FIDUCIARY WISE LLC FBO ASSOCIATED BUILDERS AND CONTRACTORS OF CT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ETF ADVISOR K MEP, FIDUCIARY WISE LLC
| Measure | Date | Value |
|---|
| 2025 : ETF ADVISOR K MEP, FIDUCIARY WISE LLC 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-15 | 4056 |
| Net assets as of the end of the plan year | 2025-07-15 | 378907 |
| Total assets as of the beginning of the plan year | 2025-07-15 | 317892 |
| Value of plan covered by a fidelity bond | 2025-07-15 | 265000 |
| Participant contributions to plan in this plan year | 2025-07-15 | 30568 |
| Other income to plan in this plan year | 2025-07-15 | 18673 |
| Plan net income in this plan year | 2025-07-15 | 61015 |
| Net assets as of the end of the plan year | 2025-07-15 | 378907 |
| Net assets as of the beginning of the plan year | 2025-07-15 | 317892 |
| Employer contributions to plan in this plan year | 2025-07-15 | 15830 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-15 | 4056 |
| 2024 : ETF ADVISOR K MEP, FIDUCIARY WISE LLC 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-17 | 36879 |
| Net assets as of the end of the plan year | 2024-07-17 | 317892 |
| Total assets as of the beginning of the plan year | 2024-07-17 | 270602 |
| Value of plan covered by a fidelity bond | 2024-07-17 | 265000 |
| Participant contributions to plan in this plan year | 2024-07-17 | 26911 |
| Other income to plan in this plan year | 2024-07-17 | 41906 |
| Plan net income in this plan year | 2024-07-17 | 47290 |
| Net assets as of the end of the plan year | 2024-07-17 | 317892 |
| Net assets as of the beginning of the plan year | 2024-07-17 | 270602 |
| Employer contributions to plan in this plan year | 2024-07-17 | 15352 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-17 | 3446 |
| 2016 : ETF ADVISOR K MEP, FIDUCIARY WISE LLC 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $40,814 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,797 |
| Total plan assets at end of year | 2016-12-31 | $179,272 |
| Total plan assets at beginning of year | 2016-12-31 | $140,255 |
| Value of fidelity bond covering the plan | 2016-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $21,633 |
| Other income received | 2016-12-31 | $11,953 |
| Net income (gross income less expenses) | 2016-12-31 | $39,017 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $179,272 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $140,255 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $7,228 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,797 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : ETF ADVISOR K MEP, FIDUCIARY WISE LLC 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $131,916 |
| Total income from all sources | 2015-12-31 | $9,002 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $663 |
| Total plan assets at end of year | 2015-12-31 | $140,255 |
| Value of fidelity bond covering the plan | 2015-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $11,701 |
| Other income received | 2015-12-31 | $-7,993 |
| Net income (gross income less expenses) | 2015-12-31 | $8,339 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $140,255 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $5,294 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $663 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2016: ETF ADVISOR K MEP, FIDUCIARY WISE LLC 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Mulitple 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: ETF ADVISOR K MEP, FIDUCIARY WISE LLC 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Mulitple employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 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 |
