ANDREW D EPSTEIN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EPSTEIN 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022: EPSTEIN 401(K) PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 1 |
Number of participants with account balances | 2022-01-01 | 1 |
2021: EPSTEIN 401(K) PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 1 |
Number of participants with account balances | 2021-01-01 | 1 |
2020: EPSTEIN 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 1 |
Number of participants with account balances | 2020-01-01 | 1 |
2019: EPSTEIN 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 1 |
Number of participants with account balances | 2019-01-01 | 1 |
2018: EPSTEIN 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 1 |
Number of participants with account balances | 2018-01-01 | 1 |
2017: EPSTEIN 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 1 |
Number of participants with account balances | 2017-01-01 | 1 |
2016: EPSTEIN 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 1 |
Number of participants with account balances | 2016-01-01 | 1 |
2015: EPSTEIN 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 1 |
Number of participants with account balances | 2015-01-01 | 1 |
2014: EPSTEIN 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 1 |
Number of participants with account balances | 2014-01-01 | 1 |
2013: EPSTEIN 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 1 |
Number of participants with account balances | 2013-01-01 | 1 |
2012: EPSTEIN 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 1 |
Number of participants with account balances | 2012-01-01 | 1 |
2011: EPSTEIN 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 2 |
Number of participants with account balances | 2011-01-01 | 2 |
2009: EPSTEIN 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 2 |
Number of participants with account balances | 2009-01-01 | 2 |
Measure | Date | Value |
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2022 : EPSTEIN 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-561,400 |
Expenses. Total of all expenses incurred | 2022-12-31 | $136,248 |
Benefits paid (including direct rollovers) | 2022-12-31 | $136,248 |
Total plan assets at end of year | 2022-12-31 | $1,346,434 |
Total plan assets at beginning of year | 2022-12-31 | $2,044,082 |
Other income received | 2022-12-31 | $-561,400 |
Net income (gross income less expenses) | 2022-12-31 | $-697,648 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,346,434 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,044,082 |
2021 : EPSTEIN 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $571,705 |
Expenses. Total of all expenses incurred | 2021-12-31 | $67,232 |
Benefits paid (including direct rollovers) | 2021-12-31 | $67,232 |
Total plan assets at end of year | 2021-12-31 | $2,044,082 |
Total plan assets at beginning of year | 2021-12-31 | $1,539,609 |
Other income received | 2021-12-31 | $571,705 |
Net income (gross income less expenses) | 2021-12-31 | $504,473 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,044,082 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,539,609 |
2020 : EPSTEIN 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $387,861 |
Total plan assets at end of year | 2020-12-31 | $1,539,609 |
Total plan assets at beginning of year | 2020-12-31 | $1,151,748 |
Other income received | 2020-12-31 | $387,861 |
Net income (gross income less expenses) | 2020-12-31 | $387,861 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,539,609 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,151,748 |
2019 : EPSTEIN 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $227,331 |
Total plan assets at end of year | 2019-12-31 | $1,151,748 |
Total plan assets at beginning of year | 2019-12-31 | $924,417 |
Other income received | 2019-12-31 | $227,331 |
Net income (gross income less expenses) | 2019-12-31 | $227,331 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,151,748 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $924,417 |
2018 : EPSTEIN 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-16,887 |
Expenses. Total of all expenses incurred | 2018-12-31 | $119,500 |
Benefits paid (including direct rollovers) | 2018-12-31 | $119,500 |
Total plan assets at end of year | 2018-12-31 | $924,417 |
Total plan assets at beginning of year | 2018-12-31 | $1,060,804 |
Other income received | 2018-12-31 | $-16,887 |
Net income (gross income less expenses) | 2018-12-31 | $-136,387 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $924,417 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,060,804 |
2017 : EPSTEIN 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $238,456 |
Expenses. Total of all expenses incurred | 2017-12-31 | $30,000 |
Benefits paid (including direct rollovers) | 2017-12-31 | $30,000 |
Total plan assets at end of year | 2017-12-31 | $1,060,804 |
Total plan assets at beginning of year | 2017-12-31 | $852,348 |
Other income received | 2017-12-31 | $238,456 |
Net income (gross income less expenses) | 2017-12-31 | $208,456 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,060,804 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $852,348 |
2016 : EPSTEIN 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $158,630 |
Expenses. Total of all expenses incurred | 2016-12-31 | $36,557 |
Benefits paid (including direct rollovers) | 2016-12-31 | $36,500 |
Total plan assets at end of year | 2016-12-31 | $852,348 |
Total plan assets at beginning of year | 2016-12-31 | $730,275 |
Other income received | 2016-12-31 | $158,630 |
Net income (gross income less expenses) | 2016-12-31 | $122,073 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $852,348 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $730,275 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $57 |
2015 : EPSTEIN 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $18,238 |
Expenses. Total of all expenses incurred | 2015-12-31 | $49 |
Total plan assets at end of year | 2015-12-31 | $730,275 |
Total plan assets at beginning of year | 2015-12-31 | $712,086 |
Other income received | 2015-12-31 | $18,238 |
Net income (gross income less expenses) | 2015-12-31 | $18,189 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $730,275 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $712,086 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $49 |
2014 : EPSTEIN 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $117,811 |
Expenses. Total of all expenses incurred | 2014-12-31 | $33,214 |
Benefits paid (including direct rollovers) | 2014-12-31 | $33,000 |
Total plan assets at end of year | 2014-12-31 | $712,086 |
Total plan assets at beginning of year | 2014-12-31 | $627,489 |
Other income received | 2014-12-31 | $117,811 |
Net income (gross income less expenses) | 2014-12-31 | $84,597 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $712,086 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $627,489 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $214 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : EPSTEIN 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $-968,737 |
Total income from all sources | 2013-12-31 | $-73,512 |
Expenses. Total of all expenses incurred | 2013-12-31 | $747 |
Total plan assets at end of year | 2013-12-31 | $627,489 |
Total plan assets at beginning of year | 2013-12-31 | $1,670,485 |
Other income received | 2013-12-31 | $-73,512 |
Net income (gross income less expenses) | 2013-12-31 | $-74,259 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $627,489 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,670,485 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $747 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : EPSTEIN 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $70,131 |
Expenses. Total of all expenses incurred | 2012-12-31 | $38,794 |
Benefits paid (including direct rollovers) | 2012-12-31 | $38,745 |
Total plan assets at end of year | 2012-12-31 | $1,670,485 |
Total plan assets at beginning of year | 2012-12-31 | $1,639,148 |
Other income received | 2012-12-31 | $70,131 |
Net income (gross income less expenses) | 2012-12-31 | $31,337 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,670,485 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,639,148 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $49 |
2011 : EPSTEIN 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-125,952 |
Expenses. Total of all expenses incurred | 2011-12-31 | $43 |
Total plan assets at end of year | 2011-12-31 | $1,639,148 |
Total plan assets at beginning of year | 2011-12-31 | $1,765,143 |
Other income received | 2011-12-31 | $-125,952 |
Net income (gross income less expenses) | 2011-12-31 | $-125,995 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,639,148 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,765,143 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $43 |
2010 : EPSTEIN 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $286,068 |
Expenses. Total of all expenses incurred | 2010-12-31 | $16 |
Total plan assets at end of year | 2010-12-31 | $1,765,143 |
Total plan assets at beginning of year | 2010-12-31 | $1,479,091 |
Other income received | 2010-12-31 | $286,068 |
Net income (gross income less expenses) | 2010-12-31 | $286,052 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,765,143 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,479,091 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $16 |
2022: EPSTEIN 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: EPSTEIN 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: EPSTEIN 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: EPSTEIN 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: EPSTEIN 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: EPSTEIN 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: EPSTEIN 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: EPSTEIN 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: EPSTEIN 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: EPSTEIN 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: EPSTEIN 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: EPSTEIN 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: EPSTEIN 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |