2023 Form 5500 filing — Ozark Action, Inc. 403(B) 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 20250320133510NAL0011337440001) for Ozark Action, Inc. 403(B) Plan, reported by Ozark Action, Inc. under EIN 43-0838508 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250320133510NAL0011337440001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ozark Action, Inc.
- EIN
- 43-0838508
- Plan number
- 001
- Location
- West Plains, MO
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,518,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,518,642
- Employer contributions
- $220,055
- Participant contributions
- $40,662
- Total income / additions
- $1,004,747
- Benefits paid
- $721,939
- Administrative expenses
- $9,197
- Total expenses
- $731,136
- Net increase / (decrease)
- $273,611
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $7,947 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $1,250 | $0 |