Plan5500

Ozark Action, Inc. 403(B) Plan — Form 5500 plan (Ozark Action, Inc.)

Plain-English plan 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, Ozark Action, Inc. 403(B) Plan is a benefit plan reported by Ozark Action, Inc. under EIN 43-0838508 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $4,518,642 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ozark Action, Inc.
EIN
43-0838508
Plan number
001
Plan type
2
Location
West Plains, MO
Latest filing year
2023
Participants
177
End-of-year plan assets
$4,518,642

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023177H, C20250320133510NAL0011337440001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,518,642
Total liabilities (EOY)
$0
Net assets (EOY)
$4,518,642
Net assets (BOY)
$4,245,031

Income & contributions

Employer contributions
$220,055
Participant contributions
$40,662
Total contributions
$260,717
Total income / additions
$1,004,747

Expenses & distributions

Benefits paid
$721,939
Administrative expenses
$9,197
Total expenses
$731,136
Net increase / (decrease)
$273,611

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT ADVISOR$7,947not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$1,250$02023

Related Form 5500 pages