How big is Ozzies, Inc.'s plan?

Ozzies, Inc.'s plan reported $1.3M in assets and 19 participants for 2024.

Original filing (PDF)20250814155803NAL0009259875001

Ozzies, Inc.

Name: Ozzies, Inc. — Ozzies, Inc. 401(k) Profit Sharing, Form 5500 (2024)
Creator: Ozzies, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ozzies, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Ozzies, Inc.'s Ozzies, Inc. 401(k) Profit Sharing Plan held $1.3M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Annie CHEN signed Ozzies, Inc.'s 2024 Form 5500 as plan administrator.

Annie CHEN — 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

Ozzies, Inc.'s EIN is 98-0412187.

EIN 98-0412187

Plan number 002

Plan year 2024

ACK ID 20250814155803NAL0009259875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ozzies, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ozzies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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