Kingswood Oxford School — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kingswood Oxford School (EIN 06-0646688) is a plan sponsor located in West Hartford, CT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-0646688
Location
West Hartford, CT
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$31,012,708
Total reported liabilities (EOY)
$5,310
Total reported net assets (EOY)
$31,007,398

Contributions & income

Employer contributions
$741,667
Participant contributions
$763,844
Total income / additions
$6,244,768

Expenses & distributions

Benefits paid / distributions
$1,488,015
Total expenses
$1,617,371
Net increase / (decrease)
$4,627,397

Coverage

Total reported participants
450
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Kingswood Oxford School plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Kingswood Oxford School, Inc. Tax Deferred Annuity Plan003333$31,012,7082023
Kingswood Oxford School Health And Welfare Plan501117not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Kingswood Oxford School
YearPlanParticipantsSchedulesFiling
2023Kingswood Oxford School, Inc. Tax Deferred Annuity Plan333H, C20240828103243NAL0024268722001
2023Kingswood Oxford School Health And Welfare Plan11720241217125559NAL0002557233001

Related Form 5500 pages