Oxford Financial Group, LTD.
Ohio
Registered In
01/20/2012
Incorp. Date
Foreign
Registration Type
Indiana
Foreign Jurisdiction
Company Summary
Oxford Financial Group, LTD. in Carmel, IN was registered on 01/20/2012. It is listed at 11711 N Meridian ST STE 600, Carmel, In 46032.
- Registered In
- Ohio
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Indiana
- Company Type
- Foreign Corporation
- Status
- A
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- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Corporation Service Company
Registered Agent
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3366 RIVERSIDE DR STE 103, UPPER ARLINGTON, OH 43221
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11711 N MERIDIAN ST STE 600, CARMEL, IN 46032
View Map
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Financial Information for Oxford Financial Group, LTD.
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 |
Benefit & Retirement Plans based on Form 5500.
Address Match:11711 N Meridian St Ste 600 Carmel, IN
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Address Match:11711 N Meridian St Carmel, IN
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The following government agencies have contributed data:
Ohio Secretary of State U.S. Department of Labor
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