College Of The Ozarks Defined Contribution Retirement Plan — Form 5500 plan (College Of The Ozarks)
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, College Of The Ozarks Defined Contribution Retirement Plan is a benefit plan reported by College Of The Ozarks under EIN 44-0556862 and plan number 001. The latest loaded filing year is 2023. The filing reports 407 participants and $69,250,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- College Of The Ozarks
- EIN
- 44-0556862
- Plan number
- 001
- Plan type
- 2
- Location
- Point Lookout, MO
- Latest filing year
- 2023
- Participants
- 407
- End-of-year plan assets
- $69,250,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 407 | H, C | 20240930152601NAL0005879761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,250,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,250,673
- Net assets (BOY)
- $58,290,120
Income & contributions
- Employer contributions
- $2,091,306
- Participant contributions
- $2,249,290
- Total contributions
- $4,361,691
- Total income / additions
- $13,251,443
Expenses & distributions
- Benefits paid
- $2,123,437
- Administrative expenses
- $171,647
- Total expenses
- $2,290,890
- Net increase / (decrease)
- $10,960,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | RECORDKEEPER/CUSTODIAN | $134,441 | not reported in the loaded dataset | 2023 |
| Prime Capital Inv Advisors, LLC | INVESTMENT MANAGER | $83,471 | not reported in the loaded dataset | 2023 |
| Demars Pension Consulting | THRID PARTY ADMINISTRATO | $19,248 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for College Of The Ozarks
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Point Lookout, MO
- Lincoln National Corporation — Schedule C compensation
- Prime Capital Inv Advisors, LLC — Schedule C compensation
- Demars Pension Consulting — Schedule C compensation