FIDUCIARY WISE LLC FBO DOVER INSURANCE AGENCY 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 | 2025-10-13 | 4296 |
| Net assets as of the end of the plan year | 2025-10-13 | 740171 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 586028 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 70000 |
| Participant contributions to plan in this plan year | 2025-10-13 | 55799 |
| Value of participant loans at end of plan year | 2025-10-13 | 3797 |
| Other income to plan in this plan year | 2025-10-13 | 78599 |
| Plan net income in this plan year | 2025-10-13 | 154143 |
| Net assets as of the end of the plan year | 2025-10-13 | 740171 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 586028 |
| Employer contributions to plan in this plan year | 2025-10-13 | 24041 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 4296 |
| 2024 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-23 | 3234 |
| Net assets as of the end of the plan year | 2024-07-23 | 586028 |
| Total assets as of the beginning of the plan year | 2024-07-23 | 443891 |
| Value of plan covered by a fidelity bond | 2024-07-23 | 70000 |
| Participant contributions to plan in this plan year | 2024-07-23 | 34500 |
| Value of participant loans at end of plan year | 2024-07-23 | 35000 |
| Other income to plan in this plan year | 2024-07-23 | 93831 |
| Plan net income in this plan year | 2024-07-23 | 142137 |
| Net assets as of the end of the plan year | 2024-07-23 | 586028 |
| Net assets as of the beginning of the plan year | 2024-07-23 | 443891 |
| Employer contributions to plan in this plan year | 2024-07-23 | 17040 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-23 | 3234 |
| 2016 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $56,008 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,328 |
| Total plan assets at end of year | 2016-12-31 | $111,140 |
| Total plan assets at beginning of year | 2016-12-31 | $56,460 |
| Value of fidelity bond covering the plan | 2016-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $30,000 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $5,257 |
| Other income received | 2016-12-31 | $10,737 |
| Net income (gross income less expenses) | 2016-12-31 | $54,680 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $111,140 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $56,460 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $10,014 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,328 |
| 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 |
|---|
| Total income from all sources | 2015-12-31 | $38,628 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $868 |
| Total plan assets at end of year | 2015-12-31 | $56,460 |
| Total plan assets at beginning of year | 2015-12-31 | $18,700 |
| Value of fidelity bond covering the plan | 2015-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $30,000 |
| Other income received | 2015-12-31 | $-272 |
| Net income (gross income less expenses) | 2015-12-31 | $37,760 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $56,460 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $18,700 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $8,900 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $868 |
| 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 | 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 |
