Baha Industries Corp. D/B/A Open Systems Technologies 401(K) Plan — Form 5500 plan (Baha Industries Corp. D/B/A Open Systems Technologies)
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, Baha Industries Corp. D/B/A Open Systems Technologies 401(K) Plan is a benefit plan reported by Baha Industries Corp. D/B/A Open Systems Technologies under EIN 13-3926270 and plan number 001. The latest loaded filing year is 2023. The filing reports 743 participants and $27,835,379 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baha Industries Corp. D/B/A Open Systems Technologies
- EIN
- 13-3926270
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 743
- End-of-year plan assets
- $27,835,379
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 743 | H, C | 20241015143504NAL0016641475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,835,379
- Total liabilities (EOY)
- $93,358
- Net assets (EOY)
- $27,742,021
- Net assets (BOY)
- $23,216,381
Income & contributions
- Participant contributions
- $1,712,631
- Total contributions
- $2,426,726
- Total income / additions
- $7,418,325
Expenses & distributions
- Benefits paid
- $2,681,284
- Administrative expenses
- $116,807
- Total expenses
- $2,892,685
- Net increase / (decrease)
- $4,525,640
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Ba | INVESTMENT ADVISORY | $62,076 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $54,581 | $0 | 2023 |
| The Benefit Practice | OTHER SERVICES | $150 | $21,856 | 2023 |
| Morningstar Investment Management L | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baha Industries Corp. D/B/A Open Systems Technologies
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Morgan Stanley Global Ba — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- The Benefit Practice — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation