Marc I. Epstein, D.O. Ltd.
Plan context: Marc I. Epstein, D.O. Ltd. Money Purchase Plan
EIN 86-0823225 • Tucson, AZ • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$21,542
2024 Contributions
$18,656
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 | 1 | 0 | $0 | $0 | - |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 0 | $0 | - | - |
| 2023 | 1 | 7 | $21,542 | $0 | - |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 7 | $21,542 | - | - |
| 2022 | 1 | 8 | $68,770 | $0 | - |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 8 | $68,770 | - | - |
| 2021 | 1 | 8 | $116,552 | $0 | - |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 8 | $116,552 | - | - |
| 2020 | 1 | 8 | $87,475 | $0 | - |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 8 | $87,475 | - | - |
| 2019 | 1 | 8 | $84,761 | $0 | - |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 8 | $84,761 | - | - |
| 2018 | 1 | 9 | $110,667 | $0 | - |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 9 | $110,667 | - | - |
| 2017 | 1 | 9 | $134,588 | $0 | - |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 9 | $134,588 | - | - |
| 2016 | 1 | 9 | $138,812 | $0 | - |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 9 | $138,812 | - | - |
| 2015 | 1 | 9 | $134,339 | $0 | - |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 9 | $134,339 | - | - |
| 2014 | 1 | 9 | $158,013 | $0 | - |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 9 | $158,013 | - | - |
| 2013 | 1 | 9 | $191,611 | $18,656 | $2,073iApproximate average salary by contribution assumption: employee only about $51,822 at 4% or $34,548 at 6%; with 50% employer match about $34,548 at 4% or $23,032 at 6%; with 100% employer match about $25,911 at 4% or $17,274 at 6%. |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 9 | $191,611 | $18,656 | $2,073iApproximate average salary by contribution assumption: employee only about $51,822 at 4% or $34,548 at 6%; with 50% employer match about $34,548 at 4% or $23,032 at 6%; with 100% employer match about $25,911 at 4% or $17,274 at 6%. |
| 2012 | 1 | 9 | $214,168 | $23,815 | $2,646iApproximate average salary by contribution assumption: employee only about $66,153 at 4% or $44,102 at 6%; with 50% employer match about $44,102 at 4% or $29,401 at 6%; with 100% employer match about $33,076 at 4% or $22,051 at 6%. |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 9 | $214,168 | $23,815 | $2,646iApproximate average salary by contribution assumption: employee only about $66,153 at 4% or $44,102 at 6%; with 50% employer match about $44,102 at 4% or $29,401 at 6%; with 100% employer match about $33,076 at 4% or $22,051 at 6%. |
| 2011 | 1 | 9 | $205,382 | $24,633 | $2,737iApproximate average salary by contribution assumption: employee only about $68,425 at 4% or $45,617 at 6%; with 50% employer match about $45,617 at 4% or $30,411 at 6%; with 100% employer match about $34,213 at 4% or $22,808 at 6%. |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 9 | $205,382 | $24,633 | $2,737iApproximate average salary by contribution assumption: employee only about $68,425 at 4% or $45,617 at 6%; with 50% employer match about $45,617 at 4% or $30,411 at 6%; with 100% employer match about $34,213 at 4% or $22,808 at 6%. |
| 2010 | 1 | 9 | $213,100 | $25,430 | $2,826iApproximate average salary by contribution assumption: employee only about $70,639 at 4% or $47,093 at 6%; with 50% employer match about $47,093 at 4% or $31,395 at 6%; with 100% employer match about $35,319 at 4% or $23,546 at 6%. |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 9 | $213,100 | $25,430 | $2,826iApproximate average salary by contribution assumption: employee only about $70,639 at 4% or $47,093 at 6%; with 50% employer match about $47,093 at 4% or $31,395 at 6%; with 100% employer match about $35,319 at 4% or $23,546 at 6%. |
| 2009 | 1 | 9 | $327,991 | $22,000 | $2,444iApproximate average salary by contribution assumption: employee only about $61,111 at 4% or $40,741 at 6%; with 50% employer match about $40,741 at 4% or $27,160 at 6%; with 100% employer match about $30,556 at 4% or $20,370 at 6%. |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 9 | $327,991 | $22,000 | $2,444iApproximate average salary by contribution assumption: employee only about $61,111 at 4% or $40,741 at 6%; with 50% employer match about $40,741 at 4% or $27,160 at 6%; with 100% employer match about $30,556 at 4% or $20,370 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 9 | - | - | - |
| 2006 | 1 | 9 | $0 | $0 | - |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 9 | - | - | - |
| 2005 | 1 | 9 | $271,990 | $43,442 | $4,827iApproximate average salary by contribution assumption: employee only about $120,672 at 4% or $80,448 at 6%; with 50% employer match about $80,448 at 4% or $53,632 at 6%; with 100% employer match about $60,336 at 4% or $40,224 at 6%. |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 9 | $271,990 | $43,442 | $4,827iApproximate average salary by contribution assumption: employee only about $120,672 at 4% or $80,448 at 6%; with 50% employer match about $80,448 at 4% or $53,632 at 6%; with 100% employer match about $60,336 at 4% or $40,224 at 6%. |
| 2004 | 1 | 9 | $224,871 | $41,691 | $4,632iApproximate average salary by contribution assumption: employee only about $115,808 at 4% or $77,206 at 6%; with 50% employer match about $77,206 at 4% or $51,470 at 6%; with 100% employer match about $57,904 at 4% or $38,603 at 6%. |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 9 | $224,871 | $41,691 | $4,632iApproximate average salary by contribution assumption: employee only about $115,808 at 4% or $77,206 at 6%; with 50% employer match about $77,206 at 4% or $51,470 at 6%; with 100% employer match about $57,904 at 4% or $38,603 at 6%. |
| 2003 | 1 | 9 | $178,205 | $40,693 | $4,521iApproximate average salary by contribution assumption: employee only about $113,036 at 4% or $75,357 at 6%; with 50% employer match about $75,357 at 4% or $50,238 at 6%; with 100% employer match about $56,518 at 4% or $37,679 at 6%. |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 9 | $178,205 | $40,693 | $4,521iApproximate average salary by contribution assumption: employee only about $113,036 at 4% or $75,357 at 6%; with 50% employer match about $75,357 at 4% or $50,238 at 6%; with 100% employer match about $56,518 at 4% or $37,679 at 6%. |
| 2002 | 1 | 9 | $0 | $0 | - |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 9 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 4 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 4 | - | - | - |
| 1999 | 1 | 4 | $77,106 | $25,733 | $6,433iApproximate average salary by contribution assumption: employee only about $160,831 at 4% or $107,221 at 6%; with 50% employer match about $107,221 at 4% or $71,481 at 6%; with 100% employer match about $80,416 at 4% or $53,610 at 6%. |
| Marc I. Epstein, D.O. Ltd. Money Purchase Plan | - | 4 | $77,106 | $25,733 | $6,433iApproximate average salary by contribution assumption: employee only about $160,831 at 4% or $107,221 at 6%; with 50% employer match about $107,221 at 4% or $71,481 at 6%; with 100% employer match about $80,416 at 4% or $53,610 at 6%. |