Oxford Management Group, LLC 401(K) Plan — Form 5500 plan (Oxford Management Group, LLC 401(K) Plan)
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 Management Group, LLC 401(K) Plan is a benefit plan reported by Oxford Management Group, LLC 401(K) Plan under EIN 27-3225597 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,000 participants and $1,947,092 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oxford Management Group, LLC 401(K) Plan
- EIN
- 27-3225597
- Plan number
- 001
- Plan type
- 2
- Location
- Wichita, KS
- Latest filing year
- 2023
- Participants
- 2,000
- End-of-year plan assets
- $1,947,092
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,000 | H, C | 20241015163645NAL0057268594001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,947,092
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,947,092
- Net assets (BOY)
- $1,437,007
Income & contributions
- Employer contributions
- $132,177
- Participant contributions
- $464,654
- Total contributions
- $596,831
- Total income / additions
- $881,847
Expenses & distributions
- Benefits paid
- $319,001
- Administrative expenses
- $52,761
- Total expenses
- $371,762
- Net increase / (decrease)
- $510,085
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tag Resources, LLC | RECORDKEEPER | $17,153 | $0 | 2023 |
| Preferred Pension Solutions, LLC | TPA | $16,785 | $0 | 2023 |
| Troweprice Retirement Plan Serv Inc | RECORDKEEPER | $12,634 | $0 | 2023 |
| Transamerica Financial Life Ins Co | RECORDKEEPER | $3,986 | $0 | 2023 |
| Wealth Alliance Advisory Group LLC | INV ADVISOR | $2,033 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oxford Management Group, LLC 401(K) Plan
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Wichita, KS
- Tag Resources, LLC — Schedule C compensation
- Preferred Pension Solutions, LLC — Schedule C compensation
- Troweprice Retirement Plan Serv Inc — Schedule C compensation
- Transamerica Financial Life Ins Co — Schedule C compensation
- Wealth Alliance Advisory Group LLC — Schedule C compensation