 4% or $76,233 at 6%; with 50% employer match about $76,233 at 4% or $50,822 at 6%; with 100% employer match about $57,175 at 4% or $38,117 at 6%. |
| 2005 | 1 | 6 | $507,960 | $33,915 | $5,653iApproximate average salary by contribution assumption: employee only about $141,313 at 4% or $94,208 at 6%; with 50% employer match about $94,208 at 4% or $62,806 at 6%; with 100% employer match about $70,656 at 4% or $47,104 at 6%. |
| Epperson & Associates, P.A. Employee Savings Plan | - | 6 | $507,960 | $33,915 | $5,653iApproximate average salary by contribution assumption: employee only about $141,313 at 4% or $94,208 at 6%; with 50% employer match about $94,208 at 4% or $62,806 at 6%; with 100% employer match about $70,656 at 4% or $47,104 at 6%. |
| 2004 | 1 | 7 | $454,212 | $41,181 | $5,883iApproximate average salary by contribution assumption: employee only about $147,075 at 4% or $98,050 at 6%; with 50% employer match about $98,050 at 4% or $65,367 at 6%; with 100% employer match about $73,538 at 4% or $49,025 at 6%. |
| Epperson & Associates, P.A. Employee Savings Plan | - | 7 | $454,212 | $41,181 | $5,883iApproximate average salary by contribution assumption: employee only about $147,075 at 4% or $98,050 at 6%; with 50% employer match about $98,050 at 4% or $65,367 at 6%; with 100% employer match about $73,538 at 4% or $49,025 at 6%. |
| 2003 | 1 | 7 | $380,652 | $40,252 | $5,750iApproximate average salary by contribution assumption: employee only about $143,757 at 4% or $95,838 at 6%; with 50% employer match about $95,838 at 4% or $63,892 at 6%; with 100% employer match about $71,879 at 4% or $47,919 at 6%. |
| Epperson & Associates, P.A. Employee Savings Plan | - | 7 | $380,652 | $40,252 | $5,750iApproximate average salary by contribution assumption: employee only about $143,757 at 4% or $95,838 at 6%; with 50% employer match about $95,838 at 4% or $63,892 at 6%; with 100% employer match about $71,879 at 4% or $47,919 at 6%. |
| 2002 | 1 | 10 | $274,688 | $48,447 | $4,845iApproximate average salary by contribution assumption: employee only about $121,118 at 4% or $80,745 at 6%; with 50% employer match about $80,745 at 4% or $53,830 at 6%; with 100% employer match about $60,559 at 4% or $40,373 at 6%. |
| Epperson & Associates, P.A. Employee Savings Plan | - | 10 | $274,688 | $48,447 | $4,845iApproximate average salary by contribution assumption: employee only about $121,118 at 4% or $80,745 at 6%; with 50% employer match about $80,745 at 4% or $53,830 at 6%; with 100% employer match about $60,559 at 4% or $40,373 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| Epperson & Associates, P.A. Employee Savings Plan | - | 0 | - | - | - |
| 2000 | 1 | 10 | $301,891 | $66,977 | $6,698iApproximate average salary by contribution assumption: employee only about $167,443 at 4% or $111,628 at 6%; with 50% employer match about $111,628 at 4% or $74,419 at 6%; with 100% employer match about $83,721 at 4% or $55,814 at 6%. |
| Epperson & Associates, P.A. Employee Savings Plan | - | 10 | $301,891 | $66,977 | $6,698iApproximate average salary by contribution assumption: employee only about $167,443 at 4% or $111,628 at 6%; with 50% employer match about $111,628 at 4% or $74,419 at 6%; with 100% employer match about $83,721 at 4% or $55,814 at 6%. |
| 1999 | 1 | 13 | $269,008 | $61,716 | $4,747iApproximate average salary by contribution assumption: employee only about $118,685 at 4% or $79,123 at 6%; with 50% employer match about $79,123 at 4% or $52,749 at 6%; with 100% employer match about $59,342 at 4% or $39,562 at 6%. |
| Epperson & Associates, P.A. Employee Savings Plan | - | 13 | $269,008 | $61,716 | $4,747iApproximate average salary by contribution assumption: employee only about $118,685 at 4% or $79,123 at 6%; with 50% employer match about $79,123 at 4% or $52,749 at 6%; with 100% employer match about $59,342 at 4% or $39,562 at 6%. |