Ep Wealth Advisors Admin LLC
Plan context: Ep Wealth Advisors Admin LLC 401(K) Plan
EIN 85-3603123 • 7 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
461
2024 Assets
$60,765,631
2024 Contributions
$14,841,128
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 461 | $60,765,631 | $14,841,128 | $32,193iApproximate average salary by contribution assumption: employee only about $804,833 at 4% or $536,556 at 6%; with 50% employer match about $536,556 at 4% or $357,704 at 6%; with 100% employer match about $402,417 at 4% or $268,278 at 6%. |
| Ep Wealth Advisors Admin LLC 401(K) Plan | - | 461 | $60,765,631 | $14,841,128 | $32,193iApproximate average salary by contribution assumption: employee only about $804,833 at 4% or $536,556 at 6%; with 50% employer match about $536,556 at 4% or $357,704 at 6%; with 100% employer match about $402,417 at 4% or $268,278 at 6%. |
| Ep Wealth Advisors Admin LLC | - | 453 | - | - | - |
| 2023 | 2 | 392 | $42,826,895 | $7,290,237 | $18,598iApproximate average salary by contribution assumption: employee only about $464,939 at 4% or $309,959 at 6%; with 50% employer match about $309,959 at 4% or $206,639 at 6%; with 100% employer match about $232,469 at 4% or $154,980 at 6%. |
| Ep Wealth Advisors Admin LLC 401(K) Plan | - | 392 | $42,826,895 | $7,290,237 | $18,598iApproximate average salary by contribution assumption: employee only about $464,939 at 4% or $309,959 at 6%; with 50% employer match about $309,959 at 4% or $206,639 at 6%; with 100% employer match about $232,469 at 4% or $154,980 at 6%. |
| Ep Wealth Advisors Admin LLC | - | 392 | - | - | - |
| 2022 | 1 | 347 | $30,308,593 | $9,488,407 | $27,344iApproximate average salary by contribution assumption: employee only about $683,603 at 4% or $455,735 at 6%; with 50% employer match about $455,735 at 4% or $303,823 at 6%; with 100% employer match about $341,801 at 4% or $227,868 at 6%. |
| Ep Wealth Advisors Admin LLC 401(K) Plan | - | 347 | $30,308,593 | $9,488,407 | $27,344iApproximate average salary by contribution assumption: employee only about $683,603 at 4% or $455,735 at 6%; with 50% employer match about $455,735 at 4% or $303,823 at 6%; with 100% employer match about $341,801 at 4% or $227,868 at 6%. |
| 2021 | 1 | 250 | $26,196,198 | $5,034,957 | $20,140iApproximate average salary by contribution assumption: employee only about $503,496 at 4% or $335,664 at 6%; with 50% employer match about $335,664 at 4% or $223,776 at 6%; with 100% employer match about $251,748 at 4% or $167,832 at 6%. |
| Ep Wealth Advisors Admin LLC 401(K) Plan | - | 250 | $26,196,198 | $5,034,957 | $20,140iApproximate average salary by contribution assumption: employee only about $503,496 at 4% or $335,664 at 6%; with 50% employer match about $335,664 at 4% or $223,776 at 6%; with 100% employer match about $251,748 at 4% or $167,832 at 6%. |
| 2020 | 1 | 189 | $21,243,836 | $5,647,651 | $29,882iApproximate average salary by contribution assumption: employee only about $747,044 at 4% or $498,029 at 6%; with 50% employer match about $498,029 at 4% or $332,019 at 6%; with 100% employer match about $373,522 at 4% or $249,015 at 6%. |
| Ep Wealth Advisors Admin LLC 401(K) Plan | - | 189 | $21,243,836 | $5,647,651 | $29,882iApproximate average salary by contribution assumption: employee only about $747,044 at 4% or $498,029 at 6%; with 50% employer match about $498,029 at 4% or $332,019 at 6%; with 100% employer match about $373,522 at 4% or $249,015 at 6%. |