Harris Baking Company 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Ozark Empire Distributors)

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, Harris Baking Company 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Ozark Empire Distributors under EIN 71-0335481 and plan number 003. The latest loaded filing year is 2023. The filing reports 198 participants and $5,388,471 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ozark Empire Distributors
EIN
71-0335481
Plan number
003
Plan type
2
Location
Rogers, AR
Latest filing year
2023
Participants
198
End-of-year plan assets
$5,388,471

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H, C20240722051251NAL0009625025001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,388,471
Total liabilities (EOY)
$0
Net assets (EOY)
$5,388,471
Net assets (BOY)
$4,216,681

Income & contributions

Employer contributions
$430,565
Participant contributions
$357,915
Total contributions
$792,252
Total income / additions
$1,584,205

Expenses & distributions

Benefits paid
$371,659
Administrative expenses
$37,540
Total expenses
$412,415
Net increase / (decrease)
$1,171,790

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$22,539$02023
Pierce Firm, PllcACCOUNTANT$15,000$02023

Related Form 5500 pages