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ETF ADVISOR K MEP FIDUCIARY WISE, LLC 401k Plan overview

Plan NameETF ADVISOR K MEP FIDUCIARY WISE, LLC
Plan identification number 336

ETF ADVISOR K MEP 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.
  • 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 CORPORATE ELECTRIC has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO CORPORATE ELECTRIC
Employer identification number (EIN):272659046
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Additional information about FIDUCIARY WISE, LLC FBO CORPORATE ELECTRIC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2010-06-11
Company Identification Number: 1943091
Legal Registered Office Address: PO BOX 390
-
AKRON
United States of America (USA)
44309

More information about FIDUCIARY WISE, LLC FBO CORPORATE ELECTRIC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ETF ADVISOR K MEP FIDUCIARY WISE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3362023-01-01T R BICK2024-10-10
3362022-01-01KRISTI DALLEY2023-10-11
3362021-01-01T R BICK2022-10-11
3362020-01-01KRISTI DALLEY2021-07-29
3362019-01-01KRISTI DALLEY2020-07-29
3362018-01-01KRISTI DALLEY2019-06-20
3362017-01-01T R BICK2018-07-26
3362016-01-01T R BICK
3362016-01-01

Financial Data on 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 year2025-07-3075481
Net assets as of the end of the plan year2025-07-30362075
Total assets as of the beginning of the plan year2025-07-30367232
Value of plan covered by a fidelity bond2025-07-3043000
Participant contributions to plan in this plan year2025-07-3014112
Value of participant loans at end of plan year2025-07-3026351
Other income to plan in this plan year2025-07-3056212
Plan net income in this plan year2025-07-30-5157
Net assets as of the end of the plan year2025-07-30362075
Net assets as of the beginning of the plan year2025-07-30367232
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-305610
2016 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2016 401k financial data
Total income from all sources2016-12-31$176,727
Expenses. Total of all expenses incurred2016-12-31$13,061
Benefits paid (including direct rollovers)2016-12-31$10,669
Total plan assets at end of year2016-12-31$163,666
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$16,372
Total contributions received or receivable from participants2016-12-31$8,080
Contributions received from other sources (not participants or employers)2016-12-31$149,604
Other income received2016-12-31$17,175
Net income (gross income less expenses)2016-12-31$163,666
Net plan assets at end of year (total assets less liabilities)2016-12-31$163,666
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Assets. Value of participant loans2016-12-31$13,444
Total contributions received or receivable from employer(s)2016-12-31$1,868
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,392
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0

Form 5500 Responses for ETF ADVISOR K MEP FIDUCIARY WISE, LLC

2016: ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01First time form 5500 has been submittedYes
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

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