Civic Intelligence

Stephen M. Palmer M.D.

Plan context: Oppenheimer & Co Inc Standardized Prototype Profit Sharing Plan

EIN 43-1283188 • 20 filings • 7 plans

Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$2,406,808

2018 Contributions

$57,700

Historical Graphs

Total Assets Over Time

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

$2,406,808$1,203,404$0199920102017YearValue
$2,406,808Latest year 2017

Participants Over Time

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

420199920082017YearValue
3Latest year 2017

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$0$0-
Oppenheimer & Co Inc Standardized Prototype Profit Sharing Plan-0---
201713$2,406,808$57,700$19,233iApproximate average salary by contribution assumption: employee only about $480,833 at 4% or $320,556 at 6%; with 50% employer match about $320,556 at 4% or $213,704 at 6%; with 100% employer match about $240,417 at 4% or $160,278 at 6%.
Oppenheimer & Co Inc Standardized Prototype Profit Sharing Plan-3$2,406,808$57,700$19,233iApproximate average salary by contribution assumption: employee only about $480,833 at 4% or $320,556 at 6%; with 50% employer match about $320,556 at 4% or $213,704 at 6%; with 100% employer match about $240,417 at 4% or $160,278 at 6%.
201613$2,341,426$54,214$18,071iApproximate average salary by contribution assumption: employee only about $451,783 at 4% or $301,189 at 6%; with 50% employer match about $301,189 at 4% or $200,793 at 6%; with 100% employer match about $225,892 at 4% or $150,594 at 6%.
Oppenheimer & Co Inc Standardized Prototype Profit Sharing Plan-3$2,341,426$54,214$18,071iApproximate average salary by contribution assumption: employee only about $451,783 at 4% or $301,189 at 6%; with 50% employer match about $301,189 at 4% or $200,793 at 6%; with 100% employer match about $225,892 at 4% or $150,594 at 6%.
201513$2,274,784$57,038$19,013iApproximate average salary by contribution assumption: employee only about $475,317 at 4% or $316,878 at 6%; with 50% employer match about $316,878 at 4% or $211,252 at 6%; with 100% employer match about $237,658 at 4% or $158,439 at 6%.
Oppenheimer & Co Inc Standardized Prototype Profit Sharing Plan-3$2,274,784$57,038$19,013iApproximate average salary by contribution assumption: employee only about $475,317 at 4% or $316,878 at 6%; with 50% employer match about $316,878 at 4% or $211,252 at 6%; with 100% employer match about $237,658 at 4% or $158,439 at 6%.
201413$2,209,450$50,365$16,788iApproximate average salary by contribution assumption: employee only about $419,708 at 4% or $279,806 at 6%; with 50% employer match about $279,806 at 4% or $186,537 at 6%; with 100% employer match about $209,854 at 4% or $139,903 at 6%.
Oppenheimer & Co Inc Standardized Prototype Profit Sharing Plan-3$2,209,450$50,365$16,788iApproximate average salary by contribution assumption: employee only about $419,708 at 4% or $279,806 at 6%; with 50% employer match about $279,806 at 4% or $186,537 at 6%; with 100% employer match about $209,854 at 4% or $139,903 at 6%.
201313$2,164,075$68,800$22,933iApproximate average salary by contribution assumption: employee only about $573,333 at 4% or $382,222 at 6%; with 50% employer match about $382,222 at 4% or $254,815 at 6%; with 100% employer match about $286,667 at 4% or $191,111 at 6%.
Oppenheimer & Co Inc Standardized Prototype Profit Sharing Plan-3$2,164,075$68,800$22,933iApproximate average salary by contribution assumption: employee only about $573,333 at 4% or $382,222 at 6%; with 50% employer match about $382,222 at 4% or $254,815 at 6%; with 100% employer match about $286,667 at 4% or $191,111 at 6%.
201213$2,069,770$67,800$22,600iApproximate average salary by contribution assumption: employee only about $565,000 at 4% or $376,667 at 6%; with 50% employer match about $376,667 at 4% or $251,111 at 6%; with 100% employer match about $282,500 at 4% or $188,333 at 6%.
Oppenheimer & Co Inc Standardized Prototype Profit Sharing Plan-3$2,069,770$67,800$22,600iApproximate average salary by contribution assumption: employee only about $565,000 at 4% or $376,667 at 6%; with 50% employer match about $376,667 at 4% or $251,111 at 6%; with 100% employer match about $282,500 at 4% or $188,333 at 6%.
201113$1,980,006$66,800$22,267iApproximate average salary by contribution assumption: employee only about $556,667 at 4% or $371,111 at 6%; with 50% employer match about $371,111 at 4% or $247,407 at 6%; with 100% employer match about $278,333 at 4% or $185,556 at 6%.
Oppenheimer & Co Inc Standardized Prototype Profit Sharing Plan-3$1,980,006$66,800$22,267iApproximate average salary by contribution assumption: employee only about $556,667 at 4% or $371,111 at 6%; with 50% employer match about $371,111 at 4% or $247,407 at 6%; with 100% employer match about $278,333 at 4% or $185,556 at 6%.
201013$1,925,432$66,800$22,267iApproximate average salary by contribution assumption: employee only about $556,667 at 4% or $371,111 at 6%; with 50% employer match about $371,111 at 4% or $247,407 at 6%; with 100% employer match about $278,333 at 4% or $185,556 at 6%.
Oppenheimer & Co Inc Standardized Prototype Profit Sharing Plan-3$1,925,432$66,800$22,267iApproximate average salary by contribution assumption: employee only about $556,667 at 4% or $371,111 at 6%; with 50% employer match about $371,111 at 4% or $247,407 at 6%; with 100% employer match about $278,333 at 4% or $185,556 at 6%.
200913$1,845,942$72,300$24,100iApproximate average salary by contribution assumption: employee only about $602,500 at 4% or $401,667 at 6%; with 50% employer match about $401,667 at 4% or $267,778 at 6%; with 100% employer match about $301,250 at 4% or $200,833 at 6%.
Oppenheimer & Co Inc Standardized Prototype Profit Sharing Plan-3$1,845,942$72,300$24,100iApproximate average salary by contribution assumption: employee only about $602,500 at 4% or $401,667 at 6%; with 50% employer match about $401,667 at 4% or $267,778 at 6%; with 100% employer match about $301,250 at 4% or $200,833 at 6%.
200813$0$0-
Oppenheimer & Co Inc Standardized Prototype Profit Sharing Plan-3---
200713$0$0-
Oppenheimer & Co Inc Standardized Prototype Profit Sharing Plan-3---
200613$1,719,796$61,288$20,429iApproximate average salary by contribution assumption: employee only about $510,733 at 4% or $340,489 at 6%; with 50% employer match about $340,489 at 4% or $226,993 at 6%; with 100% employer match about $255,367 at 4% or $170,244 at 6%.
Oppenheimer & Co Inc Standardized Prototype Profit Sharing Plan-3$1,719,796$61,288$20,429iApproximate average salary by contribution assumption: employee only about $510,733 at 4% or $340,489 at 6%; with 50% employer match about $340,489 at 4% or $226,993 at 6%; with 100% employer match about $255,367 at 4% or $170,244 at 6%.
200513$1,340,818$59,289$19,763iApproximate average salary by contribution assumption: employee only about $494,075 at 4% or $329,383 at 6%; with 50% employer match about $329,383 at 4% or $219,589 at 6%; with 100% employer match about $247,038 at 4% or $164,692 at 6%.
Oppenheimer & Co Inc Standardized Prototype Profit Sharing Plan-3$1,340,818$59,289$19,763iApproximate average salary by contribution assumption: employee only about $494,075 at 4% or $329,383 at 6%; with 50% employer match about $329,383 at 4% or $219,589 at 6%; with 100% employer match about $247,038 at 4% or $164,692 at 6%.
200413$1,251,912$58,426$19,475iApproximate average salary by contribution assumption: employee only about $486,883 at 4% or $324,589 at 6%; with 50% employer match about $324,589 at 4% or $216,393 at 6%; with 100% employer match about $243,442 at 4% or $162,294 at 6%.
Oppenheimer & Co Inc Standardized Prototype Profit Sharing Plan-3$1,251,912$58,426$19,475iApproximate average salary by contribution assumption: employee only about $486,883 at 4% or $324,589 at 6%; with 50% employer match about $324,589 at 4% or $216,393 at 6%; with 100% employer match about $243,442 at 4% or $162,294 at 6%.
200313$1,171,868$56,604$18,868iApproximate average salary by contribution assumption: employee only about $471,700 at 4% or $314,467 at 6%; with 50% employer match about $314,467 at 4% or $209,644 at 6%; with 100% employer match about $235,850 at 4% or $157,233 at 6%.
Oppenheimer & Co Inc Standardized Prototype Profit Sharing Plan-3$1,171,868$56,604$18,868iApproximate average salary by contribution assumption: employee only about $471,700 at 4% or $314,467 at 6%; with 50% employer match about $314,467 at 4% or $209,644 at 6%; with 100% employer match about $235,850 at 4% or $157,233 at 6%.
200213$930,351$52,315$17,438iApproximate average salary by contribution assumption: employee only about $435,958 at 4% or $290,639 at 6%; with 50% employer match about $290,639 at 4% or $193,759 at 6%; with 100% employer match about $217,979 at 4% or $145,319 at 6%.
Oppenheimer & Co Inc Standardized Prototype Profit Sharing Plan-3$930,351$52,315$17,438iApproximate average salary by contribution assumption: employee only about $435,958 at 4% or $290,639 at 6%; with 50% employer match about $290,639 at 4% or $193,759 at 6%; with 100% employer match about $217,979 at 4% or $145,319 at 6%.
200114$979,488$33,012$8,253iApproximate average salary by contribution assumption: employee only about $206,325 at 4% or $137,550 at 6%; with 50% employer match about $137,550 at 4% or $91,700 at 6%; with 100% employer match about $103,163 at 4% or $68,775 at 6%.
Oppenheimer & Co Inc Standardized Prototype Profit Sharing Plan-4$979,488$33,012$8,253iApproximate average salary by contribution assumption: employee only about $206,325 at 4% or $137,550 at 6%; with 50% employer match about $137,550 at 4% or $91,700 at 6%; with 100% employer match about $103,163 at 4% or $68,775 at 6%.
200014$0$0-
Oppenheimer & Co Inc Standardized Prototype Profit Sharing Plan-4---
199913$778,527$31,741$10,580iApproximate average salary by contribution assumption: employee only about $264,508 at 4% or $176,339 at 6%; with 50% employer match about $176,339 at 4% or $117,559 at 6%; with 100% employer match about $132,254 at 4% or $88,169 at 6%.
Oppenheimer & Co Inc Standardized Prototype Profit Sharing Plan-3$778,527$31,741$10,580iApproximate average salary by contribution assumption: employee only about $264,508 at 4% or $176,339 at 6%; with 50% employer match about $176,339 at 4% or $117,559 at 6%; with 100% employer match about $132,254 at 4% or $88,169 at 6%.
Stephen M. Palmer M.D. | EIN 43-1283188 | 2018 Form 5500 Company Profile