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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 BRIAN J. MACKERT INC has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO BRIAN J. MACKERT INC
Employer identification number (EIN):341572167
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

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 MILLER2024-09-12
3472022-01-01KRISTI DALLEY2023-07-26
3472022-01-01KAREN MILLER2024-09-12
3472021-01-01KRISTI DALLEY2022-07-26
3472021-01-01KRISTI DALLEY2023-07-26
3472020-01-01KRISTI DALLEY2021-07-14
3472019-01-01KRISTI DALLEY2020-07-02

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 year2025-10-0888048
Net assets as of the end of the plan year2025-10-081302627
Total assets as of the beginning of the plan year2025-10-081194441
Value of plan covered by a fidelity bond2025-10-08500000
Participant contributions to plan in this plan year2025-10-0863296
Value of participant loans at end of plan year2025-10-08237
Other income to plan in this plan year2025-10-08123791
Plan net income in this plan year2025-10-08108186
Net assets as of the end of the plan year2025-10-081302627
Net assets as of the beginning of the plan year2025-10-081194441
Employer contributions to plan in this plan year2025-10-089147
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0814556
2024 : BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-1211708
Net assets as of the end of the plan year2024-09-121194441
Total assets as of the beginning of the plan year2024-09-12983521
Value of plan covered by a fidelity bond2024-09-12150000
Participant contributions to plan in this plan year2024-09-1265953
Value of participant loans at end of plan year2024-09-12237
Other income to plan in this plan year2024-09-12104782
Plan net income in this plan year2024-09-12210920
Net assets as of the end of the plan year2024-09-121194441
Net assets as of the beginning of the plan year2024-09-12983521
Employer contributions to plan in this plan year2024-09-1251893
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1211708

Potentially related plans

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