401k Plan data: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST plan

THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 401k Plan overview

Plan Name	THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST
Plan identification number	002

THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.

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 THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 STEVEN SCHLAPP
002 2015-01-01 STEVEN T. SCHLAPP
002 2014-01-01 STEVEN T. SCHLAPP
002 2013-01-01 STEVEN T. SCHLAPP
002 2012-01-01 STEVEN T. SCHLAPP
002 2011-01-01 STEVEN T SCHLAPP
002 2010-01-01 STEVEN T SCHLAPP
002 2009-01-01 STEVEN T SCHLAPP

Plan id#	Filing Submission Date	Name of Administrator
002	2016-01-01	STEVEN SCHLAPP
002	2015-01-01	STEVEN T. SCHLAPP
002	2014-01-01	STEVEN T. SCHLAPP
002	2013-01-01	STEVEN T. SCHLAPP
002	2012-01-01	STEVEN T. SCHLAPP
002	2011-01-01	STEVEN T SCHLAPP
002	2010-01-01	STEVEN T SCHLAPP
002	2009-01-01	STEVEN T SCHLAPP

Plan Statistics for THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST

401k plan membership statisitcs for THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST

Measure Date Value
2016: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 22
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 27
Total participants 2016-01-01 27
Number of participants with account balances 2016-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 21
Number of retired or separated participants receiving benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 27
Number of participants with account balances 2015-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 22
Number of retired or separated participants receiving benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 26
Total participants 2014-01-01 26
Number of participants with account balances 2014-01-01 26
2013: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 23
Total participants 2013-01-01 23
2012: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 21
Total participants 2012-01-01 21
Number of participants with account balances 2012-01-01 21
2011: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 18
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 21
Total participants 2011-01-01 21
Number of participants with account balances 2011-01-01 21
2010: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 18
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 21
Number of participants with account balances 2010-01-01 20
2009: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 19
Total participants 2009-01-01 19
Number of participants with account balances 2009-01-01 19

Measure	Date	Value
2016: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	22
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	27
Total participants	2016-01-01	27
Number of participants with account balances	2016-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	21
Number of retired or separated participants receiving benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	27
Number of participants with account balances	2015-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	22
Number of retired or separated participants receiving benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	26
Total participants	2014-01-01	26
Number of participants with account balances	2014-01-01	26
2013: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	23
Total participants	2013-01-01	23
2012: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	21
Total participants	2012-01-01	21
Number of participants with account balances	2012-01-01	21
2011: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	18
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	21
Total participants	2011-01-01	21
Number of participants with account balances	2011-01-01	21
2010: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	18
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	21
Number of participants with account balances	2010-01-01	20
2009: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	19
Total participants	2009-01-01	19
Number of participants with account balances	2009-01-01	19

Financial Data on THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST

Measure	Date	Value
2016 : THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2016 401k financial data
Total income from all sources	2016-12-31	$379,858
Expenses. Total of all expenses incurred	2016-12-31	$76,585
Benefits paid (including direct rollovers)	2016-12-31	$76,520
Total plan assets at end of year	2016-12-31	$2,564,682
Total plan assets at beginning of year	2016-12-31	$2,261,409
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$60,722
Expenses. Other expenses not covered elsewhere	2016-12-31	$65
Other income received	2016-12-31	$113,511
Net income (gross income less expenses)	2016-12-31	$303,273
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,564,682
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,261,409
Assets. Value of participant loans	2016-12-31	$70,398
Total contributions received or receivable from employer(s)	2016-12-31	$205,625
2015 : THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2015 401k financial data
Total income from all sources	2015-12-31	$297,386
Expenses. Total of all expenses incurred	2015-12-31	$82,480
Benefits paid (including direct rollovers)	2015-12-31	$82,407
Total plan assets at end of year	2015-12-31	$2,261,409
Total plan assets at beginning of year	2015-12-31	$2,046,503
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$50,612
Expenses. Other expenses not covered elsewhere	2015-12-31	$73
Other income received	2015-12-31	$-455
Net income (gross income less expenses)	2015-12-31	$214,906
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,261,409
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,046,503
Assets. Value of participant loans	2015-12-31	$58,961
Total contributions received or receivable from employer(s)	2015-12-31	$247,229
2014 : THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2014 401k financial data
Total income from all sources	2014-12-31	$294,831
Expenses. Total of all expenses incurred	2014-12-31	$50,918
Benefits paid (including direct rollovers)	2014-12-31	$50,846
Total plan assets at end of year	2014-12-31	$2,046,503
Total plan assets at beginning of year	2014-12-31	$1,802,590
Total contributions received or receivable from participants	2014-12-31	$46,111
Expenses. Other expenses not covered elsewhere	2014-12-31	$72
Other income received	2014-12-31	$75,896
Net income (gross income less expenses)	2014-12-31	$243,913
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,046,503
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,802,590
Assets. Value of participant loans	2014-12-31	$75,468
Total contributions received or receivable from employer(s)	2014-12-31	$172,824
2013 : THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2013 401k financial data
Total income from all sources	2013-12-31	$345,222
Expenses. Total of all expenses incurred	2013-12-31	$51,725
Benefits paid (including direct rollovers)	2013-12-31	$51,652
Total plan assets at end of year	2013-12-31	$1,802,590
Total plan assets at beginning of year	2013-12-31	$1,509,093
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$43,601
Expenses. Other expenses not covered elsewhere	2013-12-31	$73
Other income received	2013-12-31	$150,325
Net income (gross income less expenses)	2013-12-31	$293,497
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,802,590
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,509,093
Assets. Value of participant loans	2013-12-31	$59,873
Total contributions received or receivable from employer(s)	2013-12-31	$151,296
2012 : THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2012 401k financial data
Total income from all sources	2012-12-31	$493,075
Expenses. Total of all expenses incurred	2012-12-31	$93,911
Benefits paid (including direct rollovers)	2012-12-31	$84,821
Total plan assets at end of year	2012-12-31	$1,509,093
Total plan assets at beginning of year	2012-12-31	$1,109,929
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$44,141
Expenses. Other expenses not covered elsewhere	2012-12-31	$9,090
Contributions received from other sources (not participants or employers)	2012-12-31	$216,200
Other income received	2012-12-31	$75,426
Net income (gross income less expenses)	2012-12-31	$399,164
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,509,093
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,109,929
Assets. Value of participant loans	2012-12-31	$74,271
Total contributions received or receivable from employer(s)	2012-12-31	$157,308
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2011 401k financial data
Total income from all sources	2011-12-31	$232,576
Expenses. Total of all expenses incurred	2011-12-31	$77,100
Benefits paid (including direct rollovers)	2011-12-31	$47,023
Total plan assets at end of year	2011-12-31	$1,109,929
Total plan assets at beginning of year	2011-12-31	$954,453
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$41,580
Expenses. Other expenses not covered elsewhere	2011-12-31	$30,077
Contributions received from other sources (not participants or employers)	2011-12-31	$35,162
Other income received	2011-12-31	$3,308
Net income (gross income less expenses)	2011-12-31	$155,476
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,109,929
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$954,453
Assets. Value of participant loans	2011-12-31	$74,919
Total contributions received or receivable from employer(s)	2011-12-31	$152,526
2010 : THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2010 401k financial data
Total income from all sources	2010-12-31	$476,158
Expenses. Total of all expenses incurred	2010-12-31	$116,545
Benefits paid (including direct rollovers)	2010-12-31	$85,657
Total plan assets at end of year	2010-12-31	$954,453
Total plan assets at beginning of year	2010-12-31	$594,840
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$29,380
Expenses. Other expenses not covered elsewhere	2010-12-31	$30,888
Contributions received from other sources (not participants or employers)	2010-12-31	$243,538
Other income received	2010-12-31	$59,707
Net income (gross income less expenses)	2010-12-31	$359,613
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$954,453
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$594,840
Assets. Value of participant loans	2010-12-31	$66,738
Total contributions received or receivable from employer(s)	2010-12-31	$143,533

Form 5500 Responses for THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST

2016: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: THRIFT 401(K) PLAN OF THE ORGANIZATION OF STAFF ANALYST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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