Entity Number 1238503
Status Active
NameOPPENHEIMERFUNDS, INC.
CountyNew York
Date of registration 25 Feb 1988 (37 years ago) 25 Feb 1988
Legal typeFOREIGN BUSINESS CORPORATION
Place of FormationColorado
Address 225 Liberty Street, Suite 1800, New York, NY, United States, 10281
Address ZIP code
Principal Address 225 Liberty Street, 16TH FLOOR, New York, NY, United States, 10281
Principal Address ZIP code
OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN
2012
132527171
2013-07-30
OPPENHEIMERFUNDS, INC.
3039
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1986-05-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2123235552 |
| Plan sponsor’s mailing address | 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, NEW YORK, NY, 102811008 |
| Plan sponsor’s address | 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, NEW YORK, NY, 102811008 |
Number of participants as of the end of the plan year
| Active participants | 2033 |
| Retired or separated participants receiving benefits | 3 |
| Other retired or separated participants entitled to future benefits | 965 |
| Number of participants with account balances as of the end of the plan year | 2945 |
| Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 81 |
Signature of
| Role | Plan administrator |
| Date | 2013-07-31 |
| Name of individual signing | TINA TIMM |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2013-07-31 |
| Name of individual signing | ANDREW DOYLE |
| Valid signature | Filed with authorized/valid electronic signature |
OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN
2011
132527171
2012-08-13
OPPENHEIMERFUNDS, INC.
3077
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1986-05-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2123235552 |
| Plan sponsor’s mailing address | 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008 |
| Plan sponsor’s address | 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008 |
Plan administrator’s name and address
| Administrator’s EIN | 132527171 |
| Plan administrator’s name | OPPENHEIMERFUNDS, INC. |
| Plan administrator’s address | 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008 |
| Administrator’s telephone number | 2123235552 |
Number of participants as of the end of the plan year
| Active participants | 2001 |
| Retired or separated participants receiving benefits | 0 |
| Other retired or separated participants entitled to future benefits | 1038 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
| Number of participants with account balances as of the end of the plan year | 3010 |
| Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 106 |
Signature of
| Role | Plan administrator |
| Date | 2012-07-30 |
| Name of individual signing | TINA TIMM |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2012-07-30 |
| Name of individual signing | ANDREW DOYLE |
| Valid signature | Filed with authorized/valid electronic signature |
OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN
2010
132527171
2011-10-20
OPPENHEIMERFUNDS, INC.
3177
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1986-05-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2123235552 |
| Plan sponsor’s mailing address | 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008 |
| Plan sponsor’s address | 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008 |
Plan administrator’s name and address
| Administrator’s EIN | 132527171 |
| Plan administrator’s name | OPPENHEIMERFUNDS, INC. |
| Plan administrator’s address | 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008 |
| Administrator’s telephone number | 2123235552 |
Number of participants as of the end of the plan year
| Active participants | 2036 |
| Other retired or separated participants entitled to future benefits | 1040 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 1 |
| Number of participants with account balances as of the end of the plan year | 3024 |
| Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 229 |
Signature of
| Role | Plan administrator |
| Date | 2011-09-01 |
| Name of individual signing | TINA TIMM |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2011-09-01 |
| Name of individual signing | ANDREW DOYLE |
| Valid signature | Filed with authorized/valid electronic signature |
OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN
2009
132527171
2010-08-03
OPPENHEIMERFUNDS, INC.
3416
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1986-05-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2123235552 |
| Plan sponsor’s mailing address | 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008 |
| Plan sponsor’s address | 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008 |
Plan administrator’s name and address
| Administrator’s EIN | 132527171 |
| Plan administrator’s name | OPPENHEIMERFUNDS, INC. |
| Plan administrator’s address | 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008 |
| Administrator’s telephone number | 2123235552 |
Number of participants as of the end of the plan year
| Active participants | 2330 |
| Other retired or separated participants entitled to future benefits | 847 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
| Number of participants with account balances as of the end of the plan year | 3145 |
| Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 237 |
Signature of
| Role | Plan administrator |
| Date | 2010-08-02 |
| Name of individual signing | TINA TIMM |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2010-08-02 |
| Name of individual signing | ANDREW DOYLE |
| Valid signature | Filed with authorized/valid electronic signature |
OPPENHEIMERFUNDS, INC. CAPITAL ACCUMULATION PLAN
2009
132527171
2010-10-18
OPPENHEIMERFUNDS, INC.
3416
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1986-05-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2123235552 |
| Plan sponsor’s mailing address | 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008 |
| Plan sponsor’s address | 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008 |
Plan administrator’s name and address
| Administrator’s EIN | 132527171 |
| Plan administrator’s name | OPPENHEIMERFUNDS, INC. |
| Plan administrator’s address | 2 WORLD FINANCIAL CENTER, 225 LIBERTY STREET, 11TH FLOOR, NEW YORK, NY, 102811008 |
| Administrator’s telephone number | 2123235552 |
Number of participants as of the end of the plan year
| Active participants | 2330 |
| Other retired or separated participants entitled to future benefits | 847 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
| Number of participants with account balances as of the end of the plan year | 3145 |
| Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 237 |
Signature of
| Role | Plan administrator |
| Date | 2010-08-02 |
| Name of individual signing | TINA TIMM |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2010-08-02 |
| Name of individual signing | ANDREW DOYLE |
| Valid signature | Filed with authorized/valid electronic signature |
C T CORPORATION SYSTEM
Agent
28 LIBERTY ST., NEW YORK, NY, 10005
L. ALLISON DUKES
Chief Executive Officer
1313 SPRING ST. NW, SUITE 1800, ATLANTA, GA, United States, 30309
OPPENHEIMERFUNDS, INC.
DOS Process Agent
225 Liberty Street, Suite 1800, New York, NY, United States, 10281
2024-02-01
2024-02-01
Address
1313 SPRING ST. NW, SUITE 1800, ATLANTA, GA, 30309, USA (Type of address: Chief Executive Officer)
2024-02-01
2024-02-01
Address
1555 PEACHTREE ST. NE, SUITE 1800, ATLANTA, GA, 30309, USA (Type of address: Chief Executive Officer)
2020-02-19
2024-02-01
Address
1555 PEACHTREE ST. NE, SUITE 1800, ATLANTA, GA, 30309, USA (Type of address: Chief Executive Officer)
2019-01-28
2024-02-01
Address
28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent)
2019-01-28
2024-02-01
Address
28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Service of Process)
2016-02-01
2020-02-19
Address
225 LIBERTY STREET, 16TH FLOOR, NEW YORK, NY, 10281, 1008, USA (Type of address: Chief Executive Officer)
2014-02-04
2016-02-01
Address
225 LIBERTY STREET, 11TH FL, NEW YORK, NY, 10281, 1008, USA (Type of address: Principal Executive Office)
2014-02-04
2016-02-01
Address
225 LIBERTY STREET, 11TH FL, NEW YORK, NY, 10281, 1008, USA (Type of address: Chief Executive Officer)
2010-03-17
2014-02-04
Address
2 WORLD FINANCIAL CENTER, 225 LIBERTY ST 11TH FL, NEW YORK, NY, 10281, 1008, USA (Type of address: Chief Executive Officer)
2006-07-05
2019-01-28
Address
111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Service of Process)
240201040348
2024-02-01
BIENNIAL STATEMENT
2024-02-01
220708002057
2022-07-08
BIENNIAL STATEMENT
2022-02-01
200219060281
2020-02-19
BIENNIAL STATEMENT
2020-02-01
SR-16728
2019-01-28
CERTIFICATE OF CHANGE (BY AGENT)
2019-01-28
SR-16727
2019-01-28
CERTIFICATE OF CHANGE (BY AGENT)
2019-01-28
180314006044
2018-03-14
BIENNIAL STATEMENT
2018-02-01
160201007397
2016-02-01
BIENNIAL STATEMENT
2016-02-01
140204006056
2014-02-04
BIENNIAL STATEMENT
2014-02-01
120206002115
2012-02-06
BIENNIAL STATEMENT
2012-02-01
100317002788
2010-03-17
BIENNIAL STATEMENT
2010-02-01
Date of last update: 31 Jul 2024
Sources: Companies info , Historical Data , Complaints , Contacts
