How big is Michael A. Epstein, M.D., S.C.'s plan?

Michael A. Epstein, M.D., S.C.'s plan reported $4.8M in assets and 2 participants for 2024.

Original filing (PDF)20251015093213NAL0008856482001

Michael A. Epstein, M.D., S.C.

Name: Michael A. Epstein, M.D., S.C. — Michael A. Epstein, Form 5500 (2024)
Creator: Michael A. Epstein, M.D., S.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael A. Epstein, M.D., S.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Michael A. Epstein, M.D., S.C.'s Michael A. Epstein, M.D., S.C. 401(k) Profit Sharing Plan held $4.8M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Matthew S Bergman signed Michael A. Epstein, M.D., S.C.'s 2024 Form 5500 as plan administrator.

Matthew S Bergman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Michael A. Epstein, M.D., S.C.'s EIN is 36-4028697.

EIN 36-4028697

Plan number 001

Plan year 2024

ACK ID 20251015093213NAL0008856482001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michael A. Epstein, M.D., S.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michael A. Epstein, M.D., S.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL A. EPSTEIN, M.D., S.C..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

MICHAEL A. EPSTEIN, M.D., S.C.

EIN

all filings

Address

1535 LAKE COOK ROAD · SUITE 211 · NORTHBROOK, IL · 600621451

Phone

(847) 205-1680

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator