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OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameOXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 002

OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

OXFORD DEVELOPMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name:OXFORD DEVELOPMENT COMPANY
Employer identification number (EIN):251437289
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01STEVE NICOTRA
0022016-01-01STEVE NICOTRA
0022015-01-01STEVE NICOTRA
0022014-01-01STEVE NICOTRA
0022013-01-01
0022012-01-01STEPHEN NICOTRA
0022011-01-01STEPHEN NICOTRA
0022010-01-01STEPHEN NICOTRA
0022009-01-01STEPHEN NICOTRA

Plan Statistics for OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01132
Total number of active participants reported on line 7a of the Form 55002022-01-01126
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-0164
Total of all active and inactive participants2022-01-01200
Total participants2022-01-01200
Number of participants with account balances2022-01-01200
2021: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01225
Total number of active participants reported on line 7a of the Form 55002021-01-01132
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-0162
Total of all active and inactive participants2021-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01204
Number of participants with account balances2021-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01206
Total number of active participants reported on line 7a of the Form 55002020-01-01137
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-0163
Total of all active and inactive participants2020-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01214
Number of participants with account balances2020-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01191
Total number of active participants reported on line 7a of the Form 55002019-01-01125
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0162
Total of all active and inactive participants2019-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01187
Number of participants with account balances2019-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01188
Total number of active participants reported on line 7a of the Form 55002018-01-01112
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0179
Total of all active and inactive participants2018-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01191
Number of participants with account balances2018-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01206
Total number of active participants reported on line 7a of the Form 55002017-01-01111
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0177
Total of all active and inactive participants2017-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01188
Number of participants with account balances2017-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01224
Total number of active participants reported on line 7a of the Form 55002016-01-01147
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0159
Total of all active and inactive participants2016-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01206
Number of participants with account balances2016-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01219
Total number of active participants reported on line 7a of the Form 55002015-01-01156
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0168
Total of all active and inactive participants2015-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01224
Number of participants with account balances2015-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01234
Total number of active participants reported on line 7a of the Form 55002014-01-01166
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0153
Total of all active and inactive participants2014-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01219
Number of participants with account balances2014-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01256
Total number of active participants reported on line 7a of the Form 55002013-01-01174
Number of other retired or separated participants entitled to future benefits2013-01-0160
Total of all active and inactive participants2013-01-01234
Total participants2013-01-01234
Number of participants with account balances2013-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01278
Total number of active participants reported on line 7a of the Form 55002012-01-01194
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01248
Total participants2012-01-01248
Number of participants with account balances2012-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01293
Total number of active participants reported on line 7a of the Form 55002011-01-01200
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0164
Total of all active and inactive participants2011-01-01264
Total participants2011-01-01264
Number of participants with account balances2011-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01338
Total number of active participants reported on line 7a of the Form 55002010-01-01207
Number of other retired or separated participants entitled to future benefits2010-01-0162
Total of all active and inactive participants2010-01-01269
Total participants2010-01-01269
Number of participants with account balances2010-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01406
Total number of active participants reported on line 7a of the Form 55002009-01-01265
Number of other retired or separated participants entitled to future benefits2009-01-0160
Total of all active and inactive participants2009-01-01325
Total participants2009-01-01325
Number of participants with account balances2009-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$-7,245,199
Total unrealized appreciation/depreciation of assets2022-12-31$-7,245,199
Total income from all sources (including contributions)2022-12-31$-4,921,145
Total of all expenses incurred2022-12-31$4,506,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,463,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,430,504
Value of total assets at end of year2022-12-31$28,193,927
Value of total assets at beginning of year2022-12-31$37,621,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$43,359
Total interest from all sources2022-12-31$12,212
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$881,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$881,338
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$875,731
Participant contributions at end of year2022-12-31$218,010
Participant contributions at beginning of year2022-12-31$259,734
Participant contributions at end of year2022-12-31$34,228
Participant contributions at beginning of year2022-12-31$25,209
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$23,535
Administrative expenses (other) incurred2022-12-31$43,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,427,804
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,193,927
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$37,621,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,841,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$31,383,300
Interest on participant loans2022-12-31$12,212
Value of interest in common/collective trusts at end of year2022-12-31$4,550,778
Value of interest in common/collective trusts at beginning of year2022-12-31$5,486,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$18,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$17,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$531,238
Employer contributions (assets) at end of year2022-12-31$531,238
Employer contributions (assets) at beginning of year2022-12-31$449,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,463,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHEN & COMPANY LTD
Accountancy firm EIN2022-12-31341912961
2021 : OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,100,619
Total loss/gain on sale of assets2021-12-31$735,280
Total of all expenses incurred2021-12-31$1,678,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,610,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,576,268
Value of total assets at end of year2021-12-31$37,621,731
Value of total assets at beginning of year2021-12-31$33,200,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$68,880
Total interest from all sources2021-12-31$11,690
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,750,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,750,284
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,127,097
Participant contributions at end of year2021-12-31$259,734
Participant contributions at beginning of year2021-12-31$220,726
Participant contributions at end of year2021-12-31$25,209
Participant contributions at beginning of year2021-12-31$22,896
Assets. Other investments not covered elsewhere at end of year2021-12-31$17,428
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$16,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,421,658
Value of net assets at end of year (total assets less liabilities)2021-12-31$37,621,731
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,200,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$31,383,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,089,519
Interest on participant loans2021-12-31$11,690
Value of interest in common/collective trusts at end of year2021-12-31$5,486,889
Value of interest in common/collective trusts at beginning of year2021-12-31$5,518,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,803,696
Net investment gain or loss from common/collective trusts2021-12-31$223,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$449,171
Employer contributions (assets) at end of year2021-12-31$449,171
Employer contributions (assets) at beginning of year2021-12-31$331,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,610,081
Contract administrator fees2021-12-31$68,880
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$4,913,302
Aggregate carrying amount (costs) on sale of assets2021-12-31$4,178,022
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,715,772
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,904,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,848,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,146,921
Value of total assets at end of year2020-12-31$33,200,073
Value of total assets at beginning of year2020-12-31$29,388,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$55,784
Total interest from all sources2020-12-31$14,755
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,100,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,100,970
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$815,074
Participant contributions at end of year2020-12-31$220,726
Participant contributions at beginning of year2020-12-31$289,030
Participant contributions at end of year2020-12-31$22,896
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$16,464
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$6,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,811,137
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,200,073
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,388,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,089,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,519,304
Interest on participant loans2020-12-31$14,755
Value of interest in common/collective trusts at end of year2020-12-31$5,518,621
Value of interest in common/collective trusts at beginning of year2020-12-31$5,159,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,363,541
Net investment gain or loss from common/collective trusts2020-12-31$89,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$331,847
Employer contributions (assets) at end of year2020-12-31$331,847
Employer contributions (assets) at beginning of year2020-12-31$414,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,848,851
Contract administrator fees2020-12-31$55,784
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,220,704
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,855,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,794,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,127,866
Value of total assets at end of year2019-12-31$29,388,936
Value of total assets at beginning of year2019-12-31$26,023,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,632
Total interest from all sources2019-12-31$16,767
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$759,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$759,640
Administrative expenses professional fees incurred2019-12-31$32,832
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$713,439
Participant contributions at end of year2019-12-31$289,030
Participant contributions at beginning of year2019-12-31$366,373
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,446
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,365,278
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,388,936
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,023,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,519,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,117,682
Interest on participant loans2019-12-31$16,767
Value of interest in common/collective trusts at end of year2019-12-31$5,159,729
Value of interest in common/collective trusts at beginning of year2019-12-31$5,968,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,196,042
Net investment gain or loss from common/collective trusts2019-12-31$120,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$414,427
Employer contributions (assets) at end of year2019-12-31$414,427
Employer contributions (assets) at beginning of year2019-12-31$565,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,794,794
Contract administrator fees2019-12-31$27,800
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$217,740
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,527,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,488,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,259,203
Value of total assets at end of year2018-12-31$26,023,658
Value of total assets at beginning of year2018-12-31$28,333,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,602
Total interest from all sources2018-12-31$17,964
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$894,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$894,323
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$693,486
Participant contributions at end of year2018-12-31$366,373
Participant contributions at beginning of year2018-12-31$408,352
Assets. Other investments not covered elsewhere at end of year2018-12-31$5,677
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$76,819
Administrative expenses (other) incurred2018-12-31$39,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,310,204
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,023,658
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,333,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,117,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,394,730
Interest on participant loans2018-12-31$17,964
Value of interest in common/collective trusts at end of year2018-12-31$5,968,209
Value of interest in common/collective trusts at beginning of year2018-12-31$7,003,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,048,218
Net investment gain or loss from common/collective trusts2018-12-31$94,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$565,717
Employer contributions (assets) at end of year2018-12-31$565,717
Employer contributions (assets) at beginning of year2018-12-31$450,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,488,342
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,733,779
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,544,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,544,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,165,912
Value of total assets at end of year2017-12-31$28,333,862
Value of total assets at beginning of year2017-12-31$26,144,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$20,355
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,069,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,069,295
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$715,412
Participant contributions at end of year2017-12-31$408,352
Participant contributions at beginning of year2017-12-31$535,339
Assets. Other investments not covered elsewhere at end of year2017-12-31$76,819
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$128,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,189,090
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,333,862
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,144,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,394,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,524,550
Interest on participant loans2017-12-31$20,355
Value of interest in common/collective trusts at end of year2017-12-31$7,003,461
Value of interest in common/collective trusts at beginning of year2017-12-31$5,519,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,478,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$450,500
Employer contributions (assets) at end of year2017-12-31$450,500
Employer contributions (assets) at beginning of year2017-12-31$436,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,544,689
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,720,568
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,998,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,997,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,199,676
Value of total assets at end of year2016-12-31$26,144,772
Value of total assets at beginning of year2016-12-31$25,422,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$423
Total interest from all sources2016-12-31$20,726
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$846,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$846,733
Administrative expenses professional fees incurred2016-12-31$375
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$763,049
Participant contributions at end of year2016-12-31$535,339
Participant contributions at beginning of year2016-12-31$425,177
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$57,870
Assets. Other investments not covered elsewhere at end of year2016-12-31$128,733
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$127,844
Administrative expenses (other) incurred2016-12-31$48
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$722,316
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,144,772
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,422,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,524,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,468,095
Interest on participant loans2016-12-31$20,726
Value of interest in common/collective trusts at end of year2016-12-31$5,519,523
Value of interest in common/collective trusts at beginning of year2016-12-31$5,791,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$653,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$436,627
Employer contributions (assets) at end of year2016-12-31$436,627
Employer contributions (assets) at beginning of year2016-12-31$552,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,997,829
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$1,579,544
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,768,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,768,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,368,618
Value of total assets at end of year2015-12-31$25,422,456
Value of total assets at beginning of year2015-12-31$25,611,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$19,442
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,160,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,160,294
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$816,571
Participant contributions at end of year2015-12-31$425,177
Participant contributions at beginning of year2015-12-31$507,282
Participant contributions at end of year2015-12-31$57,870
Participant contributions at beginning of year2015-12-31$60,852
Assets. Other investments not covered elsewhere at end of year2015-12-31$127,844
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$127,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-189,036
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,422,456
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,611,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,468,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,081,719
Interest on participant loans2015-12-31$19,442
Value of interest in common/collective trusts at end of year2015-12-31$5,791,423
Value of interest in common/collective trusts at beginning of year2015-12-31$6,272,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-968,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$552,047
Employer contributions (assets) at end of year2015-12-31$552,047
Employer contributions (assets) at beginning of year2015-12-31$561,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,768,580
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$2,704,674
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,336,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,336,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,486,522
Value of total assets at end of year2014-12-31$25,611,492
Value of total assets at beginning of year2014-12-31$25,243,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$21,812
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,023,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,023,939
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$925,086
Participant contributions at end of year2014-12-31$507,282
Participant contributions at beginning of year2014-12-31$535,935
Participant contributions at end of year2014-12-31$60,852
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$127,316
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$126,763
Other income not declared elsewhere2014-12-31$553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$368,491
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,611,492
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,243,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,081,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,848,630
Interest on participant loans2014-12-31$21,812
Value of interest in common/collective trusts at end of year2014-12-31$6,272,887
Value of interest in common/collective trusts at beginning of year2014-12-31$6,258,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$171,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$561,436
Employer contributions (assets) at end of year2014-12-31$561,436
Employer contributions (assets) at beginning of year2014-12-31$472,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,336,183
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$5,078,966
Total of all expenses incurred2013-12-31$2,523,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,523,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,280,846
Value of total assets at end of year2013-12-31$25,243,001
Value of total assets at beginning of year2013-12-31$22,687,384
Total interest from all sources2013-12-31$668,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$808,077
Participant contributions at end of year2013-12-31$535,935
Participant contributions at beginning of year2013-12-31$486,275
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$35,153
Assets. Other investments not covered elsewhere at end of year2013-12-31$126,763
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$125,360
Other income not declared elsewhere2013-12-31$1,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,555,617
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,243,001
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,687,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,848,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,842,427
Interest on participant loans2013-12-31$21,348
Interest earned on other investments2013-12-31$646,680
Value of interest in common/collective trusts at end of year2013-12-31$6,258,904
Value of interest in common/collective trusts at beginning of year2013-12-31$6,465,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,128,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$472,769
Employer contributions (assets) at end of year2013-12-31$472,769
Employer contributions (assets) at beginning of year2013-12-31$732,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,523,349
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,698,680
Total of all expenses incurred2012-12-31$912,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$912,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,562,876
Value of total assets at end of year2012-12-31$22,687,384
Value of total assets at beginning of year2012-12-31$19,901,215
Total interest from all sources2012-12-31$423,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$830,200
Participant contributions at end of year2012-12-31$486,275
Participant contributions at beginning of year2012-12-31$461,602
Participant contributions at end of year2012-12-31$35,153
Participant contributions at beginning of year2012-12-31$23,403
Assets. Other investments not covered elsewhere at end of year2012-12-31$125,360
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$124,584
Other income not declared elsewhere2012-12-31$776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,786,169
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,687,384
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,901,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,842,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,069,504
Interest on participant loans2012-12-31$22,241
Interest earned on other investments2012-12-31$401,650
Value of interest in common/collective trusts at end of year2012-12-31$6,465,493
Value of interest in common/collective trusts at beginning of year2012-12-31$5,627,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,711,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$732,676
Employer contributions (assets) at end of year2012-12-31$732,676
Employer contributions (assets) at beginning of year2012-12-31$595,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$912,511
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ALPERN ROSENTHAL
Accountancy firm EIN2012-12-31251724342
2011 : OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,190,549
Total of all expenses incurred2011-12-31$2,841,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,840,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,341,286
Value of total assets at end of year2011-12-31$19,901,215
Value of total assets at beginning of year2011-12-31$21,552,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,080
Total interest from all sources2011-12-31$276,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$731,054
Participant contributions at end of year2011-12-31$461,602
Participant contributions at beginning of year2011-12-31$515,269
Participant contributions at end of year2011-12-31$23,403
Participant contributions at beginning of year2011-12-31$18,988
Assets. Other investments not covered elsewhere at end of year2011-12-31$124,584
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$124,414
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$15,131
Other income not declared elsewhere2011-12-31$170
Administrative expenses (other) incurred2011-12-31$1,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,651,450
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,901,215
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,552,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,069,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,074,458
Interest on participant loans2011-12-31$23,756
Interest earned on other investments2011-12-31$252,394
Value of interest in common/collective trusts at end of year2011-12-31$5,627,021
Value of interest in common/collective trusts at beginning of year2011-12-31$6,369,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-427,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$595,101
Employer contributions (assets) at end of year2011-12-31$595,101
Employer contributions (assets) at beginning of year2011-12-31$450,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,840,919
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ALPERN ROSENTHAL
Accountancy firm EIN2011-12-31251724342
2010 : OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$3,276,452
Total of all expenses incurred2010-12-31$703,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$698,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,423,352
Value of total assets at end of year2010-12-31$21,552,665
Value of total assets at beginning of year2010-12-31$18,979,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,201
Total interest from all sources2010-12-31$356,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$757,476
Participant contributions at end of year2010-12-31$515,269
Participant contributions at beginning of year2010-12-31$516,943
Participant contributions at end of year2010-12-31$18,988
Participant contributions at beginning of year2010-12-31$20,384
Assets. Other investments not covered elsewhere at end of year2010-12-31$124,414
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$177,395
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$215,830
Other income not declared elsewhere2010-12-31$9,227
Administrative expenses (other) incurred2010-12-31$5,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,572,996
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,552,665
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,979,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,074,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,122,469
Interest on participant loans2010-12-31$26,547
Interest earned on other investments2010-12-31$330,160
Value of interest in common/collective trusts at end of year2010-12-31$6,369,490
Value of interest in common/collective trusts at beginning of year2010-12-31$5,816,292
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,398,020
Net investment gain or loss from common/collective trusts2010-12-31$89,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$450,046
Employer contributions (assets) at end of year2010-12-31$450,046
Employer contributions (assets) at beginning of year2010-12-31$326,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$697,769
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ALPERN ROSENTHAL
Accountancy firm EIN2010-12-31251724342

Form 5500 Responses for OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

2022: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number37335
Policy instance 1
Insurance contract or identification number37335
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number37335
Policy instance 1
Insurance contract or identification number37335
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $372
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number37335
Policy instance 1
Insurance contract or identification number37335
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $372
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number37335
Policy instance 1
Insurance contract or identification number37335
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $372
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number37335
Policy instance 1
Insurance contract or identification number37335
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $372
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number37335
Policy instance 1
Insurance contract or identification number37335
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $372
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number01515
Policy instance 2
Insurance contract or identification number01515
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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