2023 Form 5500 filing — Oxford Management Group, LLC 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 20241015163645NAL0057268594001) for Oxford Management Group, LLC 401(K) Plan, reported by Oxford Management Group, LLC 401(K) Plan under EIN 27-3225597 and plan number 001. It reports 2,000 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163645NAL0057268594001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oxford Management Group, LLC 401(K) Plan
- EIN
- 27-3225597
- Plan number
- 001
- Location
- Wichita, KS
- Participants
- 2,000
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,947,092
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,947,092
- Employer contributions
- $132,177
- Participant contributions
- $464,654
- Total income / additions
- $881,847
- Benefits paid
- $319,001
- Administrative expenses
- $52,761
- Total expenses
- $371,762
- Net increase / (decrease)
- $510,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tag Resources, LLC | RECORDKEEPER | $17,153 | $0 |
| Preferred Pension Solutions, LLC | TPA | $16,785 | $0 |
| Troweprice Retirement Plan Serv Inc | RECORDKEEPER | $12,634 | $0 |
| Transamerica Financial Life Ins Co | RECORDKEEPER | $3,986 | $0 |
| Wealth Alliance Advisory Group LLC | INV ADVISOR | $2,033 | $0 |