Oxford Biomedica Solutions 401(K) Plan — Form 5500 plan (Oxford Biomedica Solutions)

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 Biomedica Solutions 401(K) Plan is a benefit plan reported by Oxford Biomedica Solutions under EIN 87-4619719 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $10,681,802 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.7MPlan net assets, end of year$10,681,802
Participants145Covered participants reported
Assets / participant$73.7KComputed: assets ÷ participants$73,668 (computed)
Provider compensation$45.4K3 Schedule C provider row(s)$45,384
Plan sponsor
Oxford Biomedica Solutions
EIN
87-4619719
Plan number
001
Plan type
2
Location
Bedford, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20241007115118NAL0015120113001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.7M total assets
Net assets$10.7MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$649.3K
Benefits paid / distributions$602.7K
Contributions
Employer$650.9K
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$10,681,802
Total liabilities (EOY)
$0
Net assets (EOY)
$10,681,802
Net assets (BOY)
$6,699,675

Income & contributions

Employer contributions
$650,858
Participant contributions
$1,683,209
Total contributions
$3,091,620
Total income / additions
$4,631,415

Expenses & distributions

Benefits paid
$602,687
Administrative expenses
$45,582
Total expenses
$649,288
Net increase / (decrease)
$3,982,127
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 28%Participant 72%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Securities America Advisors IncINVESTMENT ADVISOR$29,808not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$11,189$02023
Empower Advisory Group, LLCINVESTMENT MGMT$4,387not reported in the loaded dataset2023

Related Form 5500 pages