Ozark Tri-County Health Care Consortium Dba Access Family Care 401(K) Plan — Form 5500 plan (Ozark Tri-County Health Care Consortium Dba Access Family Care)
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 Tri-County Health Care Consortium Dba Access Family Care 401(K) Plan is a benefit plan reported by Ozark Tri-County Health Care Consortium Dba Access Family Care under EIN 43-1752799 and plan number 002. The latest loaded filing year is 2023. The filing reports 338 participants and $7,041,298 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ozark Tri-County Health Care Consortium Dba Access Family Care
- EIN
- 43-1752799
- Plan number
- 002
- Plan type
- 2
- Location
- Neosho, MO
- Latest filing year
- 2023
- Participants
- 338
- End-of-year plan assets
- $7,041,298
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 338 | H, C | 20241010184129NAL0011825603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,041,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,041,298
- Net assets (BOY)
- $5,477,422
Income & contributions
- Employer contributions
- $392,800
- Participant contributions
- $737,085
- Total contributions
- $1,156,107
- Total income / additions
- $2,026,990
Expenses & distributions
- Benefits paid
- $407,636
- Administrative expenses
- $55,478
- Total expenses
- $463,114
- Net increase / (decrease)
- $1,563,876
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group | INVESTMENT COMPANY | $31,782 | $0 | 2023 |
| Prime Capital Invest. Adv. | ADVISOR | $21,408 | $0 | 2023 |