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| Plan Name | MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC |
| Plan identification number | 337 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | FIDUCIARY WISE, LLC FBO AAMIR STATIONS, LLC |
| Employer identification number (EIN): | 203455540 |
| NAIC Classification: | 541600 |
Additional information about FIDUCIARY WISE, LLC FBO AAMIR STATIONS, LLC
| Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
| Incorporation Date: | 2005-09-08 |
| Company Identification Number: | 602537382 |
| Legal Registered Office Address: |
607 SW GRADY WAY STE 210 RENTON United States of America (USA) 980572977 |
More information about FIDUCIARY WISE, LLC FBO AAMIR STATIONS, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 337 | 2023-01-01 | KAREN MILLER | 2024-07-23 | ||
| 337 | 2022-01-01 | KRISTI DALLEY | 2023-10-02 | ||
| 337 | 2021-01-01 | KRISTI DALLEY | 2022-07-21 | ||
| 337 | 2020-01-01 | KRISTI DALLEY | 2021-07-20 | ||
| 337 | 2018-01-01 | KRISTI DALLEY | 2019-04-30 | ||
| 337 | 2017-01-01 | T R BICK | 2018-07-17 | ||
| 337 | 2016-01-01 | T R BICK | |||
| 337 | 2015-01-01 | T R BICK | |||
| 337 | 2015-01-01 | T R BICK |
| Measure | Date | Value |
|---|---|---|
| 2024: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-23 | 9 |
| Total number of particpants at end of year | 2024-07-23 | 0 |
| Number of Participants With Account Balances | 2024-07-23 | 0 |
| 2016: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 9 |
| Number of participants with account balances | 2016-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 9 |
| Number of participants with account balances | 2015-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2024 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-23 | -301652 |
| Total liabilities as of the end of the plan year | 2024-07-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-23 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-23 | 19912 |
| Net assets as of the end of the plan year | 2024-07-23 | 0 |
| Total assets as of the beginning of the plan year | 2024-07-23 | 287139 |
| Value of plan covered by a fidelity bond | 2024-07-23 | 32200 |
| Participant contributions to plan in this plan year | 2024-07-23 | 8080 |
| Other income to plan in this plan year | 2024-07-23 | 20882 |
| Plan net income in this plan year | 2024-07-23 | 14513 |
| Net assets as of the end of the plan year | 2024-07-23 | 0 |
| Net assets as of the beginning of the plan year | 2024-07-23 | 287139 |
| Employer contributions to plan in this plan year | 2024-07-23 | 5463 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-23 | 4002 |
| 2016 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $95,036 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,564 |
| Total plan assets at end of year | 2016-12-31 | $157,657 |
| Total plan assets at beginning of year | 2016-12-31 | $64,185 |
| Value of fidelity bond covering the plan | 2016-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $55,187 |
| Other income received | 2016-12-31 | $7,451 |
| Net income (gross income less expenses) | 2016-12-31 | $93,472 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $157,657 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $64,185 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $32,398 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,564 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $79,504 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $19 |
| Total plan assets at end of year | 2015-12-31 | $79,485 |
| Value of fidelity bond covering the plan | 2015-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $41,056 |
| Other income received | 2015-12-31 | $47 |
| Net income (gross income less expenses) | 2015-12-31 | $79,485 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $79,485 |
| 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 | $38,401 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $19 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2016: MY FUTURE 401(K) PLAN 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: MY FUTURE 401(K) PLAN 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 |