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DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN
Plan identification number 001

DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DIRECTIONS RESEARCH, INC has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LYNN LANE
0012016-01-01LYNN LANE LYNN LANE2017-07-31
0012015-01-01LYNN NOBLE
0012014-01-01LYNN NOBLE
0012013-01-01LYNN NOBLE
0012012-01-01LYNN NOBLE
0012011-01-01LYNN NOBLE LYNN NOBLE2012-10-15
0012009-01-01LYNN NOBLE LISA BUTLER2010-10-14

Plan Statistics for DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01253
Total number of active participants reported on line 7a of the Form 55002022-01-01229
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0141
Total of all active and inactive participants2022-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01270
Number of participants with account balances2022-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01204
Total number of active participants reported on line 7a of the Form 55002021-01-01209
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01253
Number of participants with account balances2021-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01206
Total number of active participants reported on line 7a of the Form 55002020-01-01163
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0141
Total of all active and inactive participants2020-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01204
Number of participants with account balances2020-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01202
Total number of active participants reported on line 7a of the Form 55002019-01-01179
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01206
Number of participants with account balances2019-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01175
Total number of active participants reported on line 7a of the Form 55002018-01-01174
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01202
Number of participants with account balances2018-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01171
Total number of active participants reported on line 7a of the Form 55002017-01-01144
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01175
Number of participants with account balances2017-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01180
Total number of active participants reported on line 7a of the Form 55002016-01-01140
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01171
Number of participants with account balances2016-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01150
Total number of active participants reported on line 7a of the Form 55002015-01-01133
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01178
Number of participants with account balances2015-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01155
Total number of active participants reported on line 7a of the Form 55002014-01-01120
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01148
Number of participants with account balances2014-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01161
Total number of active participants reported on line 7a of the Form 55002013-01-01125
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01154
Number of participants with account balances2013-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01162
Total number of active participants reported on line 7a of the Form 55002012-01-01125
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01160
Number of participants with account balances2012-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01151
Total number of active participants reported on line 7a of the Form 55002011-01-01135
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01160
Number of participants with account balances2011-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01150
Total number of active participants reported on line 7a of the Form 55002009-01-01116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01144
Number of participants with account balances2009-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,429,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$37,992,012
Value of total assets at beginning of year2022-12-31$46,897,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$72,659
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$470,727
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,455,088
Participant contributions at end of year2022-12-31$95,953
Participant contributions at beginning of year2022-12-31$82,758
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$141,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$51,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$34,780,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$45,137,707
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$3,089,573
Value of interest in common/collective trusts at beginning of year2022-12-31$1,655,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,279,385
Net investment gain or loss from common/collective trusts2022-12-31$66,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$669,172
Employer contributions (assets) at end of year2022-12-31$25,604
Employer contributions (assets) at beginning of year2022-12-31$21,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,356,400
Contract administrator fees2022-12-31$21,299
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31VONLEHMAN & COMPANY, INC
Accountancy firm EIN2022-12-31310905417
2021 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,821,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$46,897,603
Value of total assets at beginning of year2021-12-31$42,212,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$75,592
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$461,289
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,960,258
Participant contributions at end of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$55,880
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$45,137,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$39,840,784
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$1,655,676
Value of interest in common/collective trusts at beginning of year2021-12-31$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 trusts2021-12-31$35,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$489,874
Employer contributions (assets) at end of year2021-12-31$21,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,746,297
Contract administrator fees2021-12-31$19,712
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VONLEHMAN & COMPANY, INC
Accountancy firm EIN2021-12-31310905417
2020 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,599,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$42,212,414
Value of total assets at beginning of year2020-12-31$35,509,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$80,295
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$389,167
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,732,844
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$60,985
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$39,840,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,117,733
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$2,371,630
Value of interest in common/collective trusts at beginning of year2020-12-31$1,223,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$17,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$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 trusts2020-12-31$27,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$263,199
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,518,758
Contract administrator fees2020-12-31$19,310
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31VONLEHMAN & COMPANY, INC
Accountancy firm EIN2020-12-31310905417
2019 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,623,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$35,509,518
Value of total assets at beginning of year2019-12-31$28,441,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$78,516
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$464,292
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,788,567
Participant contributions at end of year2019-12-31$149,767
Participant contributions at beginning of year2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$61,512
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,117,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,197,989
Interest on participant loans2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$1,223,475
Value of interest in common/collective trusts at beginning of year2019-12-31$1,155,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$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 trusts2019-12-31$25,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$467,785
Employer contributions (assets) at end of year2019-12-31$883
Employer contributions (assets) at beginning of year2019-12-31$17,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,545,466
Contract administrator fees2019-12-31$17,004
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2019-12-31310800053
2018 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,490,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$28,441,624
Value of total assets at beginning of year2018-12-31$30,726,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$70,078
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$425,758
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,586,493
Participant contributions at end of year2018-12-31$69,972
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$62,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$54,805
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$27,197,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,883,437
Interest on participant loans2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$1,155,776
Value of interest in common/collective trusts at beginning of year2018-12-31$843,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,303,103
Net investment gain or loss from common/collective trusts2018-12-31$20,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$413,503
Employer contributions (assets) at end of year2018-12-31$17,887
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,420,837
Contract administrator fees2018-12-31$15,273
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2018-12-31310800053
2017 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$454,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$30,726,449
Value of total assets at beginning of year2017-12-31$24,267,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$80,880
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$360,830
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,469,033
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$66,438
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,883,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,339,827
Value of interest in common/collective trusts at end of year2017-12-31$843,012
Value of interest in common/collective trusts at beginning of year2017-12-31$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 trusts2017-12-31$16,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$389,080
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$15,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$373,125
Contract administrator fees2017-12-31$14,442
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2017-12-31310800053
2016 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$268,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$24,267,700
Value of total assets at beginning of year2016-12-31$20,775,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$72,105
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$310,977
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,397,230
Participant contributions at end of year2016-12-31$56,699
Participant contributions at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$56,774
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,339,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,873,027
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$855,288
Value of interest in common/collective trusts at beginning of year2016-12-31$842,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$856
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$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 trusts2016-12-31$14,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$322,422
Employer contributions (assets) at end of year2016-12-31$15,886
Employer contributions (assets) at beginning of year2016-12-31$7,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$196,768
Contract administrator fees2016-12-31$15,331
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2016-12-31310800053
2015 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,542,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$20,775,585
Value of total assets at beginning of year2015-12-31$21,994,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$78,012
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$274,836
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,260,678
Participant contributions at end of year2015-12-31$51,952
Participant contributions at beginning of year2015-12-31$50,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$63,667
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,873,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,658,619
Value of interest in common/collective trusts at end of year2015-12-31$842,669
Value of interest in common/collective trusts at beginning of year2015-12-31$1,278,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-338,219
Net investment gain or loss from common/collective trusts2015-12-31$812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$126,452
Employer contributions (assets) at end of year2015-12-31$7,081
Employer contributions (assets) at beginning of year2015-12-31$7,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,464,965
Contract administrator fees2015-12-31$14,345
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2015-12-31310800053
2014 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,393,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$21,994,003
Value of total assets at beginning of year2014-12-31$20,803,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$75,716
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$250,221
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,173,411
Participant contributions at end of year2014-12-31$50,229
Participant contributions at beginning of year2014-12-31$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 year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$62,863
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,658,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,219,806
Value of interest in common/collective trusts at end of year2014-12-31$1,278,025
Value of interest in common/collective trusts at beginning of year2014-12-31$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 trusts2014-12-31$25,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$157,335
Employer contributions (assets) at end of year2014-12-31$7,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,317,485
Contract administrator fees2014-12-31$12,853
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BURKE AND SCHINDLER
Accountancy firm EIN2014-12-31311452011
2013 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,374,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$20,803,702
Value of total assets at beginning of year2013-12-31$16,666,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$64,324
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$208,231
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,152,718
Participant contributions at end of year2013-12-31$45,041
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$54,016
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,219,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,015,965
Value of interest in common/collective trusts at end of year2013-12-31$1,538,855
Value of interest in common/collective trusts at beginning of year2013-12-31$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 trusts2013-12-31$30,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$147,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,309,744
Contract administrator fees2013-12-31$10,308
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BURKE AND SCHINDLER
Accountancy firm EIN2013-12-31311452011
2012 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$790,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$16,666,725
Value of total assets at beginning of year2012-12-31$13,782,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$57,641
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$228,163
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$45,310
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,015,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,344,055
Value of interest in common/collective trusts at end of year2012-12-31$1,650,760
Value of interest in common/collective trusts at beginning of year2012-12-31$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 trusts2012-12-31$95,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$145,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$733,328
Contract administrator fees2012-12-31$12,331
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BURKE AND SCHINDLER
Accountancy firm EIN2012-12-31311452011
2011 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$288,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$13,782,799
Value of total assets at beginning of year2011-12-31$12,892,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$49,819
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$307,182
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$39,834
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,344,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,747,931
Value of interest in common/collective trusts at end of year2011-12-31$1,438,744
Value of interest in common/collective trusts at beginning of year2011-12-31$1,144,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-698,856
Net investment gain or loss from common/collective trusts2011-12-31$35,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$154,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$238,822
Contract administrator fees2011-12-31$9,985
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BURKE AND SCHINDLER
Accountancy firm EIN2011-12-31311452011
2010 : DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$819,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$12,892,478
Value of total assets at beginning of year2010-12-31$11,154,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,781
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$163,405
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,008,280
Participant contributions at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,747,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,587,290
Value of interest in common/collective trusts at end of year2010-12-31$1,144,547
Value of interest in common/collective trusts at beginning of year2010-12-31$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 trusts2010-12-31$12,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$136,944
Employer contributions (assets) at beginning of year2010-12-31$5,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$809,760
Contract administrator fees2010-12-31$9,781
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BURKE AND SCHINDLER
Accountancy firm EIN2010-12-31311452011
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 securities2009-12-31$0

Form 5500 Responses for DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN

2022: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DIRECTIONS RESEARCH, INC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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