FIDUCIARY WISE, LLC FBO ACCENTS SALON AND SPA has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2017 : BREAKTHROUGH 401K 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $24,684 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,183 |
| Total plan assets at end of year | 2017-12-31 | $28,893 |
| Total plan assets at beginning of year | 2017-12-31 | $5,392 |
| Value of fidelity bond covering the plan | 2017-12-31 | $35,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $12,747 |
| Other income received | 2017-12-31 | $2,279 |
| Net income (gross income less expenses) | 2017-12-31 | $23,501 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $28,893 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,392 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $9,658 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,183 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : BREAKTHROUGH 401K 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $5,392 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $5,392 |
| Total plan assets at beginning of year | 2016-12-31 | $0 |
| Value of fidelity bond covering the plan | 2016-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $3,396 |
| Other income received | 2016-12-31 | $70 |
| Net income (gross income less expenses) | 2016-12-31 | $5,392 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,392 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $1,926 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2017: BREAKTHROUGH 401K 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Mulitple employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BREAKTHROUGH 401K 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Mulitple employer plan |
| 2016-01-01 | First time form 5500 has been submitted | Yes |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
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