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BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 401k Plan overview

Plan NameBREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC
Plan identification number 347

BREAKTHROUGH 401K PLAN 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 ACCENTS SALON AND SPA has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO ACCENTS SALON AND SPA
Employer identification number (EIN):311561786
NAIC Classification:812112
NAIC Description:Beauty Salons

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3472023-01-01KRISTI DALLEY2024-06-06
3472022-01-01KRISTI DALLEY2023-07-26
3472021-01-01KRISTI DALLEY2022-07-26
3472020-01-01KRISTI DALLEY2021-07-27
3472019-01-01KRISTI DALLEY2020-07-02

Plan Statistics for BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC

401k plan membership statisitcs for BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC

Measure Date Value
2025: BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 2025 401k membership
Total number of particpants at beginning of year2025-07-0324
Total number of particpants at end of year2025-07-0321
Number of Participants With Account Balances2025-07-0311
2024: BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 2024 401k membership
Total number of particpants at beginning of year2024-06-0620
Total number of particpants at end of year2024-06-0624
Number of Participants With Account Balances2024-06-069
2022: BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 2022 401k membership
Total number of particpants at beginning of year2022-07-2618
Total number of particpants at end of year2022-07-2617
Number of Participants With Account Balances2022-07-2610

Financial Data on BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC

Measure Date Value
2025 : BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-033032
Net assets as of the end of the plan year2025-07-03240367
Total assets as of the beginning of the plan year2025-07-03188002
Value of plan covered by a fidelity bond2025-07-0350000
Participant contributions to plan in this plan year2025-07-0316645
Other income to plan in this plan year2025-07-0327580
Plan net income in this plan year2025-07-0352365
Net assets as of the end of the plan year2025-07-03240367
Net assets as of the beginning of the plan year2025-07-03188002
Employer contributions to plan in this plan year2025-07-0311172
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-033032
2024 : BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-062076
Net assets as of the end of the plan year2024-06-06188002
Total assets as of the beginning of the plan year2024-06-06141874
Value of plan covered by a fidelity bond2024-06-0620000
Participant contributions to plan in this plan year2024-06-0615619
Other income to plan in this plan year2024-06-0621519
Plan net income in this plan year2024-06-0646128
Net assets as of the end of the plan year2024-06-06188002
Net assets as of the beginning of the plan year2024-06-06141874
Employer contributions to plan in this plan year2024-06-0611066
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-062076
2022 : BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2610619
Net assets as of the end of the plan year2022-07-26151949
Total assets as of the beginning of the plan year2022-07-26115266
Value of plan covered by a fidelity bond2022-07-2612000
Participant contributions to plan in this plan year2022-07-2616284
Other income to plan in this plan year2022-07-2620165
Plan net income in this plan year2022-07-2636683
Net assets as of the end of the plan year2022-07-26151949
Net assets as of the beginning of the plan year2022-07-26115266
Employer contributions to plan in this plan year2022-07-2610853
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-262060

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