Osisoft, LLC Section 401(K) Plan — Form 5500 plan (Osisoft, LLC)

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, Osisoft, LLC Section 401(K) Plan is a benefit plan reported by Osisoft, LLC under EIN 94-2690532 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,247 participants and $244,604,628 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Osisoft, LLC
EIN
94-2690532
Plan number
001
Plan type
2
Location
San Leandro, CA
Latest filing year
2023
Participants
1,247
End-of-year plan assets
$244,604,628

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,247H, C20241012143517NAL0011804323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$244,604,628
Total liabilities (EOY)
$0
Net assets (EOY)
$244,604,628
Net assets (BOY)
$202,137,546

Income & contributions

Employer contributions
$7,413,249
Participant contributions
$13,591,102
Total contributions
$21,226,208
Total income / additions
$60,692,147

Expenses & distributions

Benefits paid
$18,248,977
Administrative expenses
-$23,912
Total expenses
$18,225,065
Net increase / (decrease)
$42,467,082

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$36,066not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$59,593$02023

Related Form 5500 pages