How big is Joel Oppenheimer's plan?

Joel Oppenheimer's plan reported $1.2M in assets and 13 participants for 2024.

Original filing (PDF)20251007062515NAL0002277523001

Joel Oppenheimer

Name: Joel Oppenheimer — Joel Oppenheimer 401(k) Profit, Form 5500 (2024)
Creator: Joel Oppenheimer
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joel Oppenheimer 401(k) Profit Sharing Plan

401(k) retirement plan · Joel Oppenheimer's Joel Oppenheimer 401(k) Profit Sharing Plan held $1.2M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

David Oppenheimer signed Joel Oppenheimer's 2024 Form 5500 as plan administrator.

David Oppenheimer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Joel Oppenheimer's EIN is 36-2677973.

EIN 36-2677973

Plan number 001

Plan year 2024

ACK ID 20251007062515NAL0002277523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joel Oppenheimer from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joel Oppenheimer's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOEL OPPENHEIMER.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off