Civic Intelligence

Karol J Jacobs

Plan context: Oppenheimer Master Self Employed Individual Retirement Plan

EIN 25-1249895 • 4 filings • 2 plans

Current Snapshot

Latest Year

2002

2002 Participants

60

2002 Assets

$451,806

2002 Contributions

$13,306

Historical Graphs

Total Assets Over Time

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

$451,806$225,903$019992000YearValue
$451,806Latest year 2000

Participants Over Time

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

603001999YearValue
60Latest year 1999

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
200210$0$13,306-
Oppenheimer Master Self Employed Individual Retirement Plan-0-$13,306-
200110$0$0-
Oppenheimer Master Self Employed Individual Retirement Plan-0---
200010$451,806$0-
Oppenheimer Master Self Employed Individual Retirement Plan-0$451,806--
1999160$428,120$720$12iApproximate average salary by contribution assumption: employee only about $300 at 4% or $200 at 6%; with 50% employer match about $200 at 4% or $133 at 6%; with 100% employer match about $150 at 4% or $100 at 6%.
Oppenheimer Master Self Employed Individual Retirement Plan-60$428,120$720$12iApproximate average salary by contribution assumption: employee only about $300 at 4% or $200 at 6%; with 50% employer match about $200 at 4% or $133 at 6%; with 100% employer match about $150 at 4% or $100 at 6%.