Civic Intelligence

Oxford Finance LLC

Plan context: The Oxford Finance Safe Harbor Plan

EIN 57-1199143 • Alexandria, VA • 9 filings • 1 plans

115 South Union StreetSuite 300Alexandria, VA 22314
Current Snapshot

Latest Year

2025

2025 Participants

100

2025 Assets

$43,978,944

2025 Contributions

$2,875,179

Historical Graphs

Total Assets Over Time

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

$43,978,944$21,989,472$0201720212025YearValue
$43,978,944Latest year 2025

Participants Over Time

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

100500201720212025YearValue
100Latest year 2025

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
20251100$43,978,944$2,875,179$28,752iApproximate average salary by contribution assumption: employee only about $718,795 at 4% or $479,197 at 6%; with 50% employer match about $479,197 at 4% or $319,464 at 6%; with 100% employer match about $359,397 at 4% or $239,598 at 6%.
The Oxford Finance Safe Harbor Plan-100$43,978,944$2,875,179$28,752iApproximate average salary by contribution assumption: employee only about $718,795 at 4% or $479,197 at 6%; with 50% employer match about $479,197 at 4% or $319,464 at 6%; with 100% employer match about $359,397 at 4% or $239,598 at 6%.
2024192$35,227,501$2,755,704$29,953iApproximate average salary by contribution assumption: employee only about $748,833 at 4% or $499,222 at 6%; with 50% employer match about $499,222 at 4% or $332,814 at 6%; with 100% employer match about $374,416 at 4% or $249,611 at 6%.
The Oxford Finance Safe Harbor Plan-92$35,227,501$2,755,704$29,953iApproximate average salary by contribution assumption: employee only about $748,833 at 4% or $499,222 at 6%; with 50% employer match about $499,222 at 4% or $332,814 at 6%; with 100% employer match about $374,416 at 4% or $249,611 at 6%.
2023191$28,224,977$2,478,750$27,239iApproximate average salary by contribution assumption: employee only about $680,975 at 4% or $453,984 at 6%; with 50% employer match about $453,984 at 4% or $302,656 at 6%; with 100% employer match about $340,488 at 4% or $226,992 at 6%.
The Oxford Finance Safe Harbor Plan-91$28,224,977$2,478,750$27,239iApproximate average salary by contribution assumption: employee only about $680,975 at 4% or $453,984 at 6%; with 50% employer match about $453,984 at 4% or $302,656 at 6%; with 100% employer match about $340,488 at 4% or $226,992 at 6%.
2022184$21,840,989$2,186,483$26,030iApproximate average salary by contribution assumption: employee only about $650,739 at 4% or $433,826 at 6%; with 50% employer match about $433,826 at 4% or $289,217 at 6%; with 100% employer match about $325,369 at 4% or $216,913 at 6%.
The Oxford Finance Safe Harbor Plan-84$21,840,989$2,186,483$26,030iApproximate average salary by contribution assumption: employee only about $650,739 at 4% or $433,826 at 6%; with 50% employer match about $433,826 at 4% or $289,217 at 6%; with 100% employer match about $325,369 at 4% or $216,913 at 6%.
2021172$23,703,749$1,833,059$25,459iApproximate average salary by contribution assumption: employee only about $636,479 at 4% or $424,319 at 6%; with 50% employer match about $424,319 at 4% or $282,879 at 6%; with 100% employer match about $318,239 at 4% or $212,160 at 6%.
The Oxford Finance Safe Harbor Plan-72$23,703,749$1,833,059$25,459iApproximate average salary by contribution assumption: employee only about $636,479 at 4% or $424,319 at 6%; with 50% employer match about $424,319 at 4% or $282,879 at 6%; with 100% employer match about $318,239 at 4% or $212,160 at 6%.
2020170$19,599,994$2,123,693$30,338iApproximate average salary by contribution assumption: employee only about $758,462 at 4% or $505,641 at 6%; with 50% employer match about $505,641 at 4% or $337,094 at 6%; with 100% employer match about $379,231 at 4% or $252,821 at 6%.
The Oxford Finance Safe Harbor Plan-70$19,599,994$2,123,693$30,338iApproximate average salary by contribution assumption: employee only about $758,462 at 4% or $505,641 at 6%; with 50% employer match about $505,641 at 4% or $337,094 at 6%; with 100% employer match about $379,231 at 4% or $252,821 at 6%.
2019166$14,815,602$1,521,871$23,059iApproximate average salary by contribution assumption: employee only about $576,466 at 4% or $384,311 at 6%; with 50% employer match about $384,311 at 4% or $256,207 at 6%; with 100% employer match about $288,233 at 4% or $192,155 at 6%.
The Oxford Finance Safe Harbor Plan-66$14,815,602$1,521,871$23,059iApproximate average salary by contribution assumption: employee only about $576,466 at 4% or $384,311 at 6%; with 50% employer match about $384,311 at 4% or $256,207 at 6%; with 100% employer match about $288,233 at 4% or $192,155 at 6%.
2018162$11,189,760$1,336,789$21,561iApproximate average salary by contribution assumption: employee only about $539,028 at 4% or $359,352 at 6%; with 50% employer match about $359,352 at 4% or $239,568 at 6%; with 100% employer match about $269,514 at 4% or $179,676 at 6%.
The Oxford Finance Safe Harbor Plan-62$11,189,760$1,336,789$21,561iApproximate average salary by contribution assumption: employee only about $539,028 at 4% or $359,352 at 6%; with 50% employer match about $359,352 at 4% or $239,568 at 6%; with 100% employer match about $269,514 at 4% or $179,676 at 6%.
2017158$10,910,133$548,690$9,460iApproximate average salary by contribution assumption: employee only about $236,504 at 4% or $157,670 at 6%; with 50% employer match about $157,670 at 4% or $105,113 at 6%; with 100% employer match about $118,252 at 4% or $78,835 at 6%.
The Oxford Finance Safe Harbor Plan-58$10,910,133$548,690$9,460iApproximate average salary by contribution assumption: employee only about $236,504 at 4% or $157,670 at 6%; with 50% employer match about $157,670 at 4% or $105,113 at 6%; with 100% employer match about $118,252 at 4% or $78,835 at 6%.