How big is Ozark Capital Advisors LLC's plan?

Ozark Capital Advisors LLC's plan reported $10K in assets and 2 participants for 2023.

Original filing (PDF)20250328105117NAL0000579795001

Ozark Capital Advisors LLC

Name: Ozark Capital Advisors LLC — Ozark Capital Advisors, Form 5500 (2023)
Creator: Ozark Capital Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ozark Capital Advisors LLC MCF Benefit Plan

Health & welfare plan · Ozark Capital Advisors LLC's Ozark Capital Advisors LLC MCF Benefit Plan held $10K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$10K

Net assets (EOY)

$3K

People on this filing

Becky Wekenborg signed Ozark Capital Advisors LLC's 2023 Form 5500 as plan administrator.

Becky Wekenborg — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ozark Capital Advisors LLC's EIN is 42-1725644.

EIN 42-1725644

Plan number 501

Plan year 2023

ACK ID 20250328105117NAL0000579795001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Ozark Capital Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Ozark Capital Advisors LLC's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OZARK CAPITAL ADVISORS LLC.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score