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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 HEIGHTS ARTS COLLABORATIVE, INC. has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO HEIGHTS ARTS COLLABORATIVE, INC.
Employer identification number (EIN):341962652
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

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 DALLEY2023-07-25
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 year2025-06-1213
Total number of particpants at end of year2025-06-120
Number of Participants With Account Balances2025-06-120
2024: BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 2024 401k membership
Total number of particpants at beginning of year2024-06-0614
Total number of particpants at end of year2024-06-0613
Number of Participants With Account Balances2024-06-068

Financial Data on BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC

Measure Date Value
2025 : BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-12-102497
Total expenses incurred by plan in this plan year2025-06-121661
Net assets as of the end of the plan year2025-06-120
Total assets as of the beginning of the plan year2025-06-1286254
Value of plan covered by a fidelity bond2025-06-1210000
Participant contributions to plan in this plan year2025-06-122000
Other income to plan in this plan year2025-06-1214791
Plan net income in this plan year2025-06-1216243
Net assets as of the end of the plan year2025-06-120
Net assets as of the beginning of the plan year2025-06-1286254
Employer contributions to plan in this plan year2025-06-121113
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-121661
2024 : BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-064779
Net assets as of the end of the plan year2024-06-0686254
Total assets as of the beginning of the plan year2024-06-0672420
Value of plan covered by a fidelity bond2024-06-0610000
Participant contributions to plan in this plan year2024-06-064819
Other income to plan in this plan year2024-06-0611220
Plan net income in this plan year2024-06-0613834
Net assets as of the end of the plan year2024-06-0686254
Net assets as of the beginning of the plan year2024-06-0672420
Employer contributions to plan in this plan year2024-06-062574
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-061711

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