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DISCIPLINED GROWTH INVESTORS, INC. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameDISCIPLINED GROWTH INVESTORS, INC. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

DISCIPLINED GROWTH INVESTORS, 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

DISCIPLINED GROWTH INVESTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:DISCIPLINED GROWTH INVESTORS, INC.
Employer identification number (EIN):411901233
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DISCIPLINED GROWTH INVESTORS, INC. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RICK MARTIN2024-03-25
0012022-01-01RICK MARTIN2023-07-03 RICK MARTIN2023-07-03
0012021-01-01RICK MARTIN2022-06-24 RICK MARTIN2022-06-24
0012020-01-01RICK MARTIN2021-09-24 RICK MARTIN2021-09-24
0012019-01-01RICK MARTIN2020-05-04
0012018-01-01RICK MARTIN2019-09-20
0012017-01-01RICK MARTIN2018-08-20
0012016-01-01RICK MARTIN2017-07-18
0012015-01-01RICK MARTIN2016-07-27
0012014-01-01RICK MARTIN2015-06-22
0012013-01-01RICK MARTIN2014-07-09
0012012-01-01RICK MARTIN2013-07-08
0012011-01-01RICK MARTIN2012-07-05
0012010-01-01RICK MARTIN2011-06-02
0012009-01-01RICK MARTIN RICK MARTIN2010-02-03

Financial Data on DISCIPLINED GROWTH INVESTORS, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : DISCIPLINED GROWTH INVESTORS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-02-260
Total expenses incurred by plan in this plan year2025-02-26922988
Net assets as of the end of the plan year2025-02-2689066691
Total assets as of the beginning of the plan year2025-02-2668163164
Value of plan covered by a fidelity bond2025-02-265000000
Participant contributions to plan in this plan year2025-02-26365064
Value of participant loans at end of plan year2025-02-2690104
Other income to plan in this plan year2025-02-2620807103
Plan net income in this plan year2025-02-2620903527
Net assets as of the end of the plan year2025-02-2689066691
Net assets as of the beginning of the plan year2025-02-2668163164
Employer contributions to plan in this plan year2025-02-26654348
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-261324
2024 : DISCIPLINED GROWTH INVESTORS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-03-250
Total expenses incurred by plan in this plan year2024-03-25593994
Net assets as of the end of the plan year2024-03-2568163164
Total assets as of the beginning of the plan year2024-03-2547945060
Value of plan covered by a fidelity bond2024-03-255000000
Participant contributions to plan in this plan year2024-03-25375163
Value of participant loans at end of plan year2024-03-2563730
Other expenses paid from plan in this plan year2024-03-250
Other contributions to plan in this plan year2024-03-2560969
Other income to plan in this plan year2024-03-2519788765
Plan net income in this plan year2024-03-2520218104
Net assets as of the end of the plan year2024-03-2568163164
Net assets as of the beginning of the plan year2024-03-2547945060
Employer contributions to plan in this plan year2024-03-25587201
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-255023
2009 : DISCIPLINED GROWTH INVESTORS, INC. 401(K) PROFIT SHARING PLAN & TRUST 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 DISCIPLINED GROWTH INVESTORS, INC. 401(K) PROFIT SHARING PLAN & TRUST

2009: DISCIPLINED GROWTH INVESTORS, INC. 401(K) PROFIT SHARING PLAN & TRUST 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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