Oacac Matching Plan — Form 5500 plan (Ozarks Area Community Action Corporation)
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, Oacac Matching Plan is a benefit plan reported by Ozarks Area Community Action Corporation under EIN 43-0836672 and plan number 001. The latest loaded filing year is 2023. The filing reports 589 participants and $8,059,377 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ozarks Area Community Action Corporation
- EIN
- 43-0836672
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, MO
- Latest filing year
- 2023
- Participants
- 589
- End-of-year plan assets
- $8,059,377
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 589 | H, C | 20241008160016NAL0009872595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,059,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,059,377
- Net assets (BOY)
- $7,153,177
Income & contributions
- Employer contributions
- $269,330
- Participant contributions
- $636,770
- Total contributions
- $919,975
- Total income / additions
- $1,882,221
Expenses & distributions
- Benefits paid
- $960,085
- Administrative expenses
- $12,011
- Total expenses
- $976,021
- Net increase / (decrease)
- $906,200
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valic | NONE | $12,011 | $0 | 2023 |