John D. Bertolozzi Jr
Plan context: Oppenheimer Funds Self Employed Individuals Retirement Plan
EIN 14-1508596 • 11 filings • 6 plans
Current Snapshot
Latest Year
2006
2006 Participants
1
2006 Assets
$441,952
2006 Contributions
$1,400
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 1 | $0 | $0 | - |
| Oppenheimer Funds Self Employed Individuals Retirement Plan | - | 1 | - | - | - |
| 2005 | 1 | 1 | $441,952 | $0 | - |
| Oppenheimer Funds Self Employed Individuals Retirement Plan | - | 1 | $441,952 | - | - |
| 2004 | 1 | 1 | $481,080 | $0 | - |
| Oppenheimer Funds Self Employed Individuals Retirement Plan | - | 1 | $481,080 | - | - |
| 2003 | 1 | 1 | $475,670 | $0 | - |
| Oppenheimer Funds Self Employed Individuals Retirement Plan | - | 1 | $475,670 | - | - |
| 2002 | 2 | 1 | $406,496 | $1,400 | $1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%. |
| Oppenheimer Funds Self Employed Individuals Retirement Plan | - | 1 | $406,496 | $1,400 | $1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%. |
| John D. Bertolozzi Jr S E Profit Sharing Retirement Plan | - | 0 | - | - | - |
| 2001 | 1 | 1 | $61,710 | $1,126 | $1,126iApproximate average salary by contribution assumption: employee only about $28,150 at 4% or $18,767 at 6%; with 50% employer match about $18,767 at 4% or $12,511 at 6%; with 100% employer match about $14,075 at 4% or $9,383 at 6%. |
| John D. Bertolozzi Jr S E Profit Sharing Retirement Plan | - | 1 | $61,710 | $1,126 | $1,126iApproximate average salary by contribution assumption: employee only about $28,150 at 4% or $18,767 at 6%; with 50% employer match about $18,767 at 4% or $12,511 at 6%; with 100% employer match about $14,075 at 4% or $9,383 at 6%. |
| 2000 | 2 | 2 | $806,115 | $4,538 | $2,269iApproximate average salary by contribution assumption: employee only about $56,725 at 4% or $37,817 at 6%; with 50% employer match about $37,817 at 4% or $25,211 at 6%; with 100% employer match about $28,363 at 4% or $18,908 at 6%. |
| Oppenheimer Funds Self Employed Individuals Retirement Plan | - | 1 | $659,886 | $4,538 | $4,538iApproximate average salary by contribution assumption: employee only about $113,450 at 4% or $75,633 at 6%; with 50% employer match about $75,633 at 4% or $50,422 at 6%; with 100% employer match about $56,725 at 4% or $37,817 at 6%. |
| John D. Bertolozzi Jr S E Profit Sharing Retirement Plan | - | 2 | $146,229 | - | - |
| 1999 | 2 | 2 | $958,045 | $7,926 | $3,963iApproximate average salary by contribution assumption: employee only about $99,075 at 4% or $66,050 at 6%; with 50% employer match about $66,050 at 4% or $44,033 at 6%; with 100% employer match about $49,538 at 4% or $33,025 at 6%. |
| Oppenheimer Funds Self Employed Individuals Retirement Plan | - | 2 | $811,540 | $7,926 | $3,963iApproximate average salary by contribution assumption: employee only about $99,075 at 4% or $66,050 at 6%; with 50% employer match about $66,050 at 4% or $44,033 at 6%; with 100% employer match about $49,538 at 4% or $33,025 at 6%. |
| John D. Bertolozzi Jr S E Profit Sharing Retirement Plan | - | 2 | $146,505 | - | - |