Civic Intelligence

Oxford Group Ltd.

Plan context: Oxford Financial Advisors Corporation Profit Sharing Plan

EIN 35-1588335 • Carmel, IN • 46 filings • 12 plans

11711 N Meridian St Ste 600Carmel, IN 46032-4548
Current Snapshot

Latest Year

2024

2024 Participants

181

2024 Assets

$49,084,609

2024 Contributions

$4,337,544

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$49,084,609$24,542,305$0199920122024YearValue
$49,084,609Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

183920199920122024YearValue
181Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242181$49,084,609$4,337,544$23,964iApproximate average salary by contribution assumption: employee only about $599,108 at 4% or $399,406 at 6%; with 50% employer match about $399,406 at 4% or $266,270 at 6%; with 100% employer match about $299,554 at 4% or $199,703 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-181$49,084,609$4,337,544$23,964iApproximate average salary by contribution assumption: employee only about $599,108 at 4% or $399,406 at 6%; with 50% employer match about $399,406 at 4% or $266,270 at 6%; with 100% employer match about $299,554 at 4% or $199,703 at 6%.
Oxford Financial Group Welfare Benefit Plan-179---
20232179$40,148,576$3,312,164$18,504iApproximate average salary by contribution assumption: employee only about $462,593 at 4% or $308,395 at 6%; with 50% employer match about $308,395 at 4% or $205,597 at 6%; with 100% employer match about $231,296 at 4% or $154,198 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-179$40,148,576$3,312,164$18,504iApproximate average salary by contribution assumption: employee only about $462,593 at 4% or $308,395 at 6%; with 50% employer match about $308,395 at 4% or $205,597 at 6%; with 100% employer match about $231,296 at 4% or $154,198 at 6%.
Oxford Financial Group Welfare Benefit Plan-178---
20222183$30,906,086$2,861,066$15,634iApproximate average salary by contribution assumption: employee only about $390,856 at 4% or $260,571 at 6%; with 50% employer match about $260,571 at 4% or $173,714 at 6%; with 100% employer match about $195,428 at 4% or $130,285 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-183$30,906,086$2,861,066$15,634iApproximate average salary by contribution assumption: employee only about $390,856 at 4% or $260,571 at 6%; with 50% employer match about $260,571 at 4% or $173,714 at 6%; with 100% employer match about $195,428 at 4% or $130,285 at 6%.
Oxford Financial Group Welfare Benefit Plan-175---
20212163$39,212,198$2,296,357$14,088iApproximate average salary by contribution assumption: employee only about $352,202 at 4% or $234,801 at 6%; with 50% employer match about $234,801 at 4% or $156,534 at 6%; with 100% employer match about $176,101 at 4% or $117,401 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-163$39,212,198$2,296,357$14,088iApproximate average salary by contribution assumption: employee only about $352,202 at 4% or $234,801 at 6%; with 50% employer match about $234,801 at 4% or $156,534 at 6%; with 100% employer match about $176,101 at 4% or $117,401 at 6%.
Oxford Financial Group Welfare Benefit Plan-149---
20202143$34,061,021$1,942,449$13,584iApproximate average salary by contribution assumption: employee only about $339,589 at 4% or $226,393 at 6%; with 50% employer match about $226,393 at 4% or $150,928 at 6%; with 100% employer match about $169,794 at 4% or $113,196 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-143$34,061,021$1,942,449$13,584iApproximate average salary by contribution assumption: employee only about $339,589 at 4% or $226,393 at 6%; with 50% employer match about $226,393 at 4% or $150,928 at 6%; with 100% employer match about $169,794 at 4% or $113,196 at 6%.
Oxford Financial Group Welfare Benefit Plan-137---
20192143$28,349,394$2,336,491$16,339iApproximate average salary by contribution assumption: employee only about $408,477 at 4% or $272,318 at 6%; with 50% employer match about $272,318 at 4% or $181,546 at 6%; with 100% employer match about $204,239 at 4% or $136,159 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-143$28,349,394$2,336,491$16,339iApproximate average salary by contribution assumption: employee only about $408,477 at 4% or $272,318 at 6%; with 50% employer match about $272,318 at 4% or $181,546 at 6%; with 100% employer match about $204,239 at 4% or $136,159 at 6%.
Oxford Financial Group Welfare Benefit Plan-139---
20182153$22,295,605$1,781,081$11,641iApproximate average salary by contribution assumption: employee only about $291,026 at 4% or $194,018 at 6%; with 50% employer match about $194,018 at 4% or $129,345 at 6%; with 100% employer match about $145,513 at 4% or $97,009 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-153$22,295,605$1,781,081$11,641iApproximate average salary by contribution assumption: employee only about $291,026 at 4% or $194,018 at 6%; with 50% employer match about $194,018 at 4% or $129,345 at 6%; with 100% employer match about $145,513 at 4% or $97,009 at 6%.
Oxford Financial Group Welfare Benefit Plan-147---
20172143$24,860,340$1,877,459$13,129iApproximate average salary by contribution assumption: employee only about $328,227 at 4% or $218,818 at 6%; with 50% employer match about $218,818 at 4% or $145,879 at 6%; with 100% employer match about $164,114 at 4% or $109,409 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-143$24,860,340$1,877,459$13,129iApproximate average salary by contribution assumption: employee only about $328,227 at 4% or $218,818 at 6%; with 50% employer match about $218,818 at 4% or $145,879 at 6%; with 100% employer match about $164,114 at 4% or $109,409 at 6%.
Oxford Financial Group Welfare Benefit Plan-139---
20162143$22,488,546$1,849,710$12,935iApproximate average salary by contribution assumption: employee only about $323,376 at 4% or $215,584 at 6%; with 50% employer match about $215,584 at 4% or $143,723 at 6%; with 100% employer match about $161,688 at 4% or $107,792 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-143$22,488,546$1,849,710$12,935iApproximate average salary by contribution assumption: employee only about $323,376 at 4% or $215,584 at 6%; with 50% employer match about $215,584 at 4% or $143,723 at 6%; with 100% employer match about $161,688 at 4% or $107,792 at 6%.
Oxford Financial Group Welfare Benefit Plan-140---
20152145$19,428,900$2,074,859$14,309iApproximate average salary by contribution assumption: employee only about $357,734 at 4% or $238,490 at 6%; with 50% employer match about $238,490 at 4% or $158,993 at 6%; with 100% employer match about $178,867 at 4% or $119,245 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-145$19,428,900$2,074,859$14,309iApproximate average salary by contribution assumption: employee only about $357,734 at 4% or $238,490 at 6%; with 50% employer match about $238,490 at 4% or $158,993 at 6%; with 100% employer match about $178,867 at 4% or $119,245 at 6%.
Oxford Financial Group Welfare Benefit Plan-134---
20142145$17,978,772$1,517,736$10,467iApproximate average salary by contribution assumption: employee only about $261,679 at 4% or $174,452 at 6%; with 50% employer match about $174,452 at 4% or $116,302 at 6%; with 100% employer match about $130,839 at 4% or $87,226 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-145$17,978,772$1,517,736$10,467iApproximate average salary by contribution assumption: employee only about $261,679 at 4% or $174,452 at 6%; with 50% employer match about $174,452 at 4% or $116,302 at 6%; with 100% employer match about $130,839 at 4% or $87,226 at 6%.
Oxford Financial Group Welfare Benefit Plan-121---
20132131$17,478,473$1,455,952$11,114iApproximate average salary by contribution assumption: employee only about $277,853 at 4% or $185,236 at 6%; with 50% employer match about $185,236 at 4% or $123,490 at 6%; with 100% employer match about $138,927 at 4% or $92,618 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-131$17,478,473$1,455,952$11,114iApproximate average salary by contribution assumption: employee only about $277,853 at 4% or $185,236 at 6%; with 50% employer match about $185,236 at 4% or $123,490 at 6%; with 100% employer match about $138,927 at 4% or $92,618 at 6%.
Oxford Financial Group Welfare Benefit Plan-120---
20122136$14,453,499$1,543,059$11,346iApproximate average salary by contribution assumption: employee only about $283,651 at 4% or $189,100 at 6%; with 50% employer match about $189,100 at 4% or $126,067 at 6%; with 100% employer match about $141,825 at 4% or $94,550 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-136$14,453,499$1,543,059$11,346iApproximate average salary by contribution assumption: employee only about $283,651 at 4% or $189,100 at 6%; with 50% employer match about $189,100 at 4% or $126,067 at 6%; with 100% employer match about $141,825 at 4% or $94,550 at 6%.
Oxford Financial Group Welfare Benefit Plan-122---
20112127$12,416,800$1,288,783$10,148iApproximate average salary by contribution assumption: employee only about $253,697 at 4% or $169,132 at 6%; with 50% employer match about $169,132 at 4% or $112,754 at 6%; with 100% employer match about $126,849 at 4% or $84,566 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-127$12,416,800$1,288,783$10,148iApproximate average salary by contribution assumption: employee only about $253,697 at 4% or $169,132 at 6%; with 50% employer match about $169,132 at 4% or $112,754 at 6%; with 100% employer match about $126,849 at 4% or $84,566 at 6%.
Oxford Financial Group Welfare Benefit Plan-116---
20102113$12,202,179$921,447$8,154iApproximate average salary by contribution assumption: employee only about $203,860 at 4% or $135,907 at 6%; with 50% employer match about $135,907 at 4% or $90,604 at 6%; with 100% employer match about $101,930 at 4% or $67,953 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-113$12,202,179$921,447$8,154iApproximate average salary by contribution assumption: employee only about $203,860 at 4% or $135,907 at 6%; with 50% employer match about $135,907 at 4% or $90,604 at 6%; with 100% employer match about $101,930 at 4% or $67,953 at 6%.
Oxford Financial Group Welfare Benefit Plan-103---
20092109$10,225,498$765,483$7,023iApproximate average salary by contribution assumption: employee only about $175,569 at 4% or $117,046 at 6%; with 50% employer match about $117,046 at 4% or $78,031 at 6%; with 100% employer match about $87,785 at 4% or $58,523 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-109$10,225,498$765,483$7,023iApproximate average salary by contribution assumption: employee only about $175,569 at 4% or $117,046 at 6%; with 50% employer match about $117,046 at 4% or $78,031 at 6%; with 100% employer match about $87,785 at 4% or $58,523 at 6%.
Oxford Financial Group Welfare Benefit Plan-102---
20081109$7,510,739$1,525,017$13,991iApproximate average salary by contribution assumption: employee only about $349,775 at 4% or $233,183 at 6%; with 50% employer match about $233,183 at 4% or $155,455 at 6%; with 100% employer match about $174,887 at 4% or $116,592 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-109$7,510,739$1,525,017$13,991iApproximate average salary by contribution assumption: employee only about $349,775 at 4% or $233,183 at 6%; with 50% employer match about $233,183 at 4% or $155,455 at 6%; with 100% employer match about $174,887 at 4% or $116,592 at 6%.
20071109$10,144,383$1,049,036$9,624iApproximate average salary by contribution assumption: employee only about $240,605 at 4% or $160,403 at 6%; with 50% employer match about $160,403 at 4% or $106,935 at 6%; with 100% employer match about $120,302 at 4% or $80,202 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-109$10,144,383$1,049,036$9,624iApproximate average salary by contribution assumption: employee only about $240,605 at 4% or $160,403 at 6%; with 50% employer match about $160,403 at 4% or $106,935 at 6%; with 100% employer match about $120,302 at 4% or $80,202 at 6%.
2006194$8,964,130$914,833$9,732iApproximate average salary by contribution assumption: employee only about $243,307 at 4% or $162,204 at 6%; with 50% employer match about $162,204 at 4% or $108,136 at 6%; with 100% employer match about $121,653 at 4% or $81,102 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-94$8,964,130$914,833$9,732iApproximate average salary by contribution assumption: employee only about $243,307 at 4% or $162,204 at 6%; with 50% employer match about $162,204 at 4% or $108,136 at 6%; with 100% employer match about $121,653 at 4% or $81,102 at 6%.
2005189$7,218,991$731,237$8,216iApproximate average salary by contribution assumption: employee only about $205,404 at 4% or $136,936 at 6%; with 50% employer match about $136,936 at 4% or $91,291 at 6%; with 100% employer match about $102,702 at 4% or $68,468 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-89$7,218,991$731,237$8,216iApproximate average salary by contribution assumption: employee only about $205,404 at 4% or $136,936 at 6%; with 50% employer match about $136,936 at 4% or $91,291 at 6%; with 100% employer match about $102,702 at 4% or $68,468 at 6%.
2004199$6,105,604$422,687$4,270iApproximate average salary by contribution assumption: employee only about $106,739 at 4% or $71,159 at 6%; with 50% employer match about $71,159 at 4% or $47,440 at 6%; with 100% employer match about $53,370 at 4% or $35,580 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-99$6,105,604$422,687$4,270iApproximate average salary by contribution assumption: employee only about $106,739 at 4% or $71,159 at 6%; with 50% employer match about $71,159 at 4% or $47,440 at 6%; with 100% employer match about $53,370 at 4% or $35,580 at 6%.
2003192$5,071,249$395,018$4,294iApproximate average salary by contribution assumption: employee only about $107,342 at 4% or $71,561 at 6%; with 50% employer match about $71,561 at 4% or $47,707 at 6%; with 100% employer match about $53,671 at 4% or $35,781 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-92$5,071,249$395,018$4,294iApproximate average salary by contribution assumption: employee only about $107,342 at 4% or $71,561 at 6%; with 50% employer match about $71,561 at 4% or $47,707 at 6%; with 100% employer match about $53,671 at 4% or $35,781 at 6%.
2002193$4,441,171$763,833$8,213iApproximate average salary by contribution assumption: employee only about $205,331 at 4% or $136,888 at 6%; with 50% employer match about $136,888 at 4% or $91,258 at 6%; with 100% employer match about $102,666 at 4% or $68,444 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-93$4,441,171$763,833$8,213iApproximate average salary by contribution assumption: employee only about $205,331 at 4% or $136,888 at 6%; with 50% employer match about $136,888 at 4% or $91,258 at 6%; with 100% employer match about $102,666 at 4% or $68,444 at 6%.
20012111$4,968,536$973,604$8,771iApproximate average salary by contribution assumption: employee only about $219,280 at 4% or $146,187 at 6%; with 50% employer match about $146,187 at 4% or $97,458 at 6%; with 100% employer match about $109,640 at 4% or $73,093 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-111$4,968,536$973,604$8,771iApproximate average salary by contribution assumption: employee only about $219,280 at 4% or $146,187 at 6%; with 50% employer match about $146,187 at 4% or $97,458 at 6%; with 100% employer match about $109,640 at 4% or $73,093 at 6%.
Oxford Financial Group Welfare Benefit Plan-79---
20003103$4,759,167$718,179$6,973iApproximate average salary by contribution assumption: employee only about $174,315 at 4% or $116,210 at 6%; with 50% employer match about $116,210 at 4% or $77,473 at 6%; with 100% employer match about $87,158 at 4% or $58,105 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-95$4,759,167$718,179$7,560iApproximate average salary by contribution assumption: employee only about $188,994 at 4% or $125,996 at 6%; with 50% employer match about $125,996 at 4% or $83,998 at 6%; with 100% employer match about $94,497 at 4% or $62,998 at 6%.
Oxford Group Ltd.-102---
Oxford Financial Group Welfare Benefit Plan-103---
19992106$4,236,249$543,275$5,125iApproximate average salary by contribution assumption: employee only about $128,131 at 4% or $85,421 at 6%; with 50% employer match about $85,421 at 4% or $56,947 at 6%; with 100% employer match about $64,065 at 4% or $42,710 at 6%.
Oxford Financial Advisors Corporation Profit Sharing Plan-97$4,236,249$543,275$5,601iApproximate average salary by contribution assumption: employee only about $140,019 at 4% or $93,346 at 6%; with 50% employer match about $93,346 at 4% or $62,231 at 6%; with 100% employer match about $70,010 at 4% or $46,673 at 6%.
Oxford Group Ltd.-106---