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ETF ADVISOR K MEP FIDUCIARY WISE LLC 401k Plan overview

Plan NameETF ADVISOR K MEP FIDUCIARY WISE LLC
Plan identification number 336

ETF ADVISOR K 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.
  • 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 SEK URGENT CARE, LLC has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE LLC FBO SEK URGENT CARE, LLC
Employer identification number (EIN):201482860
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ETF ADVISOR K MEP FIDUCIARY WISE LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3362023-01-01KAREN MILLER2024-05-21
3362022-01-01KRISTI DALLEY2023-07-06
3362021-01-01KRISTI DALLEY2022-07-11
3362020-01-01KRISTI DALLEY2021-07-20
3362019-01-01KRISTI DALLEY2020-07-23
3362018-01-01KRISTI DALLEY2019-06-18
3362017-01-01T R BICK2018-07-03
3362016-01-01T R BICK
3362015-01-01T R BICK

Financial Data on 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 year2025-07-172012
Net assets as of the end of the plan year2025-07-17172828
Total assets as of the beginning of the plan year2025-07-17147149
Value of plan covered by a fidelity bond2025-07-1780000
Participant contributions to plan in this plan year2025-07-178365
Other income to plan in this plan year2025-07-1719326
Plan net income in this plan year2025-07-1725679
Net assets as of the end of the plan year2025-07-17172828
Net assets as of the beginning of the plan year2025-07-17147149
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-172012
2024 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-2123527
Net assets as of the end of the plan year2024-05-21147149
Total assets as of the beginning of the plan year2024-05-21138344
Value of plan covered by a fidelity bond2024-05-2180000
Participant contributions to plan in this plan year2024-05-218369
Other income to plan in this plan year2024-05-2123963
Plan net income in this plan year2024-05-218805
Net assets as of the end of the plan year2024-05-21147149
Net assets as of the beginning of the plan year2024-05-21138344
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-212227
2022 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-111742
Net assets as of the end of the plan year2022-07-11115572
Total assets as of the beginning of the plan year2022-07-1194844
Value of plan covered by a fidelity bond2022-07-1180000
Participant contributions to plan in this plan year2022-07-113948
Other income to plan in this plan year2022-07-1118522
Plan net income in this plan year2022-07-1120728
Net assets as of the end of the plan year2022-07-11115572
Net assets as of the beginning of the plan year2022-07-1194844
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-111742
2016 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2016 401k financial data
Total income from all sources2016-12-31$25,570
Expenses. Total of all expenses incurred2016-12-31$1,202
Total plan assets at end of year2016-12-31$50,474
Total plan assets at beginning of year2016-12-31$26,106
Value of fidelity bond covering the plan2016-12-31$10,000
Total contributions received or receivable from participants2016-12-31$18,545
Other income received2016-12-31$3,392
Net income (gross income less expenses)2016-12-31$24,368
Net plan assets at end of year (total assets less liabilities)2016-12-31$50,474
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$26,106
Total contributions received or receivable from employer(s)2016-12-31$3,633
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,202
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2015 401k financial data
Total income from all sources2015-12-31$22,073
Expenses. Total of all expenses incurred2015-12-31$1,035
Total plan assets at end of year2015-12-31$26,106
Total plan assets at beginning of year2015-12-31$5,068
Value of fidelity bond covering the plan2015-12-31$2,615
Total contributions received or receivable from participants2015-12-31$23,075
Other income received2015-12-31$-1,002
Net income (gross income less expenses)2015-12-31$21,038
Net plan assets at end of year (total assets less liabilities)2015-12-31$26,106
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,068
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,035
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 ETF ADVISOR K MEP FIDUCIARY WISE LLC

2016: ETF ADVISOR K MEP 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: ETF ADVISOR K MEP 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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