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DATA RESEARCH, INC. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameDATA RESEARCH, INC. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

DATA RESEARCH, INC. 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

DATA RESEARCH INCORPORATED DBA MINDSEYE RESEARCH GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:DATA RESEARCH INCORPORATED DBA MINDSEYE RESEARCH GROUP, INC.
Employer identification number (EIN):364468000
NAIC Classification:541910
NAIC Description:Marketing Research and Public Opinion Polling

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DATA RESEARCH, INC. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LESLIE LOSH2024-07-30
0012022-01-01LESLIE LOSH2023-06-20
0012021-01-01LESLIE LOSH2022-03-30
0012020-01-01LESLIE LOSH2021-04-25
0012020-01-01LESLIE LOSH2021-05-26
0012019-01-01LESLIE GUNNER LOSH2020-04-16 LESLIE GUNNER LOSH2020-04-16
0012018-01-01LESLIE GUNNER LOSH2019-03-27 LESLIE GUNNER LOSH2019-03-27
0012017-01-01LESLIE GUNNER LOSH2018-02-15 LESLIE GUNNER LOSH2018-02-15
0012016-01-01LESLIE GUNNER LOSH2017-05-03 LESLIE GUNNER LOSH2017-05-03
0012013-01-01LESLIE GUNNER LOSH2014-10-06 LESLIE GUNNER LOSH2014-10-06
0012012-01-01LESLIE GUNNER LOSH2013-05-14 LESLIE GUNNER LOSH2013-05-14
0012011-01-01LESLIE LOSH2012-04-24 LESLIE LOSH2012-04-24
0012010-01-01LESLIE LOSH2011-05-09 LESLIE LOSH2011-05-09

Plan Statistics for DATA RESEARCH, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for DATA RESEARCH, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: DATA RESEARCH, INC. 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-09-1710
Total number of particpants at end of year2025-09-179
Number of Participants With Account Balances2025-09-179
2024: DATA RESEARCH, INC. 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-3010
Total number of particpants at end of year2024-07-3010
Number of Participants With Account Balances2024-07-3010
2022: DATA RESEARCH, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-03-3011
Total number of particpants at end of year2022-03-3011
Number of Participants With Account Balances2022-03-3011

Financial Data on DATA RESEARCH, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : DATA RESEARCH, INC. 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-1734629
Net assets as of the end of the plan year2025-09-171857301
Total assets as of the beginning of the plan year2025-09-171569624
Value of plan covered by a fidelity bond2025-09-17200000
Participant contributions to plan in this plan year2025-09-1768330
Value of participant loans at end of plan year2025-09-172658
Other income to plan in this plan year2025-09-17239394
Plan net income in this plan year2025-09-17287677
Net assets as of the end of the plan year2025-09-171857301
Net assets as of the beginning of the plan year2025-09-171569624
Employer contributions to plan in this plan year2025-09-1714582
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-17387
2024 : DATA RESEARCH, INC. 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Net assets as of the end of the plan year2024-07-301569624
Total assets as of the beginning of the plan year2024-07-301321856
Value of plan covered by a fidelity bond2024-07-30200000
Participant contributions to plan in this plan year2024-07-3023378
Value of participant loans at end of plan year2024-07-303338
Other income to plan in this plan year2024-07-30208152
Plan net income in this plan year2024-07-30247768
Net assets as of the end of the plan year2024-07-301569624
Net assets as of the beginning of the plan year2024-07-301321856
Employer contributions to plan in this plan year2024-07-3016238
2022 : DATA RESEARCH, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-03-300
Total expenses incurred by plan in this plan year2022-03-3013976
Net assets as of the end of the plan year2022-03-301508181
Total assets as of the beginning of the plan year2022-03-301232430
Value of plan covered by a fidelity bond2022-03-30500000
Participant contributions to plan in this plan year2022-03-3032220
Value of participant loans at end of plan year2022-03-302025
Other contributions to plan in this plan year2022-03-300
Other income to plan in this plan year2022-03-30205663
Plan net income in this plan year2022-03-30275751
Net assets as of the end of the plan year2022-03-301508181
Net assets as of the beginning of the plan year2022-03-301232430
Employer contributions to plan in this plan year2022-03-3051844
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-30150

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