401k Plan data: OPPENHEIMER FUNDS STANDARDIZED MONEY PURCHASE PENSION PLAN OF ROBERT E. CANFIELD plan

OPPENHEIMER FUNDS STANDARDIZED MONEY PURCHASE PENSION PLAN OF ROBERT E. CANFIELD 401k Plan overview

Plan Name	OPPENHEIMER FUNDS STANDARDIZED MONEY PURCHASE PENSION PLAN OF ROBERT E. CANFIELD
Plan identification number	002

OPPENHEIMER FUNDS STANDARDIZED MONEY PURCHASE PENSION PLAN OF ROBERT E. CANFIELD Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROBERT E. CANFIELD, ATTORNEY has sponsored the creation of one or more 401k plans.

Company Name: ROBERT E. CANFIELD, ATTORNEY

Employer identification number (EIN): 351761241

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPPENHEIMER FUNDS STANDARDIZED MONEY PURCHASE PENSION PLAN OF ROBERT E. CANFIELD

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 RICHARD CULLAR 2017-09-26 RICHARD CULLAR 2017-09-26
002 2015-01-01
002 2014-01-01 ROBERT CANFIELD 2015-09-22 ROBERT CANFIELD 2015-09-22
002 2013-01-01 ROBERT CANFIELD 2014-10-02
002 2012-01-01 ROBERT CANFIELD 2014-06-24 ROBERT CANFIELD 2014-06-24
002 2011-01-01 ROBERT E CANFIELD 2012-10-11
002 2010-01-01 ROBERT CANFIELD 2011-10-14 ROBERT CANFIELD 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	RICHARD CULLAR	2017-09-26	RICHARD CULLAR	2017-09-26
002	2015-01-01
002	2014-01-01	ROBERT CANFIELD	2015-09-22	ROBERT CANFIELD	2015-09-22
002	2013-01-01	ROBERT CANFIELD	2014-10-02
002	2012-01-01	ROBERT CANFIELD	2014-06-24	ROBERT CANFIELD	2014-06-24
002	2011-01-01	ROBERT E CANFIELD	2012-10-11
002	2010-01-01	ROBERT CANFIELD	2011-10-14	ROBERT CANFIELD	2011-10-14

Financial Data on OPPENHEIMER FUNDS STANDARDIZED MONEY PURCHASE PENSION PLAN OF ROBERT E. CANFIELD

Measure	Date	Value
2025 : OPPENHEIMER FUNDS STANDARDIZED MONEY PURCHASE PENSION PLAN OF ROBERT E. CANFIELD 2025 401k financial data
Net assets as of the end of the plan year	2025-09-19	302371
Total assets as of the beginning of the plan year	2025-09-19	1143289
Other income to plan in this plan year	2025-09-19	-840918
Plan net income in this plan year	2025-09-19	-840918
Net assets as of the end of the plan year	2025-09-19	302371
Net assets as of the beginning of the plan year	2025-09-19	1143289
2024 : OPPENHEIMER FUNDS STANDARDIZED MONEY PURCHASE PENSION PLAN OF ROBERT E. CANFIELD 2024 401k financial data
Total liabilities as of the end of the plan year	2024-06-07	0
Total liabilities as of the beginning of the plan year	2024-06-07	0
Net assets as of the end of the plan year	2024-06-07	1143289
Total assets as of the beginning of the plan year	2024-06-07	1154054
Other income to plan in this plan year	2024-06-07	-10765
Plan net income in this plan year	2024-06-07	-10765
Net assets as of the end of the plan year	2024-06-07	1143289
Net assets as of the beginning of the plan year	2024-06-07	1154054
2022 : OPPENHEIMER FUNDS STANDARDIZED MONEY PURCHASE PENSION PLAN OF ROBERT E. CANFIELD 2022 401k financial data
Total liabilities as of the end of the plan year	2022-08-01	0
Total liabilities as of the beginning of the plan year	2022-08-01	0
Total expenses incurred by plan in this plan year	2022-08-01	72151
Net assets as of the end of the plan year	2022-08-01	1137076
Total assets as of the beginning of the plan year	2022-08-01	1157017
Other income to plan in this plan year	2022-08-01	52210
Plan net income in this plan year	2022-08-01	-19941
Net assets as of the end of the plan year	2022-08-01	1137076
Net assets as of the beginning of the plan year	2022-08-01	1157017

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Company Name:	ROBERT E. CANFIELD, ATTORNEY
Employer identification number (EIN):	351761241
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers