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| Plan Name | OXFORD UNIVERSITY BANK EMPLOYEES 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | OXFORD UNIVERSITY BANK |
| Employer identification number (EIN): | 640930584 |
| NAIC Classification: | 522110 |
| NAIC Description: | Commercial Banking |
Additional information about OXFORD UNIVERSITY BANK
| Jurisdiction of Incorporation: | Mississippi Secretary of State |
| Incorporation Date: | |
| Company Identification Number: | 689350 |
More information about OXFORD UNIVERSITY BANK
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-11-01 | AUDRA COOK | 2023-08-01 | AUDRA COOK | 2023-08-01 |
| 001 | 2020-11-01 | AUDRA COOK | 2022-04-13 | AUDRA COOK | 2022-04-13 |
| 001 | 2019-11-01 | AUDRA COOK | 2020-12-11 | AUDRA COOK | 2020-12-11 |
| 001 | 2018-11-01 | AUDRA COOK | 2020-05-08 | AUDRA COOK | 2020-05-08 |
| 001 | 2017-11-01 | AUDRA COOK | 2018-12-11 | AUDRA COOK | 2018-12-11 |
| 001 | 2016-11-01 | AUDRA COOK | 2018-02-16 | ||
| 001 | 2015-11-01 | AUDRA COOK | 2017-07-25 | ||
| 001 | 2014-11-01 | AUDRA COOK | 2016-07-14 | ||
| 001 | 2013-11-01 | AUDRA COOK | 2015-05-20 | AUDRA COOK | 2015-05-20 |
| 001 | 2012-11-01 | AUDRA COOK | 2014-04-15 | ||
| 001 | 2011-11-01 | AUDRA COOK | 2013-05-21 | AUDRA COOK | 2013-05-21 |
| 001 | 2009-11-01 | AUDRA COOK | AUDRA COOK | 2011-08-10 | |
| 001 | 2008-11-01 |
| Measure | Date | Value |
|---|---|---|
| 2009: OXFORD UNIVERSITY BANK EMPLOYEES 401(K) PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-11-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 24 |
| Number of retired or separated participants receiving benefits | 2009-11-01 | 1 |
| Total of all active and inactive participants | 2009-11-01 | 25 |
| Total participants | 2009-11-01 | 25 |
| Number of participants with account balances | 2009-11-01 | 24 |
| Measure | Date | Value |
|---|---|---|
| 2011 : OXFORD UNIVERSITY BANK EMPLOYEES 401(K) PLAN 2011 401k financial data | ||
| Total plan liabilities at end of year | 2011-10-31 | $0 |
| Total plan liabilities at beginning of year | 2011-10-31 | $0 |
| Total income from all sources | 2011-10-31 | $60,927 |
| Expenses. Total of all expenses incurred | 2011-10-31 | $5,450 |
| Benefits paid (including direct rollovers) | 2011-10-31 | $5,450 |
| Total plan assets at end of year | 2011-10-31 | $530,404 |
| Total plan assets at beginning of year | 2011-10-31 | $474,927 |
| Total contributions received or receivable from participants | 2011-10-31 | $51,859 |
| Other income received | 2011-10-31 | $2,212 |
| Net income (gross income less expenses) | 2011-10-31 | $55,477 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $530,404 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $474,927 |
| Total contributions received or receivable from employer(s) | 2011-10-31 | $6,856 |
| 2009: OXFORD UNIVERSITY BANK EMPLOYEES 401(K) PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Submission has been amended | No |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-11-01 | Plan is a collectively bargained plan | No |
| 2009-11-01 | Plan funding arrangement – Insurance | Yes |
| 2009-11-01 | Plan funding arrangement – Trust | Yes |
| 2009-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-11-01 | Plan benefit arrangement - Trust | Yes |
| 2008: OXFORD UNIVERSITY BANK EMPLOYEES 401(K) PLAN 2008 form 5500 responses | ||
| 2008-11-01 | Type of plan entity | Single employer plan |
| 2008-11-01 | Submission has been amended | No |
| 2008-11-01 | This submission is the final filing | No |
| 2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-11-01 | Plan is a collectively bargained plan | No |
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) | |||||||||||||
| Policy contract number | IND. CONT. | ||||||||||||
| Policy instance | 1 | ||||||||||||
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