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THE OPEN MEP FIDUCIARY WISE, LLC 401k Plan overview

Plan NameTHE OPEN MEP FIDUCIARY WISE, LLC
Plan identification number 338

THE OPEN MEP FIDUCIARY WISE, LLC 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.
  • 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

FIDUCIARY WISE, LLC FBO NATIVE AMERICAN COMMUNITY CLINIC has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO NATIVE AMERICAN COMMUNITY CLINIC
Employer identification number (EIN):030445789
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE OPEN MEP FIDUCIARY WISE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3382023-01-01KAREN MILLER2024-09-11
3382022-01-01KRISTI DALLEY2023-07-17
3382021-01-01KRISTI DALLEY2022-07-26
3382020-01-01KRISTI DALLEY2021-07-26
3382019-01-01KRISTI DALLEY2020-07-07
3382018-01-01KRISTI DALLEY2019-05-21

Financial Data on THE OPEN MEP FIDUCIARY WISE, LLC

Measure Date Value
2025 : THE OPEN MEP FIDUCIARY WISE, LLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-13229214
Net assets as of the end of the plan year2025-10-132446237
Total assets as of the beginning of the plan year2025-10-131904615
Value of plan covered by a fidelity bond2025-10-13191000
Participant contributions to plan in this plan year2025-10-13391599
Value of participant loans at end of plan year2025-10-1326892
Other contributions to plan in this plan year2025-10-135083
Other income to plan in this plan year2025-10-13191453
Plan net income in this plan year2025-10-13541622
Net assets as of the end of the plan year2025-10-132446237
Net assets as of the beginning of the plan year2025-10-131904615
Employer contributions to plan in this plan year2025-10-13182701
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1328915
2024 : THE OPEN MEP FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-1150065
Net assets as of the end of the plan year2024-09-111904615
Total assets as of the beginning of the plan year2024-09-111154052
Value of plan covered by a fidelity bond2024-09-11120000
Participant contributions to plan in this plan year2024-09-11385304
Value of participant loans at end of plan year2024-09-1118476
Other income to plan in this plan year2024-09-11257608
Plan net income in this plan year2024-09-11750563
Net assets as of the end of the plan year2024-09-111904615
Net assets as of the beginning of the plan year2024-09-111154052
Employer contributions to plan in this plan year2024-09-11157716
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1121555
2022 : THE OPEN MEP FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-26124282
Net assets as of the end of the plan year2022-07-26911171
Total assets as of the beginning of the plan year2022-07-26591714
Value of plan covered by a fidelity bond2022-07-2675000
Participant contributions to plan in this plan year2022-07-26250207
Value of participant loans at end of plan year2022-07-261257
Other income to plan in this plan year2022-07-26101328
Plan net income in this plan year2022-07-26319457
Net assets as of the end of the plan year2022-07-26911171
Net assets as of the beginning of the plan year2022-07-26591714
Employer contributions to plan in this plan year2022-07-2692204
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2612332

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