Plan5500

Ozark, AL Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ozark, AL has 8 loaded benefit plan(s) reported by 4 plan sponsor(s), with $12,078,796 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.1MSummed across loaded plans$12,078,796
Total reported assets$12.1M$12,078,796
Total reported participants890
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.1M total assets
Net assets$12.1MLiabilities$0
Contributions & income
Employer contributions$528.2K
Participant contributions$927K
Total income / additions$3.1M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements4 / 8 (50%)
Plans with provider compensation2 / 8 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ozark, AL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Ozark market comparison

Largest plan share of assets75%Frit, Inc & Affiliated Companies Employee Savings Plan
Participants per plan111Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Ozark

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Frit, Inc & Affiliated Companies Employee Savings Plan$9.1M
    Frit, Inc. · 2023
  2. 2
    The Commercial Bank Of Ozark 401(K) Profit Sharing Retirement Plan$3M
    The Commercial Bank Of Ozark · 2023
  3. 3
    Cardiology Associates Of Ozark, Pc Profit Sharing Plan$9.3K
    Cardiology Associates Of Ozark, Pc · 2023
  4. 4
    Ozark Striping 401(K) Retirement Plan$0
    Ozark Striping Company, LLC. · 2023
  5. 5
    Ozark Striping Company, Inc. Life Insurance Ad&D Plannot reported in the loaded dataset
    Ozark Striping Company, Inc. · 2023
  6. 6
    Ozark Striping Company, Inc. Health Plannot reported in the loaded dataset
    Ozark Striping Company, Inc. · 2023
  7. 7
    Ozark Striping Company, Inc. Dental Plannot reported in the loaded dataset
    Ozark Striping Company, Inc. · 2023
  8. 8
    Ozark Striping Company, LLC Vision Plannot reported in the loaded dataset
    Ozark Striping Company, LLC · 2023

Largest plans in Ozark → · Ozark plans by participants → · Ozark plans with financial data → · Ozark plans with provider compensation → · $1B+ plans in Ozark →

Related Form 5500 pages