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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
  • 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 ELEMENTAL DESIGN, LLC has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO ELEMENTAL DESIGN, LLC
Employer identification number (EIN):271136016
NAIC Classification:541310
NAIC Description:Architectural Services

Additional information about FIDUCIARY WISE, LLC FBO ELEMENTAL DESIGN, LLC

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2007-10-16
Company Identification Number: 20071476235
Legal Registered Office Address: 244 Lincoln Street

Denver
United States of America (USA)
80203

More information about FIDUCIARY WISE, LLC FBO ELEMENTAL DESIGN, LLC

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 MILLER2024-06-20
3372022-01-01KRISTI DALLEY2023-07-18
3372021-01-01KRISTI DALLEY2022-07-29
3372020-01-01KRISTI DALLEY2021-10-11
3372019-01-01KRISTI DALLEY2020-07-15
3372018-01-01KRISTI DALLEY2019-07-18
3372017-01-01T R BICK2018-07-04
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 year2025-07-2815134
Net assets as of the end of the plan year2025-07-28103340
Total assets as of the beginning of the plan year2025-07-2893565
Value of plan covered by a fidelity bond2025-07-28100000
Participant contributions to plan in this plan year2025-07-286763
Other income to plan in this plan year2025-07-2813857
Plan net income in this plan year2025-07-289775
Net assets as of the end of the plan year2025-07-28103340
Net assets as of the beginning of the plan year2025-07-2893565
Employer contributions to plan in this plan year2025-07-284289
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-281746
2024 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-201300
Net assets as of the end of the plan year2024-06-2093565
Total assets as of the beginning of the plan year2024-06-2062997
Value of plan covered by a fidelity bond2024-06-206300
Participant contributions to plan in this plan year2024-06-2011561
Other income to plan in this plan year2024-06-2012586
Plan net income in this plan year2024-06-2030568
Net assets as of the end of the plan year2024-06-2093565
Net assets as of the beginning of the plan year2024-06-2062997
Employer contributions to plan in this plan year2024-06-207721
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-201300
2022 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-29935
Net assets as of the end of the plan year2022-07-2958105
Total assets as of the beginning of the plan year2022-07-2952203
Value of plan covered by a fidelity bond2022-07-295811
Participant contributions to plan in this plan year2022-07-290
Other contributions to plan in this plan year2022-07-290
Other income to plan in this plan year2022-07-296837
Plan net income in this plan year2022-07-295902
Net assets as of the end of the plan year2022-07-2958105
Net assets as of the beginning of the plan year2022-07-2952203
Employer contributions to plan in this plan year2022-07-290
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-29935
2016 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k financial data
Total income from all sources2016-12-31$8,106
Expenses. Total of all expenses incurred2016-12-31$638
Total plan assets at end of year2016-12-31$38,822
Total plan assets at beginning of year2016-12-31$31,354
Value of fidelity bond covering the plan2016-12-31$3,200
Total contributions received or receivable from participants2016-12-31$5,108
Other income received2016-12-31$2,998
Net income (gross income less expenses)2016-12-31$7,468
Net plan assets at end of year (total assets less liabilities)2016-12-31$38,822
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$31,354
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$638
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 income from all sources2015-12-31$6,004
Expenses. Total of all expenses incurred2015-12-31$502
Total plan assets at end of year2015-12-31$31,354
Total plan assets at beginning of year2015-12-31$25,852
Value of fidelity bond covering the plan2015-12-31$3,100
Total contributions received or receivable from participants2015-12-31$6,240
Other income received2015-12-31$-236
Net income (gross income less expenses)2015-12-31$5,502
Net plan assets at end of year (total assets less liabilities)2015-12-31$31,354
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$25,852
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$502
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
2015-01-01Submission 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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