FIDUCIARY WISE, LLC FBO GOODWINDS, LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025: MY FUTURE 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-02 | 10 |
| Total number of particpants at end of year | 2025-06-02 | 14 |
| Number of Participants With Account Balances | 2025-06-02 | 11 |
| 2024: MY FUTURE 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-04-04 | 0 |
| Total number of particpants at end of year | 2024-04-04 | 10 |
| Number of Participants With Account Balances | 2024-04-04 | 8 |
| 2014: MY FUTURE 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 6 |
| Number of participants with account balances | 2014-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2025 : MY FUTURE 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-02 | 385780 |
| Total liabilities as of the end of the plan year | 2025-06-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-02 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-02 | 220 |
| Net assets as of the end of the plan year | 2025-06-02 | 523340 |
| Total assets as of the beginning of the plan year | 2025-06-02 | 10027 |
| Value of plan covered by a fidelity bond | 2025-06-02 | 10000 |
| Participant contributions to plan in this plan year | 2025-06-02 | 54898 |
| Other expenses paid from plan in this plan year | 2025-06-02 | 0 |
| Other contributions to plan in this plan year | 2025-06-02 | 0 |
| Other income to plan in this plan year | 2025-06-02 | 50166 |
| Plan net income in this plan year | 2025-06-02 | 127533 |
| Net assets as of the end of the plan year | 2025-06-02 | 523340 |
| Net assets as of the beginning of the plan year | 2025-06-02 | 10027 |
| Employer contributions to plan in this plan year | 2025-06-02 | 22689 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-02 | 220 |
| 2024 : MY FUTURE 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-04 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-04 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-04 | 0 |
| Net assets as of the end of the plan year | 2024-04-04 | 10027 |
| Total assets as of the beginning of the plan year | 2024-04-04 | 0 |
| Participant contributions to plan in this plan year | 2024-04-04 | 6861 |
| Other expenses paid from plan in this plan year | 2024-04-04 | 0 |
| Other contributions to plan in this plan year | 2024-04-04 | 0 |
| Other income to plan in this plan year | 2024-04-04 | 393 |
| Plan net income in this plan year | 2024-04-04 | 10027 |
| Net assets as of the end of the plan year | 2024-04-04 | 10027 |
| Net assets as of the beginning of the plan year | 2024-04-04 | 0 |
| Employer contributions to plan in this plan year | 2024-04-04 | 2773 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-04 | 0 |
| 2014 : MY FUTURE 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $9,306 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $3,555 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $2,903 |
| Total plan assets at end of year | 2014-12-31 | $28,217 |
| Total plan assets at beginning of year | 2014-12-31 | $22,466 |
| Value of fidelity bond covering the plan | 2014-12-31 | $2,822 |
| Total contributions received or receivable from participants | 2014-12-31 | $4,591 |
| Other income received | 2014-12-31 | $1,811 |
| Net income (gross income less expenses) | 2014-12-31 | $5,751 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $28,217 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $22,466 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $2,904 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $652 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
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