Civic Intelligence

Aaron Kramer Dds

Plan context: Oppenheimer and Co Inc Standardized Prototype Profit

EIN 11-2439614 • East Setauket, NY • 18 filings • 15 plans

8 Surrey LnEast Setauket, NY 11733-3817
Current Snapshot

Latest Year

2016

2016 Participants

1

2016 Assets

$1,306,000

2016 Contributions

$19,942

Historical Graphs

Total Assets Over Time

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

$1,306,000$653,000$0199920082016YearValue
$1,306,000Latest year 2016

Participants Over Time

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

320199920082016YearValue
1Latest year 2016

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
201611$1,306,000$19,942$19,942iApproximate average salary by contribution assumption: employee only about $498,550 at 4% or $332,367 at 6%; with 50% employer match about $332,367 at 4% or $221,578 at 6%; with 100% employer match about $249,275 at 4% or $166,183 at 6%.
Oppenheimer and Co Inc Standardized Prototype Profit-1$1,306,000$19,942$19,942iApproximate average salary by contribution assumption: employee only about $498,550 at 4% or $332,367 at 6%; with 50% employer match about $332,367 at 4% or $221,578 at 6%; with 100% employer match about $249,275 at 4% or $166,183 at 6%.
201512$1,166,299$25,842$12,921iApproximate average salary by contribution assumption: employee only about $323,025 at 4% or $215,350 at 6%; with 50% employer match about $215,350 at 4% or $143,567 at 6%; with 100% employer match about $161,513 at 4% or $107,675 at 6%.
Oppenheimer and Co Inc Standardized Prototype Profit-2$1,166,299$25,842$12,921iApproximate average salary by contribution assumption: employee only about $323,025 at 4% or $215,350 at 6%; with 50% employer match about $215,350 at 4% or $143,567 at 6%; with 100% employer match about $161,513 at 4% or $107,675 at 6%.
201413$1,164,037$22,679$7,560iApproximate average salary by contribution assumption: employee only about $188,992 at 4% or $125,994 at 6%; with 50% employer match about $125,994 at 4% or $83,996 at 6%; with 100% employer match about $94,496 at 4% or $62,997 at 6%.
Oppenheimer and Co Inc Standardized Prototype Profit-3$1,164,037$22,679$7,560iApproximate average salary by contribution assumption: employee only about $188,992 at 4% or $125,994 at 6%; with 50% employer match about $125,994 at 4% or $83,996 at 6%; with 100% employer match about $94,496 at 4% or $62,997 at 6%.
201313$1,112,734$22,805$7,602iApproximate average salary by contribution assumption: employee only about $190,042 at 4% or $126,694 at 6%; with 50% employer match about $126,694 at 4% or $84,463 at 6%; with 100% employer match about $95,021 at 4% or $63,347 at 6%.
Oppenheimer and Co Inc Standardized Prototype Profit-3$1,112,734$22,805$7,602iApproximate average salary by contribution assumption: employee only about $190,042 at 4% or $126,694 at 6%; with 50% employer match about $126,694 at 4% or $84,463 at 6%; with 100% employer match about $95,021 at 4% or $63,347 at 6%.
201213$974,132$20,769$6,923iApproximate average salary by contribution assumption: employee only about $173,075 at 4% or $115,383 at 6%; with 50% employer match about $115,383 at 4% or $76,922 at 6%; with 100% employer match about $86,538 at 4% or $57,692 at 6%.
Oppenheimer and Co Inc Standardized Prototype Profit-3$974,132$20,769$6,923iApproximate average salary by contribution assumption: employee only about $173,075 at 4% or $115,383 at 6%; with 50% employer match about $115,383 at 4% or $76,922 at 6%; with 100% employer match about $86,538 at 4% or $57,692 at 6%.
201113$893,455$21,863$7,288iApproximate average salary by contribution assumption: employee only about $182,192 at 4% or $121,461 at 6%; with 50% employer match about $121,461 at 4% or $80,974 at 6%; with 100% employer match about $91,096 at 4% or $60,731 at 6%.
Oppenheimer and Co Inc Standardized Prototype Profit-3$893,455$21,863$7,288iApproximate average salary by contribution assumption: employee only about $182,192 at 4% or $121,461 at 6%; with 50% employer match about $121,461 at 4% or $80,974 at 6%; with 100% employer match about $91,096 at 4% or $60,731 at 6%.
201013$855,557$22,810$7,603iApproximate average salary by contribution assumption: employee only about $190,083 at 4% or $126,722 at 6%; with 50% employer match about $126,722 at 4% or $84,481 at 6%; with 100% employer match about $95,042 at 4% or $63,361 at 6%.
Oppenheimer and Co Inc Standardized Prototype Profit-3$855,557$22,810$7,603iApproximate average salary by contribution assumption: employee only about $190,083 at 4% or $126,722 at 6%; with 50% employer match about $126,722 at 4% or $84,481 at 6%; with 100% employer match about $95,042 at 4% or $63,361 at 6%.
200913$771,235$24,239$8,080iApproximate average salary by contribution assumption: employee only about $201,992 at 4% or $134,661 at 6%; with 50% employer match about $134,661 at 4% or $89,774 at 6%; with 100% employer match about $100,996 at 4% or $67,331 at 6%.
Oppenheimer and Co Inc Standardized Prototype Profit-3$771,235$24,239$8,080iApproximate average salary by contribution assumption: employee only about $201,992 at 4% or $134,661 at 6%; with 50% employer match about $134,661 at 4% or $89,774 at 6%; with 100% employer match about $100,996 at 4% or $67,331 at 6%.
200812$617,966$3,444$1,722iApproximate average salary by contribution assumption: employee only about $43,050 at 4% or $28,700 at 6%; with 50% employer match about $28,700 at 4% or $19,133 at 6%; with 100% employer match about $21,525 at 4% or $14,350 at 6%.
Oppenheimer and Co Inc Standardized Prototype Profit-2$617,966$3,444$1,722iApproximate average salary by contribution assumption: employee only about $43,050 at 4% or $28,700 at 6%; with 50% employer match about $28,700 at 4% or $19,133 at 6%; with 100% employer match about $21,525 at 4% or $14,350 at 6%.
200713$836,995$25,864$8,621iApproximate average salary by contribution assumption: employee only about $215,533 at 4% or $143,689 at 6%; with 50% employer match about $143,689 at 4% or $95,793 at 6%; with 100% employer match about $107,767 at 4% or $71,844 at 6%.
Oppenheimer and Co Inc Standardized Prototype Profit-3$836,995$25,864$8,621iApproximate average salary by contribution assumption: employee only about $215,533 at 4% or $143,689 at 6%; with 50% employer match about $143,689 at 4% or $95,793 at 6%; with 100% employer match about $107,767 at 4% or $71,844 at 6%.
200613$779,791$23,621$7,874iApproximate average salary by contribution assumption: employee only about $196,842 at 4% or $131,228 at 6%; with 50% employer match about $131,228 at 4% or $87,485 at 6%; with 100% employer match about $98,421 at 4% or $65,614 at 6%.
Oppenheimer and Co Inc Standardized Prototype Profit-3$779,791$23,621$7,874iApproximate average salary by contribution assumption: employee only about $196,842 at 4% or $131,228 at 6%; with 50% employer match about $131,228 at 4% or $87,485 at 6%; with 100% employer match about $98,421 at 4% or $65,614 at 6%.
200513$694,894$25,434$8,478iApproximate average salary by contribution assumption: employee only about $211,950 at 4% or $141,300 at 6%; with 50% employer match about $141,300 at 4% or $94,200 at 6%; with 100% employer match about $105,975 at 4% or $70,650 at 6%.
Oppenheimer and Co Inc Standardized Prototype Profit-3$694,894$25,434$8,478iApproximate average salary by contribution assumption: employee only about $211,950 at 4% or $141,300 at 6%; with 50% employer match about $141,300 at 4% or $94,200 at 6%; with 100% employer match about $105,975 at 4% or $70,650 at 6%.
200413$653,570$29,064$9,688iApproximate average salary by contribution assumption: employee only about $242,200 at 4% or $161,467 at 6%; with 50% employer match about $161,467 at 4% or $107,644 at 6%; with 100% employer match about $121,100 at 4% or $80,733 at 6%.
Oppenheimer and Co Inc Standardized Prototype Profit-3$653,570$29,064$9,688iApproximate average salary by contribution assumption: employee only about $242,200 at 4% or $161,467 at 6%; with 50% employer match about $161,467 at 4% or $107,644 at 6%; with 100% employer match about $121,100 at 4% or $80,733 at 6%.
200313$601,737$31,738$10,579iApproximate average salary by contribution assumption: employee only about $264,483 at 4% or $176,322 at 6%; with 50% employer match about $176,322 at 4% or $117,548 at 6%; with 100% employer match about $132,242 at 4% or $88,161 at 6%.
Oppenheimer and Co Inc Standardized Prototype Profit-3$601,737$31,738$10,579iApproximate average salary by contribution assumption: employee only about $264,483 at 4% or $176,322 at 6%; with 50% employer match about $176,322 at 4% or $117,548 at 6%; with 100% employer match about $132,242 at 4% or $88,161 at 6%.
200213$522,532$23,429$7,810iApproximate average salary by contribution assumption: employee only about $195,242 at 4% or $130,161 at 6%; with 50% employer match about $130,161 at 4% or $86,774 at 6%; with 100% employer match about $97,621 at 4% or $65,081 at 6%.
Oppenheimer and Co Inc Standardized Prototype Profit-3$522,532$23,429$7,810iApproximate average salary by contribution assumption: employee only about $195,242 at 4% or $130,161 at 6%; with 50% employer match about $130,161 at 4% or $86,774 at 6%; with 100% employer match about $97,621 at 4% or $65,081 at 6%.
200112$515,558$19,719$9,860iApproximate average salary by contribution assumption: employee only about $246,488 at 4% or $164,325 at 6%; with 50% employer match about $164,325 at 4% or $109,550 at 6%; with 100% employer match about $123,244 at 4% or $82,163 at 6%.
Oppenheimer and Co Inc Standardized Prototype Profit-2$515,558$19,719$9,860iApproximate average salary by contribution assumption: employee only about $246,488 at 4% or $164,325 at 6%; with 50% employer match about $164,325 at 4% or $109,550 at 6%; with 100% employer match about $123,244 at 4% or $82,163 at 6%.
200011$540,238$14,264$14,264iApproximate average salary by contribution assumption: employee only about $356,600 at 4% or $237,733 at 6%; with 50% employer match about $237,733 at 4% or $158,489 at 6%; with 100% employer match about $178,300 at 4% or $118,867 at 6%.
Oppenheimer and Co Inc Standardized Prototype Profit-1$540,238$14,264$14,264iApproximate average salary by contribution assumption: employee only about $356,600 at 4% or $237,733 at 6%; with 50% employer match about $237,733 at 4% or $158,489 at 6%; with 100% employer match about $178,300 at 4% or $118,867 at 6%.
199912$525,954$18,350$9,175iApproximate average salary by contribution assumption: employee only about $229,375 at 4% or $152,917 at 6%; with 50% employer match about $152,917 at 4% or $101,944 at 6%; with 100% employer match about $114,688 at 4% or $76,458 at 6%.
Oppenheimer and Co Inc Standardized Prototype Profit-2$525,954$18,350$9,175iApproximate average salary by contribution assumption: employee only about $229,375 at 4% or $152,917 at 6%; with 50% employer match about $152,917 at 4% or $101,944 at 6%; with 100% employer match about $114,688 at 4% or $76,458 at 6%.