Oxford Consultant 401(K) Retirement Savings Plan — Form 5500 plan (Oxford Global Resources, 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, Oxford Consultant 401(K) Retirement Savings Plan is a benefit plan reported by Oxford Global Resources, LLC under EIN 04-2838827 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,562 participants and $13,863,034 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oxford Global Resources, LLC
EIN
04-2838827
Plan number
002
Plan type
2
Location
Beverly, MA
Latest filing year
2023
Participants
1,562
End-of-year plan assets
$13,863,034

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,562H, C20241002131740NAL0004818963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,863,034
Total liabilities (EOY)
$0
Net assets (EOY)
$13,863,034
Net assets (BOY)
$8,466,095

Income & contributions

Employer contributions
$756,331
Participant contributions
$5,321,862
Total contributions
$6,769,215
Total income / additions
$8,743,422

Expenses & distributions

Benefits paid
$3,236,662
Administrative expenses
$63,407
Total expenses
$3,346,483
Net increase / (decrease)
$5,396,939

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$63,407$02023

Related Form 5500 pages