Amy J. Oppenheimer
Plan context: Amy J. Oppenheimer Retirement Plan
EIN 94-3293346 • 5 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
5
2020 Assets
$1,563,586
2020 Contributions
$145,471
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 5 | $1,563,586 | $145,471 | $29,094iApproximate average salary by contribution assumption: employee only about $727,355 at 4% or $484,903 at 6%; with 50% employer match about $484,903 at 4% or $323,269 at 6%; with 100% employer match about $363,678 at 4% or $242,452 at 6%. |
| Amy J. Oppenheimer Retirement Plan | - | 5 | $1,563,586 | $145,471 | $29,094iApproximate average salary by contribution assumption: employee only about $727,355 at 4% or $484,903 at 6%; with 50% employer match about $484,903 at 4% or $323,269 at 6%; with 100% employer match about $363,678 at 4% or $242,452 at 6%. |
| 2019 | 1 | 5 | $1,239,261 | $159,662 | $31,932iApproximate average salary by contribution assumption: employee only about $798,310 at 4% or $532,207 at 6%; with 50% employer match about $532,207 at 4% or $354,804 at 6%; with 100% employer match about $399,155 at 4% or $266,103 at 6%. |
| Amy J. Oppenheimer Retirement Plan | - | 5 | $1,239,261 | $159,662 | $31,932iApproximate average salary by contribution assumption: employee only about $798,310 at 4% or $532,207 at 6%; with 50% employer match about $532,207 at 4% or $354,804 at 6%; with 100% employer match about $399,155 at 4% or $266,103 at 6%. |
| 2018 | 1 | 3 | $907,603 | $104,976 | $34,992iApproximate average salary by contribution assumption: employee only about $874,800 at 4% or $583,200 at 6%; with 50% employer match about $583,200 at 4% or $388,800 at 6%; with 100% employer match about $437,400 at 4% or $291,600 at 6%. |
| Amy J. Oppenheimer Retirement Plan | - | 3 | $907,603 | $104,976 | $34,992iApproximate average salary by contribution assumption: employee only about $874,800 at 4% or $583,200 at 6%; with 50% employer match about $583,200 at 4% or $388,800 at 6%; with 100% employer match about $437,400 at 4% or $291,600 at 6%. |
| 2017 | 1 | 2 | $891,575 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Amy J. Oppenheimer Retirement Plan | - | 2 | $891,575 | $100,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2016 | 1 | 2 | $668,390 | $95,000 | $47,500iApproximate average salary by contribution assumption: employee only about $1,187,500 at 4% or $791,667 at 6%; with 50% employer match about $791,667 at 4% or $527,778 at 6%; with 100% employer match about $593,750 at 4% or $395,833 at 6%. |
| Amy J. Oppenheimer Retirement Plan | - | 2 | $668,390 | $95,000 | $47,500iApproximate average salary by contribution assumption: employee only about $1,187,500 at 4% or $791,667 at 6%; with 50% employer match about $791,667 at 4% or $527,778 at 6%; with 100% employer match about $593,750 at 4% or $395,833 at 6%. |