FIDUCIARY WISE LLC FBO DIETITIANS ON DEMAND, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ETF ADVISOR K 401 MEP FIDUCIARY WISE LLC
| Measure | Date | Value |
|---|
| 2025 : ETF ADVISOR K 401 MEP FIDUCIARY WISE LLC 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-20 | 76909 |
| Net assets as of the end of the plan year | 2025-06-20 | 1532177 |
| Total assets as of the beginning of the plan year | 2025-06-20 | 1139663 |
| Value of plan covered by a fidelity bond | 2025-06-20 | 250000 |
| Participant contributions to plan in this plan year | 2025-06-20 | 221617 |
| Value of participant loans at end of plan year | 2025-06-20 | 7867 |
| Other income to plan in this plan year | 2025-06-20 | 123604 |
| Plan net income in this plan year | 2025-06-20 | 392514 |
| Net assets as of the end of the plan year | 2025-06-20 | 1532177 |
| Net assets as of the beginning of the plan year | 2025-06-20 | 1139663 |
| Employer contributions to plan in this plan year | 2025-06-20 | 124202 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-20 | 23546 |
| 2024 : ETF ADVISOR K 401 MEP FIDUCIARY WISE LLC 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-24 | 38770 |
| Net assets as of the end of the plan year | 2024-07-24 | 1139663 |
| Total assets as of the beginning of the plan year | 2024-07-24 | 754175 |
| Value of plan covered by a fidelity bond | 2024-07-24 | 250000 |
| Participant contributions to plan in this plan year | 2024-07-24 | 162817 |
| Other income to plan in this plan year | 2024-07-24 | 174415 |
| Plan net income in this plan year | 2024-07-24 | 385488 |
| Net assets as of the end of the plan year | 2024-07-24 | 1139663 |
| Net assets as of the beginning of the plan year | 2024-07-24 | 754175 |
| Employer contributions to plan in this plan year | 2024-07-24 | 87026 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-24 | 15533 |
| 2022 : ETF ADVISOR K 401 MEP FIDUCIARY WISE LLC 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-18 | 10048 |
| Net assets as of the end of the plan year | 2022-07-18 | 745023 |
| Total assets as of the beginning of the plan year | 2022-07-18 | 483526 |
| Value of plan covered by a fidelity bond | 2022-07-18 | 50000 |
| Participant contributions to plan in this plan year | 2022-07-18 | 120888 |
| Other income to plan in this plan year | 2022-07-18 | 90754 |
| Plan net income in this plan year | 2022-07-18 | 261497 |
| Net assets as of the end of the plan year | 2022-07-18 | 745023 |
| Net assets as of the beginning of the plan year | 2022-07-18 | 483526 |
| Employer contributions to plan in this plan year | 2022-07-18 | 59903 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-18 | 10048 |
| 2016 : ETF ADVISOR K 401 MEP FIDUCIARY WISE LLC 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $49,312 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,526 |
| Total plan assets at end of year | 2016-12-31 | $79,576 |
| Total plan assets at beginning of year | 2016-12-31 | $31,790 |
| Value of fidelity bond covering the plan | 2016-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $24,756 |
| Other income received | 2016-12-31 | $6,142 |
| Net income (gross income less expenses) | 2016-12-31 | $47,786 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $79,576 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $31,790 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $18,414 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,526 |
| 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 401 MEP FIDUCIARY WISE LLC 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $31,790 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $31,790 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Value of fidelity bond covering the plan | 2015-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $24,495 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $2,861 |
| Other income received | 2015-12-31 | $-78 |
| Net income (gross income less expenses) | 2015-12-31 | $31,790 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $31,790 |
| 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 | $4,512 |
| 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 401 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 401 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 |
