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EMPLOYEE BENEFIT PLAN OF ORGANIZATION OF STAFF ANALYSTS 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF ORGANIZATION OF STAFF ANALYSTS
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF ORGANIZATION OF STAFF ANALYSTS 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.
  • 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.

401k Sponsoring company profile

ORGANIZATON OF STAFF ANALYST, INC. has sponsored the creation of one or more 401k plans.

Company Name:ORGANIZATON OF STAFF ANALYST, INC.
Employer identification number (EIN):133078293
NAIC Classification:921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF ORGANIZATION OF STAFF ANALYSTS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANNA TORRES2024-08-29
0012022-01-01ANNA TORRES2023-10-12
0012021-01-01ANNA TORRES2022-06-28
0012020-01-01ANNA TORRES2021-06-17
0012019-01-01ANNA TORRES2020-06-30
0012018-01-01ANNA TORRES2019-07-19
0012017-01-01ROSALY URBAEZ2018-10-10 ROSALY URBAEZ2018-10-10

Plan Statistics for EMPLOYEE BENEFIT PLAN OF ORGANIZATION OF STAFF ANALYSTS

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF ORGANIZATION OF STAFF ANALYSTS

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF ORGANIZATION OF STAFF ANALYSTS 2025 401k membership
Total number of particpants at beginning of year2025-07-3030
Total number of particpants at end of year2025-07-3028
Number of Participants With Account Balances2025-07-3028
2024: EMPLOYEE BENEFIT PLAN OF ORGANIZATION OF STAFF ANALYSTS 2024 401k membership
Total number of particpants at beginning of year2024-08-2927
Total number of particpants at end of year2024-08-2930
Number of Participants With Account Balances2024-08-2927

Financial Data on EMPLOYEE BENEFIT PLAN OF ORGANIZATION OF STAFF ANALYSTS

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF ORGANIZATION OF STAFF ANALYSTS 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-300
Total liabilities as of the end of the plan year2025-07-300
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-3090079
Net assets as of the end of the plan year2025-07-306762358
Total assets as of the beginning of the plan year2025-07-305797689
Value of plan covered by a fidelity bond2025-07-30500000
Participant contributions to plan in this plan year2025-07-3082803
Value of participant loans at end of plan year2025-07-3031206
Other expenses paid from plan in this plan year2025-07-300
Other contributions to plan in this plan year2025-07-300
Other income to plan in this plan year2025-07-30694181
Plan net income in this plan year2025-07-30964669
Net assets as of the end of the plan year2025-07-306762358
Net assets as of the beginning of the plan year2025-07-305797689
Employer contributions to plan in this plan year2025-07-30277764
Fees paid to broker by Benefit Provider2025-07-30902
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-30263
2024 : EMPLOYEE BENEFIT PLAN OF ORGANIZATION OF STAFF ANALYSTS 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-290
Total liabilities as of the end of the plan year2024-08-290
Total liabilities as of the beginning of the plan year2024-08-290
Total expenses incurred by plan in this plan year2024-08-2947694
Net assets as of the end of the plan year2024-08-295797689
Total assets as of the beginning of the plan year2024-08-294847080
Value of plan covered by a fidelity bond2024-08-29500000
Participant contributions to plan in this plan year2024-08-2948540
Value of participant loans at end of plan year2024-08-2951751
Other expenses paid from plan in this plan year2024-08-290
Other contributions to plan in this plan year2024-08-29104244
Other income to plan in this plan year2024-08-29572750
Plan net income in this plan year2024-08-29950609
Net assets as of the end of the plan year2024-08-295797689
Net assets as of the beginning of the plan year2024-08-294847080
Employer contributions to plan in this plan year2024-08-29272769
Fees paid to broker by Benefit Provider2024-08-29862
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-29172

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