Original filing (PDF)20241106111831NAL0009992449001

OZONE CONSULTING - INA, LLC

Name: OZONE CONSULTING - INA, LLC — OZONE CONSULTING 401K PLAN, Form 5500 (2023)
Creator: OZONE CONSULTING - INA, LLC

Form 5500-SF

FILING_RECEIVED

OZONE CONSULTING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OZONE CONSULTING - INA, LLC.

Plan sponsor

Name

OZONE CONSULTING - INA, LLC

EIN

81-3590278

Address

2120 W INA RD · SUITE 100 · TUCSON, AZ · 85741

Phone

(520) 395-0471

Industry

Outpatient Care Centers· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-11-05

Filed

2024-11-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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