2023 Form 5500 filing — Oxbow Affiliated Companies Retirement 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 20241010130358NAL0034085760001) for Oxbow Affiliated Companies Retirement Plan, reported by Oxbow Carbon LLC under EIN 04-2800610 and plan number 002. It reports 582 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010130358NAL0034085760001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Oxbow Carbon LLC
- EIN
- 04-2800610
- Plan number
- 002
- Location
- West Palm Beach, FL
- Participants
- 582
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $151,752,089
- Total liabilities (EOY)
- $1,664
- Net assets (EOY)
- $151,750,425
- Employer contributions
- $3,167,234
- Participant contributions
- $4,177,712
- Total income / additions
- $31,098,624
- Benefits paid
- $5,369,514
- Administrative expenses
- $47,828
- Total expenses
- $5,419,006
- Net increase / (decrease)
- $25,679,618
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $47,828 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |