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, Kingswood Oxford School, Inc. Tax Deferred Annuity Plan is a benefit plan reported by Kingswood Oxford School under EIN 06-0646688 and plan number 003. The latest loaded filing year is 2023. The filing reports 333 participants and $31,012,708 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,012,708
- Total liabilities (EOY)
- $5,310
- Net assets (EOY)
- $31,007,398
- Net assets (BOY)
- $26,380,001
Income & contributions
- Employer contributions
- $741,667
- Participant contributions
- $763,844
- Total contributions
- $1,807,844
- Total income / additions
- $6,244,768
Expenses & distributions
- Benefits paid
- $1,488,015
- Administrative expenses
- $129,356
- Total expenses
- $1,617,371
- Net increase / (decrease)
- $4,627,397