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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 MPD CONTRUCTION GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO MPD CONTRUCTION GROUP, INC.
Employer identification number (EIN):204007923
NAIC Classification:236110

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 MILLER2024-06-28
3362022-01-01KRISTI DALLEY2023-10-10
3362021-01-01KRISTI DALLEY2022-07-18
3362020-01-01KRISTI DALLEY2021-07-29
3362019-01-01KRISTI DALLEY2020-07-29
3362018-01-01KRISTI DALLEY2019-06-18
3362017-01-01T R BICK2018-07-04
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 year2025-10-0314771
Net assets as of the end of the plan year2025-10-03817878
Total assets as of the beginning of the plan year2025-10-03834674
Value of plan covered by a fidelity bond2025-10-0385000
Participant contributions to plan in this plan year2025-10-0361000
Other income to plan in this plan year2025-10-03-66625
Plan net income in this plan year2025-10-03-16796
Net assets as of the end of the plan year2025-10-03817878
Net assets as of the beginning of the plan year2025-10-03834674
Employer contributions to plan in this plan year2025-10-033600
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0314771
2024 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2812069
Net assets as of the end of the plan year2024-06-28834674
Total assets as of the beginning of the plan year2024-06-28679564
Value of plan covered by a fidelity bond2024-06-2885000
Participant contributions to plan in this plan year2024-06-2860000
Other income to plan in this plan year2024-06-28104128
Plan net income in this plan year2024-06-28155110
Net assets as of the end of the plan year2024-06-28834674
Net assets as of the beginning of the plan year2024-06-28679564
Employer contributions to plan in this plan year2024-06-283051
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2812069
2022 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-1812364
Net assets as of the end of the plan year2022-07-18769922
Total assets as of the beginning of the plan year2022-07-18640792
Value of plan covered by a fidelity bond2022-07-1880000
Participant contributions to plan in this plan year2022-07-1856902
Other income to plan in this plan year2022-07-1872293
Plan net income in this plan year2022-07-18129130
Net assets as of the end of the plan year2022-07-18769922
Net assets as of the beginning of the plan year2022-07-18640792
Employer contributions to plan in this plan year2022-07-1812299
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-1811547
2016 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2016 401k financial data
Total income from all sources2016-12-31$66,617
Expenses. Total of all expenses incurred2016-12-31$3,583
Total plan assets at end of year2016-12-31$258,575
Total plan assets at beginning of year2016-12-31$195,541
Value of fidelity bond covering the plan2016-12-31$26,000
Total contributions received or receivable from participants2016-12-31$42,755
Other income received2016-12-31$15,249
Net income (gross income less expenses)2016-12-31$63,034
Net plan assets at end of year (total assets less liabilities)2016-12-31$258,575
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$195,541
Total contributions received or receivable from employer(s)2016-12-31$8,613
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,583
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
Transfers to/from the plan2015-12-31$132,403
Total income from all sources2015-12-31$49,127
Expenses. Total of all expenses incurred2015-12-31$2,537
Total plan assets at end of year2015-12-31$195,541
Total plan assets at beginning of year2015-12-31$16,548
Value of fidelity bond covering the plan2015-12-31$20,000
Total contributions received or receivable from participants2015-12-31$42,398
Other income received2015-12-31$-1,557
Net income (gross income less expenses)2015-12-31$46,590
Net plan assets at end of year (total assets less liabilities)2015-12-31$195,541
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$16,548
Total contributions received or receivable from employer(s)2015-12-31$8,286
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,537
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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