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ETF ADVISOR K MEP FIDUCIARY WISE LLC 401k Plan overview

Plan NameETF ADVISOR K MEP FIDUCIARY WISE LLC
Plan identification number 336

ETF ADVISOR K MEP 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 IGLESIA CRISTIANA EL SHADDAI CHRISTIAN CHURCH has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE LLC FBO IGLESIA CRISTIANA EL SHADDAI CHRISTIAN CHURCH
Employer identification number (EIN):371509032
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ETF ADVISOR K MEP FIDUCIARY WISE LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3362023-01-01KAREN MILLER2024-07-26
3362022-01-01KRISTI DALLEY2023-07-07
3362021-01-01KRISTI DALLEY2022-07-11
3362020-01-01KRISTI DALLEY2021-07-27
3362019-01-01KRISTI DALLEY2020-07-24
3362018-01-01KRISTI DALLEY2019-06-07
3362017-01-01T R BICK2018-07-17
3362016-01-01T R BICK
3362015-01-01T R BICK
3362015-01-01T R BICK

Financial Data on ETF ADVISOR K MEP FIDUCIARY WISE LLC

Measure Date Value
2025 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1614341
Net assets as of the end of the plan year2025-07-1691657
Total assets as of the beginning of the plan year2025-07-1687409
Value of plan covered by a fidelity bond2025-07-1610000
Participant contributions to plan in this plan year2025-07-164053
Other income to plan in this plan year2025-07-1610990
Plan net income in this plan year2025-07-164248
Net assets as of the end of the plan year2025-07-1691657
Net assets as of the beginning of the plan year2025-07-1687409
Employer contributions to plan in this plan year2025-07-163546
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-16700
2024 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-261014
Net assets as of the end of the plan year2024-07-2687409
Total assets as of the beginning of the plan year2024-07-2672727
Value of plan covered by a fidelity bond2024-07-2610000
Participant contributions to plan in this plan year2024-07-262773
Value of participant loans at end of plan year2024-07-2613691
Other income to plan in this plan year2024-07-2610932
Plan net income in this plan year2024-07-2614682
Net assets as of the end of the plan year2024-07-2687409
Net assets as of the beginning of the plan year2024-07-2672727
Employer contributions to plan in this plan year2024-07-261991
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-261014
2022 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-111066
Net assets as of the end of the plan year2022-07-1180459
Total assets as of the beginning of the plan year2022-07-1163614
Value of plan covered by a fidelity bond2022-07-1110000
Participant contributions to plan in this plan year2022-07-114536
Value of participant loans at end of plan year2022-07-1113691
Other income to plan in this plan year2022-07-119671
Plan net income in this plan year2022-07-1116845
Net assets as of the end of the plan year2022-07-1180459
Net assets as of the beginning of the plan year2022-07-1163614
Employer contributions to plan in this plan year2022-07-113704
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-111066
2016 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2016 401k financial data
Total income from all sources2016-12-31$21,825
Expenses. Total of all expenses incurred2016-12-31$1,233
Benefits paid (including direct rollovers)2016-12-31$97
Total plan assets at end of year2016-12-31$35,791
Total plan assets at beginning of year2016-12-31$15,199
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$10,839
Other income received2016-12-31$3,613
Net income (gross income less expenses)2016-12-31$20,592
Net plan assets at end of year (total assets less liabilities)2016-12-31$35,791
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$15,199
Total contributions received or receivable from employer(s)2016-12-31$7,373
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,136
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2015 401k financial data
Total income from all sources2015-12-31$15,577
Expenses. Total of all expenses incurred2015-12-31$721
Total plan assets at end of year2015-12-31$14,856
Total plan assets at beginning of year2015-12-31$0
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$9,407
Other income received2015-12-31$-230
Net income (gross income less expenses)2015-12-31$14,856
Net plan assets at end of year (total assets less liabilities)2015-12-31$14,856
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$6,400
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$721
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for ETF ADVISOR K MEP FIDUCIARY WISE LLC

2016: ETF ADVISOR K MEP FIDUCIARY WISE LLC 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ETF ADVISOR K MEP FIDUCIARY WISE LLC 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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