Civic Intelligence

Directed Equity Inc.

Plan context: Directed Equity 401K Retirement Plan and Trust

EIN 20-1981338 • 18 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,618,694

2024 Contributions

$118,458

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,323,453$1,161,727$0200820162024YearValue
$1,618,694Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1260200720162024YearValue
11Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024111$1,618,694$118,458$10,769iApproximate average salary by contribution assumption: employee only about $269,223 at 4% or $179,482 at 6%; with 50% employer match about $179,482 at 4% or $119,655 at 6%; with 100% employer match about $134,611 at 4% or $89,741 at 6%.
Directed Equity 401K Retirement Plan and Trust-11$1,618,694$118,458$10,769iApproximate average salary by contribution assumption: employee only about $269,223 at 4% or $179,482 at 6%; with 50% employer match about $179,482 at 4% or $119,655 at 6%; with 100% employer match about $134,611 at 4% or $89,741 at 6%.
2023112$1,945,403$113,274$9,440iApproximate average salary by contribution assumption: employee only about $235,988 at 4% or $157,325 at 6%; with 50% employer match about $157,325 at 4% or $104,883 at 6%; with 100% employer match about $117,994 at 4% or $78,663 at 6%.
Directed Equity 401K Retirement Plan and Trust-12$1,945,403$113,274$9,440iApproximate average salary by contribution assumption: employee only about $235,988 at 4% or $157,325 at 6%; with 50% employer match about $157,325 at 4% or $104,883 at 6%; with 100% employer match about $117,994 at 4% or $78,663 at 6%.
2022111$1,943,652$105,186$9,562iApproximate average salary by contribution assumption: employee only about $239,059 at 4% or $159,373 at 6%; with 50% employer match about $159,373 at 4% or $106,248 at 6%; with 100% employer match about $119,530 at 4% or $79,686 at 6%.
Directed Equity 401K Retirement Plan and Trust-11$1,943,652$105,186$9,562iApproximate average salary by contribution assumption: employee only about $239,059 at 4% or $159,373 at 6%; with 50% employer match about $159,373 at 4% or $106,248 at 6%; with 100% employer match about $119,530 at 4% or $79,686 at 6%.
202118$2,323,453$195,005$24,376iApproximate average salary by contribution assumption: employee only about $609,391 at 4% or $406,260 at 6%; with 50% employer match about $406,260 at 4% or $270,840 at 6%; with 100% employer match about $304,695 at 4% or $203,130 at 6%.
Directed Equity 401K Retirement Plan and Trust-8$2,323,453$195,005$24,376iApproximate average salary by contribution assumption: employee only about $609,391 at 4% or $406,260 at 6%; with 50% employer match about $406,260 at 4% or $270,840 at 6%; with 100% employer match about $304,695 at 4% or $203,130 at 6%.
202018$1,755,329$186,662$23,333iApproximate average salary by contribution assumption: employee only about $583,319 at 4% or $388,879 at 6%; with 50% employer match about $388,879 at 4% or $259,253 at 6%; with 100% employer match about $291,659 at 4% or $194,440 at 6%.
Directed Equity 401K Retirement Plan and Trust-8$1,755,329$186,662$23,333iApproximate average salary by contribution assumption: employee only about $583,319 at 4% or $388,879 at 6%; with 50% employer match about $388,879 at 4% or $259,253 at 6%; with 100% employer match about $291,659 at 4% or $194,440 at 6%.
2019110$1,497,917$193,711$19,371iApproximate average salary by contribution assumption: employee only about $484,277 at 4% or $322,852 at 6%; with 50% employer match about $322,852 at 4% or $215,234 at 6%; with 100% employer match about $242,139 at 4% or $161,426 at 6%.
Directed Equity 401K Retirement Plan and Trust-10$1,497,917$193,711$19,371iApproximate average salary by contribution assumption: employee only about $484,277 at 4% or $322,852 at 6%; with 50% employer match about $322,852 at 4% or $215,234 at 6%; with 100% employer match about $242,139 at 4% or $161,426 at 6%.
2018111$1,201,852$219,964$19,997iApproximate average salary by contribution assumption: employee only about $499,918 at 4% or $333,279 at 6%; with 50% employer match about $333,279 at 4% or $222,186 at 6%; with 100% employer match about $249,959 at 4% or $166,639 at 6%.
Directed Equity 401K Retirement Plan and Trust-11$1,201,852$219,964$19,997iApproximate average salary by contribution assumption: employee only about $499,918 at 4% or $333,279 at 6%; with 50% employer match about $333,279 at 4% or $222,186 at 6%; with 100% employer match about $249,959 at 4% or $166,639 at 6%.
201718$1,101,021$164,704$20,588iApproximate average salary by contribution assumption: employee only about $514,700 at 4% or $343,133 at 6%; with 50% employer match about $343,133 at 4% or $228,756 at 6%; with 100% employer match about $257,350 at 4% or $171,567 at 6%.
Directed Equity 401K Retirement Plan and Trust-8$1,101,021$164,704$20,588iApproximate average salary by contribution assumption: employee only about $514,700 at 4% or $343,133 at 6%; with 50% employer match about $343,133 at 4% or $228,756 at 6%; with 100% employer match about $257,350 at 4% or $171,567 at 6%.
201618$986,770$122,502$15,313iApproximate average salary by contribution assumption: employee only about $382,819 at 4% or $255,213 at 6%; with 50% employer match about $255,213 at 4% or $170,142 at 6%; with 100% employer match about $191,409 at 4% or $127,606 at 6%.
Directed Equity 401K Retirement Plan and Trust-8$986,770$122,502$15,313iApproximate average salary by contribution assumption: employee only about $382,819 at 4% or $255,213 at 6%; with 50% employer match about $255,213 at 4% or $170,142 at 6%; with 100% employer match about $191,409 at 4% or $127,606 at 6%.
201517$882,275$110,914$15,845iApproximate average salary by contribution assumption: employee only about $396,121 at 4% or $264,081 at 6%; with 50% employer match about $264,081 at 4% or $176,054 at 6%; with 100% employer match about $198,061 at 4% or $132,040 at 6%.
Directed Equity 401K Retirement Plan and Trust-7$882,275$110,914$15,845iApproximate average salary by contribution assumption: employee only about $396,121 at 4% or $264,081 at 6%; with 50% employer match about $264,081 at 4% or $176,054 at 6%; with 100% employer match about $198,061 at 4% or $132,040 at 6%.
201417$1,044,505$79,739$11,391iApproximate average salary by contribution assumption: employee only about $284,782 at 4% or $189,855 at 6%; with 50% employer match about $189,855 at 4% or $126,570 at 6%; with 100% employer match about $142,391 at 4% or $94,927 at 6%.
Directed Equity 401K Retirement Plan and Trust-7$1,044,505$79,739$11,391iApproximate average salary by contribution assumption: employee only about $284,782 at 4% or $189,855 at 6%; with 50% employer match about $189,855 at 4% or $126,570 at 6%; with 100% employer match about $142,391 at 4% or $94,927 at 6%.
201318$1,064,363$79,086$9,886iApproximate average salary by contribution assumption: employee only about $247,144 at 4% or $164,763 at 6%; with 50% employer match about $164,763 at 4% or $109,842 at 6%; with 100% employer match about $123,572 at 4% or $82,381 at 6%.
Directed Equity 401K Retirement Plan and Trust-8$1,064,363$79,086$9,886iApproximate average salary by contribution assumption: employee only about $247,144 at 4% or $164,763 at 6%; with 50% employer match about $164,763 at 4% or $109,842 at 6%; with 100% employer match about $123,572 at 4% or $82,381 at 6%.
201217$765,261$63,746$9,107iApproximate average salary by contribution assumption: employee only about $227,664 at 4% or $151,776 at 6%; with 50% employer match about $151,776 at 4% or $101,184 at 6%; with 100% employer match about $113,832 at 4% or $75,888 at 6%.
Directed Equity 401K Retirement Plan and Trust-7$765,261$63,746$9,107iApproximate average salary by contribution assumption: employee only about $227,664 at 4% or $151,776 at 6%; with 50% employer match about $151,776 at 4% or $101,184 at 6%; with 100% employer match about $113,832 at 4% or $75,888 at 6%.
201115$505,746$18,635$3,727iApproximate average salary by contribution assumption: employee only about $93,175 at 4% or $62,117 at 6%; with 50% employer match about $62,117 at 4% or $41,411 at 6%; with 100% employer match about $46,588 at 4% or $31,058 at 6%.
Directed Equity 401K Retirement Plan and Trust-5$505,746$18,635$3,727iApproximate average salary by contribution assumption: employee only about $93,175 at 4% or $62,117 at 6%; with 50% employer match about $62,117 at 4% or $41,411 at 6%; with 100% employer match about $46,588 at 4% or $31,058 at 6%.
201013$336,342$11,732$3,911iApproximate average salary by contribution assumption: employee only about $97,767 at 4% or $65,178 at 6%; with 50% employer match about $65,178 at 4% or $43,452 at 6%; with 100% employer match about $48,883 at 4% or $32,589 at 6%.
Directed Equity 401K Retirement Plan and Trust-3$336,342$11,732$3,911iApproximate average salary by contribution assumption: employee only about $97,767 at 4% or $65,178 at 6%; with 50% employer match about $65,178 at 4% or $43,452 at 6%; with 100% employer match about $48,883 at 4% or $32,589 at 6%.
200913$198,127$6,099$2,033iApproximate average salary by contribution assumption: employee only about $50,825 at 4% or $33,883 at 6%; with 50% employer match about $33,883 at 4% or $22,589 at 6%; with 100% employer match about $25,413 at 4% or $16,942 at 6%.
Directed Equity 401K Retirement Plan and Trust-3$198,127$6,099$2,033iApproximate average salary by contribution assumption: employee only about $50,825 at 4% or $33,883 at 6%; with 50% employer match about $33,883 at 4% or $22,589 at 6%; with 100% employer match about $25,413 at 4% or $16,942 at 6%.
200811$178,659$1,674$1,674iApproximate average salary by contribution assumption: employee only about $41,850 at 4% or $27,900 at 6%; with 50% employer match about $27,900 at 4% or $18,600 at 6%; with 100% employer match about $20,925 at 4% or $13,950 at 6%.
Directed Equity 401K Retirement Plan and Trust-1$178,659$1,674$1,674iApproximate average salary by contribution assumption: employee only about $41,850 at 4% or $27,900 at 6%; with 50% employer match about $27,900 at 4% or $18,600 at 6%; with 100% employer match about $20,925 at 4% or $13,950 at 6%.
200712$0$0-
Directed Equity 401K Retirement Plan and Trust-2---