Oxford Staff 401(K) Retirement Savings Plan — Form 5500 plan (Oxford Global Resources, 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, Oxford Staff 401(K) Retirement Savings Plan is a benefit plan reported by Oxford Global Resources, LLC under EIN 04-2838827 and plan number 001. The latest loaded filing year is 2023. The filing reports 730 participants and $44,997,056 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oxford Global Resources, LLC
EIN
04-2838827
Plan number
001
Plan type
2
Location
Beverly, MA
Latest filing year
2023
Participants
730
End-of-year plan assets
$44,997,056

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023730H, C20241002131026NAL0004030387001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,997,056
Total liabilities (EOY)
$0
Net assets (EOY)
$44,997,056
Net assets (BOY)
$32,076,168

Income & contributions

Employer contributions
$2,519,795
Participant contributions
$5,570,990
Total contributions
$8,160,180
Total income / additions
$14,919,645

Expenses & distributions

Benefits paid
$1,907,671
Administrative expenses
$89,209
Total expenses
$1,998,757
Net increase / (decrease)
$12,920,888

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$89,434$02023

Related Form 5500 pages