FIDUCIARY WISE LLC FBO LINDA L HUANG DDS MD, PLLC 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 |
|---|
| 2024 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-02-05 | -1158765 |
| Total expenses incurred by plan in this plan year | 2024-02-05 | 13018 |
| Net assets as of the end of the plan year | 2024-02-05 | 0 |
| Total assets as of the beginning of the plan year | 2024-02-05 | 1144852 |
| Value of plan covered by a fidelity bond | 2024-02-05 | 200000 |
| Other income to plan in this plan year | 2024-02-05 | 26931 |
| Plan net income in this plan year | 2024-02-05 | 13913 |
| Net assets as of the end of the plan year | 2024-02-05 | 0 |
| Net assets as of the beginning of the plan year | 2024-02-05 | 1144852 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-02-05 | 13018 |
| 2016 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $108,622 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $3,706 |
| Total plan assets at end of year | 2016-12-31 | $379,628 |
| Total plan assets at beginning of year | 2016-12-31 | $274,712 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $23,227 |
| Other income received | 2016-12-31 | $33,796 |
| Net income (gross income less expenses) | 2016-12-31 | $104,916 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $379,628 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $274,712 |
| Assets. Value of participant loans | 2016-12-31 | $39,620 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $51,599 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $3,706 |
| 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 | $62,857 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,540 |
| Total plan assets at end of year | 2015-12-31 | $274,712 |
| Total plan assets at beginning of year | 2015-12-31 | $214,395 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $19,292 |
| Other income received | 2015-12-31 | $-4,198 |
| Net income (gross income less expenses) | 2015-12-31 | $60,317 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $274,712 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $214,395 |
| Assets. Value of participant loans | 2015-12-31 | $48,583 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $47,763 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,540 |
| 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 | 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 |
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