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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.
  • 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 NORTH ATLANTA CONTRACTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO NORTH ATLANTA CONTRACTORS, INC.
Employer identification number (EIN):223860029
NAIC Classification:236110

Additional information about FIDUCIARY WISE, LLC FBO NORTH ATLANTA CONTRACTORS, INC.

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date: 1985-05-10
Company Identification Number: 683477
Legal Registered Office Address: 7 PIEDMONT CTR NE STE 414

ATLANTA
United States of America (USA)
30305-1530

More information about FIDUCIARY WISE, LLC FBO NORTH ATLANTA CONTRACTORS, INC.

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 MILLER2024-08-30
3362022-01-01KRISTI DALLEY2023-07-11
3362021-01-01T R BICK2022-10-11
3362020-01-01KRISTI DALLEY2021-10-09
3362019-01-01KRISTI DALLEY2020-10-12
3362018-01-01KRISTI DALLEY2019-07-25
3362017-01-01T R BICK2018-07-16
3362016-01-01T 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 year2025-10-094661
Net assets as of the end of the plan year2025-10-09308917
Total assets as of the beginning of the plan year2025-10-09245200
Value of plan covered by a fidelity bond2025-10-09250000
Participant contributions to plan in this plan year2025-10-0930304
Other income to plan in this plan year2025-10-0924846
Plan net income in this plan year2025-10-0963717
Net assets as of the end of the plan year2025-10-09308917
Net assets as of the beginning of the plan year2025-10-09245200
Employer contributions to plan in this plan year2025-10-0913228
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-094661
2024 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-303234
Net assets as of the end of the plan year2024-08-30245200
Total assets as of the beginning of the plan year2024-08-30168102
Value of plan covered by a fidelity bond2024-08-30250000
Participant contributions to plan in this plan year2024-08-3033700
Other income to plan in this plan year2024-08-3033077
Plan net income in this plan year2024-08-3077098
Net assets as of the end of the plan year2024-08-30245200
Net assets as of the beginning of the plan year2024-08-30168102
Employer contributions to plan in this plan year2024-08-3013555
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-303234
2022 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-112058
Net assets as of the end of the plan year2022-10-11168014
Total assets as of the beginning of the plan year2022-10-11128168
Value of plan covered by a fidelity bond2022-10-1120000
Participant contributions to plan in this plan year2022-10-1115684
Other income to plan in this plan year2022-10-1118899
Plan net income in this plan year2022-10-1139846
Net assets as of the end of the plan year2022-10-11168014
Net assets as of the beginning of the plan year2022-10-11128168
Employer contributions to plan in this plan year2022-10-117321
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-112058
2016 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2016 401k financial data
Total income from all sources2016-12-31$21,359
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$21,359
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$20,000
Total contributions received or receivable from participants2016-12-31$11,259
Other income received2016-12-31$161
Net income (gross income less expenses)2016-12-31$21,359
Net plan assets at end of year (total assets less liabilities)2016-12-31$21,359
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$9,939
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$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
2016-01-01First time form 5500 has been submittedYes
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

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