| Plan Name | THE OPEN 401K MEP FIDUCIARY WISE, LLC |
| Plan identification number | 338 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | FIDUCIARY WISE, LLC FBO PB&J PROMOTIONS LLC |
| Employer identification number (EIN): | 454000976 |
| NAIC Classification: | 541910 |
| NAIC Description: | Marketing Research and Public Opinion Polling |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 338 | 2023-01-01 | KRISTI DALLEY | 2024-06-28 | ||
| 338 | 2022-01-01 | KRISTI DALLEY | 2023-07-07 | ||
| 338 | 2021-01-01 | KRISTI DALLEY | 2022-07-27 | ||
| 338 | 2020-01-01 | KRISTI DALLEY | 2021-07-26 |
| Measure | Date | Value |
|---|---|---|
| 2024: THE OPEN 401K MEP FIDUCIARY WISE, LLC 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-06-28 | 6 |
| Total number of particpants at end of year | 2024-06-28 | 10 |
| Number of Participants With Account Balances | 2024-06-28 | 9 |
| Measure | Date | Value |
|---|---|---|
| 2024 : THE OPEN 401K MEP FIDUCIARY WISE, LLC 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-06-28 | 2654 |
| Net assets as of the end of the plan year | 2024-06-28 | 155732 |
| Total assets as of the beginning of the plan year | 2024-06-28 | 80838 |
| Value of plan covered by a fidelity bond | 2024-06-28 | 10000 |
| Participant contributions to plan in this plan year | 2024-06-28 | 32643 |
| Other income to plan in this plan year | 2024-06-28 | 20719 |
| Plan net income in this plan year | 2024-06-28 | 74894 |
| Net assets as of the end of the plan year | 2024-06-28 | 155732 |
| Net assets as of the beginning of the plan year | 2024-06-28 | 80838 |
| Employer contributions to plan in this plan year | 2024-06-28 | 24186 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-28 | 1701 |