2023 Form 5500 filing — South Oxford Management LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240916171635NAL0001816161001) for South Oxford Management LLC 401(K) Plan, reported by South Oxford Management LLC under EIN 81-4282539 and plan number 001. It reports 566 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916171635NAL0001816161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- South Oxford Management LLC
- EIN
- 81-4282539
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 566
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,617,537
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,617,537
- Employer contributions
- $1,065,361
- Participant contributions
- $2,250,032
- Total income / additions
- $5,691,399
- Benefits paid
- $2,286,173
- Administrative expenses
- $114,111
- Total expenses
- $2,400,284
- Net increase / (decrease)
- $3,291,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $103,437 | $0 |
| Visionpoint Advisory Group | INVESTMENT ADVISORY | $0 | $32,147 |
| Benefit Plans Plus LLC | CONTRACT ADMINISTRATOR | $10,673 | $5,743 |