OTTO POHL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS
401k plan membership statisitcs for OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS
| Measure | Date | Value |
|---|
| 2019: OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 0 |
| Number of participants with account balances | 2019-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 2 |
| Number of participants with account balances | 2018-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 2 |
| Number of participants with account balances | 2017-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 2 |
| Number of participants with account balances | 2016-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Total participants | 2015-01-01 | 2 |
| Number of participants with account balances | 2015-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2011: OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
| Total participants | 2009-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Number of employers contributing to the scheme | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2019 : OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $-1,458 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $68,670 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $68,670 |
| Total plan assets at end of year | 2019-12-31 | $0 |
| Total plan assets at beginning of year | 2019-12-31 | $70,128 |
| Other income received | 2019-12-31 | $-1,458 |
| Net income (gross income less expenses) | 2019-12-31 | $-70,128 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $70,128 |
| 2018 : OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $70,925 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $143,513 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $143,513 |
| Total plan assets at end of year | 2018-12-31 | $70,128 |
| Total plan assets at beginning of year | 2018-12-31 | $142,716 |
| Other income received | 2018-12-31 | $70,925 |
| Net income (gross income less expenses) | 2018-12-31 | $-72,588 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $70,128 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $142,716 |
| 2017 : OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $15,964 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $142,716 |
| Total plan assets at beginning of year | 2017-12-31 | $126,752 |
| Other income received | 2017-12-31 | $15,964 |
| Net income (gross income less expenses) | 2017-12-31 | $15,964 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $142,716 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $126,752 |
| 2016 : OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $16,216 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $126,752 |
| Total plan assets at beginning of year | 2016-12-31 | $110,536 |
| Other income received | 2016-12-31 | $16,216 |
| Net income (gross income less expenses) | 2016-12-31 | $16,216 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $126,752 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $110,536 |
| 2015 : OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-13,489 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $11,515 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $11,515 |
| Total plan assets at end of year | 2015-12-31 | $110,536 |
| Total plan assets at beginning of year | 2015-12-31 | $135,540 |
| Other income received | 2015-12-31 | $-13,489 |
| Net income (gross income less expenses) | 2015-12-31 | $-25,004 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $110,536 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $135,540 |
| 2014 : OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $2,132 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $191,398 |
| Total plan assets at beginning of year | 2014-12-31 | $189,266 |
| Other income received | 2014-12-31 | $2,132 |
| Net income (gross income less expenses) | 2014-12-31 | $2,132 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $191,398 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $189,266 |
| 2013 : OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $36,287 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $189,266 |
| Total plan assets at beginning of year | 2013-12-31 | $152,979 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $36,287 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $36,287 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $189,266 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $152,979 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| 2011 : OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2011 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2011-12-31 | $3,223 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $3,223 |
| Total plan assets at end of year | 2011-12-31 | $136,616 |
| Total plan assets at beginning of year | 2011-12-31 | $142,345 |
| Net income (gross income less expenses) | 2011-12-31 | $-3,223 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $136,616 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $142,345 |
| 2010 : OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $15,791 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $8,520 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $8,500 |
| Total plan assets at end of year | 2010-12-31 | $142,345 |
| Total plan assets at beginning of year | 2010-12-31 | $135,074 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $20 |
| Other income received | 2010-12-31 | $15,791 |
| Net income (gross income less expenses) | 2010-12-31 | $7,271 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $142,345 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $135,074 |
| 2019: OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | Yes |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | Yes |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | First time form 5500 has been submitted | Yes |
| 2014-01-01 | Submission has been amended | Yes |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | First time form 5500 has been submitted | Yes |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | First time form 5500 has been submitted | Yes |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | First time form 5500 has been submitted | Yes |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: OPPENHEIMER MSTR SELF-EMPLOYED INDIVIDUAL RETIREMENT PLANS 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | First time form 5500 has been submitted | Yes |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
