Civic Intelligence

Epstein Holtzapple Christo LLP

Plan context: EPSTEIN + HOLTZAPPLE LLP CASH BALANCE PENSION PLAN

EIN 83-2888467 • San Rafael, CA • 10 filings • 3 plans

999 Fifth Avenue, Suite 420San Rafael, CA 94901
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$3,168,241

2025 Contributions

$148,513

Historical Graphs

Total Assets Over Time

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

$3,168,241$1,584,121$0201920222024YearValue
$3,168,241Latest year 2024

Participants Over Time

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

530201920222024YearValue
5Latest year 2024

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
202510$0$0-
EPSTEIN + HOLTZAPPLE LLP CASH BALANCE PENSION PLAN-0$0$0-
202425$3,168,241$148,513$29,703iApproximate average salary by contribution assumption: employee only about $742,565 at 4% or $495,043 at 6%; with 50% employer match about $495,043 at 4% or $330,029 at 6%; with 100% employer match about $371,283 at 4% or $247,522 at 6%.
EPSTEIN + HOLTZAPPLE LLP CASH BALANCE PENSION PLAN-3$2,824,438$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Epstein + Holtzapple LLP 401(K)Profit Sharing Plan-5$343,803$48,513$9,703iApproximate average salary by contribution assumption: employee only about $242,565 at 4% or $161,710 at 6%; with 50% employer match about $161,710 at 4% or $107,807 at 6%; with 100% employer match about $121,283 at 4% or $80,855 at 6%.
202325$2,561,558$257,503$51,501iApproximate average salary by contribution assumption: employee only about $1,287,515 at 4% or $858,343 at 6%; with 50% employer match about $858,343 at 4% or $572,229 at 6%; with 100% employer match about $643,758 at 4% or $429,172 at 6%.
EPSTEIN + HOLTZAPPLE LLP CASH BALANCE PENSION PLAN-3$2,311,461$202,000$67,333iApproximate average salary by contribution assumption: employee only about $1,683,333 at 4% or $1,122,222 at 6%; with 50% employer match about $1,122,222 at 4% or $748,148 at 6%; with 100% employer match about $841,667 at 4% or $561,111 at 6%.
Epstein + Holtzapple LLP 401(K)Profit Sharing Plan-5$250,097$55,503$11,101iApproximate average salary by contribution assumption: employee only about $277,515 at 4% or $185,010 at 6%; with 50% employer match about $185,010 at 4% or $123,340 at 6%; with 100% employer match about $138,758 at 4% or $92,505 at 6%.
202214$168,453$77,135$19,284iApproximate average salary by contribution assumption: employee only about $482,094 at 4% or $321,396 at 6%; with 50% employer match about $321,396 at 4% or $214,264 at 6%; with 100% employer match about $241,047 at 4% or $160,698 at 6%.
Epstein + Holtzapple LLP 401(K)Profit Sharing Plan-4$168,453$77,135$19,284iApproximate average salary by contribution assumption: employee only about $482,094 at 4% or $321,396 at 6%; with 50% employer match about $321,396 at 4% or $214,264 at 6%; with 100% employer match about $241,047 at 4% or $160,698 at 6%.
202113$101,767$38,506$12,835iApproximate average salary by contribution assumption: employee only about $320,883 at 4% or $213,922 at 6%; with 50% employer match about $213,922 at 4% or $142,615 at 6%; with 100% employer match about $160,442 at 4% or $106,961 at 6%.
Epstein + Holtzapple LLP 401(K)Profit Sharing Plan-3$101,767$38,506$12,835iApproximate average salary by contribution assumption: employee only about $320,883 at 4% or $213,922 at 6%; with 50% employer match about $213,922 at 4% or $142,615 at 6%; with 100% employer match about $160,442 at 4% or $106,961 at 6%.
202013$67,345$59,692$19,897iApproximate average salary by contribution assumption: employee only about $497,433 at 4% or $331,622 at 6%; with 50% employer match about $331,622 at 4% or $221,081 at 6%; with 100% employer match about $248,717 at 4% or $165,811 at 6%.
Epstein + Holtzapple LLP 401(K)Profit Sharing Plan-3$67,345$59,692$19,897iApproximate average salary by contribution assumption: employee only about $497,433 at 4% or $331,622 at 6%; with 50% employer match about $331,622 at 4% or $221,081 at 6%; with 100% employer match about $248,717 at 4% or $165,811 at 6%.
201923$450,467$450,466$150,155iApproximate average salary by contribution assumption: employee only about $3,753,883 at 4% or $2,502,589 at 6%; with 50% employer match about $2,502,589 at 4% or $1,668,393 at 6%; with 100% employer match about $1,876,942 at 4% or $1,251,294 at 6%.
EPSTEIN + HOLTZAPPLE LLP CASH BALANCE PENSION PLAN-2$443,101$443,100$221,550iApproximate average salary by contribution assumption: employee only about $5,538,750 at 4% or $3,692,500 at 6%; with 50% employer match about $3,692,500 at 4% or $2,461,667 at 6%; with 100% employer match about $2,769,375 at 4% or $1,846,250 at 6%.
Epstein + Holtzapple LLP 401(K)Profit Sharing Plan-3$7,366$7,366$2,455iApproximate average salary by contribution assumption: employee only about $61,383 at 4% or $40,922 at 6%; with 50% employer match about $40,922 at 4% or $27,281 at 6%; with 100% employer match about $30,692 at 4% or $20,461 at 6%.