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MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 401k Plan overview

Plan NameMY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC
Plan identification number 337

MY FUTURE 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 ALASKA LOGISTICS, LLC has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO ALASKA LOGISTICS, LLC
Employer identification number (EIN):113677396
NAIC Classification:483000
NAIC Description: Water Transportation

Additional information about FIDUCIARY WISE, LLC FBO ALASKA LOGISTICS, LLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2003-02-18
Company Identification Number: 602275413
Legal Registered Office Address: 755 S PORTLAND ST

SEATTLE
United States of America (USA)
98108

More information about FIDUCIARY WISE, LLC FBO ALASKA LOGISTICS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3372023-01-01KAREN MILLER2024-06-13
3372022-01-01KRISTI DALLEY2023-10-12
3372021-01-01KRISTI DALLEY2022-07-29
3372020-01-01KRISTI DALLEY2021-10-11
3372019-01-01KRISTI DALLEY2020-10-13
3372018-01-01KRISTI DALLEY2019-05-10
3372017-01-01T R BICK2018-07-17
3372016-01-01T R BICK
3372015-01-01T R BICK

Financial Data on MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

Measure Date Value
2025 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-3034394
Net assets as of the end of the plan year2025-07-30772
Total assets as of the beginning of the plan year2025-07-3034291
Value of plan covered by a fidelity bond2025-07-3080000
Participant contributions to plan in this plan year2025-07-300
Other income to plan in this plan year2025-07-30875
Plan net income in this plan year2025-07-30-33519
Net assets as of the end of the plan year2025-07-30772
Net assets as of the beginning of the plan year2025-07-3034291
Employer contributions to plan in this plan year2025-07-300
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-30387
2024 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-136401
Net assets as of the end of the plan year2024-06-1334291
Total assets as of the beginning of the plan year2024-06-1335102
Value of plan covered by a fidelity bond2024-06-1380000
Other income to plan in this plan year2024-06-135590
Plan net income in this plan year2024-06-13-811
Net assets as of the end of the plan year2024-06-1334291
Net assets as of the beginning of the plan year2024-06-1335102
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-13766
2022 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-29786
Net assets as of the end of the plan year2022-07-2944045
Total assets as of the beginning of the plan year2022-07-2938974
Value of plan covered by a fidelity bond2022-07-2980000
Participant contributions to plan in this plan year2022-07-290
Other contributions to plan in this plan year2022-07-290
Other income to plan in this plan year2022-07-295857
Plan net income in this plan year2022-07-295071
Net assets as of the end of the plan year2022-07-2944045
Net assets as of the beginning of the plan year2022-07-2938974
Employer contributions to plan in this plan year2022-07-290
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-29786
2016 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$8,924
Expenses. Total of all expenses incurred2016-12-31$2,547
Benefits paid (including direct rollovers)2016-12-31$2,208
Total plan assets at end of year2016-12-31$14,490
Total plan assets at beginning of year2016-12-31$8,113
Value of fidelity bond covering the plan2016-12-31$80,000
Total contributions received or receivable from participants2016-12-31$7,961
Other income received2016-12-31$963
Net income (gross income less expenses)2016-12-31$6,377
Net plan assets at end of year (total assets less liabilities)2016-12-31$14,490
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$8,113
Total contributions received or receivable from employer(s)2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$339
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$7,577
Expenses. Total of all expenses incurred2015-12-31$168
Total plan assets at end of year2015-12-31$8,113
Total plan assets at beginning of year2015-12-31$704
Value of fidelity bond covering the plan2015-12-31$1,000
Total contributions received or receivable from participants2015-12-31$7,743
Other income received2015-12-31$-166
Net income (gross income less expenses)2015-12-31$7,409
Net plan assets at end of year (total assets less liabilities)2015-12-31$8,113
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$704
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$168
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

2016: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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