FIDUCIARY WISE, LLC FBO PRIDE & JOY LEARNING ACADEMY,LLC has sponsored the creation of one or more 401k plans.
Additional information about FIDUCIARY WISE, LLC FBO PRIDE & JOY LEARNING ACADEMY,LLC
Submission information for form 5500 for 401k plan ETF ADVISOR K MEP FIDUCIARY WISE, LLC
| Measure | Date | Value |
|---|
| 2024 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-19 | -543674 |
| Total expenses incurred by plan in this plan year | 2024-06-19 | 24918 |
| Net assets as of the end of the plan year | 2024-06-19 | 581078 |
| Total assets as of the beginning of the plan year | 2024-06-19 | 530658 |
| Value of plan covered by a fidelity bond | 2024-06-19 | 90000 |
| Participant contributions to plan in this plan year | 2024-06-19 | 42924 |
| Other income to plan in this plan year | 2024-06-19 | 21878 |
| Plan net income in this plan year | 2024-06-19 | 50420 |
| Net assets as of the end of the plan year | 2024-06-19 | 581078 |
| Net assets as of the beginning of the plan year | 2024-06-19 | 530658 |
| Employer contributions to plan in this plan year | 2024-06-19 | 10536 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-19 | 6921 |
| 2016 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $234,257 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $234,257 |
| Total plan assets at beginning of year | 2016-12-31 | $0 |
| Value of fidelity bond covering the plan | 2016-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $15,140 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $201,431 |
| Other income received | 2016-12-31 | $8,846 |
| Net income (gross income less expenses) | 2016-12-31 | $234,257 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $234,257 |
| 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 | $8,840 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
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