2023 Form 5500 filing — Oxford Instruments 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724123009NAL0020293888001) for Oxford Instruments 401(K) Plan, reported by Oxford Instruments Holdings 2013, Inc. under EIN 80-0906730 and plan number 012. It reports 506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724123009NAL0020293888001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oxford Instruments Holdings 2013, Inc.
- EIN
- 80-0906730
- Plan number
- 012
- Location
- Concord, MA
- Participants
- 506
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,057,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,057,155
- Employer contributions
- $1,029,631
- Participant contributions
- $3,149,254
- Total income / additions
- $12,560,391
- Benefits paid
- $8,351,207
- Administrative expenses
- $143,368
- Total expenses
- $8,494,575
- Net increase / (decrease)
- $4,065,816
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Inc Co Of America | RECORDKEEPER | $86,025 | $0 |
| Osaic Welath Inc | INVESTMENT ADVISORY | $45,010 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | THIRD PARTY ADMIN | $10,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,120 | not reported in the loaded dataset |