Civic Intelligence

David S Klug

Plan context: Oppenheimer Fidn Trust Money Purchase Plan

EIN 11-2663120 • 35 filings • 8 plans

Current Snapshot

Latest Year

2018

2018 Participants

2

2018 Assets

$690,268

2018 Contributions

$19,223

Historical Graphs

Total Assets Over Time

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

$1,598,118$799,059$0199920102018YearValue
$690,268Latest year 2018

Participants Over Time

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

420199920062014YearValue
2Latest year 2014

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
201810$690,268$0-
Oppenheimer Fidn Trust Money Purchase Plan--$690,268--
201720$1,598,118$0-
Oppenheimer Fidn Trust Profit Sharing Plah--$825,233--
Oppenheimer Fidn Trust Money Purchase Plan--$772,885--
201520$1,242,484$0-
Oppenheimer Fidn Trust Profit Sharing Plah--$653,609--
Oppenheimer Fidn Trust Money Purchase Plan--$588,875--
201422$1,235,181$0-
Oppenheimer Fidn Trust Profit Sharing Plah--$658,952--
Oppenheimer Fidn Trust Money Purchase Plan-2$576,229--
201322$1,145,251$0-
Oppenheimer Fidn Trust Profit Sharing Plah-2$613,678--
Oppenheimer Fidn Trust Money Purchase Plan-2$531,573--
201222$898,186$0-
Oppenheimer Fidn Trust Profit Sharing Plah-2$481,681--
Oppenheimer Fidn Trust Money Purchase Plan-2$416,505--
201120$795,298$0-
Oppenheimer Fidn Trust Profit Sharing Plah--$434,902--
Oppenheimer Fidn Trust Money Purchase Plan--$360,396--
201023$833,750$0-
Oppenheimer Fidn Trust Profit Sharing Plah-3$450,929--
Oppenheimer Fidn Trust Money Purchase Plan--$382,821--
200924$725,640$0-
Oppenheimer Fidn Trust Profit Sharing Plah-4$387,148--
Oppenheimer Fidn Trust Money Purchase Plan-4$338,492--
200724$0$0-
Oppenheimer Fidn Trust Money Purchase Plan-4---
Oppenheimer Fidn Trust Profit Sharing Plah-4---
200624$1,025,512$19,223$4,806iApproximate average salary by contribution assumption: employee only about $120,144 at 4% or $80,096 at 6%; with 50% employer match about $80,096 at 4% or $53,397 at 6%; with 100% employer match about $60,072 at 4% or $40,048 at 6%.
Oppenheimer Fidn Trust Profit Sharing Plah-4$565,201$11,534$2,884iApproximate average salary by contribution assumption: employee only about $72,088 at 4% or $48,058 at 6%; with 50% employer match about $48,058 at 4% or $32,039 at 6%; with 100% employer match about $36,044 at 4% or $24,029 at 6%.
Oppenheimer Fidn Trust Money Purchase Plan-4$460,311$7,689$1,922iApproximate average salary by contribution assumption: employee only about $48,056 at 4% or $32,038 at 6%; with 50% employer match about $32,038 at 4% or $21,358 at 6%; with 100% employer match about $24,028 at 4% or $16,019 at 6%.
200523$860,691$3,689$1,230iApproximate average salary by contribution assumption: employee only about $30,742 at 4% or $20,494 at 6%; with 50% employer match about $20,494 at 4% or $13,663 at 6%; with 100% employer match about $15,371 at 4% or $10,247 at 6%.
Oppenheimer Fidn Trust Profit Sharing Plah-3$469,061$2,213$738iApproximate average salary by contribution assumption: employee only about $18,442 at 4% or $12,294 at 6%; with 50% employer match about $12,294 at 4% or $8,196 at 6%; with 100% employer match about $9,221 at 4% or $6,147 at 6%.
Oppenheimer Fidn Trust Money Purchase Plan-3$391,630$1,476$492iApproximate average salary by contribution assumption: employee only about $12,300 at 4% or $8,200 at 6%; with 50% employer match about $8,200 at 4% or $5,467 at 6%; with 100% employer match about $6,150 at 4% or $4,100 at 6%.
200424$804,416$10,417$2,604iApproximate average salary by contribution assumption: employee only about $65,106 at 4% or $43,404 at 6%; with 50% employer match about $43,404 at 4% or $28,936 at 6%; with 100% employer match about $32,553 at 4% or $21,702 at 6%.
Oppenheimer Fidn Trust Profit Sharing Plah-4$444,601$6,250$1,563iApproximate average salary by contribution assumption: employee only about $39,063 at 4% or $26,042 at 6%; with 50% employer match about $26,042 at 4% or $17,361 at 6%; with 100% employer match about $19,531 at 4% or $13,021 at 6%.
Oppenheimer Fidn Trust Money Purchase Plan-4$359,815$4,167$1,042iApproximate average salary by contribution assumption: employee only about $26,044 at 4% or $17,363 at 6%; with 50% employer match about $17,363 at 4% or $11,575 at 6%; with 100% employer match about $13,022 at 4% or $8,681 at 6%.
200324$698,140$10,701$2,675iApproximate average salary by contribution assumption: employee only about $66,881 at 4% or $44,588 at 6%; with 50% employer match about $44,588 at 4% or $29,725 at 6%; with 100% employer match about $33,441 at 4% or $22,294 at 6%.
Oppenheimer Fidn Trust Profit Sharing Plah-4$386,613$6,420$1,605iApproximate average salary by contribution assumption: employee only about $40,125 at 4% or $26,750 at 6%; with 50% employer match about $26,750 at 4% or $17,833 at 6%; with 100% employer match about $20,063 at 4% or $13,375 at 6%.
Oppenheimer Fidn Trust Money Purchase Plan-4$311,527$4,281$1,070iApproximate average salary by contribution assumption: employee only about $26,756 at 4% or $17,838 at 6%; with 50% employer match about $17,838 at 4% or $11,892 at 6%; with 100% employer match about $13,378 at 4% or $8,919 at 6%.
200224$287,413$5,340$1,335iApproximate average salary by contribution assumption: employee only about $33,375 at 4% or $22,250 at 6%; with 50% employer match about $22,250 at 4% or $14,833 at 6%; with 100% employer match about $16,688 at 4% or $11,125 at 6%.
Oppenheimer Fidn Trust Profit Sharing Plah-4$287,413$5,340$1,335iApproximate average salary by contribution assumption: employee only about $33,375 at 4% or $22,250 at 6%; with 50% employer match about $22,250 at 4% or $14,833 at 6%; with 100% employer match about $16,688 at 4% or $11,125 at 6%.
Oppenheimer Fidn Trust Money Purchase Plan-4---
200124$0$0-
Oppenheimer Fidn Trust Money Purchase Plan-4---
Oppenheimer Fidn Trust Profit Sharing Plah-4---
200023$0$0-
Oppenheimer Fidn Trust Money Purchase Plan-3---
Oppenheimer Fidn Trust Profit Sharing Plah-0---
199923$887,376$39,922$13,307iApproximate average salary by contribution assumption: employee only about $332,683 at 4% or $221,789 at 6%; with 50% employer match about $221,789 at 4% or $147,859 at 6%; with 100% employer match about $166,342 at 4% or $110,894 at 6%.
Oppenheimer Fidn Trust Profit Sharing Plah-3$446,792$23,953$7,984iApproximate average salary by contribution assumption: employee only about $199,608 at 4% or $133,072 at 6%; with 50% employer match about $133,072 at 4% or $88,715 at 6%; with 100% employer match about $99,804 at 4% or $66,536 at 6%.
Oppenheimer Fidn Trust Money Purchase Plan-3$440,584$15,969$5,323iApproximate average salary by contribution assumption: employee only about $133,075 at 4% or $88,717 at 6%; with 50% employer match about $88,717 at 4% or $59,144 at 6%; with 100% employer match about $66,538 at 4% or $44,358 at 6%.