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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 ARZEL TECHNOLOGY, INC. has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO ARZEL TECHNOLOGY, INC.
Employer identification number (EIN):341423946
NAIC Classification:335900

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
3472023-01-01KAREN MILLER2024-07-19
3472022-01-01KRISTI DALLEY2023-07-27
3472021-01-01KRISTI DALLEY2022-07-26
3472020-01-01KRISTI DALLEY2021-07-27
3472019-01-01KRISTI DALLEY2020-07-15

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 year2025-07-0364707
Net assets as of the end of the plan year2025-07-03690859
Total assets as of the beginning of the plan year2025-07-03625174
Value of plan covered by a fidelity bond2025-07-03500000
Participant contributions to plan in this plan year2025-07-0336038
Value of participant loans at end of plan year2025-07-0311115
Other income to plan in this plan year2025-07-0385102
Plan net income in this plan year2025-07-0365685
Net assets as of the end of the plan year2025-07-03690859
Net assets as of the beginning of the plan year2025-07-03625174
Employer contributions to plan in this plan year2025-07-039252
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-038123
2024 : BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1911678
Net assets as of the end of the plan year2024-07-19625174
Total assets as of the beginning of the plan year2024-07-19503934
Value of plan covered by a fidelity bond2024-07-19500000
Participant contributions to plan in this plan year2024-07-1936289
Value of participant loans at end of plan year2024-07-1911633
Other income to plan in this plan year2024-07-1986375
Plan net income in this plan year2024-07-19121240
Net assets as of the end of the plan year2024-07-19625174
Net assets as of the beginning of the plan year2024-07-19503934
Employer contributions to plan in this plan year2024-07-1910254
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-196834
2022 : BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-26125046
Net assets as of the end of the plan year2022-07-26567872
Total assets as of the beginning of the plan year2022-07-26569639
Value of plan covered by a fidelity bond2022-07-26500000
Participant contributions to plan in this plan year2022-07-2631821
Value of participant loans at end of plan year2022-07-2612963
Other income to plan in this plan year2022-07-2680500
Plan net income in this plan year2022-07-26-1767
Net assets as of the end of the plan year2022-07-26567872
Net assets as of the beginning of the plan year2022-07-26569639
Employer contributions to plan in this plan year2022-07-2610958
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-267500

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