401k Plan data: ANALYSIS GROUP, INC. EMPLOYEE SAVINGS PLAN plan

ANALYSIS GROUP, INC. EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan Name	ANALYSIS GROUP, INC. EMPLOYEE SAVINGS PLAN
Plan identification number	003

ANALYSIS GROUP, INC. EMPLOYEE SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

RSM US LLP has sponsored the creation of one or more 401k plans.

Company Name: RSM US LLP

Employer identification number (EIN): 420714325

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about RSM US LLP

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1997-04-11

Company Identification Number: 976834

Legal Registered Office Address: 50 WEST BROAD STREET
SUITE 1800
COLUMBUS
United States of America (USA)
43215

More information about RSM US LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANALYSIS GROUP, INC. EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-01-01 MARY MCNALLY
003 2012-01-01 MICHAEL FALVEY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2013-01-01	MARY MCNALLY
003	2012-01-01	MICHAEL FALVEY

Plan Statistics for ANALYSIS GROUP, INC. EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for ANALYSIS GROUP, INC. EMPLOYEE SAVINGS PLAN

Measure Date Value
2013: ANALYSIS GROUP, INC. EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 876
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 607
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 353
Total of all active and inactive participants 2013-01-01 960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 960
Number of participants with account balances 2013-01-01 950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 50
2012: ANALYSIS GROUP, INC. EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 789
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 575
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 300
Total of all active and inactive participants 2012-01-01 875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 876
Number of participants with account balances 2012-01-01 852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 26

Measure	Date	Value
2013: ANALYSIS GROUP, INC. EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	876
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	607
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	353
Total of all active and inactive participants	2013-01-01	960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	960
Number of participants with account balances	2013-01-01	950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	50
2012: ANALYSIS GROUP, INC. EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	789
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	575
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	300
Total of all active and inactive participants	2012-01-01	875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	876
Number of participants with account balances	2012-01-01	852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	26

Financial Data on ANALYSIS GROUP, INC. EMPLOYEE SAVINGS PLAN

Measure	Date	Value
2013 : ANALYSIS GROUP, INC. EMPLOYEE SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$185,255
Total unrealized appreciation/depreciation of assets	2013-12-31	$185,255
Total transfer of assets to this plan	2013-12-31	$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
Expenses. Interest paid	2013-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$30,359,887
Total loss/gain on sale of assets	2013-12-31	$124,317
Total of all expenses incurred	2013-12-31	$2,421,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,403,939
Expenses. Certain deemed distributions of participant loans	2013-12-31	$2,751
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$11,231,778
Value of total assets at end of year	2013-12-31	$106,972,003
Value of total assets at beginning of year	2013-12-31	$79,033,198
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$14,392
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$31,357
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$3,390,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$3,367,592
Assets. Real estate other than employer real property at end of year	2013-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$6,448,433
Participant contributions at end of year	2013-12-31	$709,701
Participant contributions at beginning of year	2013-12-31	$605,567
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$305
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,598
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$922,338
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$7,179
Liabilities. Value of operating payables at end of year	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$27,938,805
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$106,972,003
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$79,033,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Assets. partnership/joint venture interests at end of year	2013-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$7,213
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$99,048,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$73,071,701
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$29,119
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$733
Income. Interest from corporate debt instruments	2013-12-31	$65
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$1,774,039
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,221,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$2,382,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$2,344,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$2,344,901
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1,440
Assets. Value of investments in 103.12 investment entities at end of year	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Asset value of US Government securities at end of year	2013-12-31	$940,859
Asset value of US Government securities at beginning of year	2013-12-31	$436,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$15,391,698
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$5,137
Net gain/loss from 103.12 investment entities	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Assets. Value of employer real property at end of year	2013-12-31	$0
Assets. Value of employer real property at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$3,861,007
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$0
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$22,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,403,939
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$4,711
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Contract administrator fees	2013-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$2,111,122
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$1,351,291
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$4,424,864
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$4,300,547
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MCGLADREY LLP
Accountancy firm EIN	2013-12-31	420714352
2012 : ANALYSIS GROUP, INC. EMPLOYEE SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$33,712
Total unrealized appreciation/depreciation of assets	2012-12-31	$33,712
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	$18,130,791
Total loss/gain on sale of assets	2012-12-31	$-51,564
Total of all expenses incurred	2012-12-31	$3,985,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,974,174
Value of total corrective distributions	2012-12-31	$1,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$9,075,466
Value of total assets at end of year	2012-12-31	$79,033,198
Value of total assets at beginning of year	2012-12-31	$64,887,594
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$9,990
Total interest from all sources	2012-12-31	$25,996
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,896,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,871,361
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$5,729,921
Participant contributions at end of year	2012-12-31	$605,567
Participant contributions at beginning of year	2012-12-31	$497,440
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,598
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$4,554
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$310,660
Administrative expenses (other) incurred	2012-12-31	$5,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$14,145,604
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$79,033,198
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$64,887,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$4,623
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$73,071,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$58,855,404
Interest on participant loans	2012-12-31	$25,079
Income. Interest from US Government securities	2012-12-31	$190
Value of interest in common/collective trusts at end of year	2012-12-31	$1,221,898
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,436,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$2,344,901
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$3,596,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$3,596,708
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$727
Asset value of US Government securities at end of year	2012-12-31	$436,242
Asset value of US Government securities at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$7,135,857
Net investment gain or loss from common/collective trusts	2012-12-31	$14,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$3,034,885
Income. Dividends from common stock	2012-12-31	$25,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,974,174
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$1,351,291
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$496,887
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$4,920,710
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$4,972,274
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MCGLADREY LLP
Accountancy firm EIN	2012-12-31	420714352

Form 5500 Responses for ANALYSIS GROUP, INC. EMPLOYEE SAVINGS PLAN

2013: ANALYSIS GROUP, INC. EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ANALYSIS GROUP, INC. EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RSM US LLP
Employer identification number (EIN):	420714325
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1997-04-11
Company Identification Number:	976834
Legal Registered Office Address:	50 WEST BROAD STREET SUITE 1800 COLUMBUS United States of America (USA) 43215