Civic Intelligence

Phillips Oppenheim Group Inc.

Plan context: The Phillips Oppenheim Group Profit Sharing Plan

EIN 06-1347310 • New York, NY • 32 filings • 7 plans

135 W. 50th StSuite 200New York, NY 10020
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$8,145,039

2024 Contributions

$82,440

Historical Graphs

Total Assets Over Time

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

$9,200,649$4,600,325$0199920132024YearValue
$8,145,039Latest year 2024

Participants Over Time

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

25130199920122024YearValue
19Latest 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
2024119$8,145,039$82,440$4,339iApproximate average salary by contribution assumption: employee only about $108,474 at 4% or $72,316 at 6%; with 50% employer match about $72,316 at 4% or $48,211 at 6%; with 100% employer match about $54,237 at 4% or $36,158 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-19$8,145,039$82,440$4,339iApproximate average salary by contribution assumption: employee only about $108,474 at 4% or $72,316 at 6%; with 50% employer match about $72,316 at 4% or $48,211 at 6%; with 100% employer match about $54,237 at 4% or $36,158 at 6%.
2023121$8,787,226$99,029$4,716iApproximate average salary by contribution assumption: employee only about $117,892 at 4% or $78,594 at 6%; with 50% employer match about $78,594 at 4% or $52,396 at 6%; with 100% employer match about $58,946 at 4% or $39,297 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-21$8,787,226$99,029$4,716iApproximate average salary by contribution assumption: employee only about $117,892 at 4% or $78,594 at 6%; with 50% employer match about $78,594 at 4% or $52,396 at 6%; with 100% employer match about $58,946 at 4% or $39,297 at 6%.
2022120$7,767,833$138,070$6,904iApproximate average salary by contribution assumption: employee only about $172,588 at 4% or $115,058 at 6%; with 50% employer match about $115,058 at 4% or $76,706 at 6%; with 100% employer match about $86,294 at 4% or $57,529 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-20$7,767,833$138,070$6,904iApproximate average salary by contribution assumption: employee only about $172,588 at 4% or $115,058 at 6%; with 50% employer match about $115,058 at 4% or $76,706 at 6%; with 100% employer match about $86,294 at 4% or $57,529 at 6%.
2021120$9,200,649$146,418$7,321iApproximate average salary by contribution assumption: employee only about $183,023 at 4% or $122,015 at 6%; with 50% employer match about $122,015 at 4% or $81,343 at 6%; with 100% employer match about $91,511 at 4% or $61,008 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-20$9,200,649$146,418$7,321iApproximate average salary by contribution assumption: employee only about $183,023 at 4% or $122,015 at 6%; with 50% employer match about $122,015 at 4% or $81,343 at 6%; with 100% employer match about $91,511 at 4% or $61,008 at 6%.
2020121$8,350,627$155,396$7,400iApproximate average salary by contribution assumption: employee only about $184,995 at 4% or $123,330 at 6%; with 50% employer match about $123,330 at 4% or $82,220 at 6%; with 100% employer match about $92,498 at 4% or $61,665 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-21$8,350,627$155,396$7,400iApproximate average salary by contribution assumption: employee only about $184,995 at 4% or $123,330 at 6%; with 50% employer match about $123,330 at 4% or $82,220 at 6%; with 100% employer match about $92,498 at 4% or $61,665 at 6%.
2019120$7,341,896$178,004$8,900iApproximate average salary by contribution assumption: employee only about $222,505 at 4% or $148,337 at 6%; with 50% employer match about $148,337 at 4% or $98,891 at 6%; with 100% employer match about $111,253 at 4% or $74,168 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-20$7,341,896$178,004$8,900iApproximate average salary by contribution assumption: employee only about $222,505 at 4% or $148,337 at 6%; with 50% employer match about $148,337 at 4% or $98,891 at 6%; with 100% employer match about $111,253 at 4% or $74,168 at 6%.
2018120$6,103,579$177,954$8,898iApproximate average salary by contribution assumption: employee only about $222,443 at 4% or $148,295 at 6%; with 50% employer match about $148,295 at 4% or $98,863 at 6%; with 100% employer match about $111,221 at 4% or $74,148 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-20$6,103,579$177,954$8,898iApproximate average salary by contribution assumption: employee only about $222,443 at 4% or $148,295 at 6%; with 50% employer match about $148,295 at 4% or $98,863 at 6%; with 100% employer match about $111,221 at 4% or $74,148 at 6%.
2017118$6,587,753$137,667$7,648iApproximate average salary by contribution assumption: employee only about $191,204 at 4% or $127,469 at 6%; with 50% employer match about $127,469 at 4% or $84,980 at 6%; with 100% employer match about $95,602 at 4% or $63,735 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-18$6,587,753$137,667$7,648iApproximate average salary by contribution assumption: employee only about $191,204 at 4% or $127,469 at 6%; with 50% employer match about $127,469 at 4% or $84,980 at 6%; with 100% employer match about $95,602 at 4% or $63,735 at 6%.
2016121$5,660,795$187,249$8,917iApproximate average salary by contribution assumption: employee only about $222,915 at 4% or $148,610 at 6%; with 50% employer match about $148,610 at 4% or $99,074 at 6%; with 100% employer match about $111,458 at 4% or $74,305 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-21$5,660,795$187,249$8,917iApproximate average salary by contribution assumption: employee only about $222,915 at 4% or $148,610 at 6%; with 50% employer match about $148,610 at 4% or $99,074 at 6%; with 100% employer match about $111,458 at 4% or $74,305 at 6%.
2015122$5,195,229$200,891$9,131iApproximate average salary by contribution assumption: employee only about $228,285 at 4% or $152,190 at 6%; with 50% employer match about $152,190 at 4% or $101,460 at 6%; with 100% employer match about $114,143 at 4% or $76,095 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-22$5,195,229$200,891$9,131iApproximate average salary by contribution assumption: employee only about $228,285 at 4% or $152,190 at 6%; with 50% employer match about $152,190 at 4% or $101,460 at 6%; with 100% employer match about $114,143 at 4% or $76,095 at 6%.
2014124$5,313,278$172,316$7,180iApproximate average salary by contribution assumption: employee only about $179,496 at 4% or $119,664 at 6%; with 50% employer match about $119,664 at 4% or $79,776 at 6%; with 100% employer match about $89,748 at 4% or $59,832 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-24$5,313,278$172,316$7,180iApproximate average salary by contribution assumption: employee only about $179,496 at 4% or $119,664 at 6%; with 50% employer match about $119,664 at 4% or $79,776 at 6%; with 100% employer match about $89,748 at 4% or $59,832 at 6%.
2013123$4,979,257$176,247$7,663iApproximate average salary by contribution assumption: employee only about $191,573 at 4% or $127,715 at 6%; with 50% employer match about $127,715 at 4% or $85,143 at 6%; with 100% employer match about $95,786 at 4% or $63,858 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-23$4,979,257$176,247$7,663iApproximate average salary by contribution assumption: employee only about $191,573 at 4% or $127,715 at 6%; with 50% employer match about $127,715 at 4% or $85,143 at 6%; with 100% employer match about $95,786 at 4% or $63,858 at 6%.
2012124$4,261,737$189,950$7,915iApproximate average salary by contribution assumption: employee only about $197,865 at 4% or $131,910 at 6%; with 50% employer match about $131,910 at 4% or $87,940 at 6%; with 100% employer match about $98,932 at 4% or $65,955 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-24$4,261,737$189,950$7,915iApproximate average salary by contribution assumption: employee only about $197,865 at 4% or $131,910 at 6%; with 50% employer match about $131,910 at 4% or $87,940 at 6%; with 100% employer match about $98,932 at 4% or $65,955 at 6%.
2011123$3,634,622$144,505$6,283iApproximate average salary by contribution assumption: employee only about $157,071 at 4% or $104,714 at 6%; with 50% employer match about $104,714 at 4% or $69,809 at 6%; with 100% employer match about $78,535 at 4% or $52,357 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-23$3,634,622$144,505$6,283iApproximate average salary by contribution assumption: employee only about $157,071 at 4% or $104,714 at 6%; with 50% employer match about $104,714 at 4% or $69,809 at 6%; with 100% employer match about $78,535 at 4% or $52,357 at 6%.
2010125$3,778,431$154,722$6,189iApproximate average salary by contribution assumption: employee only about $154,722 at 4% or $103,148 at 6%; with 50% employer match about $103,148 at 4% or $68,765 at 6%; with 100% employer match about $77,361 at 4% or $51,574 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-25$3,778,431$154,722$6,189iApproximate average salary by contribution assumption: employee only about $154,722 at 4% or $103,148 at 6%; with 50% employer match about $103,148 at 4% or $68,765 at 6%; with 100% employer match about $77,361 at 4% or $51,574 at 6%.
2009125$3,313,924$154,028$6,161iApproximate average salary by contribution assumption: employee only about $154,028 at 4% or $102,685 at 6%; with 50% employer match about $102,685 at 4% or $68,457 at 6%; with 100% employer match about $77,014 at 4% or $51,343 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-25$3,313,924$154,028$6,161iApproximate average salary by contribution assumption: employee only about $154,028 at 4% or $102,685 at 6%; with 50% employer match about $102,685 at 4% or $68,457 at 6%; with 100% employer match about $77,014 at 4% or $51,343 at 6%.
2008115$2,578,608$322,371$21,491iApproximate average salary by contribution assumption: employee only about $537,285 at 4% or $358,190 at 6%; with 50% employer match about $358,190 at 4% or $238,793 at 6%; with 100% employer match about $268,643 at 4% or $179,095 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-15$2,578,608$322,371$21,491iApproximate average salary by contribution assumption: employee only about $537,285 at 4% or $358,190 at 6%; with 50% employer match about $358,190 at 4% or $238,793 at 6%; with 100% employer match about $268,643 at 4% or $179,095 at 6%.
2007119$0$0-
The Phillips Oppenheim Group Profit Sharing Plan-19---
2006117$3,150,468$336,035$19,767iApproximate average salary by contribution assumption: employee only about $494,169 at 4% or $329,446 at 6%; with 50% employer match about $329,446 at 4% or $219,631 at 6%; with 100% employer match about $247,085 at 4% or $164,723 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-17$3,150,468$336,035$19,767iApproximate average salary by contribution assumption: employee only about $494,169 at 4% or $329,446 at 6%; with 50% employer match about $329,446 at 4% or $219,631 at 6%; with 100% employer match about $247,085 at 4% or $164,723 at 6%.
2005117$2,480,764$254,143$14,950iApproximate average salary by contribution assumption: employee only about $373,740 at 4% or $249,160 at 6%; with 50% employer match about $249,160 at 4% or $166,107 at 6%; with 100% employer match about $186,870 at 4% or $124,580 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-17$2,480,764$254,143$14,950iApproximate average salary by contribution assumption: employee only about $373,740 at 4% or $249,160 at 6%; with 50% employer match about $249,160 at 4% or $166,107 at 6%; with 100% employer match about $186,870 at 4% or $124,580 at 6%.
2003114$1,669,170$185,790$13,271iApproximate average salary by contribution assumption: employee only about $331,768 at 4% or $221,179 at 6%; with 50% employer match about $221,179 at 4% or $147,452 at 6%; with 100% employer match about $165,884 at 4% or $110,589 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-14$1,669,170$185,790$13,271iApproximate average salary by contribution assumption: employee only about $331,768 at 4% or $221,179 at 6%; with 50% employer match about $221,179 at 4% or $147,452 at 6%; with 100% employer match about $165,884 at 4% or $110,589 at 6%.
2002310$1,216,753$65,094$6,509iApproximate average salary by contribution assumption: employee only about $162,735 at 4% or $108,490 at 6%; with 50% employer match about $108,490 at 4% or $72,327 at 6%; with 100% employer match about $81,368 at 4% or $54,245 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-10$1,216,753$65,094$6,509iApproximate average salary by contribution assumption: employee only about $162,735 at 4% or $108,490 at 6%; with 50% employer match about $108,490 at 4% or $72,327 at 6%; with 100% employer match about $81,368 at 4% or $54,245 at 6%.
The Phillips Oppenheim Group Inc. Money Purchase-0---
Phillips Oppenheim Group Inc. 401K Plan-0---
2001310$0$0-
Phillips Oppenheim Group Inc. 401K Plan-10---
The Phillips Oppenheim Group Inc. Money Purchase-10---
The Phillips Oppenheim Group Profit Sharing Plan-10---
2000212$1,112,605$129,053$10,754iApproximate average salary by contribution assumption: employee only about $268,860 at 4% or $179,240 at 6%; with 50% employer match about $179,240 at 4% or $119,494 at 6%; with 100% employer match about $134,430 at 4% or $89,620 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-12$949,352$45,200$3,767iApproximate average salary by contribution assumption: employee only about $94,167 at 4% or $62,778 at 6%; with 50% employer match about $62,778 at 4% or $41,852 at 6%; with 100% employer match about $47,083 at 4% or $31,389 at 6%.
Phillips Oppenheim Group Inc. 401K Plan-12$163,253$83,853$6,988iApproximate average salary by contribution assumption: employee only about $174,694 at 4% or $116,463 at 6%; with 50% employer match about $116,463 at 4% or $77,642 at 6%; with 100% employer match about $87,347 at 4% or $58,231 at 6%.
1999312$1,017,033$155,927$12,994iApproximate average salary by contribution assumption: employee only about $324,848 at 4% or $216,565 at 6%; with 50% employer match about $216,565 at 4% or $144,377 at 6%; with 100% employer match about $162,424 at 4% or $108,283 at 6%.
The Phillips Oppenheim Group Profit Sharing Plan-12$907,822$57,038$4,753iApproximate average salary by contribution assumption: employee only about $118,829 at 4% or $79,219 at 6%; with 50% employer match about $79,219 at 4% or $52,813 at 6%; with 100% employer match about $59,415 at 4% or $39,610 at 6%.
Phillips Oppenheim Group Inc. 401K Plan-12$83,658$73,336$6,111iApproximate average salary by contribution assumption: employee only about $152,783 at 4% or $101,856 at 6%; with 50% employer match about $101,856 at 4% or $67,904 at 6%; with 100% employer match about $76,392 at 4% or $50,928 at 6%.
The Phillips Oppenheim Group Inc. Money Purchase-8$25,553$25,553$3,194iApproximate average salary by contribution assumption: employee only about $79,853 at 4% or $53,235 at 6%; with 50% employer match about $53,235 at 4% or $35,490 at 6%; with 100% employer match about $39,927 at 4% or $26,618 at 6%.