Oxford Financial Group, Ltd. LLC

Florida
Registered In
01/03/2024
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Oxford Financial Group, Ltd. LLC at 11711 N Meridian ST STE 600, Carmel, In 46032 lists Thomasson Jeffrey H and Farley Catherine E of Carmel, IN.

Overview

Registered In
Florida
Incorporation Date
Company Type
Foreign Limited Liability Co.
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
EIN
35-1588335
Website
Email
*******@ofgltf.com
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People

Corporation Service Company Registered Agent
1201 HAYS ST, TALLAHASSEE, FL 32301
Thomasson Jeffrey H Manager
11711 N MERIDIAN ST STE 600, CARMEL, IN 46032
Farley Catherine E Manager
11711 N MERIDIAN ST STE 600, CARMEL, IN 46032

Map & Locations

11711 N MERIDIAN ST STE 600, CARMEL, IN 46032 View Map

Financials

Financial Information for Oxford Financial Group, Ltd. LLC

Form 5500

OXFORD FINANCIAL GROUP, LTD.

11711 North Meridian Street Suite 600, Carmel, In 46032 (317) 843-5678 EIN:35-1588335 Plan Admin:Sue Mcmillen
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameOXFORD FINANCIAL GROUP, LTD. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY227 / 223 Assets BOY/EOY$30,906,086 / $40,148,576 2023 OXFORD FINANCIAL GROUP, LTD. PROFIT SHARING PLAN - Plan #001 227 / 223 $30,906,086 / $40,148,576
2023 Plan NameOXFORD FINANCIAL GROUP WELFARE BENEFIT PLAN Plan #503 Participants BOY/EOY177 / 179 Assets BOY/EOY$0 / $0 2023 OXFORD FINANCIAL GROUP WELFARE BENEFIT PLAN - Plan #503 177 / 179 $0 / $0
2022 Plan NameOXFORD FINANCIAL GROUP, LTD. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY207 / 227 Assets BOY/EOY$39,212,198 / $30,906,086 2022 OXFORD FINANCIAL GROUP, LTD. PROFIT SHARING PLAN - Plan #001 207 / 227 $39,212,198 / $30,906,086
2022 Plan NameOXFORD FINANCIAL GROUP WELFARE BENEFIT PLAN Plan #503 Participants BOY/EOY151 / 177 Assets BOY/EOY$0 / $0 2022 OXFORD FINANCIAL GROUP WELFARE BENEFIT PLAN - Plan #503 151 / 177 $0 / $0
2021 Plan NameOXFORD FINANCIAL GROUP, LTD. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY187 / 207 Assets BOY/EOY$34,061,021 / $39,212,198 2021 OXFORD FINANCIAL GROUP, LTD. PROFIT SHARING PLAN - Plan #001 187 / 207 $34,061,021 / $39,212,198
2021 Plan NameOXFORD FINANCIAL GROUP WELFARE BENEFIT PLAN Plan #503 Participants BOY/EOY137 / 151 Assets BOY/EOY$0 / $0 2021 OXFORD FINANCIAL GROUP WELFARE BENEFIT PLAN - Plan #503 137 / 151 $0 / $0
2020 Plan NameOXFORD FINANCIAL GROUP, LTD. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY191 / 187 Assets BOY/EOY$28,349,394 / $34,061,021 2020 OXFORD FINANCIAL GROUP, LTD. PROFIT SHARING PLAN - Plan #001 191 / 187 $28,349,394 / $34,061,021
2020 Plan NameOXFORD FINANCIAL GROUP WELFARE BENEFIT PLAN Plan #503 Participants BOY/EOY139 / 137 Assets BOY/EOY$0 / $0 2020 OXFORD FINANCIAL GROUP WELFARE BENEFIT PLAN - Plan #503 139 / 137 $0 / $0
2019 Plan NameOXFORD FINANCIAL GROUP, LTD. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY193 / 191 Assets BOY/EOY$22,295,605 / $28,349,394 2019 OXFORD FINANCIAL GROUP, LTD. PROFIT SHARING PLAN - Plan #001 193 / 191 $22,295,605 / $28,349,394
2019 Plan NameOXFORD FINANCIAL GROUP WELFARE BENEFIT PLAN Plan #503 Participants BOY/EOY147 / 139 Assets BOY/EOY$0 / $0 2019 OXFORD FINANCIAL GROUP WELFARE BENEFIT PLAN - Plan #503 147 / 139 $0 / $0
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Related Business Names:
Oxford Financial Group, Ltd. LLC Registered in Michigan
Lansing, MI View Report
Address Match:11711 N Meridian St Ste 600 Carmel, IN
Oxford Financial Group, LTD. Registered in Ohio
Carmel, IN Cincinnati, OH View Report
Idw Mayfair, Inc. Registered in California
Carmel, IN Rancho Cucamonga, CA View Report
Address Match:11711 N Meridian St Carmel, IN
Milestone Business Solutions Inc. Registered in Florida
Carmel, IN Fishers, IN View Report
Carmel, IN Helena, MT View Report
Carmel, IN View Report
Specialty Insurance Group Inc. Registered in Georgia
Carmel, IN View Report
Guidant Sales Corporation Registered in Mississippi
Carmel, IN Saint Paul, MN View Report
Appnuity 2 LLC Registered in Alabama
Carmel, IN Montgomery, AL View Report
Eversports & Entertainment Insurance Inc. Registered in New Hampshire
Carmel, IN View Report
Assembly Biosciences, Inc. Registered in Florida
Carmel, IN View Report
Guidant Sales Corporation Registered in Massachusetts
Carmel, IN Natick, MA View Report
Oxford Financial Group, Ltd., Inc. Registered in Florida
Carmel, IN View Report
Guidant Sales Corporation Registered in North Dakota
Bismarck, ND Carmel, IN View Report
Guidant Sales Corporation Registered in Idaho
Carmel, IN Natick, MA View Report
Envista Design Solutions LLC Registered in Alabama
Carmel, IN Montgomery, AL View Report
Guidant Sales Corporation Registered in Montana
Carmel, IN View Report
Assembly Biosciences, Inc. Registered in Texas
Carmel, IN View Report
Guidant Sales Corporation Registered in New Hampshire
Carmel, IN Concord, NH View Report
Guidant Sales Corporation Registered in North Carolina
Carmel, IN Raleigh, NC View Report
Guidant Sales Corporation Registered in Vermont
Carmel, IN View Report
Guidant Sales Corporation Registered in Kansas
Carmel, IN Topeka, KS View Report
Person/City Match:Thomasson Jeffrey H - Carmel, IN
Oxford Financial Group, LTD. Registered in Michigan
Chicago, IL View Report
Innovative Displayworks, LLC Registered in California
Rancho Cucamonga, CA View Report
Oxford Financial Group LTD Registered in Minnesota
Roseville, MN View Report
Oxford Financial Group, Ltd. Corp. Registered in Florida
Carmel, IN Indianapolis, IN View Report

Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor
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