The Oxbridge Academy 403(B) Plan — Form 5500 plan (Oxbridge Academy Foundation, Inc., Dba Oxbridge Academy)

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, The Oxbridge Academy 403(B) Plan is a benefit plan reported by Oxbridge Academy Foundation, Inc., Dba Oxbridge Academy under EIN 94-3435402 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $11,261,272 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oxbridge Academy Foundation, Inc., Dba Oxbridge Academy
EIN
94-3435402
Plan number
001
Plan type
2
Location
West Palm Beach, FL
Latest filing year
2023
Participants
190
End-of-year plan assets
$11,261,272

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20250318084154NAL0004695408001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,261,272
Total liabilities (EOY)
$0
Net assets (EOY)
$11,261,272
Net assets (BOY)
$9,260,894

Income & contributions

Employer contributions
$364,636
Participant contributions
$810,954
Total contributions
$1,272,225
Total income / additions
$2,749,623

Expenses & distributions

Benefits paid
$700,598
Administrative expenses
$48,647
Total expenses
$749,245
Net increase / (decrease)
$2,000,378

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$48,647$02023
Sageview Advisory Consulting GroupINVESTMENT ADVISORY$0$23,7392023

Related Form 5500 pages