South Oxford Management LLC 401(K) Plan — Form 5500 plan (South Oxford Management 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, South Oxford Management LLC 401(K) Plan is a benefit plan reported by South Oxford Management LLC under EIN 81-4282539 and plan number 001. The latest loaded filing year is 2023. The filing reports 566 participants and $15,617,537 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- South Oxford Management LLC
- EIN
- 81-4282539
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 566
- End-of-year plan assets
- $15,617,537
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 566 | H, C | 20240916171635NAL0001816161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,617,537
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,617,537
- Net assets (BOY)
- $12,326,422
Income & contributions
- Employer contributions
- $1,065,361
- Participant contributions
- $2,250,032
- Total contributions
- $3,601,614
- Total income / additions
- $5,691,399
Expenses & distributions
- Benefits paid
- $2,286,173
- Administrative expenses
- $114,111
- Total expenses
- $2,400,284
- Net increase / (decrease)
- $3,291,115
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $103,437 | $0 | 2023 |
| Visionpoint Advisory Group | INVESTMENT ADVISORY | $0 | $32,147 | 2023 |
| Benefit Plans Plus LLC | CONTRACT ADMINISTRATOR | $10,673 | $5,743 | 2023 |