Civic Intelligence

Epoch Enterprises

Plan context: EPOCH ENTERPRISES, INC. HEALTH AND WELFARE PLAN

EIN 86-0713509 • San Jose, CA • 17 filings • 4 plans

C/O Trust Management Services1 Almaden Blvd., Ste 750San Jose, CA 95113
Current Snapshot

Latest Year

2024

2024 Participants

47

2024 Assets

$23,098

2024 Contributions

$252,860

Historical Graphs

Total Assets Over Time

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

$957,533$478,767$0199920102024YearValue
$23,098Latest year 2024

Participants Over Time

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

3931970199920092024YearValue
47Latest 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
2024147$23,098$252,860$5,380iApproximate average salary by contribution assumption: employee only about $134,500 at 4% or $89,667 at 6%; with 50% employer match about $89,667 at 4% or $59,778 at 6%; with 100% employer match about $67,250 at 4% or $44,833 at 6%.
EPOCH ENTERPRISES, INC. HEALTH AND WELFARE PLAN-47$23,098$252,860$5,380iApproximate average salary by contribution assumption: employee only about $134,500 at 4% or $89,667 at 6%; with 50% employer match about $89,667 at 4% or $59,778 at 6%; with 100% employer match about $67,250 at 4% or $44,833 at 6%.
2023148$42,682$260,241$5,422iApproximate average salary by contribution assumption: employee only about $135,542 at 4% or $90,361 at 6%; with 50% employer match about $90,361 at 4% or $60,241 at 6%; with 100% employer match about $67,771 at 4% or $45,181 at 6%.
EPOCH ENTERPRISES, INC. HEALTH AND WELFARE PLAN-48$42,682$260,241$5,422iApproximate average salary by contribution assumption: employee only about $135,542 at 4% or $90,361 at 6%; with 50% employer match about $90,361 at 4% or $60,241 at 6%; with 100% employer match about $67,771 at 4% or $45,181 at 6%.
2022159$0$216,171$3,664iApproximate average salary by contribution assumption: employee only about $91,598 at 4% or $61,065 at 6%; with 50% employer match about $61,065 at 4% or $40,710 at 6%; with 100% employer match about $45,799 at 4% or $30,533 at 6%.
EPOCH ENTERPRISES, INC. HEALTH AND WELFARE PLAN-59$0$216,171$3,664iApproximate average salary by contribution assumption: employee only about $91,598 at 4% or $61,065 at 6%; with 50% employer match about $61,065 at 4% or $40,710 at 6%; with 100% employer match about $45,799 at 4% or $30,533 at 6%.
2021171$22,871$227,735$3,208iApproximate average salary by contribution assumption: employee only about $80,188 at 4% or $53,459 at 6%; with 50% employer match about $53,459 at 4% or $35,639 at 6%; with 100% employer match about $40,094 at 4% or $26,729 at 6%.
EPOCH ENTERPRISES, INC. HEALTH AND WELFARE PLAN-71$22,871$227,735$3,208iApproximate average salary by contribution assumption: employee only about $80,188 at 4% or $53,459 at 6%; with 50% employer match about $53,459 at 4% or $35,639 at 6%; with 100% employer match about $40,094 at 4% or $26,729 at 6%.
2020159$2$75,468$1,279iApproximate average salary by contribution assumption: employee only about $31,978 at 4% or $21,319 at 6%; with 50% employer match about $21,319 at 4% or $14,212 at 6%; with 100% employer match about $15,989 at 4% or $10,659 at 6%.
EPOCH ENTERPRISES, INC. HEALTH AND WELFARE PLAN-59$2$75,468$1,279iApproximate average salary by contribution assumption: employee only about $31,978 at 4% or $21,319 at 6%; with 50% employer match about $21,319 at 4% or $14,212 at 6%; with 100% employer match about $15,989 at 4% or $10,659 at 6%.
201310$0$0-
Epoch Enterprises 401K Plan-0$0--
201210$957,533$161,792-
Epoch Enterprises 401K Plan-0$957,533$161,792-
20111393$835,438$88,173$224iApproximate average salary by contribution assumption: employee only about $5,609 at 4% or $3,739 at 6%; with 50% employer match about $3,739 at 4% or $2,493 at 6%; with 100% employer match about $2,804 at 4% or $1,870 at 6%.
Epoch Enterprises 401K Plan-393$835,438$88,173$224iApproximate average salary by contribution assumption: employee only about $5,609 at 4% or $3,739 at 6%; with 50% employer match about $3,739 at 4% or $2,493 at 6%; with 100% employer match about $2,804 at 4% or $1,870 at 6%.
20101185$885,253$101,874$551iApproximate average salary by contribution assumption: employee only about $13,767 at 4% or $9,178 at 6%; with 50% employer match about $9,178 at 4% or $6,119 at 6%; with 100% employer match about $6,883 at 4% or $4,589 at 6%.
Epoch Enterprises 401K Plan-185$885,253$101,874$551iApproximate average salary by contribution assumption: employee only about $13,767 at 4% or $9,178 at 6%; with 50% employer match about $9,178 at 4% or $6,119 at 6%; with 100% employer match about $6,883 at 4% or $4,589 at 6%.
20091146$780,079$91,456$626iApproximate average salary by contribution assumption: employee only about $15,660 at 4% or $10,440 at 6%; with 50% employer match about $10,440 at 4% or $6,960 at 6%; with 100% employer match about $7,830 at 4% or $5,220 at 6%.
Epoch Enterprises 401K Plan-146$780,079$91,456$626iApproximate average salary by contribution assumption: employee only about $15,660 at 4% or $10,440 at 6%; with 50% employer match about $10,440 at 4% or $6,960 at 6%; with 100% employer match about $7,830 at 4% or $5,220 at 6%.
20051171$745,809$72,093$422iApproximate average salary by contribution assumption: employee only about $10,540 at 4% or $7,027 at 6%; with 50% employer match about $7,027 at 4% or $4,684 at 6%; with 100% employer match about $5,270 at 4% or $3,513 at 6%.
Epoch Enterprises 401K Plan-171$745,809$72,093$422iApproximate average salary by contribution assumption: employee only about $10,540 at 4% or $7,027 at 6%; with 50% employer match about $7,027 at 4% or $4,684 at 6%; with 100% employer match about $5,270 at 4% or $3,513 at 6%.
20041184$796,644$156,820$852iApproximate average salary by contribution assumption: employee only about $21,307 at 4% or $14,205 at 6%; with 50% employer match about $14,205 at 4% or $9,470 at 6%; with 100% employer match about $10,654 at 4% or $7,102 at 6%.
Epoch Enterprises 401K Plan-184$796,644$156,820$852iApproximate average salary by contribution assumption: employee only about $21,307 at 4% or $14,205 at 6%; with 50% employer match about $14,205 at 4% or $9,470 at 6%; with 100% employer match about $10,654 at 4% or $7,102 at 6%.
20031183$731,238$197,016$1,077iApproximate average salary by contribution assumption: employee only about $26,915 at 4% or $17,943 at 6%; with 50% employer match about $17,943 at 4% or $11,962 at 6%; with 100% employer match about $13,457 at 4% or $8,972 at 6%.
Epoch Enterprises 401K Plan-183$731,238$197,016$1,077iApproximate average salary by contribution assumption: employee only about $26,915 at 4% or $17,943 at 6%; with 50% employer match about $17,943 at 4% or $11,962 at 6%; with 100% employer match about $13,457 at 4% or $8,972 at 6%.
2002165$472,881$191,671$2,949iApproximate average salary by contribution assumption: employee only about $73,720 at 4% or $49,146 at 6%; with 50% employer match about $49,146 at 4% or $32,764 at 6%; with 100% employer match about $36,860 at 4% or $24,573 at 6%.
Epoch Enterprises 401K Plan-65$472,881$191,671$2,949iApproximate average salary by contribution assumption: employee only about $73,720 at 4% or $49,146 at 6%; with 50% employer match about $49,146 at 4% or $32,764 at 6%; with 100% employer match about $36,860 at 4% or $24,573 at 6%.
2001177$316,394$191,267$2,484iApproximate average salary by contribution assumption: employee only about $62,100 at 4% or $41,400 at 6%; with 50% employer match about $41,400 at 4% or $27,600 at 6%; with 100% employer match about $31,050 at 4% or $20,700 at 6%.
Epoch Enterprises 401K Plan-77$316,394$191,267$2,484iApproximate average salary by contribution assumption: employee only about $62,100 at 4% or $41,400 at 6%; with 50% employer match about $41,400 at 4% or $27,600 at 6%; with 100% employer match about $31,050 at 4% or $20,700 at 6%.
2000195$0$0-
Epoch Enterprises 401K Plan-95---
19991147$170,324$108,515$738iApproximate average salary by contribution assumption: employee only about $18,455 at 4% or $12,303 at 6%; with 50% employer match about $12,303 at 4% or $8,202 at 6%; with 100% employer match about $9,227 at 4% or $6,152 at 6%.
Epoch Enterprises 401K Plan-147$170,324$108,515$738iApproximate average salary by contribution assumption: employee only about $18,455 at 4% or $12,303 at 6%; with 50% employer match about $12,303 at 4% or $8,202 at 6%; with 100% employer match about $9,227 at 4% or $6,152 at 6%.