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THE GATEWAY 401K PLAN FIDUCIARY WISE, LLC 401k Plan overview

Plan NameTHE GATEWAY 401K PLAN FIDUCIARY WISE, LLC
Plan identification number 339

THE GATEWAY 401K PLAN 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 STEBEN MOTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO STEBEN MOTORS, INC.
Employer identification number (EIN):060743116
NAIC Classification:811120
NAIC Description: Automotive Body, Paint, Interior, and Glass Repair

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GATEWAY 401K PLAN FIDUCIARY WISE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3392023-01-01KRISTI DALLEY2024-06-06
3392022-01-01KRISTI DALLEY2023-07-17
3392021-01-01KRISTI DALLEY2022-07-26
3392020-01-01KRISTI DALLEY2021-07-28
3392019-01-01KRISTI DALLEY2020-07-02
3392018-01-01KRISTI DALLEY2019-05-20
3392017-01-01T R BICK2018-07-17

Plan Statistics for THE GATEWAY 401K PLAN FIDUCIARY WISE, LLC

401k plan membership statisitcs for THE GATEWAY 401K PLAN FIDUCIARY WISE, LLC

Measure Date Value
2025: THE GATEWAY 401K PLAN FIDUCIARY WISE, LLC 2025 401k membership
Total number of particpants at beginning of year2025-07-2519
Total number of particpants at end of year2025-07-2517
Number of Participants With Account Balances2025-07-2515
2024: THE GATEWAY 401K PLAN FIDUCIARY WISE, LLC 2024 401k membership
Total number of particpants at beginning of year2024-06-0619
Total number of particpants at end of year2024-06-0619
Number of Participants With Account Balances2024-06-0618
2022: THE GATEWAY 401K PLAN FIDUCIARY WISE, LLC 2022 401k membership
Total number of particpants at beginning of year2022-07-2620
Total number of particpants at end of year2022-07-2621
Number of Participants With Account Balances2022-07-2618

Financial Data on THE GATEWAY 401K PLAN FIDUCIARY WISE, LLC

Measure Date Value
2025 : THE GATEWAY 401K PLAN FIDUCIARY WISE, LLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-25251520
Net assets as of the end of the plan year2025-07-25733742
Total assets as of the beginning of the plan year2025-07-25820124
Value of plan covered by a fidelity bond2025-07-2583000
Participant contributions to plan in this plan year2025-07-2522510
Value of participant loans at end of plan year2025-07-2541714
Other income to plan in this plan year2025-07-25134149
Plan net income in this plan year2025-07-25-86382
Net assets as of the end of the plan year2025-07-25733742
Net assets as of the beginning of the plan year2025-07-25820124
Employer contributions to plan in this plan year2025-07-258479
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2511385
2024 : THE GATEWAY 401K PLAN FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-069640
Net assets as of the end of the plan year2024-06-06820124
Total assets as of the beginning of the plan year2024-06-06650238
Value of plan covered by a fidelity bond2024-06-0680000
Participant contributions to plan in this plan year2024-06-0625144
Value of participant loans at end of plan year2024-06-0643208
Other income to plan in this plan year2024-06-06149725
Plan net income in this plan year2024-06-06169886
Net assets as of the end of the plan year2024-06-06820124
Net assets as of the beginning of the plan year2024-06-06650238
Employer contributions to plan in this plan year2024-06-064657
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-069640
2022 : THE GATEWAY 401K PLAN FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2632978
Net assets as of the end of the plan year2022-07-26785775
Total assets as of the beginning of the plan year2022-07-26634872
Value of plan covered by a fidelity bond2022-07-2665000
Participant contributions to plan in this plan year2022-07-2647634
Value of participant loans at end of plan year2022-07-2616303
Other income to plan in this plan year2022-07-26134889
Plan net income in this plan year2022-07-26150903
Net assets as of the end of the plan year2022-07-26785775
Net assets as of the beginning of the plan year2022-07-26634872
Employer contributions to plan in this plan year2022-07-261358
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-269782

Potentially related plans

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