Plan5500

Lake Ozark, MO Form 5500 retirement and benefit plan filings

City Form 5500 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, Lake Ozark, MO has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,855,109 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Lake Ozark

  • 1 loaded plans hold $1.9M in reported assets across 1 sponsors.
  • The largest, Four Seasons Group, Inc. 401k Profit Sharing Plan And Trust, holds 100% of reported Lake Ozark plan assets.
  • Plans cover 336 participants — about 336 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.9MSummed across loaded plans$1,854,973
Total reported assets$1.9M$1,855,109
Total reported participants336
Total reported liabilities$136

Reported net position

Reported assets = net assets + liabilities (summed)$1.9M total assets
Net assets$1.9MLiabilities$136
Contributions & income
Employer contributionsNot reported
Participant contributions$73.2K
Total income / additions$428.7K
Expenses & distributions
Benefits paid / distributions$148.1K
Total expenses$172.9K
Net increase / (decrease)$255.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Ozark, MO plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Lake Ozark market comparison

Largest plan share of assets100%Four Seasons Group, Inc. 401k Profit Sharing Plan And Trust
Participants per plan336Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Lake Ozark

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Four Seasons Group, Inc. 401k Profit Sharing Plan And Trust$1.9M
    Four Seasons Group, Inc. · 2023

Largest plans in Lake Ozark → · Lake Ozark plans by participants → · Lake Ozark plans with financial data → · Lake Ozark plans with provider compensation → · $1B+ plans in Lake Ozark →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lake Ozark, MO?
1 plan(s) reported by 1 sponsor(s) are loaded for Lake Ozark, MO.

Related Form 5500 pages