2023 Form 5500 filing — Baha Industries Corp. D/B/A Open Systems Technologies 401(K) 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 20241015143504NAL0016641475001) for Baha Industries Corp. D/B/A Open Systems Technologies 401(K) Plan, reported by Baha Industries Corp. D/B/A Open Systems Technologies under EIN 13-3926270 and plan number 001. It reports 743 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143504NAL0016641475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baha Industries Corp. D/B/A Open Systems Technologies
- EIN
- 13-3926270
- Plan number
- 001
- Location
- New York, NY
- Participants
- 743
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,835,379
- Total liabilities (EOY)
- $93,358
- Net assets (EOY)
- $27,742,021
- Participant contributions
- $1,712,631
- Total income / additions
- $7,418,325
- Benefits paid
- $2,681,284
- Administrative expenses
- $116,807
- Total expenses
- $2,892,685
- Net increase / (decrease)
- $4,525,640
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Ba | INVESTMENT ADVISORY | $62,076 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $54,581 | $0 |
| The Benefit Practice | OTHER SERVICES | $150 | $21,856 |
| Morningstar Investment Management L | INVESTMENT ADVISORY | $0 | $0 |