Civic Intelligence

Epstein Group PC

Plan context: Epstein Group PC 401(K) P/S Plan

EIN 93-1308014 • Portland, OR • 8 filings • 3 plans

6027 SE Belmont Street, Suite 3Portland, OR 97215
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$313,699

2015 Contributions

$38,324

Historical Graphs

Total Assets Over Time

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

$313,699$156,850$0200820122015YearValue
$313,699Latest year 2015

Participants Over Time

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

630200820122015YearValue
4Latest year 2015

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
201514$313,699$38,324$9,581iApproximate average salary by contribution assumption: employee only about $239,525 at 4% or $159,683 at 6%; with 50% employer match about $159,683 at 4% or $106,456 at 6%; with 100% employer match about $119,763 at 4% or $79,842 at 6%.
Epstein Group PC 401(K) P/S Plan-4$313,699$38,324$9,581iApproximate average salary by contribution assumption: employee only about $239,525 at 4% or $159,683 at 6%; with 50% employer match about $159,683 at 4% or $106,456 at 6%; with 100% employer match about $119,763 at 4% or $79,842 at 6%.
201415$295,723$57,804$11,561iApproximate average salary by contribution assumption: employee only about $289,020 at 4% or $192,680 at 6%; with 50% employer match about $192,680 at 4% or $128,453 at 6%; with 100% employer match about $144,510 at 4% or $96,340 at 6%.
Epstein Group PC 401(K) P/S Plan-5$295,723$57,804$11,561iApproximate average salary by contribution assumption: employee only about $289,020 at 4% or $192,680 at 6%; with 50% employer match about $192,680 at 4% or $128,453 at 6%; with 100% employer match about $144,510 at 4% or $96,340 at 6%.
201316$276,929$44,554$7,426iApproximate average salary by contribution assumption: employee only about $185,642 at 4% or $123,761 at 6%; with 50% employer match about $123,761 at 4% or $82,507 at 6%; with 100% employer match about $92,821 at 4% or $61,881 at 6%.
Epstein Group PC 401(K) P/S Plan-6$276,929$44,554$7,426iApproximate average salary by contribution assumption: employee only about $185,642 at 4% or $123,761 at 6%; with 50% employer match about $123,761 at 4% or $82,507 at 6%; with 100% employer match about $92,821 at 4% or $61,881 at 6%.
201216$203,698$33,696$5,616iApproximate average salary by contribution assumption: employee only about $140,400 at 4% or $93,600 at 6%; with 50% employer match about $93,600 at 4% or $62,400 at 6%; with 100% employer match about $70,200 at 4% or $46,800 at 6%.
Epstein Group PC 401(K) P/S Plan-6$203,698$33,696$5,616iApproximate average salary by contribution assumption: employee only about $140,400 at 4% or $93,600 at 6%; with 50% employer match about $93,600 at 4% or $62,400 at 6%; with 100% employer match about $70,200 at 4% or $46,800 at 6%.
201115$155,439$40,539$8,108iApproximate average salary by contribution assumption: employee only about $202,695 at 4% or $135,130 at 6%; with 50% employer match about $135,130 at 4% or $90,087 at 6%; with 100% employer match about $101,348 at 4% or $67,565 at 6%.
Epstein Group PC 401(K) P/S Plan-5$155,439$40,539$8,108iApproximate average salary by contribution assumption: employee only about $202,695 at 4% or $135,130 at 6%; with 50% employer match about $135,130 at 4% or $90,087 at 6%; with 100% employer match about $101,348 at 4% or $67,565 at 6%.
201014$121,234$33,866$8,467iApproximate average salary by contribution assumption: employee only about $211,663 at 4% or $141,108 at 6%; with 50% employer match about $141,108 at 4% or $94,072 at 6%; with 100% employer match about $105,831 at 4% or $70,554 at 6%.
Epstein Group PC 401(K) P/S Plan-4$121,234$33,866$8,467iApproximate average salary by contribution assumption: employee only about $211,663 at 4% or $141,108 at 6%; with 50% employer match about $141,108 at 4% or $94,072 at 6%; with 100% employer match about $105,831 at 4% or $70,554 at 6%.
200914$84,197$27,024$6,756iApproximate average salary by contribution assumption: employee only about $168,900 at 4% or $112,600 at 6%; with 50% employer match about $112,600 at 4% or $75,067 at 6%; with 100% employer match about $84,450 at 4% or $56,300 at 6%.
Epstein Group PC 401(K) P/S Plan-4$84,197$27,024$6,756iApproximate average salary by contribution assumption: employee only about $168,900 at 4% or $112,600 at 6%; with 50% employer match about $112,600 at 4% or $75,067 at 6%; with 100% employer match about $84,450 at 4% or $56,300 at 6%.
200814$45,692$53,008$13,252iApproximate average salary by contribution assumption: employee only about $331,300 at 4% or $220,867 at 6%; with 50% employer match about $220,867 at 4% or $147,244 at 6%; with 100% employer match about $165,650 at 4% or $110,433 at 6%.
Epstein Group PC 401(K) P/S Plan-4$45,692$53,008$13,252iApproximate average salary by contribution assumption: employee only about $331,300 at 4% or $220,867 at 6%; with 50% employer match about $220,867 at 4% or $147,244 at 6%; with 100% employer match about $165,650 at 4% or $110,433 at 6%.