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MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 401k Plan overview

Plan NameMY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC
Plan identification number 337

MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC Benefits

401k Plan TypeDefined 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.
  • 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 MUNTONS MALTED INGREDIENTS INC. has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO MUNTONS MALTED INGREDIENTS INC.
Employer identification number (EIN):264784418
NAIC Classification:445299
NAIC Description:All Other Specialty Food Stores

Additional information about FIDUCIARY WISE, LLC FBO MUNTONS MALTED INGREDIENTS INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4668047

More information about FIDUCIARY WISE, LLC FBO MUNTONS MALTED INGREDIENTS INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3372023-01-01KAREN MILLER2024-08-09
3372022-01-01KRISTI DALLEY2023-10-13
3372021-01-01KRISTI DALLEY2022-07-29
3372020-01-01KRISTI DALLEY2021-10-11
3372019-01-01KRISTI DALLEY2020-07-15
3372018-01-01KRISTI DALLEY2019-09-23
3372017-01-01KRISTI DALLEY2018-10-09
3372016-01-01T R BICK
3372015-01-01T R BICK

Financial Data on MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

Measure Date Value
2025 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1351052
Net assets as of the end of the plan year2025-10-13279587
Total assets as of the beginning of the plan year2025-10-13282391
Value of plan covered by a fidelity bond2025-10-1330000
Participant contributions to plan in this plan year2025-10-133421
Other income to plan in this plan year2025-10-1342090
Plan net income in this plan year2025-10-13-2804
Net assets as of the end of the plan year2025-10-13279587
Net assets as of the beginning of the plan year2025-10-13282391
Employer contributions to plan in this plan year2025-10-132737
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-134059
2024 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-093696
Net assets as of the end of the plan year2024-08-09282391
Total assets as of the beginning of the plan year2024-08-09221375
Value of plan covered by a fidelity bond2024-08-0930000
Participant contributions to plan in this plan year2024-08-0911850
Value of participant loans at end of plan year2024-08-092379
Other income to plan in this plan year2024-08-0943215
Plan net income in this plan year2024-08-0961016
Net assets as of the end of the plan year2024-08-09282391
Net assets as of the beginning of the plan year2024-08-09221375
Employer contributions to plan in this plan year2024-08-099647
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-093696
2016 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$47,095
Expenses. Total of all expenses incurred2016-12-31$1,116
Total plan assets at end of year2016-12-31$87,438
Total plan assets at beginning of year2016-12-31$41,459
Value of fidelity bond covering the plan2016-12-31$10,000
Total contributions received or receivable from participants2016-12-31$29,514
Other income received2016-12-31$5,492
Net income (gross income less expenses)2016-12-31$45,979
Net plan assets at end of year (total assets less liabilities)2016-12-31$87,438
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$41,459
Total contributions received or receivable from employer(s)2016-12-31$12,089
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,116
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$41,741
Expenses. Total of all expenses incurred2015-12-31$282
Total plan assets at end of year2015-12-31$41,459
Total plan assets at beginning of year2015-12-31$0
Value of fidelity bond covering the plan2015-12-31$10,000
Total contributions received or receivable from participants2015-12-31$18,547
Contributions received from other sources (not participants or employers)2015-12-31$14,651
Other income received2015-12-31$-370
Net income (gross income less expenses)2015-12-31$41,459
Net plan assets at end of year (total assets less liabilities)2015-12-31$41,459
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$8,913
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$282
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

2016: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
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
2015: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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