FIDUCIARY WISE, LLC FBO LEE & LEE, PS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC
| Measure | Date | Value |
|---|
| 2025: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-13 | 11 |
| Total number of particpants at end of year | 2025-10-13 | 10 |
| Number of Participants With Account Balances | 2025-10-13 | 6 |
| 2024: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-03 | 10 |
| Total number of particpants at end of year | 2024-10-03 | 10 |
| Number of Participants With Account Balances | 2024-10-03 | 7 |
| 2022: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-29 | 11 |
| Total number of particpants at end of year | 2022-07-29 | 11 |
| Number of Participants With Account Balances | 2022-07-29 | 7 |
| 2016: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 9 |
| Number of participants with account balances | 2016-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 6 |
| Number of participants with account balances | 2015-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-13 | 154292 |
| Net assets as of the end of the plan year | 2025-10-13 | 230273 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 341353 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 50000 |
| Participant contributions to plan in this plan year | 2025-10-13 | 1610 |
| Other income to plan in this plan year | 2025-10-13 | 41602 |
| Plan net income in this plan year | 2025-10-13 | -111080 |
| Net assets as of the end of the plan year | 2025-10-13 | 230273 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 341353 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 5343 |
| 2024 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-03 | 110659 |
| Net assets as of the end of the plan year | 2024-10-03 | 341353 |
| Total assets as of the beginning of the plan year | 2024-10-03 | 395227 |
| Value of plan covered by a fidelity bond | 2024-10-03 | 50000 |
| Other income to plan in this plan year | 2024-10-03 | 55712 |
| Plan net income in this plan year | 2024-10-03 | -53874 |
| Net assets as of the end of the plan year | 2024-10-03 | 341353 |
| Net assets as of the beginning of the plan year | 2024-10-03 | 395227 |
| Employer contributions to plan in this plan year | 2024-10-03 | 1073 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-03 | 5820 |
| 2022 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-29 | 6858 |
| Net assets as of the end of the plan year | 2022-07-29 | 456749 |
| Total assets as of the beginning of the plan year | 2022-07-29 | 391874 |
| Value of plan covered by a fidelity bond | 2022-07-29 | 50000 |
| Participant contributions to plan in this plan year | 2022-07-29 | 11060 |
| Other contributions to plan in this plan year | 2022-07-29 | 0 |
| Other income to plan in this plan year | 2022-07-29 | 57290 |
| Plan net income in this plan year | 2022-07-29 | 64875 |
| Net assets as of the end of the plan year | 2022-07-29 | 456749 |
| Net assets as of the beginning of the plan year | 2022-07-29 | 391874 |
| Employer contributions to plan in this plan year | 2022-07-29 | 3383 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-29 | 6858 |
| 2016 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $65,974 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $6,768 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $4,396 |
| Total plan assets at end of year | 2016-12-31 | $157,912 |
| Total plan assets at beginning of year | 2016-12-31 | $98,706 |
| Value of fidelity bond covering the plan | 2016-12-31 | $16,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $35,304 |
| Other income received | 2016-12-31 | $10,956 |
| Net income (gross income less expenses) | 2016-12-31 | $59,206 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $157,912 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $98,706 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $19,714 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,372 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $70,070 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,124 |
| Total plan assets at end of year | 2015-12-31 | $100,676 |
| Total plan assets at beginning of year | 2015-12-31 | $31,730 |
| Value of fidelity bond covering the plan | 2015-12-31 | $16,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $46,436 |
| Other income received | 2015-12-31 | $-3,491 |
| Net income (gross income less expenses) | 2015-12-31 | $68,946 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $100,676 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $31,730 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $27,125 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,124 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
