2023 Form 5500 filing — Ozark Tri-County Health Care Consortium Dba Access Family Care 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 20241010184129NAL0011825603001) for Ozark Tri-County Health Care Consortium Dba Access Family Care 401(K) Plan, reported by Ozark Tri-County Health Care Consortium Dba Access Family Care under EIN 43-1752799 and plan number 002. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010184129NAL0011825603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ozark Tri-County Health Care Consortium Dba Access Family Care
- EIN
- 43-1752799
- Plan number
- 002
- Location
- Neosho, MO
- Participants
- 338
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,041,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,041,298
- Employer contributions
- $392,800
- Participant contributions
- $737,085
- Total income / additions
- $2,026,990
- Benefits paid
- $407,636
- Administrative expenses
- $55,478
- Total expenses
- $463,114
- Net increase / (decrease)
- $1,563,876
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group | INVESTMENT COMPANY | $31,782 | $0 |
| Prime Capital Invest. Adv. | ADVISOR | $21,408 | $0 |