Civic Intelligence

Scharp Management Systems LLC

Plan context: Openheimer Funds Money Purchase Pension Plan/Profit Sharing Plan

EIN 84-1425372 • 9 filings • 6 plans

Current Snapshot

Latest Year

2007

2007 Participants

1

2007 Assets

$14,967

2007 Contributions

$1,800

Historical Graphs

Total Assets Over Time

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

$1,400,700$700,350$0199920032006YearValue
$14,967Latest year 2006

Participants Over Time

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

110199920022006YearValue
1Latest year 2006

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
200710$0$0-
Openheimer Funds Money Purchase Pension Plan/Profit Sharing Plan-0---
200611$14,967$1,800$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
Openheimer Funds Money Purchase Pension Plan/Profit Sharing Plan-1$14,967$1,800$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
200510$11,428$1,640-
Openheimer Funds Money Purchase Pension Plan/Profit Sharing Plan-0$11,428$1,640-
200411$1,400,700$119,000$119,000iApproximate average salary by contribution assumption: employee only about $2,975,000 at 4% or $1,983,333 at 6%; with 50% employer match about $1,983,333 at 4% or $1,322,222 at 6%; with 100% employer match about $1,487,500 at 4% or $991,667 at 6%.
Openheimer Funds Money Purchase Pension Plan/Profit Sharing Plan-1$1,400,700$119,000$119,000iApproximate average salary by contribution assumption: employee only about $2,975,000 at 4% or $1,983,333 at 6%; with 50% employer match about $1,983,333 at 4% or $1,322,222 at 6%; with 100% employer match about $1,487,500 at 4% or $991,667 at 6%.
200311$1,098,400$79,300$79,300iApproximate average salary by contribution assumption: employee only about $1,982,500 at 4% or $1,321,667 at 6%; with 50% employer match about $1,321,667 at 4% or $881,111 at 6%; with 100% employer match about $991,250 at 4% or $660,833 at 6%.
Openheimer Funds Money Purchase Pension Plan/Profit Sharing Plan-1$1,098,400$79,300$79,300iApproximate average salary by contribution assumption: employee only about $1,982,500 at 4% or $1,321,667 at 6%; with 50% employer match about $1,321,667 at 4% or $881,111 at 6%; with 100% employer match about $991,250 at 4% or $660,833 at 6%.
200211$743,000$243,200$243,200iApproximate average salary by contribution assumption: employee only about $6,080,000 at 4% or $4,053,333 at 6%; with 50% employer match about $4,053,333 at 4% or $2,702,222 at 6%; with 100% employer match about $3,040,000 at 4% or $2,026,667 at 6%.
Openheimer Funds Money Purchase Pension Plan/Profit Sharing Plan-1$743,000$243,200$243,200iApproximate average salary by contribution assumption: employee only about $6,080,000 at 4% or $4,053,333 at 6%; with 50% employer match about $4,053,333 at 4% or $2,702,222 at 6%; with 100% employer match about $3,040,000 at 4% or $2,026,667 at 6%.
200111$0$0-
Openheimer Funds Money Purchase Pension Plan/Profit Sharing Plan-1---
200011$492,958$305,750$305,750iApproximate average salary by contribution assumption: employee only about $7,643,750 at 4% or $5,095,833 at 6%; with 50% employer match about $5,095,833 at 4% or $3,397,222 at 6%; with 100% employer match about $3,821,875 at 4% or $2,547,917 at 6%.
Openheimer Funds Money Purchase Pension Plan/Profit Sharing Plan-1$492,958$305,750$305,750iApproximate average salary by contribution assumption: employee only about $7,643,750 at 4% or $5,095,833 at 6%; with 50% employer match about $5,095,833 at 4% or $3,397,222 at 6%; with 100% employer match about $3,821,875 at 4% or $2,547,917 at 6%.
199911$227,895$0-
Openheimer Funds Money Purchase Pension Plan/Profit Sharing Plan-1$227,895--