Allan S Oxman Clu Chfc
Plan context: Allan S Oxman Clu Chfc Profit Sharing Plan
EIN 56-1183274 • 6 filings • 3 plans
Current Snapshot
Latest Year
2002
2002 Participants
3
2002 Assets
$655,022
2002 Contributions
$12,000
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 |
|---|---|---|---|---|---|
| 2002 | 2 | 3 | $655,022 | $0 | - |
| Allan S Oxman Clu Chfc Profit Sharing Plan | - | 3 | $655,022 | - | - |
| Allan S. Oxman, Clu, Chfc Money Purchase Plan | - | 0 | - | - | - |
| 2001 | 2 | 2 | $391,321 | $0 | - |
| Allan S Oxman Clu Chfc Profit Sharing Plan | - | 2 | $391,321 | - | - |
| Allan S. Oxman, Clu, Chfc Money Purchase Plan | - | 2 | - | - | - |
| 2000 | 2 | 2 | $462,550 | $12,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Allan S Oxman Clu Chfc Profit Sharing Plan | - | 2 | $462,550 | $12,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Allan S. Oxman, Clu, Chfc Money Purchase Plan | - | 1 | - | - | - |