2023 Form 5500 filing — Ozark Health, Inc. 401(K) 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 20241002094803NAL0008105057001) for Ozark Health, Inc. 401(K) Plan, reported by Ozark Health, Inc. under EIN 71-0407683 and plan number 002. It reports 332 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)$2.7MReported net assets$2,693,397
Participants332
Provider compensation$18K1 Schedule C row(s)$18,015
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002094803NAL0008105057001
- Plan sponsor
- Ozark Health, Inc.
- EIN
- 71-0407683
- Plan number
- 002
- Location
- Clinton, AK
- Received date
- not reported in the loaded dataset
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)$2.7M total assets
Net assets$2.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,693,397
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,693,397
- Employer contributions
- $179,499
- Participant contributions
- $494,798
- Total income / additions
- $1,094,056
- Benefits paid
- $99,514
- Administrative expenses
- $23,241
- Total expenses
- $125,676
- Net increase / (decrease)
- $968,380
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $18,015 | $0 |