Ozark Action, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ozark Action, INC.
  • Sponsor EIN: 430838508
  • Sponsor Address: 710 E MAIN STREET, WEST PLAINS, MO, 65775
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 139
  • Total Assets: $4.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023139$4.5M$220,055$40,662
2022149$4.2M$177,786$42,094

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