2023 Form 5500 filing — The Oxbridge Academy 403(B) 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 20250318084154NAL0004695408001) for The Oxbridge Academy 403(B) Plan, reported by Oxbridge Academy Foundation, Inc., Dba Oxbridge Academy under EIN 94-3435402 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250318084154NAL0004695408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oxbridge Academy Foundation, Inc., Dba Oxbridge Academy
- EIN
- 94-3435402
- Plan number
- 001
- Location
- West Palm Beach, FL
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,261,272
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,261,272
- Employer contributions
- $364,636
- Participant contributions
- $810,954
- Total income / additions
- $2,749,623
- Benefits paid
- $700,598
- Administrative expenses
- $48,647
- Total expenses
- $749,245
- Net increase / (decrease)
- $2,000,378
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $48,647 | $0 |
| Sageview Advisory Consulting Group | INVESTMENT ADVISORY | $0 | $23,739 |