2023 Form 5500 filing — College Of The Ozarks Defined Contribution Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930152601NAL0005879761001) for College Of The Ozarks Defined Contribution Retirement Plan, reported by College Of The Ozarks under EIN 44-0556862 and plan number 001. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930152601NAL0005879761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- College Of The Ozarks
- EIN
- 44-0556862
- Plan number
- 001
- Location
- Point Lookout, MO
- Participants
- 407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,250,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,250,673
- Employer contributions
- $2,091,306
- Participant contributions
- $2,249,290
- Total income / additions
- $13,251,443
- Benefits paid
- $2,123,437
- Administrative expenses
- $171,647
- Total expenses
- $2,290,890
- Net increase / (decrease)
- $10,960,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | RECORDKEEPER/CUSTODIAN | $134,441 | not reported in the loaded dataset |
| Prime Capital Inv Advisors, LLC | INVESTMENT MANAGER | $83,471 | not reported in the loaded dataset |
| Demars Pension Consulting | THRID PARTY ADMINISTRATO | $19,248 | not reported in the loaded dataset |