2023 Form 5500 filing — Ozark Tri-County Health Care Consortium Dba Access Family Care 401(K) 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 20241010184129NAL0011825603001) for Ozark Tri-County Health Care Consortium Dba Access Family Care 401(K) Plan, reported by Ozark Tri-County Health Care Consortium Dba Access Family Care under EIN 43-1752799 and plan number 002. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7MReported net assets$7,041,298
Participants338
Provider compensation$53.2K2 Schedule C row(s)$53,190
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010184129NAL0011825603001
- Plan sponsor
- Ozark Tri-County Health Care Consortium Dba Access Family Care
- EIN
- 43-1752799
- Plan number
- 002
- Location
- Neosho, MO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7M total assets
Net assets$7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,041,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,041,298
- Employer contributions
- $392,800
- Participant contributions
- $737,085
- Total income / additions
- $2,026,990
- Benefits paid
- $407,636
- Administrative expenses
- $55,478
- Total expenses
- $463,114
- Net increase / (decrease)
- $1,563,876
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group | INVESTMENT COMPANY | $31,782 | $0 |
| Prime Capital Invest. Adv. | ADVISOR | $21,408 | $0 |