401k Plan data: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN plan

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 401k Plan overview

Plan Name	BENEFITGUARD RETIREMENT INCOME SECURITY PLAN
Plan identification number	003

BENEFITGUARD RETIREMENT INCOME SECURITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 ALL SERVE, LLC has sponsored the creation of one or more 401k plans.

Company Name: FIDUCIARY WISE, LLC FBO ALL SERVE, LLC

Employer identification number (EIN): 264278876

NAIC Classification: 561790
NAIC Description: Other Services to Buildings and Dwellings

Additional information about FIDUCIARY WISE, LLC FBO ALL SERVE, LLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 2009-02-12

Company Identification Number: 602899496

Legal Registered Office Address: 14915 NE 95TH ST

REDMOND
United States of America (USA)
980522559

More information about FIDUCIARY WISE, LLC FBO ALL SERVE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-01-01 LYNNE MCAULEY
003 2012-01-01 D. TAYLOR WELCH 2013-08-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2013-01-01	LYNNE MCAULEY
003	2012-01-01	D. TAYLOR WELCH	2013-08-19

Financial Data on BENEFITGUARD RETIREMENT INCOME SECURITY PLAN

Measure	Date	Value
2013 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$14,865
Expenses. Total of all expenses incurred	2013-12-31	$16,090
Benefits paid (including direct rollovers)	2013-12-31	$15,648
Total plan assets at end of year	2013-12-31	$16,579
Total plan assets at beginning of year	2013-12-31	$17,804
Value of fidelity bond covering the plan	2013-12-31	$2,000
Total contributions received or receivable from participants	2013-12-31	$10,400
Other income received	2013-12-31	$1,865
Net income (gross income less expenses)	2013-12-31	$-1,225
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$16,579
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$17,804
Total contributions received or receivable from employer(s)	2013-12-31	$2,600
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$442
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for BENEFITGUARD RETIREMENT INCOME SECURITY PLAN

2013: BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	FIDUCIARY WISE, LLC FBO ALL SERVE, LLC
Employer identification number (EIN):	264278876
NAIC Classification:	561790
NAIC Description:	Other Services to Buildings and Dwellings

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	2009-02-12
Company Identification Number:	602899496
Legal Registered Office Address:	14915 NE 95TH ST REDMOND United States of America (USA) 980522559