2023 Form 5500 filing — Bank Ozk 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240814151355NAL0020573520001) for Bank Ozk 401(K) Retirement Savings Plan, reported by Bank Ozk under EIN 71-0130170 and plan number 002. It reports 3,597 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814151355NAL0020573520001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bank Ozk
- EIN
- 71-0130170
- Plan number
- 002
- Location
- Little Rock, AR
- Participants
- 3,597
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $302,170,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $302,170,851
- Employer contributions
- $7,421,210
- Participant contributions
- $12,941,654
- Total income / additions
- $78,767,072
- Benefits paid
- $14,911,082
- Administrative expenses
- $188,425
- Total expenses
- $15,224,094
- Net increase / (decrease)
- $63,542,978
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $157,868 | $0 |
| Newport Trust Company | OTHER | $62,500 | not reported in the loaded dataset |
| Hogantaylor Llp | AUDITOR | $22,705 | not reported in the loaded dataset |
| Qdro Consultants Co LLC | CONSULTING | $300 | not reported in the loaded dataset |
| Friday, Eldredge & Clark Llp | ATTORNEY | $225 | not reported in the loaded dataset |