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MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 401k Plan overview

Plan NameMY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC
Plan identification number 337

MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 EUROPEAN STONE & TILE DESIGN, INC. has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO EUROPEAN STONE & TILE DESIGN, INC.
Employer identification number (EIN):453108786
NAIC Classification:238300

Additional information about FIDUCIARY WISE, LLC FBO EUROPEAN STONE & TILE DESIGN, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2011-09-01
Company Identification Number: 603139731
Legal Registered Office Address: 13613 NE 126TH PL STE 300

KIRKLAND
United States of America (USA)
980348737

More information about FIDUCIARY WISE, LLC FBO EUROPEAN STONE & TILE DESIGN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3372023-01-01KAREN MILLER2024-06-17
3372022-01-01KRISTI DALLEY2023-10-02
3372021-01-01MARIA GORMLEY2022-10-10
3372020-01-01KRISTI DALLEY2021-07-21
3372019-01-01KRISTI DALLEY2020-07-01
3372018-01-01KRISTI DALLEY2019-07-19
3372017-01-01T R BICK2018-07-03

Financial Data on MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

Measure Date Value
2024 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-173108
Net assets as of the end of the plan year2024-06-17182739
Total assets as of the beginning of the plan year2024-06-17149333
Value of plan covered by a fidelity bond2024-06-1717000
Participant contributions to plan in this plan year2024-06-1710136
Other income to plan in this plan year2024-06-1726378
Plan net income in this plan year2024-06-1733406
Net assets as of the end of the plan year2024-06-17182739
Net assets as of the beginning of the plan year2024-06-17149333
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-172514
2022 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-1025160
Net assets as of the end of the plan year2022-10-10166394
Total assets as of the beginning of the plan year2022-10-10155793
Value of plan covered by a fidelity bond2022-10-1016000
Participant contributions to plan in this plan year2022-10-1013887
Other contributions to plan in this plan year2022-10-100
Other income to plan in this plan year2022-10-1021874
Plan net income in this plan year2022-10-1010601
Net assets as of the end of the plan year2022-10-10166394
Net assets as of the beginning of the plan year2022-10-10155793
Employer contributions to plan in this plan year2022-10-100
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-102679

Potentially related plans

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