2023 Form 5500 filing — Osi Systems, Inc. 401(K) Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240621142407NAL0002700561001) for Osi Systems, Inc. 401(K) Savings Plan, reported by Osi Systems, Inc. under EIN 33-0238801 and plan number 001. It reports 2,185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240621142407NAL0002700561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Osi Systems, Inc.
- EIN
- 33-0238801
- Plan number
- 001
- Location
- Torrance, CA
- Participants
- 2,185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $242,064,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $242,064,642
- Employer contributions
- $2,859,804
- Participant contributions
- $13,706,870
- Total income / additions
- $55,588,132
- Benefits paid
- $16,976,156
- Administrative expenses
- $252,155
- Total expenses
- $17,237,322
- Net increase / (decrease)
- $38,350,810
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $167,563 | $0 |
| Resources Investment Advisors Inc | NONE | $52,711 | not reported in the loaded dataset |
| Moss Adams Llp | NONE | $24,150 | not reported in the loaded dataset |
| One Digital Investment Advisors LLC | NONE | $9,583 | not reported in the loaded dataset |