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OPEN SPACE INSTITUTE, INC. 403(B) PLAN 401k Plan overview

Plan NameOPEN SPACE INSTITUTE, INC. 403(B) PLAN
Plan identification number 001

OPEN SPACE INSTITUTE, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OPEN SPACE INSTITUTE, INC. has sponsored the creation of one or more 401k plans.

Company Name:OPEN SPACE INSTITUTE, INC.
Employer identification number (EIN):521053406
NAIC Classification:115110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPEN SPACE INSTITUTE, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MAYMAY CHENG2024-05-13 MAYMAY CHENG2024-05-13
0012022-01-01MAYMAY CHENG2023-06-19 MAYMAY CHENG2023-06-19
0012021-01-01MAYMAY CHENG2022-05-18 MAYMAY CHENG2022-05-18
0012020-01-01JOSEPH HOLLAND2021-02-09 JOSEPH HOLLAND2021-02-09
0012019-01-01JOSEPH HOLLAND2020-02-14 JOSEPH HOLLAND2020-02-14
0012018-01-01JOSEPH HOLLAND2019-02-19 JOSEPH HOLLAND2019-02-19
0012017-01-01JOSEPH HOLLAND2018-02-22 JOSEPH HOLLAND2018-02-22
0012016-01-01JOSEPH HOLLAND2017-02-22 JOSEPH HOLLAND2017-02-22
0012015-01-01JOSEPH HOLLAND2016-02-29 JOSEPH HOLLAND2016-02-29
0012014-01-01JOSEPH HOLLAND2015-02-27 JOSEPH HOLLAND2015-02-27
0012013-01-01JOSEPH HOLLAND2014-04-07 JOSEPH HOLLAND2014-04-07
0012012-01-01JOSEPH HOLLAND2013-02-08 JOSEPH HOLLAND2013-02-08
0012011-01-01JOSEPH HOLLAND2012-01-24 JOSEPH HOLLAND2012-01-24
0012010-01-01JOSEPH HOLLAND2011-08-15 JOSEPH HOLLAND2011-08-15

Plan Statistics for OPEN SPACE INSTITUTE, INC. 403(B) PLAN

401k plan membership statisitcs for OPEN SPACE INSTITUTE, INC. 403(B) PLAN

Measure Date Value
2025: OPEN SPACE INSTITUTE, INC. 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-3089
Total number of particpants at end of year2025-06-3094
Number of Participants With Account Balances2025-06-3087
2024: OPEN SPACE INSTITUTE, INC. 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-1389
Total number of particpants at end of year2024-05-1389
Number of Participants With Account Balances2024-05-1383
2022: OPEN SPACE INSTITUTE, INC. 403(B) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-1875
Total number of particpants at end of year2022-05-1878
Number of Participants With Account Balances2022-05-1867

Financial Data on OPEN SPACE INSTITUTE, INC. 403(B) PLAN

Measure Date Value
2025 : OPEN SPACE INSTITUTE, INC. 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-300
Total liabilities as of the end of the plan year2025-06-300
Total liabilities as of the beginning of the plan year2025-06-300
Total expenses incurred by plan in this plan year2025-06-301052010
Net assets as of the end of the plan year2025-06-3017578676
Total assets as of the beginning of the plan year2025-06-3015221774
Value of plan covered by a fidelity bond2025-06-302500000
Participant contributions to plan in this plan year2025-06-30792916
Value of participant loans at end of plan year2025-06-30140683
Other expenses paid from plan in this plan year2025-06-300
Other contributions to plan in this plan year2025-06-3051621
Other income to plan in this plan year2025-06-302039315
Plan net income in this plan year2025-06-302356902
Net assets as of the end of the plan year2025-06-3017578676
Net assets as of the beginning of the plan year2025-06-3015221774
Employer contributions to plan in this plan year2025-06-30525060
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-3055303
2024 : OPEN SPACE INSTITUTE, INC. 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-130
Total liabilities as of the end of the plan year2024-05-130
Total liabilities as of the beginning of the plan year2024-05-130
Total expenses incurred by plan in this plan year2024-05-131346442
Net assets as of the end of the plan year2024-05-1315221774
Total assets as of the beginning of the plan year2024-05-1313032564
Value of plan covered by a fidelity bond2024-05-132500000
Participant contributions to plan in this plan year2024-05-13748744
Value of participant loans at end of plan year2024-05-1391867
Other expenses paid from plan in this plan year2024-05-130
Other contributions to plan in this plan year2024-05-1333919
Other income to plan in this plan year2024-05-132318511
Plan net income in this plan year2024-05-132189210
Net assets as of the end of the plan year2024-05-1315221774
Net assets as of the beginning of the plan year2024-05-1313032564
Employer contributions to plan in this plan year2024-05-13434478
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-1346078
2022 : OPEN SPACE INSTITUTE, INC. 403(B) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-180
Total liabilities as of the end of the plan year2022-05-180
Total liabilities as of the beginning of the plan year2022-05-180
Total expenses incurred by plan in this plan year2022-05-181309935
Net assets as of the end of the plan year2022-05-1814058764
Total assets as of the beginning of the plan year2022-05-1812383264
Value of plan covered by a fidelity bond2022-05-182500000
Participant contributions to plan in this plan year2022-05-18549250
Value of participant loans at end of plan year2022-05-18111650
Other expenses paid from plan in this plan year2022-05-180
Other contributions to plan in this plan year2022-05-18121704
Other income to plan in this plan year2022-05-181907413
Plan net income in this plan year2022-05-181675500
Net assets as of the end of the plan year2022-05-1814058764
Net assets as of the beginning of the plan year2022-05-1812383264
Employer contributions to plan in this plan year2022-05-18407068
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1844368

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