Opengate Inc. 401(K) Retirement Plan — Form 5500 plan (Opengate Inc.)
Plain-English plan 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, Opengate Inc. 401(K) Retirement Plan is a benefit plan reported by Opengate Inc. under EIN 13-2634269 and plan number 002. The latest loaded filing year is 2023. The filing reports 257 participants and $11,401,450 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Opengate Inc.
- EIN
- 13-2634269
- Plan number
- 002
- Plan type
- 2
- Location
- Armonk, NY
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $11,401,450
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20250114141950NAL0032836640001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,401,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,401,450
- Net assets (BOY)
- $11,059,236
Income & contributions
- Employer contributions
- $538,302
- Participant contributions
- $739,523
- Total contributions
- $1,338,370
- Total income / additions
- $2,817,581
Expenses & distributions
- Benefits paid
- $2,397,364
- Administrative expenses
- $59,444
- Total expenses
- $2,475,367
- Net increase / (decrease)
- $342,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $33,504 | $0 | 2023 |
| The Patriot Fncl Grp Insur. Agency, | INVESTMENT/FINANCIAL ADVI | $24,781 | $0 | 2023 |