Oxford Financial Group, Ltd — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Oxford Financial Group, Ltd is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $603,001 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $603,001
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $603,001
- Filings
- 7
- Plan sponsors
- 7
- Plans
- 7
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Danis Building Construction Company | OH | 1 | $206,449 |
| Cooperative Pension / Savings Board | IN | 1 | $148,876 |
| Josephson-Wallack-Munshower Neurology, P.C. | IN | 1 | $81,975 |
| Haynes International, Inc. | IN | 1 | $68,750 |
| Forest River, Inc. | IN | 1 | $35,000 |
| Indiana Symphony Society, Inc. | IN | 1 | $34,000 |
| Truth Publishing Company, Inc. | IN | 1 | $27,951 |
State footprint
Plans reporting Oxford Financial Group, Ltd are sponsored in IN (6), OH (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Danis Building Construction Company | Danis & Affiliates Retirement Plan | 2023 | $206,449 | not reported in the loaded dataset |
| Cooperative Pension / Savings Board | Cooperative Savings Plan | 2023 | $148,876 | not reported in the loaded dataset |
| Josephson-Wallack-Munshower Neurology, P.C. | Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan | 2023 | $81,975 | not reported in the loaded dataset |
| Haynes International, Inc. | Haynes International, Inc. Combined Profit Sharing And Savings Plan | 2023 | $68,750 | not reported in the loaded dataset |
| Forest River, Inc. | Forest River, Inc. 401(K) Plan | 2023 | $35,000 | not reported in the loaded dataset |
| Indiana Symphony Society, Inc. | Indianapolis Symphony Orchestra 403(B) Plan | 2023 | $34,000 | not reported in the loaded dataset |
| Truth Publishing Company, Inc. | Truth Publishing Company, Inc. & Pathfinder Communications Corporation 401(K) Plan And Trust | 2023 | $27,951 | not reported in the loaded dataset |
Related Form 5500 pages
- Danis & Affiliates Retirement Plan (plan 001)
- Danis Building Construction Company — all reported plans
- Cooperative Savings Plan (plan 335)
- Cooperative Pension / Savings Board — all reported plans
- Josephson-Wallack-Munshower Neurology, P.C. Profit Sharing Plan (plan 001)
- Josephson-Wallack-Munshower Neurology, P.C. — all reported plans
- Haynes International, Inc. Combined Profit Sharing And Savings Plan (plan 005)
- Haynes International, Inc. — all reported plans
- Forest River, Inc. 401(K) Plan (plan 001)
- Forest River, Inc. — all reported plans
- Indianapolis Symphony Orchestra 403(B) Plan (plan 003)
- Indiana Symphony Society, Inc. — all reported plans
- Truth Publishing Company, Inc. & Pathfinder Communications Corporation 401(K) Plan And Trust (plan 333)
- Truth Publishing Company, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources