Logo

THE OPEN 401K MEP FIDUCIARY WISE, LLC 401k Plan overview

Plan NameTHE OPEN 401K MEP FIDUCIARY WISE, LLC
Plan identification number 338

THE OPEN 401K 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.
  • 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

FIDCUIARY WISE, LLC FBO FIVE RINGS FINANCIAL, LLC has sponsored the creation of one or more 401k plans.

Company Name:FIDCUIARY WISE, LLC FBO FIVE RINGS FINANCIAL, LLC
Employer identification number (EIN):204879378
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE OPEN 401K MEP FIDUCIARY WISE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3382023-01-01KAREN MILLER2024-06-27
3382022-01-01KRISTI DALLEY2023-07-07
3382021-01-01KRISTI DALLEY2022-07-26
3382020-01-01KRISTI DALLEY2021-07-27

Plan Statistics for THE OPEN 401K MEP FIDUCIARY WISE, LLC

401k plan membership statisitcs for THE OPEN 401K MEP FIDUCIARY WISE, LLC

Measure Date Value
2025: THE OPEN 401K MEP FIDUCIARY WISE, LLC 2025 401k membership
Total number of particpants at beginning of year2025-09-1214
Total number of particpants at end of year2025-09-1214
Number of Participants With Account Balances2025-09-1210
2024: THE OPEN 401K MEP FIDUCIARY WISE, LLC 2024 401k membership
Total number of particpants at beginning of year2024-06-2711
Total number of particpants at end of year2024-06-2714
Number of Participants With Account Balances2024-06-2710
2022: THE OPEN 401K MEP FIDUCIARY WISE, LLC 2022 401k membership
Total number of particpants at beginning of year2022-07-2610
Total number of particpants at end of year2022-07-2610
Number of Participants With Account Balances2022-07-2610

Financial Data on THE OPEN 401K MEP FIDUCIARY WISE, LLC

Measure Date Value
2025 : THE OPEN 401K MEP FIDUCIARY WISE, LLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-122809
Net assets as of the end of the plan year2025-09-12152682
Total assets as of the beginning of the plan year2025-09-12115623
Value of plan covered by a fidelity bond2025-09-12385000
Participant contributions to plan in this plan year2025-09-1215871
Value of participant loans at end of plan year2025-09-120
Other income to plan in this plan year2025-09-128126
Plan net income in this plan year2025-09-1237059
Net assets as of the end of the plan year2025-09-12152682
Net assets as of the beginning of the plan year2025-09-12115623
Employer contributions to plan in this plan year2025-09-1215871
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-12809
2024 : THE OPEN 401K MEP FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-271012
Net assets as of the end of the plan year2024-06-27115623
Total assets as of the beginning of the plan year2024-06-2773568
Value of plan covered by a fidelity bond2024-06-27385000
Participant contributions to plan in this plan year2024-06-2713782
Value of participant loans at end of plan year2024-06-272000
Other income to plan in this plan year2024-06-2715503
Plan net income in this plan year2024-06-2742055
Net assets as of the end of the plan year2024-06-27115623
Net assets as of the beginning of the plan year2024-06-2773568
Employer contributions to plan in this plan year2024-06-2713782
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-271012
2022 : THE OPEN 401K MEP FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-26963
Net assets as of the end of the plan year2022-07-2664866
Total assets as of the beginning of the plan year2022-07-2631422
Value of plan covered by a fidelity bond2022-07-2635000
Participant contributions to plan in this plan year2022-07-2614938
Value of participant loans at end of plan year2022-07-262000
Other income to plan in this plan year2022-07-264717
Plan net income in this plan year2022-07-2633444
Net assets as of the end of the plan year2022-07-2664866
Net assets as of the beginning of the plan year2022-07-2631422
Employer contributions to plan in this plan year2022-07-2614752
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-26963

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup