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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.
  • Plan covering Self-Employed individuals.
  • 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 MOUND CITY AG has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO MOUND CITY AG
Employer identification number (EIN):453943071
NAIC Classification:111900
NAIC Description:Other Crop Farming

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 MILLER2024-06-06
3362022-01-01KRISTI DALLEY2023-07-22

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 year2025-07-212352
Net assets as of the end of the plan year2025-07-21178748
Total assets as of the beginning of the plan year2025-07-21116604
Value of plan covered by a fidelity bond2025-07-2130000
Participant contributions to plan in this plan year2025-07-2128513
Other income to plan in this plan year2025-07-219911
Plan net income in this plan year2025-07-2162144
Net assets as of the end of the plan year2025-07-21178748
Net assets as of the beginning of the plan year2025-07-21116604
Employer contributions to plan in this plan year2025-07-2126072
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-212352
2024 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-066339
Net assets as of the end of the plan year2024-06-06116604
Total assets as of the beginning of the plan year2024-06-0651041
Value of plan covered by a fidelity bond2024-06-0630000
Participant contributions to plan in this plan year2024-06-0630162
Other income to plan in this plan year2024-06-0614528
Plan net income in this plan year2024-06-0665563
Net assets as of the end of the plan year2024-06-06116604
Net assets as of the beginning of the plan year2024-06-0651041
Employer contributions to plan in this plan year2024-06-0627212
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-061464

Potentially related plans

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