Oxford Instruments 401(K) Plan — Form 5500 plan (Oxford Instruments Holdings 2013, Inc.)
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 Instruments 401(K) Plan is a benefit plan reported by Oxford Instruments Holdings 2013, Inc. under EIN 80-0906730 and plan number 012. The latest loaded filing year is 2023. The filing reports 506 participants and $53,057,155 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oxford Instruments Holdings 2013, Inc.
- EIN
- 80-0906730
- Plan number
- 012
- Plan type
- 2
- Location
- Concord, MA
- Latest filing year
- 2023
- Participants
- 506
- End-of-year plan assets
- $53,057,155
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 506 | H, C | 20240724123009NAL0020293888001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,057,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,057,155
- Net assets (BOY)
- $48,991,339
Income & contributions
- Employer contributions
- $1,029,631
- Participant contributions
- $3,149,254
- Total contributions
- $4,927,219
- Total income / additions
- $12,560,391
Expenses & distributions
- Benefits paid
- $8,351,207
- Administrative expenses
- $143,368
- Total expenses
- $8,494,575
- Net increase / (decrease)
- $4,065,816
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Inc Co Of America | RECORDKEEPER | $86,025 | $0 | 2023 |
| Osaic Welath Inc | INVESTMENT ADVISORY | $45,010 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | THIRD PARTY ADMIN | $10,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,120 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oxford Instruments Holdings 2013, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Concord, MA
- Empower Annuity Inc Co Of America — Schedule C compensation
- Osaic Welath Inc — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation