Ozark Health, Inc. 401(K) Plan — Form 5500 plan (Ozark Health, 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 Health, Inc. 401(K) Plan is a benefit plan reported by Ozark Health, Inc. under EIN 71-0407683 and plan number 002. The latest loaded filing year is 2023. The filing reports 332 participants and $2,693,397 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.7MPlan net assets, end of year$2,693,397
Participants332Covered participants reported
Assets / participant$8.1KComputed: assets ÷ participants$8,113 (computed)
Provider compensation$18K1 Schedule C provider row(s)$18,015
- Plan sponsor
- Ozark Health, Inc.
- EIN
- 71-0407683
- Plan number
- 002
- Plan type
- 2
- Location
- Clinton, AK
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 332 | H, C | 20241002094803NAL0008105057001 |
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)$2.7M total assets
Net assets$2.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,693,397
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,693,397
- Net assets (BOY)
- $1,725,017
Income & contributions
- Employer contributions
- $179,499
- Participant contributions
- $494,798
- Total contributions
- $782,542
- Total income / additions
- $1,094,056
Expenses & distributions
- Benefits paid
- $99,514
- Administrative expenses
- $23,241
- Total expenses
- $125,676
- Net increase / (decrease)
- $968,380
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.
27%73%
Employer 27%Participant 73%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income9%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $18,015 | $0 | 2023 |