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RETIREMENT FOUNDATIONS 401(K) PLAN FBO BLUE DOOR PHARMACIES 401k Plan overview

Plan NameRETIREMENT FOUNDATIONS 401(K) PLAN FBO BLUE DOOR PHARMACIES
Plan identification number 348

RETIREMENT FOUNDATIONS 401(K) PLAN FBO BLUE DOOR PHARMACIES 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 OF BLUE DOOR PHARMACIES has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO OF BLUE DOOR PHARMACIES
Employer identification number (EIN):272593716
NAIC Classification:446110
NAIC Description:Pharmacies and Drug Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT FOUNDATIONS 401(K) PLAN FBO BLUE DOOR PHARMACIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3482023-01-01KRISTI DALLEY2024-05-16
3482022-01-01KRISTI DALLEY2023-06-27
3482021-01-01KRISTI DALLEY2022-06-27
3482020-01-01KRISTI DALLEY2021-10-13

Plan Statistics for RETIREMENT FOUNDATIONS 401(K) PLAN FBO BLUE DOOR PHARMACIES

401k plan membership statisitcs for RETIREMENT FOUNDATIONS 401(K) PLAN FBO BLUE DOOR PHARMACIES

Measure Date Value
2025: RETIREMENT FOUNDATIONS 401(K) PLAN FBO BLUE DOOR PHARMACIES 2025 401k membership
Total number of particpants at beginning of year2025-06-045
Total number of particpants at end of year2025-06-040
Number of Participants With Account Balances2025-06-040
2024: RETIREMENT FOUNDATIONS 401(K) PLAN FBO BLUE DOOR PHARMACIES 2024 401k membership
Total number of particpants at beginning of year2024-05-164
Total number of particpants at end of year2024-05-165
Number of Participants With Account Balances2024-05-165
2022: RETIREMENT FOUNDATIONS 401(K) PLAN FBO BLUE DOOR PHARMACIES 2022 401k membership
Total number of particpants at beginning of year2022-06-274
Total number of particpants at end of year2022-06-274
Number of Participants With Account Balances2022-06-274

Financial Data on RETIREMENT FOUNDATIONS 401(K) PLAN FBO BLUE DOOR PHARMACIES

Measure Date Value
2025 : RETIREMENT FOUNDATIONS 401(K) PLAN FBO BLUE DOOR PHARMACIES 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-04-661048
Total expenses incurred by plan in this plan year2025-06-043275
Net assets as of the end of the plan year2025-06-040
Total assets as of the beginning of the plan year2025-06-04437280
Value of plan covered by a fidelity bond2025-06-0450000
Participant contributions to plan in this plan year2025-06-0471400
Other income to plan in this plan year2025-06-0453348
Plan net income in this plan year2025-06-04223768
Net assets as of the end of the plan year2025-06-040
Net assets as of the beginning of the plan year2025-06-04437280
Employer contributions to plan in this plan year2025-06-04102295
2024 : RETIREMENT FOUNDATIONS 401(K) PLAN FBO BLUE DOOR PHARMACIES 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-160
Net assets as of the end of the plan year2024-05-16437280
Total assets as of the beginning of the plan year2024-05-16245444
Value of plan covered by a fidelity bond2024-05-1650000
Participant contributions to plan in this plan year2024-05-1658800
Other income to plan in this plan year2024-05-1649036
Plan net income in this plan year2024-05-16191836
Net assets as of the end of the plan year2024-05-16437280
Net assets as of the beginning of the plan year2024-05-16245444
Employer contributions to plan in this plan year2024-05-1684000
2022 : RETIREMENT FOUNDATIONS 401(K) PLAN FBO BLUE DOOR PHARMACIES 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-270
Net assets as of the end of the plan year2022-06-27132536
Total assets as of the beginning of the plan year2022-06-270
Value of plan covered by a fidelity bond2022-06-2720000
Participant contributions to plan in this plan year2022-06-2747000
Other income to plan in this plan year2022-06-27796
Plan net income in this plan year2022-06-27132536
Net assets as of the end of the plan year2022-06-27132536
Net assets as of the beginning of the plan year2022-06-270
Employer contributions to plan in this plan year2022-06-2784740

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