FIDUCIARY WISE, LLC FBO VANDERWERFF & MAY BUILDERS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 year | 2025-09-24 | 51508 |
| Net assets as of the end of the plan year | 2025-09-24 | 993190 |
| Total assets as of the beginning of the plan year | 2025-09-24 | 860294 |
| Value of plan covered by a fidelity bond | 2025-09-24 | 1000000 |
| Participant contributions to plan in this plan year | 2025-09-24 | 74728 |
| Other income to plan in this plan year | 2025-09-24 | 78931 |
| Plan net income in this plan year | 2025-09-24 | 132896 |
| Net assets as of the end of the plan year | 2025-09-24 | 993190 |
| Net assets as of the beginning of the plan year | 2025-09-24 | 860294 |
| Employer contributions to plan in this plan year | 2025-09-24 | 30745 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-24 | 15496 |
| 2024 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-23 | 103988 |
| Net assets as of the end of the plan year | 2024-09-23 | 860294 |
| Total assets as of the beginning of the plan year | 2024-09-23 | 743339 |
| Value of plan covered by a fidelity bond | 2024-09-23 | 1000000 |
| Participant contributions to plan in this plan year | 2024-09-23 | 70397 |
| Value of participant loans at end of plan year | 2024-09-23 | 0 |
| Other income to plan in this plan year | 2024-09-23 | 130941 |
| Plan net income in this plan year | 2024-09-23 | 116955 |
| Net assets as of the end of the plan year | 2024-09-23 | 860294 |
| Net assets as of the beginning of the plan year | 2024-09-23 | 743339 |
| Employer contributions to plan in this plan year | 2024-09-23 | 19605 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-23 | 13224 |
| 2022 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-11 | 39342 |
| Net assets as of the end of the plan year | 2022-10-11 | 766778 |
| Total assets as of the beginning of the plan year | 2022-10-11 | 614756 |
| Value of plan covered by a fidelity bond | 2022-10-11 | 280000 |
| Participant contributions to plan in this plan year | 2022-10-11 | 68766 |
| Value of participant loans at end of plan year | 2022-10-11 | 1826 |
| Other income to plan in this plan year | 2022-10-11 | 108840 |
| Plan net income in this plan year | 2022-10-11 | 152022 |
| Net assets as of the end of the plan year | 2022-10-11 | 766778 |
| Net assets as of the beginning of the plan year | 2022-10-11 | 614756 |
| Employer contributions to plan in this plan year | 2022-10-11 | 13758 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-11 | 11351 |
| 2016 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $81,727 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,584 |
| Total plan assets at end of year | 2016-12-31 | $120,648 |
| Total plan assets at beginning of year | 2016-12-31 | $40,505 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $55,997 |
| Other income received | 2016-12-31 | $7,414 |
| Net income (gross income less expenses) | 2016-12-31 | $80,143 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $120,648 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $40,505 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $18,316 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,584 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $40,505 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $40,505 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $37,496 |
| Other income received | 2015-12-31 | $-1 |
| Net income (gross income less expenses) | 2015-12-31 | $40,505 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $40,505 |
| 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 | $3,010 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2016: ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Mulitple employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Mulitple employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
