University Of The Ozarks Defined Contribution Retirement Plan — Form 5500 plan (University 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, University Of The Ozarks Defined Contribution Retirement Plan is a benefit plan reported by University Of The Ozarks under EIN 71-0236867 and plan number 001. The latest loaded filing year is 2023. The filing reports 491 participants and $25,050,336 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Of The Ozarks
- EIN
- 71-0236867
- Plan number
- 001
- Plan type
- 2
- Location
- Clarksville, AR
- Latest filing year
- 2023
- Participants
- 491
- End-of-year plan assets
- $25,050,336
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 491 | H, C | 20250130100147NAL0000685617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,050,336
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,050,336
- Net assets (BOY)
- $22,998,113
Income & contributions
- Employer contributions
- $793,086
- Participant contributions
- $200,750
- Total contributions
- $1,064,186
- Total income / additions
- $4,110,518
Expenses & distributions
- Benefits paid
- $2,023,406
- Administrative expenses
- $34,889
- Total expenses
- $2,058,295
- Net increase / (decrease)
- $2,052,223
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $21,483 | not reported in the loaded dataset | 2023 |
| Tiaa-Teach Ins & Ann Assoc Of Amer | RECORDKEEPER | $13,406 | $0 | 2023 |