FIDUCIARY WISE, LLC FBO INSURANCE MARKETING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 year | 2025-10-08 | 91413 |
| Net assets as of the end of the plan year | 2025-10-08 | 15314 |
| Total assets as of the beginning of the plan year | 2025-10-08 | 95068 |
| Value of plan covered by a fidelity bond | 2025-10-08 | 80000 |
| Other income to plan in this plan year | 2025-10-08 | 4994 |
| Plan net income in this plan year | 2025-10-08 | -79754 |
| Net assets as of the end of the plan year | 2025-10-08 | 15314 |
| Net assets as of the beginning of the plan year | 2025-10-08 | 95068 |
| Employer contributions to plan in this plan year | 2025-10-08 | 6665 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-08 | 1820 |
| 2024 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-23 | 151852 |
| Net assets as of the end of the plan year | 2024-05-23 | 95068 |
| Total assets as of the beginning of the plan year | 2024-05-23 | 219935 |
| Value of plan covered by a fidelity bond | 2024-05-23 | 80000 |
| Value of participant loans at end of plan year | 2024-05-23 | 37705 |
| Other income to plan in this plan year | 2024-05-23 | 19728 |
| Plan net income in this plan year | 2024-05-23 | -124867 |
| Net assets as of the end of the plan year | 2024-05-23 | 95068 |
| Net assets as of the beginning of the plan year | 2024-05-23 | 219935 |
| Employer contributions to plan in this plan year | 2024-05-23 | 7257 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-23 | 3997 |
| 2016 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $112,683 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $297,835 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $284,882 |
| Total plan assets at end of year | 2016-12-31 | $683,600 |
| Total plan assets at beginning of year | 2016-12-31 | $868,752 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $48,000 |
| Other income received | 2016-12-31 | $52,165 |
| Net income (gross income less expenses) | 2016-12-31 | $-185,152 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $683,600 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $868,752 |
| Assets. Value of participant loans | 2016-12-31 | $45,537 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $12,518 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $12,953 |
| 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 MEP FIDUCIARY WISE LLC 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $850,622 |
| Total income from all sources | 2015-12-31 | $19,252 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,122 |
| Total plan assets at end of year | 2015-12-31 | $868,752 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $18,000 |
| Other income received | 2015-12-31 | $-3,772 |
| Net income (gross income less expenses) | 2015-12-31 | $18,130 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $868,752 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Assets. Value of participant loans | 2015-12-31 | $46,571 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $5,024 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,122 |
| 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 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 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 |
