Ozark, MO 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, MO has 15 loaded benefit plan(s) reported by 14 plan sponsor(s), with $11,839,657 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $11,839,657
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $11,839,657
Contributions & income
- Employer contributions
- $491,160
- Participant contributions
- $1,103,782
- Total income / additions
- -$545,115
Expenses & distributions
- Benefits paid / distributions
- $1,183,576
- Total expenses
- $1,234,267
- Net increase / (decrease)
- -$1,779,382
Coverage
- Total reported participants
- 1,530
- Plans with financial statements
- 11
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ozark, MO 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Lamberts Cafe Inc. 401k Profit Sharing Plan And Trust | Lamberts Cafe Inc. | $3,815,698 | 2023 |
| Fiocchi Of America, Inc. 401(K) Plan | Fiocchi Of America, Inc. | $2,255,290 | 2023 |
| Bsp Coffee, Inc. 401k Profit Sharing Plan | Bsp Coffee, Inc. | $1,534,966 | 2023 |
| Rezeco Inc. Retirement Plan | Rezeco Inc. | $1,297,390 | 2023 |
| Tactical Cleaning Company 401(K) Plan | Tactical Cleaning Acquistion | $1,110,718 | 2023 |
| R. Ward & Associates, Inc. Cash Balance Plan | R. Ward & Associates, Inc. | $991,539 | 2023 |
| D&A Windsor Company 401k Profit Sharing Plan | D&A Windsor Company | $463,047 | 2023 |
| Wilson Creek Lawn Inc. 401(K) Plan | Wilson Creek Lawn Inc. | $198,152 | 2023 |
| Warrior Auto Group, Inc. 401(K) Profit Sharing Plan | Warrior Auto Group, Inc. | $104,005 | 2023 |
| Bogart Red Enterprises, Inc. Retirement Plan | Bogart Red Enterprises, Inc. | $68,852 | 2023 |
| C And C Management Corporation Profit Sharing Plan | C And C Management Corporation | $0 | 2023 |
| City Of Ozark | City Of Ozark | not reported in the loaded dataset | 2023 |
| Tactical Cleaning Acquisition Health & Welfare Plan | Tactical Cleaning Acquisition, LLC | not reported in the loaded dataset | 2023 |
| Pma Holdings Health Plan | Pma Holdings, LLC | not reported in the loaded dataset | 2023 |
| Mid America Specialty Services Health And Wellness Plan | Mam LLC Dba Mid America Specialty Services | not reported in the loaded dataset | 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
- All MO Form 5500 filings
- Lamberts Cafe Inc. 401k Profit Sharing Plan And Trust (plan 001)
- Lamberts Cafe Inc. — all reported plans
- Fiocchi Of America, Inc. 401(K) Plan (plan 001)
- Fiocchi Of America, Inc. — all reported plans
- Bsp Coffee, Inc. 401k Profit Sharing Plan (plan 001)
- Bsp Coffee, Inc. — all reported plans
- Rezeco Inc. Retirement Plan (plan 001)
- Rezeco Inc. — all reported plans
- Tactical Cleaning Company 401(K) Plan (plan 001)
- Tactical Cleaning Acquistion — all reported plans
- R. Ward & Associates, Inc. Cash Balance Plan (plan 002)
- R. Ward & Associates, Inc. — all reported plans
- D&A Windsor Company 401k Profit Sharing Plan (plan 001)
- D&A Windsor Company — all reported plans
- Wilson Creek Lawn Inc. 401(K) Plan (plan 001)
- Wilson Creek Lawn Inc. — all reported plans
- Warrior Auto Group, Inc. 401(K) Profit Sharing Plan (plan 001)
- Warrior Auto Group, Inc. — all reported plans
- Bogart Red Enterprises, Inc. Retirement Plan (plan 001)
- Bogart Red Enterprises, Inc. — all reported plans
- C And C Management Corporation Profit Sharing Plan (plan 001)
- C And C Management Corporation — all reported plans
- City Of Ozark (plan 502)
- City Of Ozark — all reported plans
- Tactical Cleaning Acquisition Health & Welfare Plan (plan 501)
- Pma Holdings Health Plan (plan 501)
- Pma Holdings, LLC — all reported plans
- Mid America Specialty Services Health And Wellness Plan (plan 501)
- Mam LLC Dba Mid America Specialty Services — all reported plans
- Methodology
- Data sources