OXFAM AMERICA, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : OXFAM AMERICA RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-1,804,189 |
Total of all expenses incurred | 2022-12-31 | $970,737 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $905,757 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,133,066 |
Value of total assets at end of year | 2022-12-31 | $15,261,680 |
Value of total assets at beginning of year | 2022-12-31 | $18,036,606 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $64,980 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $438,758 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $438,758 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Administrative expenses (other) incurred | 2022-12-31 | $45,980 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,774,926 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $15,261,680 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $18,036,606 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $19,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $15,261,680 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $18,036,606 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,376,013 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,133,066 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $905,757 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2022-12-31 | 043499945 |
2021 : OXFAM AMERICA RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $3,153,814 |
Total of all expenses incurred | 2021-12-31 | $1,348,708 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,284,654 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,050,063 |
Value of total assets at end of year | 2021-12-31 | $18,036,606 |
Value of total assets at beginning of year | 2021-12-31 | $16,231,500 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $64,054 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $360,049 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $360,049 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $1,160,907 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $1,160,907 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $45,054 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,805,106 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $18,036,606 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $16,231,500 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $19,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $18,036,606 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $16,231,500 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,743,702 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,050,063 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,284,654 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2021-12-31 | 431947695 |
2020 : OXFAM AMERICA RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $3,154,484 |
Total of all expenses incurred | 2020-12-31 | $868,711 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $814,556 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,138,370 |
Value of total assets at end of year | 2020-12-31 | $16,231,500 |
Value of total assets at beginning of year | 2020-12-31 | $13,945,727 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $54,155 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $277,481 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $277,481 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $-2,203 |
Minimum employer required contribution for this plan year | 2020-12-31 | $1,199,568 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $1,201,771 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Administrative expenses (other) incurred | 2020-12-31 | $35,155 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,285,773 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $16,231,500 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,945,727 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $19,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $16,231,500 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $13,945,727 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,738,633 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,138,370 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $814,556 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2020-12-31 | 431947695 |
2019 : OXFAM AMERICA RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $3,470,898 |
Total of all expenses incurred | 2019-12-31 | $696,489 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $646,203 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,010,774 |
Value of total assets at end of year | 2019-12-31 | $13,945,727 |
Value of total assets at beginning of year | 2019-12-31 | $11,171,318 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $50,286 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $309,110 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $309,110 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $-386 |
Minimum employer required contribution for this plan year | 2019-12-31 | $1,122,993 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $1,123,379 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Administrative expenses (other) incurred | 2019-12-31 | $31,286 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,774,409 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,945,727 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,171,318 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $19,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $13,945,727 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $11,171,318 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,151,014 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,010,774 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $646,203 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2019-12-31 | 431947695 |
2018 : OXFAM AMERICA RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $235,441 |
Total of all expenses incurred | 2018-12-31 | $1,778,571 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,700,664 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $957,979 |
Value of total assets at end of year | 2018-12-31 | $11,171,318 |
Value of total assets at beginning of year | 2018-12-31 | $12,714,448 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $77,907 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $278,759 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $278,759 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $957,979 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $957,979 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Other income not declared elsewhere | 2018-12-31 | $27,851 |
Administrative expenses (other) incurred | 2018-12-31 | $58,907 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,543,130 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $11,171,318 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,714,448 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $19,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $11,171,318 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $12,714,448 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,029,148 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $957,979 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,700,664 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2018-12-31 | 431947695 |
2017 : OXFAM AMERICA RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $2,749,881 |
Total of all expenses incurred | 2017-12-31 | $1,013,375 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $941,208 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $782,493 |
Value of total assets at end of year | 2017-12-31 | $12,714,448 |
Value of total assets at beginning of year | 2017-12-31 | $10,977,942 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $72,167 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $241,765 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $241,765 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $782,493 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $782,493 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Other income not declared elsewhere | 2017-12-31 | $25,862 |
Administrative expenses (other) incurred | 2017-12-31 | $54,750 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,736,506 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $12,714,448 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,977,942 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $17,417 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $12,714,448 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $10,977,942 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,699,761 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $782,493 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $941,208 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2017-12-31 | 431947695 |
2016 : OXFAM AMERICA RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources (including contributions) | 2016-12-31 | $1,407,051 |
Total of all expenses incurred | 2016-12-31 | $898,475 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $885,892 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $746,508 |
Value of total assets at end of year | 2016-12-31 | $10,977,942 |
Value of total assets at beginning of year | 2016-12-31 | $10,469,366 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $12,583 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $233,277 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $233,277 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $746,508 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $746,508 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Administrative expenses (other) incurred | 2016-12-31 | $12,583 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $508,576 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $10,977,942 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,469,366 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $10,977,942 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,968,268 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $501,098 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $501,098 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $427,266 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $746,508 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $885,892 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MAYER HOFFMAN MCCANN |
Accountancy firm EIN | 2016-12-31 | 431947695 |
2015 : OXFAM AMERICA RETIREMENT PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $697,435 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $531,052 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $529,702 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $888,323 |
Value of total assets at end of year | 2015-12-31 | $10,469,366 |
Value of total assets at beginning of year | 2015-12-31 | $10,302,983 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,350 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $737,450 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $737,450 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $888,323 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $888,323 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $166,383 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $10,469,366 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,302,983 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $1,350 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $9,968,268 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $9,917,838 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $501,098 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $385,145 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $385,145 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-928,338 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $888,323 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $529,702 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MAYER HOFFMAN MCCANN |
Accountancy firm EIN | 2015-12-31 | 431947695 |
2014 : OXFAM AMERICA RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,520,954 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $494,627 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $494,127 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $900,047 |
Value of total assets at end of year | 2014-12-31 | $10,302,983 |
Value of total assets at beginning of year | 2014-12-31 | $9,276,656 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $500 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $478,787 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $478,787 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $900,047 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $900,047 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,026,327 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $10,302,983 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,276,656 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $9,917,838 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $8,916,184 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $385,145 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $360,472 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $360,472 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $142,120 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $900,047 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $494,127 |
Contract administrator fees | 2014-12-31 | $500 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MAYER HOFFMAN MCCANN |
Accountancy firm EIN | 2014-12-31 | 431947695 |
2013 : OXFAM AMERICA RETIREMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,071,379 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $339,507 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $338,832 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $816,223 |
Value of total assets at end of year | 2013-12-31 | $9,276,656 |
Value of total assets at beginning of year | 2013-12-31 | $7,544,784 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $675 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $294,301 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $294,301 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $816,223 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $816,223 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,731,872 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $9,276,656 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,544,784 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $8,916,184 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $7,124,688 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $360,472 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $420,096 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $420,096 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $960,855 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $816,223 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $338,832 |
Contract administrator fees | 2013-12-31 | $675 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2013-12-31 | 431947695 |
2012 : OXFAM AMERICA RETIREMENT PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $1,617,908 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $173,608 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $173,196 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $851,106 |
Value of total assets at end of year | 2012-12-31 | $7,544,784 |
Value of total assets at beginning of year | 2012-12-31 | $6,100,484 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $412 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $171,989 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $171,989 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $851,106 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $851,106 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,444,300 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $7,544,784 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,100,484 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $7,124,688 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $5,677,078 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $420,096 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $338,189 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $338,189 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $594,813 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $851,106 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $85,217 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $173,196 |
Contract administrator fees | 2012-12-31 | $412 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2012-12-31 | 431947695 |
2011 : OXFAM AMERICA RETIREMENT PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $717,460 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $149,133 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $148,683 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $719,961 |
Value of total assets at end of year | 2011-12-31 | $6,100,484 |
Value of total assets at beginning of year | 2011-12-31 | $5,532,157 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $450 |
Total interest from all sources | 2011-12-31 | $122,135 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $726,961 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $726,961 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $568,327 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,100,484 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,532,157 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $5,677,078 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $5,125,872 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $338,189 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $319,885 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $319,885 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $122,135 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-124,636 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $719,961 |
Employer contributions (assets) at end of year | 2011-12-31 | $85,217 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $86,400 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $148,683 |
Contract administrator fees | 2011-12-31 | $450 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2011-12-31 | 431947695 |
2010 : OXFAM AMERICA RETIREMENT PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,219,120 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $280,693 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $280,143 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $643,608 |
Value of total assets at end of year | 2010-12-31 | $5,532,157 |
Value of total assets at beginning of year | 2010-12-31 | $4,593,730 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $550 |
Total interest from all sources | 2010-12-31 | $79,014 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $643,608 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $643,608 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $938,427 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,532,157 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,593,730 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $5,125,872 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,972,843 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $319,885 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $540,007 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $540,007 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $79,014 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $496,498 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $643,608 |
Employer contributions (assets) at end of year | 2010-12-31 | $86,400 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $80,880 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $280,143 |
Contract administrator fees | 2010-12-31 | $550 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MAYER HOFFMAN MCCANN P.C. |
Accountancy firm EIN | 2010-12-31 | 431947695 |
2009 : OXFAM AMERICA RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $695,060 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $695,060 |