2023 Form 5500 filing — Ozark Motor Lines, Inc 401(K) Plan & Trust

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 20240909115115NAL0009126898001) for Ozark Motor Lines, Inc 401(K) Plan & Trust, reported by Ozark Motor Lines, Inc under EIN 62-0791191 and plan number 001. It reports 1,275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15MReported net assets$14,997,917
Participants1.3K1,275
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240909115115NAL0009126898001
Plan sponsor
Ozark Motor Lines, Inc
EIN
62-0791191
Plan number
001
Location
Memphis, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15M total assets
Net assets$15MLiabilities$0
Money in vs. money out
Total income / additions$4.7M
Total expenses$2.5M
Benefits paid / distributions$2.4M
Contributions
Employer$430.4K
Participant$1.5M
Full reported line items
Total assets (EOY)
$14,997,917
Total liabilities (EOY)
$0
Net assets (EOY)
$14,997,917
Employer contributions
$430,410
Participant contributions
$1,488,633
Total income / additions
$4,703,885
Benefits paid
$2,440,885
Administrative expenses
$25,698
Total expenses
$2,466,583
Net increase / (decrease)
$2,237,302
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240909115115NAL0009126898001 cover?
It is the 2023 Form 5500 filing for Ozark Motor Lines, Inc 401(K) Plan & Trust, reported by Ozark Motor Lines, Inc (EIN 62-0791191).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages