Plan5500

Oakwood Capital Securities 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Oakwood Capital Securities)

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, Oakwood Capital Securities 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Oakwood Capital Securities under EIN 41-1589846 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $261,748 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$261.7KPlan net assets, end of year$261,748
Participants6Covered participants reported
Assets / participant$43.6KComputed: assets ÷ participants$43,625 (computed)
Provider compensationNone reported
Plan sponsor
Oakwood Capital Securities
EIN
41-1589846
Plan number
001
Plan type
2
Location
Saint Louis Park, MN
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    6 participants · 2Sch I
    View filing →
  2. 2023
    4 participants · 2Sch I
    View filing →
Schedule I · 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)$261.7K total assets
Net assets$261.7KLiabilities$0
Money in vs. money out
Total income / additions$104K
Total expenses$1.2K
Benefits paid / distributions$0
Contributions
Employer$14.7K
Participant$54.2K
Full reported line items

Net assets

Total assets (EOY)
$261,748
Total liabilities (EOY)
$0
Net assets (EOY)
$261,748
Net assets (BOY)
$159,029

Income & contributions

Employer contributions
$14,707
Participant contributions
$54,189
Total income / additions
$103,959

Expenses & distributions

Benefits paid
$0
Administrative expenses
$1,240
Total expenses
$1,240
Net increase / (decrease)
$102,719
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.

Contribution share (employer vs. participant)
Employer 21%Participant 79%
Total expenses ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages