Bank Ozk 401(K) Retirement Savings Plan — Form 5500 plan (Bank Ozk)
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, Bank Ozk 401(K) Retirement Savings Plan is a benefit plan reported by Bank Ozk under EIN 71-0130170 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,597 participants and $302,170,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bank Ozk
- EIN
- 71-0130170
- Plan number
- 002
- Plan type
- 2
- Location
- Little Rock, AR
- Latest filing year
- 2023
- Participants
- 3,597
- End-of-year plan assets
- $302,170,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,597 | H, C | 20240814151355NAL0020573520001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $302,170,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $302,170,851
- Net assets (BOY)
- $238,627,873
Income & contributions
- Employer contributions
- $7,421,210
- Participant contributions
- $12,941,654
- Total contributions
- $23,959,847
- Total income / additions
- $78,767,072
Expenses & distributions
- Benefits paid
- $14,911,082
- Administrative expenses
- $188,425
- Total expenses
- $15,224,094
- Net increase / (decrease)
- $63,542,978
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $157,868 | $0 | 2023 |
| Newport Trust Company | OTHER | $62,500 | not reported in the loaded dataset | 2023 |
| Hogantaylor Llp | AUDITOR | $22,705 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co LLC | CONSULTING | $300 | not reported in the loaded dataset | 2023 |
| Friday, Eldredge & Clark Llp | ATTORNEY | $225 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bank Ozk
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Little Rock, AR
- Empower Annuity Insurance Company O — Schedule C compensation
- Newport Trust Company — Schedule C compensation
- Hogantaylor Llp — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation
- Friday, Eldredge & Clark Llp — Schedule C compensation