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OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameOSI SYSTEMS, INC. 401(K) SAVINGS PLAN
Plan identification number 001

OSI SYSTEMS, INC. 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OSI SYSTEMS, INC has sponsored the creation of one or more 401k plans.

Company Name:OSI SYSTEMS, INC
Employer identification number (EIN):330238801
NAIC Classification:335310

Additional information about OSI SYSTEMS, INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4789003

More information about OSI SYSTEMS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSI SYSTEMS, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CATHERINE LEWIS
0012016-01-01RICK MERRITT RICK MERRITT2017-09-08
0012015-01-01RICK MERRITT RICK MERRITT2016-07-08
0012014-01-01RICK MERRITT RICK MERRITT2015-07-06
0012013-01-01RICK MERRITT RICK MERRITT2014-10-15
0012012-01-01HEATHER ZAMMIT
0012011-01-01HEATHER ZAMMIT
0012009-01-01HEATHER ZAMMIT

Plan Statistics for OSI SYSTEMS, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for OSI SYSTEMS, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,763
Total number of active participants reported on line 7a of the Form 55002022-01-011,639
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01544
Total of all active and inactive participants2022-01-012,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,185
Number of participants with account balances2022-01-011,763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0134
2021: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,077
Total number of active participants reported on line 7a of the Form 55002021-01-011,238
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01515
Total of all active and inactive participants2021-01-011,754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,754
Number of participants with account balances2021-01-011,754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0129
2020: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,641
Total number of active participants reported on line 7a of the Form 55002020-01-011,248
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01828
Total of all active and inactive participants2020-01-012,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,077
Number of participants with account balances2020-01-012,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0142
2019: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,579
Total number of active participants reported on line 7a of the Form 55002019-01-011,251
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01388
Total of all active and inactive participants2019-01-011,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,641
Number of participants with account balances2019-01-011,641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0136
2018: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,499
Total number of active participants reported on line 7a of the Form 55002018-01-011,209
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01368
Total of all active and inactive participants2018-01-011,579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,579
Number of participants with account balances2018-01-011,579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0160
2017: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,361
Total number of active participants reported on line 7a of the Form 55002017-01-011,187
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01311
Total of all active and inactive participants2017-01-011,499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,499
Number of participants with account balances2017-01-011,499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0130
2016: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,769
Total number of active participants reported on line 7a of the Form 55002016-01-011,090
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01270
Total of all active and inactive participants2016-01-011,361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,361
Number of participants with account balances2016-01-011,361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,682
Total number of active participants reported on line 7a of the Form 55002015-01-011,391
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01377
Total of all active and inactive participants2015-01-011,769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,769
Number of participants with account balances2015-01-011,287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0140
2014: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,648
Total number of active participants reported on line 7a of the Form 55002014-01-011,470
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01212
Total of all active and inactive participants2014-01-011,682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,682
Number of participants with account balances2014-01-011,158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,786
Total number of active participants reported on line 7a of the Form 55002013-01-011,395
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01253
Total of all active and inactive participants2013-01-011,648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,648
Number of participants with account balances2013-01-011,148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0148
2012: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,700
Total number of active participants reported on line 7a of the Form 55002012-01-011,569
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01216
Total of all active and inactive participants2012-01-011,785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,786
Number of participants with account balances2012-01-011,175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0145
2011: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,572
Total number of active participants reported on line 7a of the Form 55002011-01-011,491
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01207
Total of all active and inactive participants2011-01-011,698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,698
Number of participants with account balances2011-01-011,173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0143
2009: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,406
Total number of active participants reported on line 7a of the Form 55002009-01-011,320
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01185
Total of all active and inactive participants2009-01-011,505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,505
Number of participants with account balances2009-01-011,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on OSI SYSTEMS, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022 : OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-20,615,266
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$16,909,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,304,353
Expenses. Certain deemed distributions of participant loans2022-12-31$111,110
Value of total corrective distributions2022-12-31$8,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$18,559,470
Value of total assets at end of year2022-12-31$203,713,832
Value of total assets at beginning of year2022-12-31$241,238,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$485,704
Total interest from all sources2022-12-31$655,885
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,742,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,742,214
Administrative expenses professional fees incurred2022-12-31$17,325
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$13,306,176
Participant contributions at end of year2022-12-31$2,689,568
Participant contributions at beginning of year2022-12-31$2,432,824
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,597,991
Other income not declared elsewhere2022-12-31$246,694
Administrative expenses (other) incurred2022-12-31$166,071
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$67
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-37,524,985
Value of net assets at end of year (total assets less liabilities)2022-12-31$203,713,832
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$241,238,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$65,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$146,429,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$176,969,613
Value of interest in pooled separate accounts at end of year2022-12-31$20,732,376
Value of interest in pooled separate accounts at beginning of year2022-12-31$30,419,754
Interest on participant loans2022-12-31$118,238
Interest earned on other investments2022-12-31$537,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$33,862,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$31,416,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-34,072,429
Net investment gain/loss from pooled separate accounts2022-12-31$-8,747,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,655,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,304,353
Contract administrator fees2022-12-31$237,308
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$49,441,784
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$18,710,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,136,627
Expenses. Certain deemed distributions of participant loans2021-12-31$4,551
Value of total corrective distributions2021-12-31$577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,789,776
Value of total assets at end of year2021-12-31$241,238,817
Value of total assets at beginning of year2021-12-31$210,507,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$568,334
Total interest from all sources2021-12-31$632,390
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,633,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,633,674
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$12,679,244
Participant contributions at end of year2021-12-31$2,432,824
Participant contributions at beginning of year2021-12-31$2,324,105
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,643,462
Other income not declared elsewhere2021-12-31$284,856
Administrative expenses (other) incurred2021-12-31$568,334
Total non interest bearing cash at end of year2021-12-31$67
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$30,731,695
Value of net assets at end of year (total assets less liabilities)2021-12-31$241,238,817
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$210,507,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$176,969,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$149,872,175
Value of interest in pooled separate accounts at end of year2021-12-31$30,419,754
Value of interest in pooled separate accounts at beginning of year2021-12-31$28,150,038
Interest on participant loans2021-12-31$119,216
Interest earned on other investments2021-12-31$513,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$31,416,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$30,160,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$23,672,749
Net investment gain/loss from pooled separate accounts2021-12-31$4,428,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,467,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$18,136,627
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$47,966,434
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,854,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,230,096
Expenses. Certain deemed distributions of participant loans2020-12-31$8,532
Value of total corrective distributions2020-12-31$11,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$18,297,908
Value of total assets at end of year2020-12-31$210,507,122
Value of total assets at beginning of year2020-12-31$175,395,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$604,796
Total interest from all sources2020-12-31$717,849
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,092,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,092,554
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$12,257,543
Participant contributions at end of year2020-12-31$2,324,105
Participant contributions at beginning of year2020-12-31$2,802,404
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,642,752
Administrative expenses (other) incurred2020-12-31$604,796
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$35,111,686
Value of net assets at end of year (total assets less liabilities)2020-12-31$210,507,122
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$175,395,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$149,872,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$126,384,714
Value of interest in pooled separate accounts at end of year2020-12-31$28,150,038
Value of interest in pooled separate accounts at beginning of year2020-12-31$22,557,381
Interest on participant loans2020-12-31$143,540
Interest earned on other investments2020-12-31$574,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$30,160,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$23,650,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$20,386,908
Net investment gain/loss from pooled separate accounts2020-12-31$6,471,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,397,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,230,096
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$49,758,250
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,327,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,854,294
Expenses. Certain deemed distributions of participant loans2019-12-31$14,686
Value of total corrective distributions2019-12-31$9,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,515,621
Value of total assets at end of year2019-12-31$175,395,436
Value of total assets at beginning of year2019-12-31$137,964,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$448,748
Total interest from all sources2019-12-31$612,760
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,734,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,734,374
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$12,022,769
Participant contributions at end of year2019-12-31$2,802,404
Participant contributions at beginning of year2019-12-31$2,584,146
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,083,831
Other income not declared elsewhere2019-12-31$365,222
Administrative expenses (other) incurred2019-12-31$448,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$37,430,724
Value of net assets at end of year (total assets less liabilities)2019-12-31$175,395,436
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$137,964,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$126,384,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$110,836,695
Value of interest in pooled separate accounts at end of year2019-12-31$22,557,381
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,792,542
Interest on participant loans2019-12-31$150,877
Interest earned on other investments2019-12-31$461,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$23,650,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$19,751,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$24,616,142
Net investment gain/loss from pooled separate accounts2019-12-31$2,914,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,409,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,854,294
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$828,607
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$11,778,000
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$13,817,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,407,573
Expenses. Certain deemed distributions of participant loans2018-12-31$3,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$17,110,357
Value of total assets at end of year2018-12-31$137,964,712
Value of total assets at beginning of year2018-12-31$139,175,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$406,373
Total interest from all sources2018-12-31$463,112
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,776,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,776,055
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$11,311,091
Participant contributions at end of year2018-12-31$2,584,146
Participant contributions at beginning of year2018-12-31$2,567,972
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,201,351
Other income not declared elsewhere2018-12-31$402,896
Administrative expenses (other) incurred2018-12-31$406,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,039,474
Value of net assets at end of year (total assets less liabilities)2018-12-31$137,964,712
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$139,175,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$110,836,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$113,239,416
Value of interest in pooled separate accounts at end of year2018-12-31$4,792,542
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,565,458
Interest on participant loans2018-12-31$118,550
Interest earned on other investments2018-12-31$344,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$78
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$19,751,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$18,802,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,704,279
Net investment gain/loss from pooled separate accounts2018-12-31$-270,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,597,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,407,573
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$238,040
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$35,081,725
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,767,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,640,103
Value of total corrective distributions2017-12-31$8,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,366,336
Value of total assets at end of year2017-12-31$139,175,579
Value of total assets at beginning of year2017-12-31$111,623,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$119,006
Total interest from all sources2017-12-31$388,862
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,484,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,484,053
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$10,088,987
Participant contributions at end of year2017-12-31$2,567,972
Participant contributions at beginning of year2017-12-31$2,243,094
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,377,561
Other income not declared elsewhere2017-12-31$177,773
Administrative expenses (other) incurred2017-12-31$119,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$27,314,254
Value of net assets at end of year (total assets less liabilities)2017-12-31$139,175,579
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$111,623,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$113,239,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$89,958,136
Value of interest in pooled separate accounts at end of year2017-12-31$4,565,458
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,294,400
Interest on participant loans2017-12-31$105,028
Interest earned on other investments2017-12-31$283,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$18,802,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$16,127,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$15,284,584
Net investment gain/loss from pooled separate accounts2017-12-31$380,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,899,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,640,103
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$536,991
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$29,957,259
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,169,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,049,295
Expenses. Certain deemed distributions of participant loans2016-12-31$12,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$23,044,488
Value of total assets at end of year2016-12-31$111,623,285
Value of total assets at beginning of year2016-12-31$91,298,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$107,882
Total interest from all sources2016-12-31$313,453
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,060,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,060,859
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$7,612,692
Participant contributions at end of year2016-12-31$2,243,094
Participant contributions at beginning of year2016-12-31$1,701,380
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$14,010,735
Administrative expenses (other) incurred2016-12-31$107,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$19,787,883
Value of net assets at end of year (total assets less liabilities)2016-12-31$111,623,285
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$91,298,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$89,958,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$76,622,332
Value of interest in pooled separate accounts at end of year2016-12-31$3,294,400
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$73,848
Interest earned on other investments2016-12-31$239,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$16,127,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$12,974,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,535,173
Net investment gain/loss from pooled separate accounts2016-12-31$3,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,421,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,049,295
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$11,495,146
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,520,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,328,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,673,436
Value of total assets at end of year2015-12-31$91,298,411
Value of total assets at beginning of year2015-12-31$88,323,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$192,123
Total interest from all sources2015-12-31$323,505
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$891,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$891,654
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,239,083
Participant contributions at end of year2015-12-31$1,701,380
Participant contributions at beginning of year2015-12-31$1,812,480
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$919,324
Other income not declared elsewhere2015-12-31$101,498
Administrative expenses (other) incurred2015-12-31$192,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,974,691
Value of net assets at end of year (total assets less liabilities)2015-12-31$91,298,411
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$88,323,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$76,622,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$73,663,360
Interest on participant loans2015-12-31$67,410
Interest earned on other investments2015-12-31$256,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$12,974,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$12,847,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$505,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,515,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,328,332
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$16,120,622
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,690,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,429,459
Expenses. Certain deemed distributions of participant loans2014-12-31$37,277
Value of total corrective distributions2014-12-31$2,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,587,842
Value of total assets at end of year2014-12-31$88,323,720
Value of total assets at beginning of year2014-12-31$80,893,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$221,075
Total interest from all sources2014-12-31$284,437
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$823,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$823,725
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,891,741
Participant contributions at end of year2014-12-31$1,812,480
Participant contributions at beginning of year2014-12-31$1,738,669
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,233,067
Other income not declared elsewhere2014-12-31$68,810
Administrative expenses (other) incurred2014-12-31$221,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,429,867
Value of net assets at end of year (total assets less liabilities)2014-12-31$88,323,720
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$80,893,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$73,663,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$67,652,935
Interest on participant loans2014-12-31$70,326
Interest earned on other investments2014-12-31$214,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$12,847,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,502,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,355,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,463,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,429,459
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$16,800,133
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,881,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,649,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,383,460
Value of total assets at end of year2013-12-31$80,893,853
Value of total assets at beginning of year2013-12-31$72,974,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$231,663
Total interest from all sources2013-12-31$212,008
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$635,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$635,651
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,413,574
Participant contributions at end of year2013-12-31$1,738,669
Participant contributions at beginning of year2013-12-31$1,692,280
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$190,610
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$588,328
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$366
Other income not declared elsewhere2013-12-31$-305
Administrative expenses (other) incurred2013-12-31$231,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,919,087
Value of net assets at end of year (total assets less liabilities)2013-12-31$80,893,853
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$72,974,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$67,652,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$29,055,501
Interest on participant loans2013-12-31$87,337
Interest earned on other investments2013-12-31$124,671
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$41,992,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,502,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,835,571
Net investment gain or loss from common/collective trusts2013-12-31$-266,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,381,558
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$43,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,649,383
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$1,482,668
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$14,116,874
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,673,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,615,789
Expenses. Certain deemed distributions of participant loans2012-12-31$539
Value of total corrective distributions2012-12-31$13,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,012,581
Value of total assets at end of year2012-12-31$72,974,766
Value of total assets at beginning of year2012-12-31$63,048,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$43,377
Total interest from all sources2012-12-31$69,244
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$654,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$654,088
Administrative expenses professional fees incurred2012-12-31$17,069
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,438,101
Participant contributions at end of year2012-12-31$1,692,280
Participant contributions at beginning of year2012-12-31$1,779,441
Participant contributions at end of year2012-12-31$190,610
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,118,975
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$366
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$253,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,443,716
Value of net assets at end of year (total assets less liabilities)2012-12-31$72,974,766
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$63,048,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$7,935
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$29,055,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$23,686,791
Interest on participant loans2012-12-31$69,244
Value of interest in common/collective trusts at end of year2012-12-31$41,992,274
Value of interest in common/collective trusts at beginning of year2012-12-31$37,329,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,065,815
Net investment gain or loss from common/collective trusts2012-12-31$2,315,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,455,505
Employer contributions (assets) at end of year2012-12-31$43,735
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,615,789
Contract administrator fees2012-12-31$18,373
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,917,083
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,580,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,470,210
Expenses. Certain deemed distributions of participant loans2011-12-31$62,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,576,677
Value of total assets at end of year2011-12-31$63,048,382
Value of total assets at beginning of year2011-12-31$63,711,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$47,999
Total interest from all sources2011-12-31$71,955
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$944,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$944,655
Administrative expenses professional fees incurred2011-12-31$4,595
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,001,129
Participant contributions at end of year2011-12-31$1,779,441
Participant contributions at beginning of year2011-12-31$1,462,602
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,232,289
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$72
Total non interest bearing cash at end of year2011-12-31$253,127
Total non interest bearing cash at beginning of year2011-12-31$237,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-663,325
Value of net assets at end of year (total assets less liabilities)2011-12-31$63,048,382
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$63,711,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$40,129
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$23,686,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$23,113,632
Interest on participant loans2011-12-31$71,955
Value of interest in common/collective trusts at end of year2011-12-31$37,329,023
Value of interest in common/collective trusts at beginning of year2011-12-31$38,897,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,076,397
Net investment gain or loss from common/collective trusts2011-12-31$-2,599,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,343,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,470,210
Contract administrator fees2011-12-31$3,203
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$15,933,281
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,549,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,148,841
Expenses. Certain deemed distributions of participant loans2010-12-31$110,415
Value of total corrective distributions2010-12-31$22,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,611,125
Value of total assets at end of year2010-12-31$63,711,707
Value of total assets at beginning of year2010-12-31$51,327,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$267,835
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$81,739
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$634,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$634,945
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$57,590
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,705,760
Participant contributions at end of year2010-12-31$1,462,602
Participant contributions at beginning of year2010-12-31$1,204,006
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$653
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,694,577
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$216,808
Administrative expenses (other) incurred2010-12-31$319
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$237,748
Total non interest bearing cash at beginning of year2010-12-31$217,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$12,383,831
Value of net assets at end of year (total assets less liabilities)2010-12-31$63,711,707
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$51,327,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$172,751
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$23,113,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$37,855,119
Interest on participant loans2010-12-31$81,739
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$38,897,725
Value of interest in common/collective trusts at beginning of year2010-12-31$12,050,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,870,832
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$1,517,832
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$1,210,788
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$268
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,148,841
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$37,175
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HEDMAN PARTNERS
Accountancy firm EIN2010-12-31954485080
2009 : OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for OSI SYSTEMS, INC. 401(K) SAVINGS PLAN

2022: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: OSI SYSTEMS, INC. 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074152
Policy instance 1
Insurance contract or identification number074152
Number of Individuals Covered2185
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074152
Policy instance 1
Insurance contract or identification number074152
Number of Individuals Covered1754
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074152
Policy instance 1
Insurance contract or identification number074152
Number of Individuals Covered2077
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074152
Policy instance 1
Insurance contract or identification number074152
Number of Individuals Covered1641
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074152
Policy instance 1
Insurance contract or identification number074152
Number of Individuals Covered1579
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074152
Policy instance 1
Insurance contract or identification number074152
Number of Individuals Covered1499
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074152
Policy instance 1
Insurance contract or identification number074152
Number of Individuals Covered1769
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074152
Policy instance 1
Insurance contract or identification number074152
Number of Individuals Covered1682
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074152
Policy instance 1
Insurance contract or identification number074152
Number of Individuals Covered1648
Insurance policy start date2013-12-02
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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