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| Plan Name | ROCKY MOUNTAIN MULTIPLE EMPLOYER PLAN FBO BAUER WEALTH MANAGEMENT, INC. |
| Plan identification number | 352 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | FIDUCIARY WISE, LLC FBO BAUER WEALTH MANAGEMENT, INC. |
| Employer identification number (EIN): | 271722087 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 352 | 2022-01-01 | DEBORAH EICHHORN | 2022-12-10 | ||
| 352 | 2021-01-01 | DEBORAH EICHHORN | 2022-07-14 |
| Measure | Date | Value |
|---|---|---|
| 2022 : ROCKY MOUNTAIN MULTIPLE EMPLOYER PLAN FBO BAUER WEALTH MANAGEMENT, INC. 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-07-14 | 295 |
| Net assets as of the end of the plan year | 2022-07-14 | 28842 |
| Total assets as of the beginning of the plan year | 2022-07-14 | 0 |
| Value of plan covered by a fidelity bond | 2022-07-14 | 18000 |
| Participant contributions to plan in this plan year | 2022-07-14 | 15311 |
| Other income to plan in this plan year | 2022-07-14 | 863 |
| Plan net income in this plan year | 2022-07-14 | 28842 |
| Net assets as of the end of the plan year | 2022-07-14 | 28842 |
| Net assets as of the beginning of the plan year | 2022-07-14 | 0 |
| Employer contributions to plan in this plan year | 2022-07-14 | 12963 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-14 | 295 |
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