Plan5500

Oxford Financial Group, Ltd — 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, Oxford Financial Group, Ltd (EIN 35-1588335) is a plan sponsor located in Carmel, IN with 1 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
35-1588335
Location
Carmel, IN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Oxford Financial Group, Ltd

  • 2 loaded plans hold $40.1M in reported assets.
  • The largest, Oxford Financial Group, Ltd. Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 404 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$40.1MSummed across loaded plans$40,148,576
Total reported assets$40.1M$40,148,576
Total reported participants404
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$40.1M total assets
Net assets$40.1MLiabilities$0
Contributions & income
Employer contributions$843.9K
Participant contributions$2.3M
Total income / additions$10.1M
Expenses & distributions
Benefits paid / distributions$817.1K
Total expenses$819.3K
Net increase / (decrease)$9.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Oxford Financial Group, Ltd. Profit Sharing Plan
Participants per plan202Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Oxford Financial Group, Ltd. Profit Sharing Plan$40.1M
    Plan #001 · 227 participants · 2023
  2. 2
    Oxford Financial Group Welfare Benefit Plannot reported in the loaded dataset
    Plan #503 · 177 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Oxford Financial Group, Ltd. Open one for its full reported snapshot.

  1. 2023
    Oxford Financial Group Welfare Benefit Plan177 participants · 2No schedules
    View filing →
  2. 2023
    Oxford Financial Group, Ltd. Profit Sharing Plan227 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Oxford Financial Group, Ltd report on Form 5500?
Oxford Financial Group, Ltd (EIN 35-1588335) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Oxford Financial Group, Ltd?
The Employer Identification Number (EIN) reported for Oxford Financial Group, Ltd is 35-1588335.
What is the latest Form 5500 filing year for Oxford Financial Group, Ltd?
The latest loaded Form 5500 filing year for Oxford Financial Group, Ltd is 2023.

Related Form 5500 pages