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 Trucking, Inc. 401(K) Plan & Trust is a benefit plan reported by Ozark Trucking Inc. under EIN 93-0999634 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $17,787,705 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,787,705
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,787,705
- Net assets (BOY)
- $16,015,589
Income & contributions
- Employer contributions
- $478,822
- Participant contributions
- $459,717
- Total contributions
- $938,539
- Total income / additions
- $3,252,564
Expenses & distributions
- Benefits paid
- $1,477,696
- Administrative expenses
- $25,864
- Total expenses
- $1,480,448
- Net increase / (decrease)
- $1,772,116