Summers & Oppenheim Inc.
Plan context: The Summers & Oppenheim Inc. Retirement Plan
EIN 13-2650478 • New York, NY • 16 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
21
2017 Assets
$1,355,166
2017 Contributions
$60,998
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 1 | 21 | $1,355,166 | $0 | - |
| The Summers & Oppenheim Inc. Retirement Plan | - | 21 | $1,355,166 | - | - |
| 2014 | 1 | 0 | $0 | $0 | - |
| The Summers & Oppenheim Inc. Retirement Plan | - | 0 | $0 | $0 | - |
| 2012 | 1 | 21 | $1,238,391 | $0 | - |
| The Summers & Oppenheim Inc. Retirement Plan | - | 21 | $1,238,391 | - | - |
| 2011 | 1 | 29 | $1,294,065 | $0 | - |
| The Summers & Oppenheim Inc. Retirement Plan | - | 29 | $1,294,065 | - | - |
| 2010 | 1 | 30 | $1,226,523 | $0 | - |
| The Summers & Oppenheim Inc. Retirement Plan | - | 30 | $1,226,523 | - | - |
| 2009 | 1 | 31 | $1,341,234 | $0 | - |
| The Summers & Oppenheim Inc. Retirement Plan | - | 31 | $1,341,234 | - | - |
| 2008 | 1 | 14 | $0 | $0 | - |
| The Summers & Oppenheim Inc. Retirement Plan | - | 14 | - | - | - |
| 2007 | 1 | 15 | $0 | $0 | - |
| The Summers & Oppenheim Inc. Retirement Plan | - | 15 | - | - | - |
| 2006 | 1 | 18 | $0 | $0 | - |
| The Summers & Oppenheim Inc. Retirement Plan | - | 18 | - | - | - |
| 2005 | 1 | 17 | $0 | $0 | - |
| The Summers & Oppenheim Inc. Retirement Plan | - | 17 | - | - | - |
| 2004 | 1 | 29 | $0 | $0 | - |
| The Summers & Oppenheim Inc. Retirement Plan | - | 29 | - | - | - |
| 2003 | 1 | 35 | $0 | $0 | - |
| The Summers & Oppenheim Inc. Retirement Plan | - | 35 | - | - | - |
| 2002 | 1 | 39 | $0 | $0 | - |
| The Summers & Oppenheim Inc. Retirement Plan | - | 39 | - | - | - |
| 2001 | 1 | 53 | $0 | $0 | - |
| The Summers & Oppenheim Inc. Retirement Plan | - | 53 | - | - | - |
| 2000 | 1 | 46 | $0 | $0 | - |
| The Summers & Oppenheim Inc. Retirement Plan | - | 46 | - | - | - |
| 1999 | 1 | 39 | $1,457,725 | $60,998 | $1,564iApproximate average salary by contribution assumption: employee only about $39,101 at 4% or $26,068 at 6%; with 50% employer match about $26,068 at 4% or $17,378 at 6%; with 100% employer match about $19,551 at 4% or $13,034 at 6%. |
| The Summers & Oppenheim Inc. Retirement Plan | - | 39 | $1,457,725 | $60,998 | $1,564iApproximate average salary by contribution assumption: employee only about $39,101 at 4% or $26,068 at 6%; with 50% employer match about $26,068 at 4% or $17,378 at 6%; with 100% employer match about $19,551 at 4% or $13,034 at 6%. |