2023 Form 5500 filing — University Of The Ozarks Defined Contribution Retirement 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 20250130100147NAL0000685617001) for University Of The Ozarks Defined Contribution Retirement Plan, reported by University Of The Ozarks under EIN 71-0236867 and plan number 001. It reports 491 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130100147NAL0000685617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Of The Ozarks
- EIN
- 71-0236867
- Plan number
- 001
- Location
- Clarksville, AR
- Participants
- 491
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,050,336
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,050,336
- Employer contributions
- $793,086
- Participant contributions
- $200,750
- Total income / additions
- $4,110,518
- Benefits paid
- $2,023,406
- Administrative expenses
- $34,889
- Total expenses
- $2,058,295
- Net increase / (decrease)
- $2,052,223
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $21,483 | not reported in the loaded dataset |
| Tiaa-Teach Ins & Ann Assoc Of Amer | RECORDKEEPER | $13,406 | $0 |