2023 Form 5500 filing — Ozark Opportunities Inc. 403b 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 20250114125106NAL0031715712001) for Ozark Opportunities Inc. 403b Plan, reported by Ozark Opportunities Inc. under EIN 71-0407485 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114125106NAL0031715712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ozark Opportunities Inc.
- EIN
- 71-0407485
- Plan number
- 001
- Location
- Harrison, AR
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,055,275
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,055,275
- Employer contributions
- $148,281
- Participant contributions
- $37,801
- Total income / additions
- $491,850
- Benefits paid
- $1,105,657
- Administrative expenses
- $4,756
- Total expenses
- $1,110,413
- Net increase / (decrease)
- -$618,563
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $1,918 | $1,778 |
| Mutual Of America Investment Corp | INSURANCE CARRIER | $412 | $0 |