AMERICAN DIRECTIONS CORE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMERICAN DIRECTIONS GROUP 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : AMERICAN DIRECTIONS GROUP 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-12 | 156804 |
| Net assets as of the end of the plan year | 2025-06-12 | 2705497 |
| Total assets as of the beginning of the plan year | 2025-06-12 | 2209442 |
| Value of plan covered by a fidelity bond | 2025-06-12 | 221000 |
| Participant contributions to plan in this plan year | 2025-06-12 | 106565 |
| Value of participant loans at end of plan year | 2025-06-12 | 4585 |
| Other income to plan in this plan year | 2025-06-12 | 522750 |
| Plan net income in this plan year | 2025-06-12 | 496055 |
| Net assets as of the end of the plan year | 2025-06-12 | 2705497 |
| Net assets as of the beginning of the plan year | 2025-06-12 | 2209442 |
| Employer contributions to plan in this plan year | 2025-06-12 | 23544 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-12 | 13989 |
| 2024 : AMERICAN DIRECTIONS GROUP 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-04 | 536794 |
| Net assets as of the end of the plan year | 2024-07-04 | 2209442 |
| Total assets as of the beginning of the plan year | 2024-07-04 | 2081717 |
| Value of plan covered by a fidelity bond | 2024-07-04 | 209000 |
| Participant contributions to plan in this plan year | 2024-07-04 | 96748 |
| Value of participant loans at end of plan year | 2024-07-04 | 14180 |
| Other income to plan in this plan year | 2024-07-04 | 541786 |
| Plan net income in this plan year | 2024-07-04 | 127725 |
| Net assets as of the end of the plan year | 2024-07-04 | 2209442 |
| Net assets as of the beginning of the plan year | 2024-07-04 | 2081717 |
| Employer contributions to plan in this plan year | 2024-07-04 | 25985 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-04 | 13212 |
| 2020 : AMERICAN DIRECTIONS GROUP 401K PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $604,656 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $14,540 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $14,440 |
| Total plan assets at end of year | 2020-12-31 | $2,499,905 |
| Total plan assets at beginning of year | 2020-12-31 | $1,909,789 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $150,418 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $29,322 |
| Other income received | 2020-12-31 | $406,916 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $590,116 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,499,905 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,909,789 |
| Assets. Value of participant loans | 2020-12-31 | $59,065 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $18,000 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $100 |
| 2019 : AMERICAN DIRECTIONS GROUP 401K PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $535,486 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $35,518 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $35,143 |
| Total plan assets at end of year | 2019-12-31 | $1,909,789 |
| Total plan assets at beginning of year | 2019-12-31 | $1,409,821 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $95,783 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $23,403 |
| Other income received | 2019-12-31 | $398,111 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $499,968 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,909,789 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,409,821 |
| Assets. Value of participant loans | 2019-12-31 | $56,963 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $18,189 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $375 |
| 2018 : AMERICAN DIRECTIONS GROUP 401K PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $300 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $11,671 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $11,521 |
| Total plan assets at end of year | 2018-12-31 | $1,409,821 |
| Total plan assets at beginning of year | 2018-12-31 | $1,421,192 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $98,166 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-117,992 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-11,371 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,409,821 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,421,192 |
| Assets. Value of participant loans | 2018-12-31 | $18,869 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $20,126 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $150 |
| 2017 : AMERICAN DIRECTIONS GROUP 401K PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $331,153 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $171,490 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $170,965 |
| Total plan assets at end of year | 2017-12-31 | $1,421,192 |
| Total plan assets at beginning of year | 2017-12-31 | $1,261,529 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $80,321 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $234,078 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $159,663 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,421,192 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,261,529 |
| Assets. Value of participant loans | 2017-12-31 | $18,606 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
| Assets. Value of employer securities | 2017-12-31 | $0 |
| Assets. Value of employer real property | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $16,754 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $525 |
| 2016 : AMERICAN DIRECTIONS GROUP 401K PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $216,333 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $171,951 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $171,601 |
| Total plan assets at end of year | 2016-12-31 | $1,261,529 |
| Total plan assets at beginning of year | 2016-12-31 | $1,217,147 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $101,035 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $97,165 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $44,382 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,261,529 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,217,147 |
| Assets. Value of participant loans | 2016-12-31 | $5,497 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $18,133 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $350 |
| 2015 : AMERICAN DIRECTIONS GROUP 401K PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $115,914 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $9,205 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $8,930 |
| Total plan assets at end of year | 2015-12-31 | $1,217,147 |
| Total plan assets at beginning of year | 2015-12-31 | $1,110,438 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $96,290 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $3,569 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $106,709 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,217,147 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,110,438 |
| Assets. Value of participant loans | 2015-12-31 | $13,281 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $16,055 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $275 |
| 2014 : AMERICAN DIRECTIONS GROUP 401K PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $163,918 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $46,573 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $24,118 |
| Total plan assets at end of year | 2014-12-31 | $1,110,438 |
| Total plan assets at beginning of year | 2014-12-31 | $993,093 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $63,004 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $85,011 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $117,345 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,110,438 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $993,093 |
| Assets. Value of participant loans | 2014-12-31 | $3,605 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $15,903 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $22,205 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $250 |
| 2020: AMERICAN DIRECTIONS GROUP 401K PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: AMERICAN DIRECTIONS GROUP 401K PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: AMERICAN DIRECTIONS GROUP 401K PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: AMERICAN DIRECTIONS GROUP 401K PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: AMERICAN DIRECTIONS GROUP 401K PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: AMERICAN DIRECTIONS GROUP 401K PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: AMERICAN DIRECTIONS GROUP 401K PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |