Civic Intelligence

Ozarks Heritage Financial Group Inc.

Plan context: Ozarks Heritage Financial Group Inc. 401(K) Profit Sharing Plan

EIN 33-1036006 • Gainesville, MO • 20 filings • 3 plans

39 Court SquareGainesville, MO 65655
Current Snapshot

Latest Year

2024

2024 Participants

180

2024 Assets

$7,347,086

2024 Contributions

$1,623,412

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$7,347,086$3,673,543$0200520152024YearValue
$7,347,086Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

180900200520152024YearValue
180Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241180$7,347,086$1,623,412$9,019iApproximate average salary by contribution assumption: employee only about $225,474 at 4% or $150,316 at 6%; with 50% employer match about $150,316 at 4% or $100,211 at 6%; with 100% employer match about $112,737 at 4% or $75,158 at 6%.
Ozarks Heritage Financial Group Inc. 401(K) Profit Sharing Plan-180$7,347,086$1,623,412$9,019iApproximate average salary by contribution assumption: employee only about $225,474 at 4% or $150,316 at 6%; with 50% employer match about $150,316 at 4% or $100,211 at 6%; with 100% employer match about $112,737 at 4% or $75,158 at 6%.
20231144$5,932,946$1,293,087$8,980iApproximate average salary by contribution assumption: employee only about $224,494 at 4% or $149,663 at 6%; with 50% employer match about $149,663 at 4% or $99,775 at 6%; with 100% employer match about $112,247 at 4% or $74,831 at 6%.
Ozarks Heritage Financial Group Inc. 401(K) Profit Sharing Plan-144$5,932,946$1,293,087$8,980iApproximate average salary by contribution assumption: employee only about $224,494 at 4% or $149,663 at 6%; with 50% employer match about $149,663 at 4% or $99,775 at 6%; with 100% employer match about $112,247 at 4% or $74,831 at 6%.
20221117$4,519,163$1,674,518$14,312iApproximate average salary by contribution assumption: employee only about $357,803 at 4% or $238,535 at 6%; with 50% employer match about $238,535 at 4% or $159,024 at 6%; with 100% employer match about $178,901 at 4% or $119,268 at 6%.
Ozarks Heritage Financial Group Inc. 401(K) Profit Sharing Plan-117$4,519,163$1,674,518$14,312iApproximate average salary by contribution assumption: employee only about $357,803 at 4% or $238,535 at 6%; with 50% employer match about $238,535 at 4% or $159,024 at 6%; with 100% employer match about $178,901 at 4% or $119,268 at 6%.
2021192$4,043,026$659,497$7,168iApproximate average salary by contribution assumption: employee only about $179,211 at 4% or $119,474 at 6%; with 50% employer match about $119,474 at 4% or $79,649 at 6%; with 100% employer match about $89,606 at 4% or $59,737 at 6%.
Ozarks Heritage Financial Group Inc. 401(K) Profit Sharing Plan-92$4,043,026$659,497$7,168iApproximate average salary by contribution assumption: employee only about $179,211 at 4% or $119,474 at 6%; with 50% employer match about $119,474 at 4% or $79,649 at 6%; with 100% employer match about $89,606 at 4% or $59,737 at 6%.
2020176$3,339,521$468,070$6,159iApproximate average salary by contribution assumption: employee only about $153,970 at 4% or $102,647 at 6%; with 50% employer match about $102,647 at 4% or $68,431 at 6%; with 100% employer match about $76,985 at 4% or $51,323 at 6%.
Ozarks Heritage Financial Group Inc. 401(K) Profit Sharing Plan-76$3,339,521$468,070$6,159iApproximate average salary by contribution assumption: employee only about $153,970 at 4% or $102,647 at 6%; with 50% employer match about $102,647 at 4% or $68,431 at 6%; with 100% employer match about $76,985 at 4% or $51,323 at 6%.
2019168$2,903,455$370,676$5,451iApproximate average salary by contribution assumption: employee only about $136,278 at 4% or $90,852 at 6%; with 50% employer match about $90,852 at 4% or $60,568 at 6%; with 100% employer match about $68,139 at 4% or $45,426 at 6%.
Ozarks Heritage Financial Group Inc. 401(K) Profit Sharing Plan-68$2,903,455$370,676$5,451iApproximate average salary by contribution assumption: employee only about $136,278 at 4% or $90,852 at 6%; with 50% employer match about $90,852 at 4% or $60,568 at 6%; with 100% employer match about $68,139 at 4% or $45,426 at 6%.
2018161$2,477,505$467,789$7,669iApproximate average salary by contribution assumption: employee only about $191,717 at 4% or $127,811 at 6%; with 50% employer match about $127,811 at 4% or $85,207 at 6%; with 100% employer match about $95,858 at 4% or $63,906 at 6%.
Ozarks Heritage Financial Group Inc. 401(K) Profit Sharing Plan-61$2,477,505$467,789$7,669iApproximate average salary by contribution assumption: employee only about $191,717 at 4% or $127,811 at 6%; with 50% employer match about $127,811 at 4% or $85,207 at 6%; with 100% employer match about $95,858 at 4% or $63,906 at 6%.
2017144$1,986,643$237,542$5,399iApproximate average salary by contribution assumption: employee only about $134,967 at 4% or $89,978 at 6%; with 50% employer match about $89,978 at 4% or $59,985 at 6%; with 100% employer match about $67,484 at 4% or $44,989 at 6%.
Ozarks Heritage Financial Group Inc. 401(K) Profit Sharing Plan-44$1,986,643$237,542$5,399iApproximate average salary by contribution assumption: employee only about $134,967 at 4% or $89,978 at 6%; with 50% employer match about $89,978 at 4% or $59,985 at 6%; with 100% employer match about $67,484 at 4% or $44,989 at 6%.
2016142$1,825,530$216,596$5,157iApproximate average salary by contribution assumption: employee only about $128,926 at 4% or $85,951 at 6%; with 50% employer match about $85,951 at 4% or $57,301 at 6%; with 100% employer match about $64,463 at 4% or $42,975 at 6%.
Ozarks Heritage Financial Group Inc. 401(K) Profit Sharing Plan-42$1,825,530$216,596$5,157iApproximate average salary by contribution assumption: employee only about $128,926 at 4% or $85,951 at 6%; with 50% employer match about $85,951 at 4% or $57,301 at 6%; with 100% employer match about $64,463 at 4% or $42,975 at 6%.
2015143$1,674,629$200,692$4,667iApproximate average salary by contribution assumption: employee only about $116,681 at 4% or $77,788 at 6%; with 50% employer match about $77,788 at 4% or $51,858 at 6%; with 100% employer match about $58,341 at 4% or $38,894 at 6%.
Ozarks Heritage Financial Group Inc. 401(K) Profit Sharing Plan-43$1,674,629$200,692$4,667iApproximate average salary by contribution assumption: employee only about $116,681 at 4% or $77,788 at 6%; with 50% employer match about $77,788 at 4% or $51,858 at 6%; with 100% employer match about $58,341 at 4% or $38,894 at 6%.
2014145$1,570,880$172,774$3,839iApproximate average salary by contribution assumption: employee only about $95,986 at 4% or $63,990 at 6%; with 50% employer match about $63,990 at 4% or $42,660 at 6%; with 100% employer match about $47,993 at 4% or $31,995 at 6%.
Ozarks Heritage Financial Group Inc. 401(K) Profit Sharing Plan-45$1,570,880$172,774$3,839iApproximate average salary by contribution assumption: employee only about $95,986 at 4% or $63,990 at 6%; with 50% employer match about $63,990 at 4% or $42,660 at 6%; with 100% employer match about $47,993 at 4% or $31,995 at 6%.
2013145$1,459,765$333,878$7,420iApproximate average salary by contribution assumption: employee only about $185,488 at 4% or $123,659 at 6%; with 50% employer match about $123,659 at 4% or $82,439 at 6%; with 100% employer match about $92,744 at 4% or $61,829 at 6%.
Ozarks Heritage Financial Group Inc. 401(K) Profit Sharing Plan-45$1,459,765$333,878$7,420iApproximate average salary by contribution assumption: employee only about $185,488 at 4% or $123,659 at 6%; with 50% employer match about $123,659 at 4% or $82,439 at 6%; with 100% employer match about $92,744 at 4% or $61,829 at 6%.
2012149$1,199,966$157,089$3,206iApproximate average salary by contribution assumption: employee only about $80,147 at 4% or $53,432 at 6%; with 50% employer match about $53,432 at 4% or $35,621 at 6%; with 100% employer match about $40,074 at 4% or $26,716 at 6%.
Ozarks Heritage Financial Group Inc. 401(K) Profit Sharing Plan-49$1,199,966$157,089$3,206iApproximate average salary by contribution assumption: employee only about $80,147 at 4% or $53,432 at 6%; with 50% employer match about $53,432 at 4% or $35,621 at 6%; with 100% employer match about $40,074 at 4% or $26,716 at 6%.
2011150$975,964$162,857$3,257iApproximate average salary by contribution assumption: employee only about $81,429 at 4% or $54,286 at 6%; with 50% employer match about $54,286 at 4% or $36,190 at 6%; with 100% employer match about $40,714 at 4% or $27,143 at 6%.
Ozarks Heritage Financial Group Inc. 401(K) Profit Sharing Plan-50$975,964$162,857$3,257iApproximate average salary by contribution assumption: employee only about $81,429 at 4% or $54,286 at 6%; with 50% employer match about $54,286 at 4% or $36,190 at 6%; with 100% employer match about $40,714 at 4% or $27,143 at 6%.
2010156$920,920$142,405$2,543iApproximate average salary by contribution assumption: employee only about $63,574 at 4% or $42,382 at 6%; with 50% employer match about $42,382 at 4% or $28,255 at 6%; with 100% employer match about $31,787 at 4% or $21,191 at 6%.
Ozarks Heritage Financial Group Inc. 401(K) Profit Sharing Plan-56$920,920$142,405$2,543iApproximate average salary by contribution assumption: employee only about $63,574 at 4% or $42,382 at 6%; with 50% employer match about $42,382 at 4% or $28,255 at 6%; with 100% employer match about $31,787 at 4% or $21,191 at 6%.
2009156$734,644$154,683$2,762iApproximate average salary by contribution assumption: employee only about $69,055 at 4% or $46,037 at 6%; with 50% employer match about $46,037 at 4% or $30,691 at 6%; with 100% employer match about $34,527 at 4% or $23,018 at 6%.
Ozarks Heritage Financial Group Inc. 401(K) Profit Sharing Plan-56$734,644$154,683$2,762iApproximate average salary by contribution assumption: employee only about $69,055 at 4% or $46,037 at 6%; with 50% employer match about $46,037 at 4% or $30,691 at 6%; with 100% employer match about $34,527 at 4% or $23,018 at 6%.
2008149$489,996$157,260$3,209iApproximate average salary by contribution assumption: employee only about $80,235 at 4% or $53,490 at 6%; with 50% employer match about $53,490 at 4% or $35,660 at 6%; with 100% employer match about $40,117 at 4% or $26,745 at 6%.
Ozarks Heritage Financial Group Inc. 401(K) Profit Sharing Plan-49$489,996$157,260$3,209iApproximate average salary by contribution assumption: employee only about $80,235 at 4% or $53,490 at 6%; with 50% employer match about $53,490 at 4% or $35,660 at 6%; with 100% employer match about $40,117 at 4% or $26,745 at 6%.
2007147$0$0-
Ozarks Heritage Financial Group Inc. 401(K) Profit Sharing Plan-47---
2006136$342,960$164,755$4,577iApproximate average salary by contribution assumption: employee only about $114,413 at 4% or $76,275 at 6%; with 50% employer match about $76,275 at 4% or $50,850 at 6%; with 100% employer match about $57,207 at 4% or $38,138 at 6%.
Ozarks Heritage Financial Group Inc. 401(K) Profit Sharing Plan-36$342,960$164,755$4,577iApproximate average salary by contribution assumption: employee only about $114,413 at 4% or $76,275 at 6%; with 50% employer match about $76,275 at 4% or $50,850 at 6%; with 100% employer match about $57,207 at 4% or $38,138 at 6%.
2005138$285,020$128,280$3,376iApproximate average salary by contribution assumption: employee only about $84,395 at 4% or $56,263 at 6%; with 50% employer match about $56,263 at 4% or $37,509 at 6%; with 100% employer match about $42,197 at 4% or $28,132 at 6%.
Ozarks Heritage Financial Group Inc. 401(K) Profit Sharing Plan-38$285,020$128,280$3,376iApproximate average salary by contribution assumption: employee only about $84,395 at 4% or $56,263 at 6%; with 50% employer match about $56,263 at 4% or $37,509 at 6%; with 100% employer match about $42,197 at 4% or $28,132 at 6%.