Civic Intelligence

Epsilon Financial Group Inc.

Plan context: Epsilon Financial Group Inc. 401(K) Profit Sharing Plan

EIN 72-1585453 • Fairfield, CA • 21 filings • 3 plans

2801 Waterman Boulevard, Suite 250Fairfield, CA 94534
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$2,339,486

2025 Contributions

$250,728

Historical Graphs

Total Assets Over Time

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

$5,150,401$2,575,201$0200520152025YearValue
$2,339,486Latest year 2025

Participants Over Time

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

1050200520152025YearValue
8Latest 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
202518$2,339,486$250,728$31,341iApproximate average salary by contribution assumption: employee only about $783,525 at 4% or $522,350 at 6%; with 50% employer match about $522,350 at 4% or $348,233 at 6%; with 100% employer match about $391,763 at 4% or $261,175 at 6%.
Epsilon Financial Group Inc. 401(K) Profit Sharing Plan-8$2,339,486$250,728$31,341iApproximate average salary by contribution assumption: employee only about $783,525 at 4% or $522,350 at 6%; with 50% employer match about $522,350 at 4% or $348,233 at 6%; with 100% employer match about $391,763 at 4% or $261,175 at 6%.
202419$2,044,690$206,065$22,896iApproximate average salary by contribution assumption: employee only about $572,403 at 4% or $381,602 at 6%; with 50% employer match about $381,602 at 4% or $254,401 at 6%; with 100% employer match about $286,201 at 4% or $190,801 at 6%.
Epsilon Financial Group Inc. 401(K) Profit Sharing Plan-9$2,044,690$206,065$22,896iApproximate average salary by contribution assumption: employee only about $572,403 at 4% or $381,602 at 6%; with 50% employer match about $381,602 at 4% or $254,401 at 6%; with 100% employer match about $286,201 at 4% or $190,801 at 6%.
202319$2,155,914$216,383$24,043iApproximate average salary by contribution assumption: employee only about $601,064 at 4% or $400,709 at 6%; with 50% employer match about $400,709 at 4% or $267,140 at 6%; with 100% employer match about $300,532 at 4% or $200,355 at 6%.
Epsilon Financial Group Inc. 401(K) Profit Sharing Plan-9$2,155,914$216,383$24,043iApproximate average salary by contribution assumption: employee only about $601,064 at 4% or $400,709 at 6%; with 50% employer match about $400,709 at 4% or $267,140 at 6%; with 100% employer match about $300,532 at 4% or $200,355 at 6%.
202217$3,369,786$148,986$21,284iApproximate average salary by contribution assumption: employee only about $532,093 at 4% or $354,729 at 6%; with 50% employer match about $354,729 at 4% or $236,486 at 6%; with 100% employer match about $266,046 at 4% or $177,364 at 6%.
Epsilon Financial Group Inc. 401(K) Profit Sharing Plan-7$3,369,786$148,986$21,284iApproximate average salary by contribution assumption: employee only about $532,093 at 4% or $354,729 at 6%; with 50% employer match about $354,729 at 4% or $236,486 at 6%; with 100% employer match about $266,046 at 4% or $177,364 at 6%.
202116$5,150,401$220,101$36,684iApproximate average salary by contribution assumption: employee only about $917,088 at 4% or $611,392 at 6%; with 50% employer match about $611,392 at 4% or $407,594 at 6%; with 100% employer match about $458,544 at 4% or $305,696 at 6%.
Epsilon Financial Group Inc. 401(K) Profit Sharing Plan-6$5,150,401$220,101$36,684iApproximate average salary by contribution assumption: employee only about $917,088 at 4% or $611,392 at 6%; with 50% employer match about $611,392 at 4% or $407,594 at 6%; with 100% employer match about $458,544 at 4% or $305,696 at 6%.
202017$4,690,311$208,142$29,735iApproximate average salary by contribution assumption: employee only about $743,364 at 4% or $495,576 at 6%; with 50% employer match about $495,576 at 4% or $330,384 at 6%; with 100% employer match about $371,682 at 4% or $247,788 at 6%.
Epsilon Financial Group Inc. 401(K) Profit Sharing Plan-7$4,690,311$208,142$29,735iApproximate average salary by contribution assumption: employee only about $743,364 at 4% or $495,576 at 6%; with 50% employer match about $495,576 at 4% or $330,384 at 6%; with 100% employer match about $371,682 at 4% or $247,788 at 6%.
201918$3,903,955$165,941$20,743iApproximate average salary by contribution assumption: employee only about $518,566 at 4% or $345,710 at 6%; with 50% employer match about $345,710 at 4% or $230,474 at 6%; with 100% employer match about $259,283 at 4% or $172,855 at 6%.
Epsilon Financial Group Inc. 401(K) Profit Sharing Plan-8$3,903,955$165,941$20,743iApproximate average salary by contribution assumption: employee only about $518,566 at 4% or $345,710 at 6%; with 50% employer match about $345,710 at 4% or $230,474 at 6%; with 100% employer match about $259,283 at 4% or $172,855 at 6%.
201816$3,801,555$192,404$32,067iApproximate average salary by contribution assumption: employee only about $801,683 at 4% or $534,456 at 6%; with 50% employer match about $534,456 at 4% or $356,304 at 6%; with 100% employer match about $400,842 at 4% or $267,228 at 6%.
Epsilon Financial Group Inc. 401(K) Profit Sharing Plan-6$3,801,555$192,404$32,067iApproximate average salary by contribution assumption: employee only about $801,683 at 4% or $534,456 at 6%; with 50% employer match about $534,456 at 4% or $356,304 at 6%; with 100% employer match about $400,842 at 4% or $267,228 at 6%.
201718$4,036,756$189,631$23,704iApproximate average salary by contribution assumption: employee only about $592,597 at 4% or $395,065 at 6%; with 50% employer match about $395,065 at 4% or $263,376 at 6%; with 100% employer match about $296,298 at 4% or $197,532 at 6%.
Epsilon Financial Group Inc. 401(K) Profit Sharing Plan-8$4,036,756$189,631$23,704iApproximate average salary by contribution assumption: employee only about $592,597 at 4% or $395,065 at 6%; with 50% employer match about $395,065 at 4% or $263,376 at 6%; with 100% employer match about $296,298 at 4% or $197,532 at 6%.
201618$3,219,612$188,551$23,569iApproximate average salary by contribution assumption: employee only about $589,222 at 4% or $392,815 at 6%; with 50% employer match about $392,815 at 4% or $261,876 at 6%; with 100% employer match about $294,611 at 4% or $196,407 at 6%.
Epsilon Financial Group Inc. 401(K) Profit Sharing Plan-8$3,219,612$188,551$23,569iApproximate average salary by contribution assumption: employee only about $589,222 at 4% or $392,815 at 6%; with 50% employer match about $392,815 at 4% or $261,876 at 6%; with 100% employer match about $294,611 at 4% or $196,407 at 6%.
201518$2,764,483$200,722$25,090iApproximate average salary by contribution assumption: employee only about $627,256 at 4% or $418,171 at 6%; with 50% employer match about $418,171 at 4% or $278,781 at 6%; with 100% employer match about $313,628 at 4% or $209,085 at 6%.
Epsilon Financial Group Inc. 401(K) Profit Sharing Plan-8$2,764,483$200,722$25,090iApproximate average salary by contribution assumption: employee only about $627,256 at 4% or $418,171 at 6%; with 50% employer match about $418,171 at 4% or $278,781 at 6%; with 100% employer match about $313,628 at 4% or $209,085 at 6%.
201418$2,708,785$228,946$28,618iApproximate average salary by contribution assumption: employee only about $715,456 at 4% or $476,971 at 6%; with 50% employer match about $476,971 at 4% or $317,981 at 6%; with 100% employer match about $357,728 at 4% or $238,485 at 6%.
Epsilon Financial Group Inc. 401(K) Profit Sharing Plan-8$2,708,785$228,946$28,618iApproximate average salary by contribution assumption: employee only about $715,456 at 4% or $476,971 at 6%; with 50% employer match about $476,971 at 4% or $317,981 at 6%; with 100% employer match about $357,728 at 4% or $238,485 at 6%.
2013110$2,393,070$202,397$20,240iApproximate average salary by contribution assumption: employee only about $505,993 at 4% or $337,328 at 6%; with 50% employer match about $337,328 at 4% or $224,886 at 6%; with 100% employer match about $252,996 at 4% or $168,664 at 6%.
Epsilon Financial Group Inc. 401(K) Profit Sharing Plan-10$2,393,070$202,397$20,240iApproximate average salary by contribution assumption: employee only about $505,993 at 4% or $337,328 at 6%; with 50% employer match about $337,328 at 4% or $224,886 at 6%; with 100% employer match about $252,996 at 4% or $168,664 at 6%.
201219$1,816,764$139,334$15,482iApproximate average salary by contribution assumption: employee only about $387,039 at 4% or $258,026 at 6%; with 50% employer match about $258,026 at 4% or $172,017 at 6%; with 100% employer match about $193,519 at 4% or $129,013 at 6%.
Epsilon Financial Group Inc. 401(K) Profit Sharing Plan-9$1,816,764$139,334$15,482iApproximate average salary by contribution assumption: employee only about $387,039 at 4% or $258,026 at 6%; with 50% employer match about $258,026 at 4% or $172,017 at 6%; with 100% employer match about $193,519 at 4% or $129,013 at 6%.
201118$1,450,482$131,427$16,428iApproximate average salary by contribution assumption: employee only about $410,709 at 4% or $273,806 at 6%; with 50% employer match about $273,806 at 4% or $182,538 at 6%; with 100% employer match about $205,355 at 4% or $136,903 at 6%.
Epsilon Financial Group Inc. 401(K) Profit Sharing Plan-8$1,450,482$131,427$16,428iApproximate average salary by contribution assumption: employee only about $410,709 at 4% or $273,806 at 6%; with 50% employer match about $273,806 at 4% or $182,538 at 6%; with 100% employer match about $205,355 at 4% or $136,903 at 6%.
201018$1,407,996$54,483$6,810iApproximate average salary by contribution assumption: employee only about $170,259 at 4% or $113,506 at 6%; with 50% employer match about $113,506 at 4% or $75,671 at 6%; with 100% employer match about $85,130 at 4% or $56,753 at 6%.
Epsilon Financial Group Inc. 401(K) Profit Sharing Plan-8$1,407,996$54,483$6,810iApproximate average salary by contribution assumption: employee only about $170,259 at 4% or $113,506 at 6%; with 50% employer match about $113,506 at 4% or $75,671 at 6%; with 100% employer match about $85,130 at 4% or $56,753 at 6%.
200918$1,154,206$0-
Epsilon Financial Group Inc. 401(K) Profit Sharing Plan-8$1,154,206--
200817$863,981$155,552$22,222iApproximate average salary by contribution assumption: employee only about $555,543 at 4% or $370,362 at 6%; with 50% employer match about $370,362 at 4% or $246,908 at 6%; with 100% employer match about $277,771 at 4% or $185,181 at 6%.
Epsilon Financial Group Inc. 401(K) Profit Sharing Plan-7$863,981$155,552$22,222iApproximate average salary by contribution assumption: employee only about $555,543 at 4% or $370,362 at 6%; with 50% employer match about $370,362 at 4% or $246,908 at 6%; with 100% employer match about $277,771 at 4% or $185,181 at 6%.
200716$1,176,087$152,714$25,452iApproximate average salary by contribution assumption: employee only about $636,308 at 4% or $424,206 at 6%; with 50% employer match about $424,206 at 4% or $282,804 at 6%; with 100% employer match about $318,154 at 4% or $212,103 at 6%.
Epsilon Financial Group Inc. 401(K) Profit Sharing Plan-6$1,176,087$152,714$25,452iApproximate average salary by contribution assumption: employee only about $636,308 at 4% or $424,206 at 6%; with 50% employer match about $424,206 at 4% or $282,804 at 6%; with 100% employer match about $318,154 at 4% or $212,103 at 6%.
200616$967,506$128,106$21,351iApproximate average salary by contribution assumption: employee only about $533,775 at 4% or $355,850 at 6%; with 50% employer match about $355,850 at 4% or $237,233 at 6%; with 100% employer match about $266,888 at 4% or $177,925 at 6%.
Epsilon Financial Group Inc. 401(K) Profit Sharing Plan-6$967,506$128,106$21,351iApproximate average salary by contribution assumption: employee only about $533,775 at 4% or $355,850 at 6%; with 50% employer match about $355,850 at 4% or $237,233 at 6%; with 100% employer match about $266,888 at 4% or $177,925 at 6%.
200516$695,128$102,747$17,125iApproximate average salary by contribution assumption: employee only about $428,113 at 4% or $285,408 at 6%; with 50% employer match about $285,408 at 4% or $190,272 at 6%; with 100% employer match about $214,056 at 4% or $142,704 at 6%.
Epsilon Financial Group Inc. 401(K) Profit Sharing Plan-6$695,128$102,747$17,125iApproximate average salary by contribution assumption: employee only about $428,113 at 4% or $285,408 at 6%; with 50% employer match about $285,408 at 4% or $190,272 at 6%; with 100% employer match about $214,056 at 4% or $142,704 at 6%.