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| Plan Name | BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC |
| Plan identification number | 347 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | FIDUCIARY WISE, LLC FBO OHIO ALLIANCE TO END SEXUAL VIOLENCE |
| Employer identification number (EIN): | 263739285 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about FIDUCIARY WISE, LLC FBO OHIO ALLIANCE TO END SEXUAL VIOLENCE
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 2008-11-12 |
| Company Identification Number: | 1818256 |
| Legal Registered Office Address: |
41 S. HIGH STREET SUITE 2600 COLUMBUS United States of America (USA) 43215 |
More information about FIDUCIARY WISE, LLC FBO OHIO ALLIANCE TO END SEXUAL VIOLENCE
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 347 | 2023-01-01 | KRISTI DALLEY | 2024-06-06 | ||
| 347 | 2022-01-01 | KRISTI DALLEY | 2023-07-25 | ||
| 347 | 2021-01-01 | KRISTI DALLEY | 2022-07-26 | ||
| 347 | 2020-01-01 | KRISTI DALLEY | 2021-07-27 | ||
| 347 | 2019-01-01 | KRISTI DALLEY | 2020-07-08 |
| Measure | Date | Value |
|---|---|---|
| 2024 : BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-06-06 | 2680 |
| Net assets as of the end of the plan year | 2024-06-06 | 302528 |
| Total assets as of the beginning of the plan year | 2024-06-06 | 168251 |
| Value of plan covered by a fidelity bond | 2024-06-06 | 250000 |
| Participant contributions to plan in this plan year | 2024-06-06 | 50045 |
| Other contributions to plan in this plan year | 2024-06-06 | 8004 |
| Other income to plan in this plan year | 2024-06-06 | 37539 |
| Plan net income in this plan year | 2024-06-06 | 134277 |
| Net assets as of the end of the plan year | 2024-06-06 | 302528 |
| Net assets as of the beginning of the plan year | 2024-06-06 | 168251 |
| Employer contributions to plan in this plan year | 2024-06-06 | 41369 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-06 | 2680 |
| 2022 : BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-07-26 | 1133 |
| Net assets as of the end of the plan year | 2022-07-26 | 127439 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 66078 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 10000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 28975 |
| Other income to plan in this plan year | 2022-07-26 | 14303 |
| Plan net income in this plan year | 2022-07-26 | 61361 |
| Net assets as of the end of the plan year | 2022-07-26 | 127439 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 66078 |
| Employer contributions to plan in this plan year | 2022-07-26 | 19216 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 1133 |
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