Ozark Opportunities Inc. 403b Plan — Form 5500 plan (Ozark Opportunities Inc.)
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 Opportunities Inc. 403b Plan is a benefit plan reported by Ozark Opportunities Inc. under EIN 71-0407485 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $2,055,275 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ozark Opportunities Inc.
- EIN
- 71-0407485
- Plan number
- 001
- Plan type
- 2
- Location
- Harrison, AR
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $2,055,275
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20250114125106NAL0031715712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,055,275
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,055,275
- Net assets (BOY)
- $2,673,838
Income & contributions
- Employer contributions
- $148,281
- Participant contributions
- $37,801
- Total contributions
- $186,082
- Total income / additions
- $491,850
Expenses & distributions
- Benefits paid
- $1,105,657
- Administrative expenses
- $4,756
- Total expenses
- $1,110,413
- Net increase / (decrease)
- -$618,563
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,918 | $1,778 | 2023 |
| Mutual Of America Investment Corp | INSURANCE CARRIER | $412 | $0 | 2023 |