Oxygen Development Retirement & Savings Plan — Form 5500 plan (Oxygen Development LLC)
Plain-English plan 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, Oxygen Development Retirement & Savings Plan is a benefit plan reported by Oxygen Development LLC under EIN 01-0715094 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $10,538,814 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.5MPlan net assets, end of year$10,538,814
Participants279Covered participants reported
Assets / participant$37.8KComputed: assets ÷ participants$37,774 (computed)
Provider compensation$20.5K2 Schedule C provider row(s)$20,549
- Plan sponsor
- Oxygen Development LLC
- EIN
- 01-0715094
- Plan number
- 001
- Plan type
- 2
- Location
- Palm Springs, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20240708132649NAL0024778194001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$10.5M total assets
Net assets$10.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,538,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,538,814
- Net assets (BOY)
- $8,416,895
Income & contributions
- Employer contributions
- $440,165
- Participant contributions
- $764,347
- Total contributions
- $1,284,751
- Total income / additions
- $2,739,714
Expenses & distributions
- Benefits paid
- $592,034
- Administrative expenses
- $20,549
- Total expenses
- $617,795
- Net increase / (decrease)
- $2,121,919
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,011 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $3,538 | $0 | 2023 |