How big is Ozark Surgical Group's plan?

Ozark Surgical Group's plan reported $3.4M in assets and 28 participants for 2024.

Original filing (PDF)20250911143305NAL0001484354001

Ozark Surgical Group

Name: Ozark Surgical Group — Ozark Surgical Group Profit, Form 5500 (2024)
Creator: Ozark Surgical Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ozark Surgical Group Profit Sharing Plan

401(k) retirement plan · Ozark Surgical Group's Ozark Surgical Group Profit Sharing Plan held $3.4M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Julie Dykes signed Ozark Surgical Group's 2024 Form 5500 as plan administrator.

Julie Dykes — 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 Surgical Group's EIN is 71-0651051.

EIN 71-0651051

Plan number 001

Plan year 2024

ACK ID 20250911143305NAL0001484354001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ozark Surgical Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ozark Surgical Group's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score