Joseph Keenan
Plan context: Oppenhelmer Funds Standardized Prototype Profit Sharing Plan
EIN 75-2541947 • 8 filings • 3 plans
Current Snapshot
Latest Year
2005
2005 Participants
3
2005 Assets
$489,106
2005 Contributions
$49,222
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 |
|---|---|---|---|---|---|
| 2005 | 1 | 0 | $489,106 | $49,222 | - |
| Oppenhelmer Funds Standardized Prototype Profit Sharing Plan | - | 0 | $489,106 | $49,222 | - |
| 2004 | 1 | 3 | $414,615 | $55,040 | $18,347iApproximate average salary by contribution assumption: employee only about $458,667 at 4% or $305,778 at 6%; with 50% employer match about $305,778 at 4% or $203,852 at 6%; with 100% employer match about $229,333 at 4% or $152,889 at 6%. |
| Oppenhelmer Funds Standardized Prototype Profit Sharing Plan | - | 3 | $414,615 | $55,040 | $18,347iApproximate average salary by contribution assumption: employee only about $458,667 at 4% or $305,778 at 6%; with 50% employer match about $305,778 at 4% or $203,852 at 6%; with 100% employer match about $229,333 at 4% or $152,889 at 6%. |
| 2003 | 1 | 3 | $342,222 | $58,249 | $19,416iApproximate average salary by contribution assumption: employee only about $485,408 at 4% or $323,606 at 6%; with 50% employer match about $323,606 at 4% or $215,737 at 6%; with 100% employer match about $242,704 at 4% or $161,803 at 6%. |
| Oppenhelmer Funds Standardized Prototype Profit Sharing Plan | - | 3 | $342,222 | $58,249 | $19,416iApproximate average salary by contribution assumption: employee only about $485,408 at 4% or $323,606 at 6%; with 50% employer match about $323,606 at 4% or $215,737 at 6%; with 100% employer match about $242,704 at 4% or $161,803 at 6%. |
| 2002 | 1 | 3 | $212,584 | $42,099 | $14,033iApproximate average salary by contribution assumption: employee only about $350,825 at 4% or $233,883 at 6%; with 50% employer match about $233,883 at 4% or $155,922 at 6%; with 100% employer match about $175,413 at 4% or $116,942 at 6%. |
| Oppenhelmer Funds Standardized Prototype Profit Sharing Plan | - | 3 | $212,584 | $42,099 | $14,033iApproximate average salary by contribution assumption: employee only about $350,825 at 4% or $233,883 at 6%; with 50% employer match about $233,883 at 4% or $155,922 at 6%; with 100% employer match about $175,413 at 4% or $116,942 at 6%. |
| 2001 | 2 | 3 | $0 | $0 | - |
| Oppenhelmer Funds Standardized Prototype Profit Sharing Plan | - | 3 | - | - | - |
| Oppenhelmer Funds Standardized Prototype Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| Oppenhelmer Funds Standardized Prototype Profit Sharing Plan | - | 2 | - | - | - |
| 1999 | 1 | 0 | $240,725 | $29,000 | - |
| Oppenhelmer Funds Standardized Prototype Profit Sharing Plan | - | 0 | $240,725 | $29,000 | - |