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DIRECTVIZ SOLUTIONS LLC 401(K) 401k Plan overview

Plan NameDIRECTVIZ SOLUTIONS LLC 401(K)
Plan identification number 001

DIRECTVIZ SOLUTIONS LLC 401(K) 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.
  • 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

DIRECTVIZ SOLUTIONS LLC has sponsored the creation of one or more 401k plans.

Company Name:DIRECTVIZ SOLUTIONS LLC
Employer identification number (EIN):460795124
NAIC Classification:541512
NAIC Description:Computer Systems Design Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DIRECTVIZ SOLUTIONS LLC 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRIANNE MATLAGE2024-09-25
0012022-01-01BRIANNE MATLAGE2023-09-05
0012021-01-01LILY DUONG2022-10-14
0012020-01-01LILY DUONG2021-10-06
0012019-01-01LILY DUONG2020-10-14
0012018-01-01
0012017-01-01LILY DUONG
0012017-01-01LILY DUONG LILY DUONG2018-10-14
0012017-01-01LILY DUONG
0012016-01-01LILY DUONG
0012015-01-01VINNIE TRAN2016-06-01
0012014-01-01VINNIE TRAN2015-06-17
0012013-01-01VINNIE TRAN2014-08-29

Plan Statistics for DIRECTVIZ SOLUTIONS LLC 401(K)

401k plan membership statisitcs for DIRECTVIZ SOLUTIONS LLC 401(K)

Measure Date Value
2023: DIRECTVIZ SOLUTIONS LLC 401(K) 2023 401k membership
Total participants, beginning-of-year2023-01-01403
Total number of active participants reported on line 7a of the Form 55002023-01-01352
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-0184
Total of all active and inactive participants2023-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-01440
Number of participants with account balances2023-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0135
2022: DIRECTVIZ SOLUTIONS LLC 401(K) 2022 401k membership
Total participants, beginning-of-year2022-01-01418
Total number of active participants reported on line 7a of the Form 55002022-01-01341
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0160
Total of all active and inactive participants2022-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01403
Number of participants with account balances2022-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0134
2021: DIRECTVIZ SOLUTIONS LLC 401(K) 2021 401k membership
Total participants, beginning-of-year2021-01-01317
Total number of active participants reported on line 7a of the Form 55002021-01-01337
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0179
Total of all active and inactive participants2021-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01418
Number of participants with account balances2021-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0173
2020: DIRECTVIZ SOLUTIONS LLC 401(K) 2020 401k membership
Total participants, beginning-of-year2020-01-01299
Total number of active participants reported on line 7a of the Form 55002020-01-01271
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01317
Number of participants with account balances2020-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0126
2019: DIRECTVIZ SOLUTIONS LLC 401(K) 2019 401k membership
Total participants, beginning-of-year2019-01-01214
Total number of active participants reported on line 7a of the Form 55002019-01-01260
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01299
Number of participants with account balances2019-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0135
2018: DIRECTVIZ SOLUTIONS LLC 401(K) 2018 401k membership
Total participants, beginning-of-year2018-01-01246
Total number of active participants reported on line 7a of the Form 55002018-01-01152
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0162
Total of all active and inactive participants2018-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01214
Number of participants with account balances2018-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0133
2017: DIRECTVIZ SOLUTIONS LLC 401(K) 2017 401k membership
Total participants, beginning-of-year2017-01-01192
Total number of active participants reported on line 7a of the Form 55002017-01-01211
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01246
Number of participants with account balances2017-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: DIRECTVIZ SOLUTIONS LLC 401(K) 2016 401k membership
Total participants, beginning-of-year2016-01-01161
Total number of active participants reported on line 7a of the Form 55002016-01-01158
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01182
Number of participants with account balances2016-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113

Financial Data on DIRECTVIZ SOLUTIONS LLC 401(K)

Measure Date Value
2023 : DIRECTVIZ SOLUTIONS LLC 401(K) 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,454,982
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,123,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,054,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,633,525
Value of total assets at end of year2023-12-31$13,068,495
Value of total assets at beginning of year2023-12-31$9,736,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$68,457
Total interest from all sources2023-12-31$11,155
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$58,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$58,203
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,578,058
Participant contributions at end of year2023-12-31$75,896
Participant contributions at beginning of year2023-12-31$75,515
Participant contributions at end of year2023-12-31$57
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$498,812
Administrative expenses (other) incurred2023-12-31$16,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,331,895
Value of net assets at end of year (total assets less liabilities)2023-12-31$13,068,495
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$9,736,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$10,871
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,311,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$2,098,035
Value of interest in pooled separate accounts at end of year2023-12-31$2,445,335
Value of interest in pooled separate accounts at beginning of year2023-12-31$1,647,567
Interest on participant loans2023-12-31$5,706
Interest earned on other investments2023-12-31$5,449
Value of interest in common/collective trusts at end of year2023-12-31$7,834,197
Value of interest in common/collective trusts at beginning of year2023-12-31$5,735,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$401,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$180,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$184,179
Net investment gain/loss from pooled separate accounts2023-12-31$504,269
Net investment gain or loss from common/collective trusts2023-12-31$1,063,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$556,655
Employer contributions (assets) at end of year2023-12-31$57
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,054,630
Contract administrator fees2023-12-31$41,270
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BRONTIDE LLC
Accountancy firm EIN2023-12-31472943723
2022 : DIRECTVIZ SOLUTIONS LLC 401(K) 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$686,168
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,618,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,539,487
Value of total corrective distributions2022-12-31$150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,475,150
Value of total assets at end of year2022-12-31$9,736,600
Value of total assets at beginning of year2022-12-31$10,668,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$78,369
Total interest from all sources2022-12-31$5,605
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$51,203
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$51,203
Administrative expenses professional fees incurred2022-12-31$21,982
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$1,629,710
Participant contributions at end of year2022-12-31$75,515
Participant contributions at beginning of year2022-12-31$54,492
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$191,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-931,838
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,736,600
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,668,438
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$9,689
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,098,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,063,962
Value of interest in pooled separate accounts at end of year2022-12-31$1,647,567
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,808,459
Interest on participant loans2022-12-31$3,292
Interest earned on other investments2022-12-31$2,313
Value of interest in common/collective trusts at end of year2022-12-31$5,735,387
Value of interest in common/collective trusts at beginning of year2022-12-31$6,657,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$180,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$83,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-292,364
Net investment gain/loss from pooled separate accounts2022-12-31$-419,355
Net investment gain or loss from common/collective trusts2022-12-31$-1,134,071
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$653,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,539,487
Contract administrator fees2022-12-31$46,698
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 name2022-12-31BRONTIDE LLC
Accountancy firm EIN2022-12-31472943723
2021 : DIRECTVIZ SOLUTIONS LLC 401(K) 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$4,678,297
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,089,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,029,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,355,283
Value of total assets at end of year2021-12-31$10,668,438
Value of total assets at beginning of year2021-12-31$7,080,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$60,570
Total interest from all sources2021-12-31$2,969
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$38,423
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$38,423
Administrative expenses professional fees incurred2021-12-31$15,959
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$1,626,455
Participant contributions at end of year2021-12-31$54,492
Participant contributions at beginning of year2021-12-31$24,666
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,102,147
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$3,588,299
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,668,438
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,080,139
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$6,612
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,063,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,649,138
Value of interest in pooled separate accounts at end of year2021-12-31$1,808,459
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,115,747
Interest on participant loans2021-12-31$1,805
Interest earned on other investments2021-12-31$1,164
Value of interest in common/collective trusts at end of year2021-12-31$6,657,981
Value of interest in common/collective trusts at beginning of year2021-12-31$4,209,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$83,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$80,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$248,963
Net investment gain/loss from pooled separate accounts2021-12-31$328,798
Net investment gain or loss from common/collective trusts2021-12-31$703,861
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$626,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,029,428
Contract administrator fees2021-12-31$37,999
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 name2021-12-31BRONTIDE LLC
Accountancy firm EIN2021-12-31472943723
2020 : DIRECTVIZ SOLUTIONS LLC 401(K) 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$2,848,911
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$881,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$832,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,025,648
Value of total assets at end of year2020-12-31$7,080,139
Value of total assets at beginning of year2020-12-31$5,112,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,068
Total interest from all sources2020-12-31$2,903
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$27,172
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$27,172
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$1,007,974
Participant contributions at end of year2020-12-31$24,666
Participant contributions at beginning of year2020-12-31$28,412
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$596,949
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$1,967,898
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,080,139
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,112,241
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,649,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$713,216
Value of interest in pooled separate accounts at end of year2020-12-31$1,115,747
Value of interest in pooled separate accounts at beginning of year2020-12-31$887,343
Interest on participant loans2020-12-31$1,503
Interest earned on other investments2020-12-31$1,400
Value of interest in common/collective trusts at end of year2020-12-31$4,209,913
Value of interest in common/collective trusts at beginning of year2020-12-31$3,465,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$80,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$17,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$98,162
Net investment gain/loss from pooled separate accounts2020-12-31$197,778
Net investment gain or loss from common/collective trusts2020-12-31$497,248
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$420,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$832,945
Contract administrator fees2020-12-31$48,068
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 name2020-12-31BRONTIDE LLC
Accountancy firm EIN2020-12-31472943723
2019 : DIRECTVIZ SOLUTIONS LLC 401(K) 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$2,740,445
Total income from all sources (including contributions)2019-12-31$2,740,445
Total loss/gain on sale of assets2019-12-31$57,404
Total loss/gain on sale of assets2019-12-31$57,404
Total of all expenses incurred2019-12-31$1,578,458
Total of all expenses incurred2019-12-31$1,578,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,541,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,541,922
Expenses. Certain deemed distributions of participant loans2019-12-31$11,335
Expenses. Certain deemed distributions of participant loans2019-12-31$11,335
Value of total corrective distributions2019-12-31$1,506
Value of total corrective distributions2019-12-31$1,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,662,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,662,363
Value of total assets at end of year2019-12-31$5,112,241
Value of total assets at end of year2019-12-31$5,112,241
Value of total assets at beginning of year2019-12-31$3,950,254
Value of total assets at beginning of year2019-12-31$3,950,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,695
Total interest from all sources2019-12-31$1,635
Total interest from all sources2019-12-31$1,635
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,957
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$13,957
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$13,957
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$872,487
Contributions received from participants2019-12-31$872,487
Participant contributions at end of year2019-12-31$28,412
Participant contributions at end of year2019-12-31$28,412
Participant contributions at beginning of year2019-12-31$59,109
Participant contributions at beginning of year2019-12-31$59,109
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$475,983
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$475,983
Administrative expenses (other) incurred2019-12-31$925
Administrative expenses (other) incurred2019-12-31$925
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
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$1,161,987
Value of net income/loss2019-12-31$1,161,987
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,112,241
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,112,241
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,950,254
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,950,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$713,216
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$713,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,162,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,162,091
Value of interest in pooled separate accounts at end of year2019-12-31$887,343
Value of interest in pooled separate accounts at end of year2019-12-31$887,343
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$1,635
Interest on participant loans2019-12-31$1,635
Value of interest in common/collective trusts at end of year2019-12-31$3,465,297
Value of interest in common/collective trusts at end of year2019-12-31$3,465,297
Value of interest in common/collective trusts at beginning of year2019-12-31$729,054
Value of interest in common/collective trusts at beginning of year2019-12-31$729,054
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$17,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$17,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$634,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$634,101
Net investment gain or loss from common/collective trusts2019-12-31$370,985
Net investment gain or loss from common/collective trusts2019-12-31$370,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$313,893
Contributions received in cash from employer2019-12-31$313,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,541,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,541,922
Contract administrator fees2019-12-31$22,770
Contract administrator fees2019-12-31$22,770
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,610,019
Aggregate proceeds on sale of assets2019-12-31$2,610,019
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,552,615
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,552,615
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BRONTIDE LLC
Accountancy firm name2019-12-31BRONTIDE LLC
Accountancy firm EIN2019-12-31472943723
Accountancy firm EIN2019-12-31472943723
2018 : DIRECTVIZ SOLUTIONS LLC 401(K) 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$1,306,612
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$628,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$607,269
Expenses. Certain deemed distributions of participant loans2018-12-31$2,326
Value of total corrective distributions2018-12-31$17,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,714,520
Value of total assets at end of year2018-12-31$3,950,254
Value of total assets at beginning of year2018-12-31$3,271,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,070
Total interest from all sources2018-12-31$5,772
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$283,947
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$283,947
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$931,284
Participant contributions at end of year2018-12-31$59,109
Participant contributions at beginning of year2018-12-31$69,702
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$469,180
Administrative expenses (other) incurred2018-12-31$1,070
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$678,356
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,950,254
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,271,898
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,162,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,510,940
Interest on participant loans2018-12-31$5,772
Value of interest in common/collective trusts at end of year2018-12-31$729,054
Value of interest in common/collective trusts at beginning of year2018-12-31$691,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-625,462
Net investment gain or loss from common/collective trusts2018-12-31$-72,165
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$314,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$607,269
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 name2018-12-31BRONTIDE LLC
Accountancy firm EIN2018-12-31472943723
2017 : DIRECTVIZ SOLUTIONS LLC 401(K) 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$1,931,427
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$169,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$119,891
Expenses. Certain deemed distributions of participant loans2017-12-31$42,050
Value of total corrective distributions2017-12-31$6,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,566,627
Value of total assets at end of year2017-12-31$3,271,898
Value of total assets at beginning of year2017-12-31$1,509,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,080
Total interest from all sources2017-12-31$3,059
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$140,573
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$140,573
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$151,000
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$646,477
Participant contributions at end of year2017-12-31$69,702
Participant contributions at beginning of year2017-12-31$46,344
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$664,901
Administrative expenses (other) incurred2017-12-31$1,080
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$1,762,079
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,271,898
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,509,819
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,510,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$998,222
Interest on participant loans2017-12-31$3,059
Value of interest in common/collective trusts at end of year2017-12-31$691,256
Value of interest in common/collective trusts at beginning of year2017-12-31$465,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$150,374
Net investment gain or loss from common/collective trusts2017-12-31$70,794
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$255,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$119,891
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 name2017-12-31BRONTIDE LLC
Accountancy firm EIN2017-12-31472943723
2016 : DIRECTVIZ SOLUTIONS LLC 401(K) 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$768,523
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$160,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$159,825
Value of total corrective distributions2016-12-31$6
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$609,135
Value of total assets at end of year2016-12-31$1,509,819
Value of total assets at beginning of year2016-12-31$902,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,075
Total interest from all sources2016-12-31$1,468
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$35,469
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$35,469
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$91,000
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$390,267
Participant contributions at end of year2016-12-31$46,344
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$99,168
Other income not declared elsewhere2016-12-31$5
Administrative expenses (other) incurred2016-12-31$1,075
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$607,617
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,509,819
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$902,202
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$998,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$576,959
Interest on participant loans2016-12-31$1,468
Value of interest in common/collective trusts at end of year2016-12-31$465,253
Value of interest in common/collective trusts at beginning of year2016-12-31$325,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$58,569
Net investment gain or loss from common/collective trusts2016-12-31$63,877
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$119,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$159,825
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 name2016-12-31BRONTIDE LLC
Accountancy firm EIN2016-12-31472943723

Form 5500 Responses for DIRECTVIZ SOLUTIONS LLC 401(K)

2023: DIRECTVIZ SOLUTIONS LLC 401(K) 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DIRECTVIZ SOLUTIONS LLC 401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DIRECTVIZ SOLUTIONS LLC 401(K) 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DIRECTVIZ SOLUTIONS LLC 401(K) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DIRECTVIZ SOLUTIONS LLC 401(K) 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DIRECTVIZ SOLUTIONS LLC 401(K) 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: DIRECTVIZ SOLUTIONS LLC 401(K) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: DIRECTVIZ SOLUTIONS LLC 401(K) 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered429
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $136
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered403
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $896
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees896
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered430
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $48
Total amount of fees paid to insurance companyUSD $746
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees746
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered311
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,899
Total amount of fees paid to insurance companyUSD $380
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,899
Insurance broker organization code?3
Amount paid for insurance broker fees380
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered299
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $949
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $791
Insurance broker organization code?3

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