401k Plan data: VANGUARD DIRECT 401(K) RETIREMENT PLAN plan

VANGUARD DIRECT 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	VANGUARD DIRECT 401(K) RETIREMENT PLAN
Plan identification number	002

VANGUARD DIRECT 401(K) RETIREMENT 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.
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

VANGUARD DIRECT has sponsored the creation of one or more 401k plans.

Company Name: VANGUARD DIRECT

Employer identification number (EIN): 112517083

NAIC Classification: 424100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VANGUARD DIRECT 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ANDREA MOGLIA
002 2016-01-01 ANDREA MOGLIA
002 2016-01-01
002 2015-01-01 ANDREA MOGLIA
002 2014-01-01 ANDREA MOGLIA
002 2013-01-01 TIMOTHY MURPHY
002 2012-01-01 TIMOTHY MURPHY
002 2011-01-01 TIMOTHY MURPHY
002 2010-01-01 TIMOTHY MURPHY ROBERT O'CONNELL 2012-04-13
002 2009-01-01 TIMOTHY MURPHY ROBERT O'CONNELL 2010-09-29

Plan Statistics for VANGUARD DIRECT 401(K) RETIREMENT PLAN

401k plan membership statisitcs for VANGUARD DIRECT 401(K) RETIREMENT PLAN

Measure Date Value
2023: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 135
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 37
Total of all active and inactive participants 2023-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 173
Number of participants with account balances 2023-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 6
2022: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 131
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 34
Total of all active and inactive participants 2022-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 166
Number of participants with account balances 2022-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 127
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 33
Total of all active and inactive participants 2021-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 161
Number of participants with account balances 2021-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 135
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 42
Total of all active and inactive participants 2020-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 178
Number of participants with account balances 2020-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 12
2019: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 147
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 27
Total of all active and inactive participants 2019-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 175
Number of participants with account balances 2019-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 141
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 24
Total of all active and inactive participants 2018-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 167
Number of participants with account balances 2018-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 135
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 37
Total of all active and inactive participants 2017-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 174
Number of participants with account balances 2017-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 144
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 31
Total of all active and inactive participants 2016-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 176
Number of participants with account balances 2016-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5
2015: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 145
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 26
Total of all active and inactive participants 2015-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 172
Number of participants with account balances 2015-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 141
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 25
Total of all active and inactive participants 2014-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 166
Number of participants with account balances 2014-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 137
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 24
Total of all active and inactive participants 2013-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 161
Number of participants with account balances 2013-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 138
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 22
Total of all active and inactive participants 2012-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 160
Number of participants with account balances 2012-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 138
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 22
Total of all active and inactive participants 2011-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 160
Number of participants with account balances 2011-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 139
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 22
Total of all active and inactive participants 2010-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 7
Total participants 2010-01-01 168
Number of participants with account balances 2010-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 136
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 21
Total of all active and inactive participants 2009-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 157
Number of participants with account balances 2009-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2023: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	135
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	37
Total of all active and inactive participants	2023-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	173
Number of participants with account balances	2023-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	6
2022: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	131
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	34
Total of all active and inactive participants	2022-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	166
Number of participants with account balances	2022-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	127
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	33
Total of all active and inactive participants	2021-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	161
Number of participants with account balances	2021-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	135
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	42
Total of all active and inactive participants	2020-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	178
Number of participants with account balances	2020-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	12
2019: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	147
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	27
Total of all active and inactive participants	2019-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	175
Number of participants with account balances	2019-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	141
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	24
Total of all active and inactive participants	2018-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	167
Number of participants with account balances	2018-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	135
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	37
Total of all active and inactive participants	2017-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	174
Number of participants with account balances	2017-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	144
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	31
Total of all active and inactive participants	2016-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	176
Number of participants with account balances	2016-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5
2015: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	145
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	26
Total of all active and inactive participants	2015-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	172
Number of participants with account balances	2015-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	141
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	25
Total of all active and inactive participants	2014-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	166
Number of participants with account balances	2014-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	137
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	24
Total of all active and inactive participants	2013-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	161
Number of participants with account balances	2013-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	138
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	22
Total of all active and inactive participants	2012-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	160
Number of participants with account balances	2012-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	138
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	22
Total of all active and inactive participants	2011-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	160
Number of participants with account balances	2011-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	139
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	22
Total of all active and inactive participants	2010-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	7
Total participants	2010-01-01	168
Number of participants with account balances	2010-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	136
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	21
Total of all active and inactive participants	2009-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	157
Number of participants with account balances	2009-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on VANGUARD DIRECT 401(K) RETIREMENT PLAN

Measure	Date	Value
2023 : VANGUARD DIRECT 401(K) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$3,133
Total income from all sources (including contributions)	2023-12-31	$4,978,210
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,490,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,418,224
Value of total corrective distributions	2023-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,183,935
Value of total assets at end of year	2023-12-31	$22,259,126
Value of total assets at beginning of year	2023-12-31	$18,774,237
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$71,964
Total interest from all sources	2023-12-31	$25,888
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$804,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$804,719
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$974,732
Participant contributions at end of year	2023-12-31	$388,482
Participant contributions at beginning of year	2023-12-31	$398,825
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$24,234
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$108,322
Administrative expenses (other) incurred	2023-12-31	$71,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$3,488,022
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$22,259,126
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$18,771,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$19,402,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$16,277,195
Interest on participant loans	2023-12-31	$25,888
Value of interest in common/collective trusts at end of year	2023-12-31	$2,449,228
Value of interest in common/collective trusts at beginning of year	2023-12-31	$2,058,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$18,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$12,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$12,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,903,035
Net investment gain or loss from common/collective trusts	2023-12-31	$60,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$100,881
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$2,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,418,224
Liabilities. Value of benefit claims payable at end of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-12-31	$3,133
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	MARCUM LLP
Accountancy firm EIN	2023-12-31	111986323
2022 : VANGUARD DIRECT 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$3,133
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	$-3,410,015
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$695,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$630,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,050,168
Value of total assets at end of year	2022-12-31	$18,774,237
Value of total assets at beginning of year	2022-12-31	$22,876,653
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$64,667
Total interest from all sources	2022-12-31	$18,150
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,020,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,020,998
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$953,954
Participant contributions at end of year	2022-12-31	$398,825
Participant contributions at beginning of year	2022-12-31	$334,040
Participant contributions at end of year	2022-12-31	$24,234
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,336
Administrative expenses (other) incurred	2022-12-31	$64,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,105,549
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$18,771,104
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$22,876,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$16,277,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$20,556,989
Interest on participant loans	2022-12-31	$17,961
Value of interest in common/collective trusts at end of year	2022-12-31	$2,058,161
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,974,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$12,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$11,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$11,479
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$189
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,534,944
Net investment gain or loss from common/collective trusts	2022-12-31	$35,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$94,878
Employer contributions (assets) at end of year	2022-12-31	$2,935
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$630,867
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$3,133
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MARCUM LLP
Accountancy firm EIN	2022-12-31	111986323
2021 : VANGUARD DIRECT 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$4,082,824
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,215,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,149,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,087,776
Value of total assets at end of year	2021-12-31	$22,876,653
Value of total assets at beginning of year	2021-12-31	$23,009,730
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$66,834
Total interest from all sources	2021-12-31	$15,013
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,454,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,454,089
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$992,971
Participant contributions at end of year	2021-12-31	$334,040
Participant contributions at beginning of year	2021-12-31	$252,917
Administrative expenses (other) incurred	2021-12-31	$66,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-133,077
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$22,876,653
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$23,009,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$20,556,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$20,144,217
Interest on participant loans	2021-12-31	$15,013
Value of interest in common/collective trusts at end of year	2021-12-31	$1,974,145
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,605,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$11,479
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$7,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$7,229
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,483,623
Net investment gain or loss from common/collective trusts	2021-12-31	$42,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$94,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,149,067
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MARCUM LLP
Accountancy firm EIN	2021-12-31	111986323
2020 : VANGUARD DIRECT 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$4,417,042
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$702,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$681,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,104,776
Value of total assets at end of year	2020-12-31	$23,009,730
Value of total assets at beginning of year	2020-12-31	$19,295,287
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$21,113
Total interest from all sources	2020-12-31	$33,496
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$653,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$653,853
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$954,453
Participant contributions at end of year	2020-12-31	$252,917
Participant contributions at beginning of year	2020-12-31	$254,220
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$54,878
Administrative expenses (other) incurred	2020-12-31	$21,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,714,443
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$23,009,730
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,295,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$20,144,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$16,703,877
Interest on participant loans	2020-12-31	$13,864
Value of interest in common/collective trusts at end of year	2020-12-31	$2,605,367
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,329,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$7,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$7,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$7,270
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$19,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,576,685
Net investment gain or loss from common/collective trusts	2020-12-31	$48,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$95,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$681,486
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ROTENBERG MERIL SOLOMON BERTIGER
Accountancy firm EIN	2020-12-31	223203841
2019 : VANGUARD DIRECT 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$4,433,627
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$703,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$685,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,064,712
Value of total assets at end of year	2019-12-31	$19,295,287
Value of total assets at beginning of year	2019-12-31	$15,564,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$17,556
Total interest from all sources	2019-12-31	$32,354
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$502,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$502,523
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$961,572
Participant contributions at end of year	2019-12-31	$254,220
Participant contributions at beginning of year	2019-12-31	$188,155
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$9,410
Administrative expenses (other) incurred	2019-12-31	$17,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,730,525
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,295,287
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$15,564,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$16,703,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,288,925
Interest on participant loans	2019-12-31	$11,897
Value of interest in common/collective trusts at end of year	2019-12-31	$2,329,920
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,086,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$7,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,592
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$20,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,789,835
Net investment gain or loss from common/collective trusts	2019-12-31	$44,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$93,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$685,546
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ROTENBERG MERIL SOLOMON BERTIGER
Accountancy firm EIN	2019-12-31	223203841
2018 : VANGUARD DIRECT 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
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	$490,869
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$598,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$581,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$942,324
Value of total assets at end of year	2018-12-31	$15,564,762
Value of total assets at beginning of year	2018-12-31	$15,672,680
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$17,738
Total interest from all sources	2018-12-31	$15,607
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$666,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$666,739
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$859,424
Participant contributions at end of year	2018-12-31	$188,155
Participant contributions at beginning of year	2018-12-31	$355,021
Administrative expenses (other) incurred	2018-12-31	$17,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-107,918
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$15,564,762
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$15,672,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,288,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$13,713,260
Interest on participant loans	2018-12-31	$15,582
Value of interest in common/collective trusts at end of year	2018-12-31	$2,086,090
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,597,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,592
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$6,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$6,529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,173,421
Net investment gain or loss from common/collective trusts	2018-12-31	$39,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$82,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$581,049
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ROTENBERG MERIL SOLOMON BERTIGER
Accountancy firm EIN	2018-12-31	223203841
2017 : VANGUARD DIRECT 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
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	$3,432,012
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$600,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$581,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$972,133
Value of total assets at end of year	2017-12-31	$15,672,680
Value of total assets at beginning of year	2017-12-31	$12,841,056
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$18,677
Total interest from all sources	2017-12-31	$16,899
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$450,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$450,053
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$858,991
Participant contributions at end of year	2017-12-31	$355,021
Participant contributions at beginning of year	2017-12-31	$459,180
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$29,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,831,624
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$15,672,680
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,841,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$18,677
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$13,713,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,957,937
Interest on participant loans	2017-12-31	$16,710
Value of interest in common/collective trusts at end of year	2017-12-31	$1,597,870
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$6,529
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,423,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,423,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$189
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,968,397
Net investment gain or loss from common/collective trusts	2017-12-31	$24,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$83,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$581,711
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ROTENBERG MERIL SOLOMON BERTIGER
Accountancy firm EIN	2017-12-31	223203841
2016 : VANGUARD DIRECT 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
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	$1,809,060
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$489,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$485,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,003,954
Value of total assets at end of year	2016-12-31	$12,841,056
Value of total assets at beginning of year	2016-12-31	$11,521,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,000
Total interest from all sources	2016-12-31	$16,027
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$299,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$299,655
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$843,686
Participant contributions at end of year	2016-12-31	$459,180
Participant contributions at beginning of year	2016-12-31	$386,398
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$74,701
Administrative expenses (other) incurred	2016-12-31	$4,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,319,836
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,841,056
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,521,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,957,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,952,110
Interest on participant loans	2016-12-31	$15,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,423,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,182,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,182,712
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$234
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$489,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$85,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$485,224
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ROTENBERG MERIL SOLOMON BERTIGER
Accountancy firm EIN	2016-12-31	223203841
2015 : VANGUARD DIRECT 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$1,210,668
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$221,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$218,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$945,160
Value of total assets at end of year	2015-12-31	$11,521,220
Value of total assets at beginning of year	2015-12-31	$10,531,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,200
Total interest from all sources	2015-12-31	$14,338
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$658,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$658,240
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$818,691
Participant contributions at end of year	2015-12-31	$386,398
Participant contributions at beginning of year	2015-12-31	$308,294
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$47,535
Administrative expenses (other) incurred	2015-12-31	$3,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$989,322
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,521,220
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,531,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,952,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,043,636
Interest on participant loans	2015-12-31	$14,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,182,712
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,179,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,179,968
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$120
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-407,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$78,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$218,146
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	ROTENBERG MERIL SOLOMON BERTIGER
Accountancy firm EIN	2015-12-31	223203841
2014 : VANGUARD DIRECT 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$1,378,547
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$267,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$261,871
Value of total corrective distributions	2014-12-31	$1,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$824,215
Value of total assets at end of year	2014-12-31	$10,531,898
Value of total assets at beginning of year	2014-12-31	$9,420,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,340
Total interest from all sources	2014-12-31	$12,116
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$563,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$563,108
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$745,353
Participant contributions at end of year	2014-12-31	$308,294
Participant contributions at beginning of year	2014-12-31	$284,280
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,822
Administrative expenses (other) incurred	2014-12-31	$4,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,111,182
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,531,898
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,420,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,043,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,872,763
Interest on participant loans	2014-12-31	$12,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,179,968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,263,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,263,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$101
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-20,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$77,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$261,871
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ROTENBERG MERIL SOLOMON BERTIGER
Accountancy firm EIN	2014-12-31	223203841
2013 : VANGUARD DIRECT 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	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
Total income from all sources (including contributions)	2013-12-31	$2,325,095
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$199,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$190,290
Value of total corrective distributions	2013-12-31	$4,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$702,448
Value of total assets at end of year	2013-12-31	$9,420,716
Value of total assets at beginning of year	2013-12-31	$7,294,931
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,068
Total interest from all sources	2013-12-31	$9,193
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$229,730
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	$229,730
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$663,215
Participant contributions at end of year	2013-12-31	$284,280
Participant contributions at beginning of year	2013-12-31	$194,245
Administrative expenses (other) incurred	2013-12-31	$4,068
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
Value of net income/loss	2013-12-31	$2,125,785
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,420,716
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,294,931
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$7,872,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,822,239
Interest on participant loans	2013-12-31	$9,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,263,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,278,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,278,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$112
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,383,724
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
Contributions received in cash from employer	2013-12-31	$39,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$190,290
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
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	ROTENBERG MERIL SOLOMON BERTIGER
Accountancy firm EIN	2013-12-31	223203841
2012 : VANGUARD DIRECT 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
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	$1,362,634
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$214,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$207,863
Expenses. Certain deemed distributions of participant loans	2012-12-31	$2,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$624,116
Value of total assets at end of year	2012-12-31	$7,294,931
Value of total assets at beginning of year	2012-12-31	$6,146,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,848
Total interest from all sources	2012-12-31	$8,697
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$155,742
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	$155,742
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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	$588,596
Participant contributions at end of year	2012-12-31	$194,245
Participant contributions at beginning of year	2012-12-31	$147,109
Administrative expenses (other) incurred	2012-12-31	$3,848
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	$1,147,965
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,294,931
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,146,966
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,822,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,483,501
Interest on participant loans	2012-12-31	$8,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,278,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,516,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,516,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$124
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$574,079
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	$35,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$207,863
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
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	ROTENBERG MERIL SOLOMON BERTIGER
Accountancy firm EIN	2012-12-31	223203841
2011 : VANGUARD DIRECT 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$542,634
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$369,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$365,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$645,625
Value of total assets at end of year	2011-12-31	$6,146,966
Value of total assets at beginning of year	2011-12-31	$5,973,924
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,000
Total interest from all sources	2011-12-31	$6,086
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$114,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$114,243
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$607,763
Participant contributions at end of year	2011-12-31	$147,109
Participant contributions at beginning of year	2011-12-31	$117,890
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$3,300
Administrative expenses (other) incurred	2011-12-31	$4,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$173,042
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,146,966
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,973,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,483,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,801,762
Interest on participant loans	2011-12-31	$5,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,516,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,054,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,054,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$115
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-223,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$34,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$365,592
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ROTENBERG MERIL SOLOMON BERTIGER
Accountancy firm EIN	2011-12-31	223203841
2010 : VANGUARD DIRECT 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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
Total income from all sources (including contributions)	2010-12-31	$1,259,856
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$31,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$30,009
Expenses. Certain deemed distributions of participant loans	2010-12-31	$-1,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$582,086
Value of total assets at end of year	2010-12-31	$5,973,924
Value of total assets at beginning of year	2010-12-31	$4,745,262
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,550
Total interest from all sources	2010-12-31	$4,717
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$65,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$65,840
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$548,101
Participant contributions at end of year	2010-12-31	$117,890
Participant contributions at beginning of year	2010-12-31	$81,449
Administrative expenses (other) incurred	2010-12-31	$2,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,228,662
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,973,924
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,745,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,801,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,549,574
Interest on participant loans	2010-12-31	$4,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,054,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,114,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,114,239
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$96
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$607,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$33,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$30,009
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	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ROTENBERG MERIL SOLOMON BERTIGER
Accountancy firm EIN	2010-12-31	223203841
2009 : VANGUARD DIRECT 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for VANGUARD DIRECT 401(K) RETIREMENT PLAN

2023: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: VANGUARD DIRECT 401(K) RETIREMENT 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: VANGUARD DIRECT 401(K) RETIREMENT 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: VANGUARD DIRECT 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	VANGUARD DIRECT
Employer identification number (EIN):	112517083
NAIC Classification:	424100