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OPPENHEIMER FUNDS SELF-EMPLOYED INDIVIDUAL RETIREMENT PLAN 401k Plan overview

Plan NameOPPENHEIMER FUNDS SELF-EMPLOYED INDIVIDUAL RETIREMENT PLAN
Plan identification number 003

OPPENHEIMER FUNDS SELF-EMPLOYED INDIVIDUAL RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

LOUIS VUKSINICK has sponsored the creation of one or more 401k plans.

Company Name:LOUIS VUKSINICK
Employer identification number (EIN):942447545
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPPENHEIMER FUNDS SELF-EMPLOYED INDIVIDUAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032013-01-01JANET ROBINSON-VUKSINICK
0032012-01-01JANET ROBINSON-VUKSINICK
0032011-01-01LOUIS VUKSINICK
0032010-01-01LOUIS VUKSINICK
0032009-01-01LOUIS VUKSINICK

Financial Data on OPPENHEIMER FUNDS SELF-EMPLOYED INDIVIDUAL RETIREMENT PLAN

Measure Date Value
2013 : OPPENHEIMER FUNDS SELF-EMPLOYED INDIVIDUAL RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$71,325
Expenses. Total of all expenses incurred2013-12-31$2,190,376
Benefits paid (including direct rollovers)2013-12-31$2,190,376
Total plan assets at end of year2013-12-31$0
Total plan assets at beginning of year2013-12-31$2,119,051
Other income received2013-12-31$71,325
Net income (gross income less expenses)2013-12-31$-2,119,051
Net plan assets at end of year (total assets less liabilities)2013-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,119,051
2012 : OPPENHEIMER FUNDS SELF-EMPLOYED INDIVIDUAL RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$232,201
Expenses. Total of all expenses incurred2012-12-31$34
Total plan assets at end of year2012-12-31$2,119,051
Total plan assets at beginning of year2012-12-31$1,886,884
Other income received2012-12-31$232,201
Net income (gross income less expenses)2012-12-31$232,167
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,119,051
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,886,884
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$34
2011 : OPPENHEIMER FUNDS SELF-EMPLOYED INDIVIDUAL RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$-344,143
Expenses. Total of all expenses incurred2011-12-31$110,470
Benefits paid (including direct rollovers)2011-12-31$109,441
Total plan assets at end of year2011-12-31$1,886,884
Total plan assets at beginning of year2011-12-31$2,341,497
Expenses. Other expenses not covered elsewhere2011-12-31$1,029
Other income received2011-12-31$-344,143
Net income (gross income less expenses)2011-12-31$-454,613
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,886,884
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,341,497
2010 : OPPENHEIMER FUNDS SELF-EMPLOYED INDIVIDUAL RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$519,379
Expenses. Total of all expenses incurred2010-12-31$86,779
Benefits paid (including direct rollovers)2010-12-31$86,769
Total plan assets at end of year2010-12-31$2,341,497
Total plan assets at beginning of year2010-12-31$1,908,897
Expenses. Other expenses not covered elsewhere2010-12-31$10
Other income received2010-12-31$519,379
Net income (gross income less expenses)2010-12-31$432,600
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,341,497
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,908,897

Form 5500 Responses for OPPENHEIMER FUNDS SELF-EMPLOYED INDIVIDUAL RETIREMENT PLAN

2013: OPPENHEIMER FUNDS SELF-EMPLOYED INDIVIDUAL RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OPPENHEIMER FUNDS SELF-EMPLOYED INDIVIDUAL RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OPPENHEIMER FUNDS SELF-EMPLOYED INDIVIDUAL RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement - TrustYes
2010: OPPENHEIMER FUNDS SELF-EMPLOYED INDIVIDUAL RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OPPENHEIMER FUNDS SELF-EMPLOYED INDIVIDUAL RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement - TrustYes

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