OXFAM AMERICA, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : OXFAM AMERICA 403B PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-1,503,276 |
Total of all expenses incurred | 2022-12-31 | $1,977,235 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,911,851 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,786,622 |
Value of total assets at end of year | 2022-12-31 | $16,847,088 |
Value of total assets at beginning of year | 2022-12-31 | $20,327,599 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $65,384 |
Total interest from all sources | 2022-12-31 | $6,859 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $335,402 |
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 | $335,402 |
Administrative expenses professional fees incurred | 2022-12-31 | $19,000 |
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 |
Contributions received from participants | 2022-12-31 | $1,669,724 |
Participant contributions at end of year | 2022-12-31 | $89,650 |
Participant contributions at beginning of year | 2022-12-31 | $59,368 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $116,898 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $54 |
Administrative expenses (other) incurred | 2022-12-31 | $46,384 |
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 | $-3,480,511 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $16,847,088 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $20,327,599 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $15,685,114 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $18,994,316 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $874,482 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $1,079,495 |
Interest on participant loans | 2022-12-31 | $3,773 |
Interest earned on other investments | 2022-12-31 | $3,086 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $197,842 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $194,366 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,472,927 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-159,232 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,911,851 |
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 403B PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $4,007,977 |
Total of all expenses incurred | 2021-12-31 | $1,449,235 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,381,540 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,664,291 |
Value of total assets at end of year | 2021-12-31 | $20,327,599 |
Value of total assets at beginning of year | 2021-12-31 | $17,768,857 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $67,695 |
Total interest from all sources | 2021-12-31 | $10,606 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $363,920 |
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 | $363,920 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,623,262 |
Participant contributions at end of year | 2021-12-31 | $59,368 |
Participant contributions at beginning of year | 2021-12-31 | $120,395 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $41,029 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $54 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $301 |
Administrative expenses (other) incurred | 2021-12-31 | $48,695 |
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 | $2,558,742 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $20,327,599 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $17,768,857 |
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 | $18,994,316 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $16,492,202 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $1,079,495 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $947,097 |
Interest on participant loans | 2021-12-31 | $4,852 |
Interest earned on other investments | 2021-12-31 | $5,754 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $194,366 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $208,862 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,807,980 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $161,180 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,381,540 |
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 MACCANN P.C. |
Accountancy firm EIN | 2021-12-31 | 431947695 |
2020 : OXFAM AMERICA 403B PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $3,918,817 |
Total of all expenses incurred | 2020-12-31 | $1,966,320 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,908,666 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,738,647 |
Value of total assets at end of year | 2020-12-31 | $17,768,857 |
Value of total assets at beginning of year | 2020-12-31 | $15,816,360 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $57,654 |
Total interest from all sources | 2020-12-31 | $11,722 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $272,125 |
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 | $272,125 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,639,402 |
Participant contributions at end of year | 2020-12-31 | $120,395 |
Participant contributions at beginning of year | 2020-12-31 | $121,172 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $99,245 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $301 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $181 |
Administrative expenses (other) incurred | 2020-12-31 | $38,654 |
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 | $1,952,497 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $17,768,857 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $15,816,360 |
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 | $16,492,202 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $14,597,656 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $947,097 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $894,371 |
Interest on participant loans | 2020-12-31 | $5,013 |
Interest earned on other investments | 2020-12-31 | $6,709 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $208,862 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $202,980 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,750,670 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $145,653 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,908,666 |
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 403B PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $4,295,713 |
Total income from all sources (including contributions) | 2019-12-31 | $4,295,713 |
Total of all expenses incurred | 2019-12-31 | $676,291 |
Total of all expenses incurred | 2019-12-31 | $676,291 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $622,928 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $622,928 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,574,246 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,574,246 |
Value of total assets at end of year | 2019-12-31 | $15,816,360 |
Value of total assets at end of year | 2019-12-31 | $15,816,360 |
Value of total assets at beginning of year | 2019-12-31 | $12,196,938 |
Value of total assets at beginning of year | 2019-12-31 | $12,196,938 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $53,363 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $53,363 |
Total interest from all sources | 2019-12-31 | $10,990 |
Total interest from all sources | 2019-12-31 | $10,990 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $319,606 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $319,606 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 | $319,606 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $319,606 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,514,266 |
Contributions received from participants | 2019-12-31 | $1,514,266 |
Participant contributions at end of year | 2019-12-31 | $121,172 |
Participant contributions at end of year | 2019-12-31 | $121,172 |
Participant contributions at beginning of year | 2019-12-31 | $76,236 |
Participant contributions at beginning of year | 2019-12-31 | $76,236 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $59,980 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $59,980 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $181 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $181 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $74 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $74 |
Administrative expenses (other) incurred | 2019-12-31 | $34,363 |
Administrative expenses (other) incurred | 2019-12-31 | $34,363 |
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 | $3,619,422 |
Value of net income/loss | 2019-12-31 | $3,619,422 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $15,816,360 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $15,816,360 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,196,938 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,196,938 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
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 |
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 | $14,597,656 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $14,597,656 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $11,194,299 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $11,194,299 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $894,371 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $894,371 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $675,094 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $675,094 |
Interest on participant loans | 2019-12-31 | $4,468 |
Interest on participant loans | 2019-12-31 | $4,468 |
Interest earned on other investments | 2019-12-31 | $6,522 |
Interest earned on other investments | 2019-12-31 | $6,522 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $202,980 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $202,980 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $251,235 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $251,235 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,223,869 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,223,869 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $167,002 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $167,002 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $622,928 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $622,928 |
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 |
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 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 |
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 |
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 |
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 name | 2019-12-31 | MAYER HOFFMAN MCCANN P.C |
Accountancy firm EIN | 2019-12-31 | 431947695 |
Accountancy firm EIN | 2019-12-31 | 431947695 |
2018 : OXFAM AMERICA 403B PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $666,591 |
Total of all expenses incurred | 2018-12-31 | $2,099,614 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,018,865 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,430,832 |
Value of total assets at end of year | 2018-12-31 | $12,196,938 |
Value of total assets at beginning of year | 2018-12-31 | $13,629,961 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $80,749 |
Total interest from all sources | 2018-12-31 | $7,623 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $275,763 |
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 | $275,763 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,424,128 |
Participant contributions at end of year | 2018-12-31 | $76,236 |
Participant contributions at beginning of year | 2018-12-31 | $9,758 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $6,704 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $74 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $15 |
Other income not declared elsewhere | 2018-12-31 | $27,867 |
Administrative expenses (other) incurred | 2018-12-31 | $61,749 |
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 | $-1,433,023 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $12,196,938 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $13,629,961 |
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 | $11,194,299 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $12,559,092 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $675,094 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $845,863 |
Interest on participant loans | 2018-12-31 | $1,248 |
Interest earned on other investments | 2018-12-31 | $6,375 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $251,235 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $215,233 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,022,284 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-53,210 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,018,865 |
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 403B PLAN 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $3,492,925 |
Total of all expenses incurred | 2017-12-31 | $838,067 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $768,707 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,461,343 |
Value of total assets at end of year | 2017-12-31 | $13,629,961 |
Value of total assets at beginning of year | 2017-12-31 | $10,975,103 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $69,360 |
Total interest from all sources | 2017-12-31 | $6,198 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $233,324 |
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 | $233,324 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,410,058 |
Participant contributions at end of year | 2017-12-31 | $9,758 |
Participant contributions at beginning of year | 2017-12-31 | $9,496 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $51,285 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $15 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $32 |
Other income not declared elsewhere | 2017-12-31 | $24,654 |
Administrative expenses (other) incurred | 2017-12-31 | $51,943 |
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 | $2,654,858 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $13,629,961 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,975,103 |
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 | $12,559,092 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $9,889,657 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $845,863 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $913,065 |
Interest on participant loans | 2017-12-31 | $427 |
Interest earned on other investments | 2017-12-31 | $5,771 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $215,233 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $162,853 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,630,322 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $137,084 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $768,707 |
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 403B PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $2,063,438 |
Total of all expenses incurred | 2016-12-31 | $726,326 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $716,319 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,442,506 |
Value of total assets at end of year | 2016-12-31 | $10,975,103 |
Value of total assets at beginning of year | 2016-12-31 | $9,637,991 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $10,007 |
Total interest from all sources | 2016-12-31 | $6,568 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $202,882 |
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 | $202,882 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,347,788 |
Participant contributions at end of year | 2016-12-31 | $9,496 |
Participant contributions at beginning of year | 2016-12-31 | $38,954 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $94,737 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $32 |
Administrative expenses (other) incurred | 2016-12-31 | $10,007 |
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 | $1,337,112 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $10,975,103 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,637,991 |
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 | $9,889,657 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $8,510,018 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $913,065 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $927,992 |
Interest on participant loans | 2016-12-31 | $1,782 |
Interest earned on other investments | 2016-12-31 | $4,786 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $162,853 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $161,027 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $333,792 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $77,690 |
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 | $-19 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $716,319 |
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 P.C. |
Accountancy firm EIN | 2016-12-31 | 431947695 |
2015 : OXFAM AMERICA 403B 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 | $1,077,860 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $708,531 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $707,981 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,238,150 |
Value of total assets at end of year | 2015-12-31 | $9,637,991 |
Value of total assets at beginning of year | 2015-12-31 | $9,268,662 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $550 |
Total interest from all sources | 2015-12-31 | $5,895 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $522,768 |
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 | $522,768 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,225,958 |
Participant contributions at end of year | 2015-12-31 | $38,954 |
Participant contributions at beginning of year | 2015-12-31 | $18,140 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $12,192 |
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 | $369,329 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $9,637,991 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,268,662 |
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 | $550 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $8,510,018 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $7,471,669 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $927,992 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $1,089,486 |
Interest on participant loans | 2015-12-31 | $1,171 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $530,770 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $530,770 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $4,724 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $161,027 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $158,597 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-681,121 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-7,832 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $707,981 |
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 P.C. |
Accountancy firm EIN | 2015-12-31 | 431947695 |
2014 : OXFAM AMERICA 403B 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 | $1,701,163 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,081,627 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,080,986 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,167,345 |
Value of total assets at end of year | 2014-12-31 | $9,268,662 |
Value of total assets at beginning of year | 2014-12-31 | $8,649,126 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $641 |
Total interest from all sources | 2014-12-31 | $5,989 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $392,802 |
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 | $392,802 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,112,051 |
Participant contributions at end of year | 2014-12-31 | $18,140 |
Participant contributions at beginning of year | 2014-12-31 | $6,724 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $55,294 |
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 | $619,536 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,268,662 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,649,126 |
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 | $7,471,669 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,826,472 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $1,089,486 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $1,138,201 |
Interest on participant loans | 2014-12-31 | $394 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $530,770 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $485,996 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $485,996 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $5,595 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $158,597 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $191,733 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $47,360 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $87,667 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,080,986 |
Contract administrator fees | 2014-12-31 | $641 |
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 P.C. |
Accountancy firm EIN | 2014-12-31 | 431947695 |
2013 : OXFAM AMERICA 403B 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 | $2,388,441 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $229,846 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $229,190 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,172,982 |
Value of total assets at end of year | 2013-12-31 | $8,649,126 |
Value of total assets at beginning of year | 2013-12-31 | $6,490,531 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $656 |
Total interest from all sources | 2013-12-31 | $6,070 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $245,813 |
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 | $245,813 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,054,603 |
Participant contributions at end of year | 2013-12-31 | $6,724 |
Participant contributions at beginning of year | 2013-12-31 | $9,075 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $118,379 |
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 | $2,158,595 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $8,649,126 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,490,531 |
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 | $6,826,472 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,670,044 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $1,138,201 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $934,372 |
Interest on participant loans | 2013-12-31 | $377 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $485,996 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $679,733 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $679,733 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $5,693 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $191,733 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $197,307 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $765,312 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $198,264 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $229,190 |
Contract administrator fees | 2013-12-31 | $656 |
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 403B 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 | $1,715,007 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $311,752 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $311,034 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,077,330 |
Value of total assets at end of year | 2012-12-31 | $6,490,531 |
Value of total assets at beginning of year | 2012-12-31 | $5,087,276 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $718 |
Total interest from all sources | 2012-12-31 | $6,744 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $120,860 |
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 | $120,860 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,042,293 |
Participant contributions at end of year | 2012-12-31 | $9,075 |
Participant contributions at beginning of year | 2012-12-31 | $15,208 |
Participant contributions at beginning of year | 2012-12-31 | $40,441 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $35,037 |
Other income not declared elsewhere | 2012-12-31 | $95,970 |
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 | $1,403,255 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,490,531 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,087,276 |
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 | $4,670,044 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,547,058 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $934,372 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $916,532 |
Interest on participant loans | 2012-12-31 | $721 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $679,733 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $370,215 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $370,215 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $6,023 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $197,307 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $197,822 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $414,103 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $311,034 |
Contract administrator fees | 2012-12-31 | $718 |
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 403B 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 | $900,132 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $140,307 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $139,554 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $929,047 |
Value of total assets at end of year | 2011-12-31 | $5,087,276 |
Value of total assets at beginning of year | 2011-12-31 | $4,327,451 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $753 |
Total interest from all sources | 2011-12-31 | $88,180 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $925,524 |
Participant contributions at end of year | 2011-12-31 | $15,208 |
Participant contributions at end of year | 2011-12-31 | $40,441 |
Participant contributions at beginning of year | 2011-12-31 | $36,846 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $3,523 |
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 | $759,825 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,087,276 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,327,451 |
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 | $3,547,058 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,918,135 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $916,532 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $928,775 |
Interest on participant loans | 2011-12-31 | $276 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $370,215 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $251,530 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $251,530 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $87,904 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $197,822 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $192,165 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-112,316 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-4,779 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $139,554 |
Contract administrator fees | 2011-12-31 | $753 |
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 403B 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 | $1,282,485 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $218,627 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $217,842 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $854,708 |
Value of total assets at end of year | 2010-12-31 | $4,327,451 |
Value of total assets at beginning of year | 2010-12-31 | $3,263,593 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $785 |
Total interest from all sources | 2010-12-31 | $45,696 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $822,020 |
Participant contributions at end of year | 2010-12-31 | $36,846 |
Participant contributions at beginning of year | 2010-12-31 | $17,274 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $32,688 |
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 | $1,063,858 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,327,451 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,263,593 |
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 | $2,918,135 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,900,646 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $928,775 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $801,016 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $251,530 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $304,794 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $304,794 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $45,696 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $192,165 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $239,863 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $271,333 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $110,748 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $217,842 |
Contract administrator fees | 2010-12-31 | $785 |
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 403B PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: OXFAM AMERICA 403B PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: OXFAM AMERICA 403B PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: OXFAM AMERICA 403B PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: OXFAM AMERICA 403B PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: OXFAM AMERICA 403B PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: OXFAM AMERICA 403B PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: OXFAM AMERICA 403B PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: OXFAM AMERICA 403B PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: OXFAM AMERICA 403B PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: OXFAM AMERICA 403B PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: OXFAM AMERICA 403B PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: OXFAM AMERICA 403B PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: OXFAM AMERICA 403B PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: OXFAM AMERICA 403B PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
2008: OXFAM AMERICA 403B PLAN 2008 form 5500 responses |
---|
2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | No |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2007: OXFAM AMERICA 403B PLAN 2007 form 5500 responses |
---|
2007-01-01 | Type of plan entity | Single employer plan |
2007-01-01 | Submission has been amended | No |
2007-01-01 | This submission is the final filing | No |
2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-01-01 | Plan is a collectively bargained plan | No |
2006: OXFAM AMERICA 403B PLAN 2006 form 5500 responses |
---|
2006-01-01 | Type of plan entity | Single employer plan |
2006-01-01 | Submission has been amended | No |
2006-01-01 | This submission is the final filing | No |
2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2006-01-01 | Plan is a collectively bargained plan | No |
2005: OXFAM AMERICA 403B PLAN 2005 form 5500 responses |
---|
2005-01-01 | Type of plan entity | Single employer plan |
2005-01-01 | Submission has been amended | No |
2005-01-01 | This submission is the final filing | No |
2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2005-01-01 | Plan is a collectively bargained plan | No |
2004: OXFAM AMERICA 403B PLAN 2004 form 5500 responses |
---|
2004-01-01 | Type of plan entity | Single employer plan |
2004-01-01 | Submission has been amended | No |
2004-01-01 | This submission is the final filing | No |
2004-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2004-01-01 | Plan is a collectively bargained plan | No |
2003: OXFAM AMERICA 403B PLAN 2003 form 5500 responses |
---|
2003-01-01 | Type of plan entity | Single employer plan |
2003-01-01 | Submission has been amended | No |
2003-01-01 | This submission is the final filing | No |
2003-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2003-01-01 | Plan is a collectively bargained plan | No |
2002: OXFAM AMERICA 403B PLAN 2002 form 5500 responses |
---|
2002-01-01 | Type of plan entity | Single employer plan |
2002-01-01 | Submission has been amended | No |
2002-01-01 | This submission is the final filing | No |
2002-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2002-01-01 | Plan is a collectively bargained plan | No |
2001: OXFAM AMERICA 403B PLAN 2001 form 5500 responses |
---|
2001-01-01 | Type of plan entity | Single employer plan |
2001-01-01 | Submission has been amended | No |
2001-01-01 | This submission is the final filing | No |
2001-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2001-01-01 | Plan is a collectively bargained plan | No |
2000: OXFAM AMERICA 403B PLAN 2000 form 5500 responses |
---|
2000-01-01 | Type of plan entity | Single employer plan |
2000-01-01 | Submission has been amended | No |
2000-01-01 | This submission is the final filing | No |
2000-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2000-01-01 | Plan is a collectively bargained plan | No |
1999: OXFAM AMERICA 403B PLAN 1999 form 5500 responses |
---|
1999-01-01 | Type of plan entity | Single employer plan |
1999-01-01 | Submission has been amended | No |
1999-01-01 | This submission is the final filing | No |
1999-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1999-01-01 | Plan is a collectively bargained plan | No |
1998: OXFAM AMERICA 403B PLAN 1998 form 5500 responses |
---|
1998-01-01 | Type of plan entity | Single employer plan |
1998-01-01 | Submission has been amended | No |
1998-01-01 | This submission is the final filing | No |
1998-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1998-01-01 | Plan is a collectively bargained plan | No |
1997: OXFAM AMERICA 403B PLAN 1997 form 5500 responses |
---|
1997-01-01 | Type of plan entity | Single employer plan |
1997-01-01 | Submission has been amended | No |
1997-01-01 | This submission is the final filing | No |
1997-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1997-01-01 | Plan is a collectively bargained plan | No |
1996: OXFAM AMERICA 403B PLAN 1996 form 5500 responses |
---|
1996-01-01 | Type of plan entity | Single employer plan |
1996-01-01 | Submission has been amended | No |
1996-01-01 | This submission is the final filing | No |
1996-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1996-01-01 | Plan is a collectively bargained plan | No |
1995: OXFAM AMERICA 403B PLAN 1995 form 5500 responses |
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1995-01-01 | Type of plan entity | Single employer plan |
1995-01-01 | Submission has been amended | No |
1995-01-01 | This submission is the final filing | No |
1995-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1995-01-01 | Plan is a collectively bargained plan | No |
1994: OXFAM AMERICA 403B PLAN 1994 form 5500 responses |
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1994-01-01 | Type of plan entity | Single employer plan |
1994-01-01 | Submission has been amended | No |
1994-01-01 | This submission is the final filing | No |
1994-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1994-01-01 | Plan is a collectively bargained plan | No |
1993: OXFAM AMERICA 403B PLAN 1993 form 5500 responses |
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1993-01-01 | Type of plan entity | Single employer plan |
1993-01-01 | Submission has been amended | No |
1993-01-01 | This submission is the final filing | No |
1993-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1993-01-01 | Plan is a collectively bargained plan | No |
1992: OXFAM AMERICA 403B PLAN 1992 form 5500 responses |
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1992-01-01 | Type of plan entity | Single employer plan |
1992-01-01 | Submission has been amended | No |
1992-01-01 | This submission is the final filing | No |
1992-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1992-01-01 | Plan is a collectively bargained plan | No |
1991: OXFAM AMERICA 403B PLAN 1991 form 5500 responses |
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1991-01-01 | Type of plan entity | Single employer plan |
1991-01-01 | Submission has been amended | No |
1991-01-01 | This submission is the final filing | No |
1991-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1991-01-01 | Plan is a collectively bargained plan | No |
1990: OXFAM AMERICA 403B PLAN 1990 form 5500 responses |
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1990-01-01 | Type of plan entity | Single employer plan |
1990-01-01 | Submission has been amended | No |
1990-01-01 | This submission is the final filing | No |
1990-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1990-01-01 | Plan is a collectively bargained plan | No |
1989: OXFAM AMERICA 403B PLAN 1989 form 5500 responses |
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1989-01-01 | Type of plan entity | Single employer plan |
1989-01-01 | Submission has been amended | No |
1989-01-01 | This submission is the final filing | No |
1989-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1989-01-01 | Plan is a collectively bargained plan | No |
1988: OXFAM AMERICA 403B PLAN 1988 form 5500 responses |
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1988-01-01 | Type of plan entity | Single employer plan |
1988-01-01 | Submission has been amended | No |
1988-01-01 | This submission is the final filing | No |
1988-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1988-01-01 | Plan is a collectively bargained plan | No |
1987: OXFAM AMERICA 403B PLAN 1987 form 5500 responses |
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1987-01-01 | Type of plan entity | Single employer plan |
1987-01-01 | Submission has been amended | No |
1987-01-01 | This submission is the final filing | No |
1987-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1987-01-01 | Plan is a collectively bargained plan | No |
1986: OXFAM AMERICA 403B PLAN 1986 form 5500 responses |
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1986-01-01 | Type of plan entity | Single employer plan |
1986-01-01 | Submission has been amended | No |
1986-01-01 | This submission is the final filing | No |
1986-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1986-01-01 | Plan is a collectively bargained plan | No |
1985: OXFAM AMERICA 403B PLAN 1985 form 5500 responses |
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1985-01-01 | Type of plan entity | Single employer plan |
1985-01-01 | Submission has been amended | No |
1985-01-01 | This submission is the final filing | No |
1985-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1985-01-01 | Plan is a collectively bargained plan | No |
1984: OXFAM AMERICA 403B PLAN 1984 form 5500 responses |
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1984-01-01 | Type of plan entity | Single employer plan |
1984-01-01 | Submission has been amended | No |
1984-01-01 | This submission is the final filing | No |
1984-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1984-01-01 | Plan is a collectively bargained plan | No |
1983: OXFAM AMERICA 403B PLAN 1983 form 5500 responses |
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1983-01-01 | Type of plan entity | Single employer plan |
1983-01-01 | Submission has been amended | No |
1983-01-01 | This submission is the final filing | No |
1983-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1983-01-01 | Plan is a collectively bargained plan | No |
1982: OXFAM AMERICA 403B PLAN 1982 form 5500 responses |
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1982-05-01 | Type of plan entity | Single employer plan |
1982-05-01 | First time form 5500 has been submitted | Yes |
1982-05-01 | Submission has been amended | No |
1982-05-01 | This submission is the final filing | No |
1982-05-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
1982-05-01 | Plan is a collectively bargained plan | No |