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.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.1MPlan net assets, end of year$2,055,275
Participants144Covered participants reported
Assets / participant$14.3KComputed: assets ÷ participants$14,273 (computed)
Provider compensation$4.1K2 Schedule C provider row(s)$4,108
- Plan sponsor
- Ozark Opportunities Inc.
- EIN
- 71-0407485
- Plan number
- 001
- Plan type
- 2
- Location
- Harrison, AR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20250114125106NAL0031715712001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.1M total assets
Net assets$2.1MLiabilities$0
Full reported line items
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
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
80%20%
Employer 80%Participant 20%
Total expenses ÷ net assets54%Computed ratio
Benefits paid ÷ total income225%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
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 |