Plan Name | DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | DIRECTIONS RESEARCH, INC |
Employer identification number (EIN): | 311236894 |
NAIC Classification: | 541910 |
NAIC Description: | Marketing Research and Public Opinion Polling |
Additional information about DIRECTIONS RESEARCH, INC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2003-12-10 |
Company Identification Number: | 0800277646 |
Legal Registered Office Address: |
401 E COURT ST STE 200 CINCINNATI United States of America (USA) 45202 |
More information about DIRECTIONS RESEARCH, INC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | LYNN LANE | |||
001 | 2016-01-01 | LYNN LANE | LYNN LANE | 2017-07-31 | |
001 | 2015-01-01 | LYNN NOBLE | |||
001 | 2014-01-01 | LYNN NOBLE | |||
001 | 2013-01-01 | LYNN NOBLE | |||
001 | 2012-01-01 | LYNN NOBLE | |||
001 | 2011-01-01 | LYNN NOBLE | LYNN NOBLE | 2012-10-15 | |
001 | 2009-01-01 | LYNN NOBLE | LISA BUTLER | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2022: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 253 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 229 |
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 | 41 |
Total of all active and inactive participants | 2022-01-01 | 270 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 270 |
Number of participants with account balances | 2022-01-01 | 258 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 7 |
2021: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 204 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 209 |
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 | 44 |
Total of all active and inactive participants | 2021-01-01 | 253 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 253 |
Number of participants with account balances | 2021-01-01 | 242 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 25 |
2020: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 206 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 163 |
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 | 41 |
Total of all active and inactive participants | 2020-01-01 | 204 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 204 |
Number of participants with account balances | 2020-01-01 | 198 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 10 |
2019: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 202 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 179 |
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 | 206 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 206 |
Number of participants with account balances | 2019-01-01 | 200 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 9 |
2018: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 174 |
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 | 28 |
Total of all active and inactive participants | 2018-01-01 | 202 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 202 |
Number of participants with account balances | 2018-01-01 | 182 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 171 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 144 |
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 | 31 |
Total of all active and inactive participants | 2017-01-01 | 175 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 175 |
Number of participants with account balances | 2017-01-01 | 170 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 180 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 140 |
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 | 171 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 171 |
Number of participants with account balances | 2016-01-01 | 164 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 4 |
2015: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 150 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 133 |
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 | 44 |
Total of all active and inactive participants | 2015-01-01 | 177 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 178 |
Number of participants with account balances | 2015-01-01 | 172 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 155 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 120 |
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 | 28 |
Total of all active and inactive participants | 2014-01-01 | 148 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 148 |
Number of participants with account balances | 2014-01-01 | 145 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 161 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 125 |
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 | 28 |
Total of all active and inactive participants | 2013-01-01 | 153 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 154 |
Number of participants with account balances | 2013-01-01 | 150 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 162 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 125 |
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 | 35 |
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 | 157 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 6 |
2011: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 151 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 135 |
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 | 24 |
Total of all active and inactive participants | 2011-01-01 | 159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 160 |
Number of participants with account balances | 2011-01-01 | 154 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 150 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 116 |
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 | 28 |
Total of all active and inactive participants | 2009-01-01 | 144 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 144 |
Number of participants with account balances | 2009-01-01 | 144 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 9 |
Measure | Date | Value |
---|---|---|
2022 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-5,476,532 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,429,059 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,356,400 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,265,924 |
Value of total assets at end of year | 2022-12-31 | $37,992,012 |
Value of total assets at beginning of year | 2022-12-31 | $46,897,603 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $72,659 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $470,727 |
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 | $470,727 |
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 | $2,455,088 |
Participant contributions at end of year | 2022-12-31 | $95,953 |
Participant contributions at beginning of year | 2022-12-31 | $82,758 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $141,664 |
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 | $-8,905,591 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $37,992,012 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $46,897,603 |
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 |
Investment advisory and management fees | 2022-12-31 | $51,360 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $34,780,882 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $45,137,707 |
Interest on participant loans | 2022-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,089,573 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,655,676 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-9,279,385 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $66,202 |
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 | $669,172 |
Employer contributions (assets) at end of year | 2022-12-31 | $25,604 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $21,462 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,356,400 |
Contract administrator fees | 2022-12-31 | $21,299 |
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 | VONLEHMAN & COMPANY, INC |
Accountancy firm EIN | 2022-12-31 | 310905417 |
2021 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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 | $10,507,078 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $5,821,889 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,746,297 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,328,414 |
Value of total assets at end of year | 2021-12-31 | $46,897,603 |
Value of total assets at beginning of year | 2021-12-31 | $42,212,414 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $75,592 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $461,289 |
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 | $461,289 |
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 | $1,960,258 |
Participant contributions at end of year | 2021-12-31 | $82,758 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $878,282 |
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 | $4,685,189 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $46,897,603 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $42,212,414 |
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 |
Investment advisory and management fees | 2021-12-31 | $55,880 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $45,137,707 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $39,840,784 |
Interest on participant loans | 2021-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,655,676 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,371,630 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $6,681,419 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $35,956 |
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 | $489,874 |
Employer contributions (assets) at end of year | 2021-12-31 | $21,462 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,746,297 |
Contract administrator fees | 2021-12-31 | $19,712 |
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 | VONLEHMAN & COMPANY, INC |
Accountancy firm EIN | 2021-12-31 | 310905417 |
2020 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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 | $9,301,949 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,599,053 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,518,758 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,996,043 |
Value of total assets at end of year | 2020-12-31 | $42,212,414 |
Value of total assets at beginning of year | 2020-12-31 | $35,509,518 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $80,295 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $389,167 |
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 | $389,167 |
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 | $1,732,844 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $149,767 |
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 | $6,702,896 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $42,212,414 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $35,509,518 |
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 |
Investment advisory and management fees | 2020-12-31 | $60,985 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $39,840,784 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $34,117,733 |
Interest on participant loans | 2020-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,371,630 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,223,475 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $17,660 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $17,660 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $6,888,795 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $27,944 |
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 | $263,199 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $883 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,518,758 |
Contract administrator fees | 2020-12-31 | $19,310 |
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 | VONLEHMAN & COMPANY, INC |
Accountancy firm EIN | 2020-12-31 | 310905417 |
2019 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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 | $9,691,876 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,623,982 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,545,466 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,584,165 |
Value of total assets at end of year | 2019-12-31 | $35,509,518 |
Value of total assets at beginning of year | 2019-12-31 | $28,441,624 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $78,516 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $464,292 |
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 | $464,292 |
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 | $1,788,567 |
Participant contributions at end of year | 2019-12-31 | $149,767 |
Participant contributions at beginning of year | 2019-12-31 | $69,972 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $327,813 |
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 | $7,067,894 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $35,509,518 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $28,441,624 |
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 |
Investment advisory and management fees | 2019-12-31 | $61,512 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $34,117,733 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $27,197,989 |
Interest on participant loans | 2019-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,223,475 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,155,776 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $17,660 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $6,617,722 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $25,697 |
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 | $467,785 |
Employer contributions (assets) at end of year | 2019-12-31 | $883 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $17,887 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,545,466 |
Contract administrator fees | 2019-12-31 | $17,004 |
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 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2019-12-31 | 310800053 |
2018 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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 | $206,090 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,490,915 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,420,837 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,062,517 |
Value of total assets at end of year | 2018-12-31 | $28,441,624 |
Value of total assets at beginning of year | 2018-12-31 | $30,726,449 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $70,078 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $425,758 |
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 | $425,758 |
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 | $1,586,493 |
Participant contributions at end of year | 2018-12-31 | $69,972 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $62,521 |
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 | $-2,284,825 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $28,441,624 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $30,726,449 |
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 |
Investment advisory and management fees | 2018-12-31 | $54,805 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $27,197,989 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $29,883,437 |
Interest on participant loans | 2018-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,155,776 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $843,012 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,303,103 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $20,918 |
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 | $413,503 |
Employer contributions (assets) at end of year | 2018-12-31 | $17,887 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,420,837 |
Contract administrator fees | 2018-12-31 | $15,273 |
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 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2018-12-31 | 310800053 |
2017 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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 | $6,912,754 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $454,005 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $373,125 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,938,631 |
Value of total assets at end of year | 2017-12-31 | $30,726,449 |
Value of total assets at beginning of year | 2017-12-31 | $24,267,700 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $80,880 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $360,830 |
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 | $360,830 |
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 | $1,469,033 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $56,699 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $80,518 |
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 | $6,458,749 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $30,726,449 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $24,267,700 |
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 | $66,438 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $29,883,437 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $23,339,827 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $843,012 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $855,288 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,596,764 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $16,529 |
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 | $389,080 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $15,886 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $373,125 |
Contract administrator fees | 2017-12-31 | $14,442 |
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 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2017-12-31 | 310800053 |
2016 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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 | $3,760,988 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $268,873 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $196,768 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,735,051 |
Value of total assets at end of year | 2016-12-31 | $24,267,700 |
Value of total assets at beginning of year | 2016-12-31 | $20,775,585 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $72,105 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $310,977 |
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 | $310,977 |
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 | $1,397,230 |
Participant contributions at end of year | 2016-12-31 | $56,699 |
Participant contributions at beginning of year | 2016-12-31 | $51,952 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $15,399 |
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 | $3,492,115 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $24,267,700 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $20,775,585 |
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 |
Investment advisory and management fees | 2016-12-31 | $56,774 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $23,339,827 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $19,873,027 |
Interest on participant loans | 2016-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $855,288 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $842,669 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $856 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $856 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,700,453 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $14,507 |
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 | $322,422 |
Employer contributions (assets) at end of year | 2016-12-31 | $15,886 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $7,081 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $196,768 |
Contract administrator fees | 2016-12-31 | $15,331 |
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 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2016-12-31 | 310800053 |
2015 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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 | $1,324,559 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,542,977 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,464,965 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,387,130 |
Value of total assets at end of year | 2015-12-31 | $20,775,585 |
Value of total assets at beginning of year | 2015-12-31 | $21,994,003 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $78,012 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $274,836 |
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 | $274,836 |
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 | $1,260,678 |
Participant contributions at end of year | 2015-12-31 | $51,952 |
Participant contributions at beginning of year | 2015-12-31 | $50,229 |
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 | $-1,218,418 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $20,775,585 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $21,994,003 |
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 |
Investment advisory and management fees | 2015-12-31 | $63,667 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $19,873,027 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $20,658,619 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $842,669 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,278,025 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $856 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-338,219 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $812 |
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 | $126,452 |
Employer contributions (assets) at end of year | 2015-12-31 | $7,081 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $7,130 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,464,965 |
Contract administrator fees | 2015-12-31 | $14,345 |
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 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2015-12-31 | 310800053 |
2014 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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 | $2,332 |
Total income from all sources (including contributions) | 2014-12-31 | $2,585,834 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,393,201 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,317,485 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,393,760 |
Value of total assets at end of year | 2014-12-31 | $21,994,003 |
Value of total assets at beginning of year | 2014-12-31 | $20,803,702 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $75,716 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $250,221 |
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 | $250,221 |
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 | $1,173,411 |
Participant contributions at end of year | 2014-12-31 | $50,229 |
Participant contributions at beginning of year | 2014-12-31 | $45,041 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $63,014 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $2,332 |
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 | $1,192,633 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $21,994,003 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $20,801,370 |
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 |
Investment advisory and management fees | 2014-12-31 | $62,863 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $20,658,619 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $19,219,806 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,278,025 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,538,855 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $916,853 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $25,000 |
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 | $157,335 |
Employer contributions (assets) at end of year | 2014-12-31 | $7,130 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,317,485 |
Contract administrator fees | 2014-12-31 | $12,853 |
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 | BURKE AND SCHINDLER |
Accountancy firm EIN | 2014-12-31 | 311452011 |
2013 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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 | $2,332 |
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 | $5,508,713 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,374,068 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,309,744 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,299,913 |
Value of total assets at end of year | 2013-12-31 | $20,803,702 |
Value of total assets at beginning of year | 2013-12-31 | $16,666,725 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $64,324 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $208,231 |
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 | $208,231 |
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 | $1,152,718 |
Participant contributions at end of year | 2013-12-31 | $45,041 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $2,332 |
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 | $4,134,645 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $20,801,370 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $16,666,725 |
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 |
Investment advisory and management fees | 2013-12-31 | $54,016 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $19,219,806 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $15,015,965 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,538,855 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,650,760 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,970,333 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $30,236 |
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 | $147,195 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,309,744 |
Contract administrator fees | 2013-12-31 | $10,308 |
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 | BURKE AND SCHINDLER |
Accountancy firm EIN | 2013-12-31 | 311452011 |
2012 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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 | $3,674,895 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $790,969 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $733,328 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,478,782 |
Value of total assets at end of year | 2012-12-31 | $16,666,725 |
Value of total assets at beginning of year | 2012-12-31 | $13,782,799 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $57,641 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $228,163 |
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 | $228,163 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,109,027 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $223,929 |
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 | $2,883,926 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $16,666,725 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $13,782,799 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $45,310 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $15,015,965 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $12,344,055 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,650,760 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,438,744 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,872,791 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $95,159 |
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 | $145,826 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $733,328 |
Contract administrator fees | 2012-12-31 | $12,331 |
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 | BURKE AND SCHINDLER |
Accountancy firm EIN | 2012-12-31 | 311452011 |
2011 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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 | $1,178,962 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $288,641 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $238,822 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,535,571 |
Value of total assets at end of year | 2011-12-31 | $13,782,799 |
Value of total assets at beginning of year | 2011-12-31 | $12,892,478 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $49,819 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $307,182 |
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 | $307,182 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $3,000,000 |
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 | $1,087,507 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $293,992 |
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 | $890,321 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $13,782,799 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $12,892,478 |
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 |
Investment advisory and management fees | 2011-12-31 | $39,834 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $12,344,055 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $11,747,931 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,438,744 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,144,547 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-698,856 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $35,065 |
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 | $154,072 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $238,822 |
Contract administrator fees | 2011-12-31 | $9,985 |
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 | BURKE AND SCHINDLER |
Accountancy firm EIN | 2011-12-31 | 311452011 |
2010 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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 | $2,557,957 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $819,541 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $809,760 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,156,386 |
Value of total assets at end of year | 2010-12-31 | $12,892,478 |
Value of total assets at beginning of year | 2010-12-31 | $11,154,062 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $9,781 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $163,405 |
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 | $163,405 |
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 | Yes |
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 | $1,008,280 |
Participant contributions at beginning of year | 2010-12-31 | $37,199 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $11,162 |
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 | $1,738,416 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $12,892,478 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $11,154,062 |
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 | $11,747,931 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $10,587,290 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,144,547 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $524,501 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,225,946 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $12,220 |
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 | $136,944 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $5,072 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $809,760 |
Contract administrator fees | 2010-12-31 | $9,781 |
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 | Yes |
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 | BURKE AND SCHINDLER |
Accountancy firm EIN | 2010-12-31 | 311452011 |
2009 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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 |
2022: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
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: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
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: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
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 |
2009: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING 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 |