OpenERISA

Oxford Financial Group, Ltd.

Carmel, IN, 46032

EIN 35-1588335
Plans
2
Total participants
1,667
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Oxford Financial Group, Ltd. Profit Sharing Plan181
2024Form 5500503Oxford Financial Group Welfare Benefit Plan179
2023Form 5500001Oxford Financial Group, Ltd. Profit Sharing Plan179
2023Form 5500503Oxford Financial Group Welfare Benefit Plan178
2022Form 5500001Oxford Financial Group, Ltd. Profit Sharing Plan183
2022Form 5500503Oxford Financial Group Welfare Benefit Plan175
2021Form 5500001Oxford Financial Group, Ltd. Profit Sharing Plan163
2021Form 5500503Oxford Financial Group Welfare Benefit Plan149
2020Form 5500001Oxford Financial Group, Ltd. Profit Sharing Plan143
2020Form 5500503Oxford Financial Group Welfare Benefit Plan137

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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