Civic Intelligence

Ozark Heritage Bank Na

Plan context: Ozark Heritage Bank 401(K) Plan

EIN 71-0271595 • Mountain View, AR • 18 filings • 4 plans

802 East Main StreetMountain View, AR 72560
Current Snapshot

Latest Year

2024

2024 Participants

124

2024 Assets

$7,690,585

2024 Contributions

$1,006,644

Historical Graphs

Total Assets Over Time

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

$7,690,585$3,845,293$0201120182024YearValue
$7,690,585Latest year 2024

Participants Over Time

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

124620201120182024YearValue
124Latest 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
20241124$7,690,585$1,006,644$8,118iApproximate average salary by contribution assumption: employee only about $202,952 at 4% or $135,302 at 6%; with 50% employer match about $135,302 at 4% or $90,201 at 6%; with 100% employer match about $101,476 at 4% or $67,651 at 6%.
Ozark Heritage Bank 401(K) Plan-124$7,690,585$1,006,644$8,118iApproximate average salary by contribution assumption: employee only about $202,952 at 4% or $135,302 at 6%; with 50% employer match about $135,302 at 4% or $90,201 at 6%; with 100% employer match about $101,476 at 4% or $67,651 at 6%.
20232122$6,785,647$1,057,134$8,665iApproximate average salary by contribution assumption: employee only about $216,626 at 4% or $144,417 at 6%; with 50% employer match about $144,417 at 4% or $96,278 at 6%; with 100% employer match about $108,313 at 4% or $72,209 at 6%.
Ozark Heritage Bank 401(K) Plan-122$6,785,647$1,057,134$8,665iApproximate average salary by contribution assumption: employee only about $216,626 at 4% or $144,417 at 6%; with 50% employer match about $144,417 at 4% or $96,278 at 6%; with 100% employer match about $108,313 at 4% or $72,209 at 6%.
STONE BANK WELFARE PLAN-120---
20222116$5,601,637$972,328$8,382iApproximate average salary by contribution assumption: employee only about $209,553 at 4% or $139,702 at 6%; with 50% employer match about $139,702 at 4% or $93,135 at 6%; with 100% employer match about $104,777 at 4% or $69,851 at 6%.
Ozark Heritage Bank 401(K) Plan-116$5,601,637$972,328$8,382iApproximate average salary by contribution assumption: employee only about $209,553 at 4% or $139,702 at 6%; with 50% employer match about $139,702 at 4% or $93,135 at 6%; with 100% employer match about $104,777 at 4% or $69,851 at 6%.
STONE BANK WELFARE PLAN-112---
20212112$6,179,128$899,928$8,035iApproximate average salary by contribution assumption: employee only about $200,877 at 4% or $133,918 at 6%; with 50% employer match about $133,918 at 4% or $89,279 at 6%; with 100% employer match about $100,438 at 4% or $66,959 at 6%.
Ozark Heritage Bank 401(K) Plan-109$6,179,128$899,928$8,256iApproximate average salary by contribution assumption: employee only about $206,406 at 4% or $137,604 at 6%; with 50% employer match about $137,604 at 4% or $91,736 at 6%; with 100% employer match about $103,203 at 4% or $68,802 at 6%.
STONE BANK WELFARE PLAN-112---
20202112$4,832,333$859,686$7,676iApproximate average salary by contribution assumption: employee only about $191,894 at 4% or $127,929 at 6%; with 50% employer match about $127,929 at 4% or $85,286 at 6%; with 100% employer match about $95,947 at 4% or $63,965 at 6%.
Ozark Heritage Bank 401(K) Plan-112$4,832,333$859,686$7,676iApproximate average salary by contribution assumption: employee only about $191,894 at 4% or $127,929 at 6%; with 50% employer match about $127,929 at 4% or $85,286 at 6%; with 100% employer match about $95,947 at 4% or $63,965 at 6%.
STONE BANK WELFARE PLAN-111---
20191119$3,241,628$1,488,128$12,505iApproximate average salary by contribution assumption: employee only about $312,632 at 4% or $208,421 at 6%; with 50% employer match about $208,421 at 4% or $138,948 at 6%; with 100% employer match about $156,316 at 4% or $104,211 at 6%.
Ozark Heritage Bank 401(K) Plan-119$3,241,628$1,488,128$12,505iApproximate average salary by contribution assumption: employee only about $312,632 at 4% or $208,421 at 6%; with 50% employer match about $208,421 at 4% or $138,948 at 6%; with 100% employer match about $156,316 at 4% or $104,211 at 6%.
2018180$1,380,712$697,958$8,724iApproximate average salary by contribution assumption: employee only about $218,112 at 4% or $145,408 at 6%; with 50% employer match about $145,408 at 4% or $96,939 at 6%; with 100% employer match about $109,056 at 4% or $72,704 at 6%.
Ozark Heritage Bank 401(K) Plan-80$1,380,712$697,958$8,724iApproximate average salary by contribution assumption: employee only about $218,112 at 4% or $145,408 at 6%; with 50% employer match about $145,408 at 4% or $96,939 at 6%; with 100% employer match about $109,056 at 4% or $72,704 at 6%.
2017160$803,617$374,488$6,241iApproximate average salary by contribution assumption: employee only about $156,037 at 4% or $104,024 at 6%; with 50% employer match about $104,024 at 4% or $69,350 at 6%; with 100% employer match about $78,018 at 4% or $52,012 at 6%.
Ozark Heritage Bank 401(K) Plan-60$803,617$374,488$6,241iApproximate average salary by contribution assumption: employee only about $156,037 at 4% or $104,024 at 6%; with 50% employer match about $104,024 at 4% or $69,350 at 6%; with 100% employer match about $78,018 at 4% or $52,012 at 6%.
2016124$345,405$133,456$5,561iApproximate average salary by contribution assumption: employee only about $139,017 at 4% or $92,678 at 6%; with 50% employer match about $92,678 at 4% or $61,785 at 6%; with 100% employer match about $69,508 at 4% or $46,339 at 6%.
Ozark Heritage Bank 401(K) Plan-24$345,405$133,456$5,561iApproximate average salary by contribution assumption: employee only about $139,017 at 4% or $92,678 at 6%; with 50% employer match about $92,678 at 4% or $61,785 at 6%; with 100% employer match about $69,508 at 4% or $46,339 at 6%.
2015119$230,272$87,474$4,604iApproximate average salary by contribution assumption: employee only about $115,097 at 4% or $76,732 at 6%; with 50% employer match about $76,732 at 4% or $51,154 at 6%; with 100% employer match about $57,549 at 4% or $38,366 at 6%.
Ozark Heritage Bank 401(K) Plan-19$230,272$87,474$4,604iApproximate average salary by contribution assumption: employee only about $115,097 at 4% or $76,732 at 6%; with 50% employer match about $76,732 at 4% or $51,154 at 6%; with 100% employer match about $57,549 at 4% or $38,366 at 6%.
2014113$187,160$73,895$5,684iApproximate average salary by contribution assumption: employee only about $142,106 at 4% or $94,737 at 6%; with 50% employer match about $94,737 at 4% or $63,158 at 6%; with 100% employer match about $71,053 at 4% or $47,369 at 6%.
Ozark Heritage Bank 401(K) Plan-13$187,160$73,895$5,684iApproximate average salary by contribution assumption: employee only about $142,106 at 4% or $94,737 at 6%; with 50% employer match about $94,737 at 4% or $63,158 at 6%; with 100% employer match about $71,053 at 4% or $47,369 at 6%.
2013114$158,587$60,543$4,325iApproximate average salary by contribution assumption: employee only about $108,113 at 4% or $72,075 at 6%; with 50% employer match about $72,075 at 4% or $48,050 at 6%; with 100% employer match about $54,056 at 4% or $36,038 at 6%.
Ozark Heritage Bank 401(K) Plan-14$158,587$60,543$4,325iApproximate average salary by contribution assumption: employee only about $108,113 at 4% or $72,075 at 6%; with 50% employer match about $72,075 at 4% or $48,050 at 6%; with 100% employer match about $54,056 at 4% or $36,038 at 6%.
2012114$83,938$57,911$4,137iApproximate average salary by contribution assumption: employee only about $103,413 at 4% or $68,942 at 6%; with 50% employer match about $68,942 at 4% or $45,961 at 6%; with 100% employer match about $51,706 at 4% or $34,471 at 6%.
Ozark Heritage Bank 401(K) Plan-14$83,938$57,911$4,137iApproximate average salary by contribution assumption: employee only about $103,413 at 4% or $68,942 at 6%; with 50% employer match about $68,942 at 4% or $45,961 at 6%; with 100% employer match about $51,706 at 4% or $34,471 at 6%.
2011115$41,022$43,514$2,901iApproximate average salary by contribution assumption: employee only about $72,523 at 4% or $48,349 at 6%; with 50% employer match about $48,349 at 4% or $32,233 at 6%; with 100% employer match about $36,262 at 4% or $24,174 at 6%.
Ozark Heritage Bank 401(K) Plan-15$41,022$43,514$2,901iApproximate average salary by contribution assumption: employee only about $72,523 at 4% or $48,349 at 6%; with 50% employer match about $48,349 at 4% or $32,233 at 6%; with 100% employer match about $36,262 at 4% or $24,174 at 6%.