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THE 401(K) SOLUTION FBO GUNTER MACHINE & TOOL, LLC 401k Plan overview

Plan NameTHE 401(K) SOLUTION FBO GUNTER MACHINE & TOOL, LLC
Plan identification number 333

THE 401(K) SOLUTION FBO GUNTER MACHINE & TOOL, 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.
  • 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 has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC
Employer identification number (EIN):454729935
NAIC Classification:423800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE 401(K) SOLUTION FBO GUNTER MACHINE & TOOL, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332023-01-01T R BICK2024-07-17
3332022-01-01DEBORAH EICHHORN2023-06-19
3332021-01-01DEBORAH EICHHORN2022-10-14
3332021-01-01DEBORAH EICHHORN2022-10-14
3332020-01-01KRISTI DALLEY2021-07-21

Plan Statistics for THE 401(K) SOLUTION FBO GUNTER MACHINE & TOOL, LLC

401k plan membership statisitcs for THE 401(K) SOLUTION FBO GUNTER MACHINE & TOOL, LLC

Measure Date Value
2025: THE 401(K) SOLUTION FBO GUNTER MACHINE & TOOL, LLC 2025 401k membership
Total number of particpants at beginning of year2025-07-288
Total number of particpants at end of year2025-07-287
Number of Participants With Account Balances2025-07-287
2024: THE 401(K) SOLUTION FBO GUNTER MACHINE & TOOL, LLC 2024 401k membership
Total number of particpants at beginning of year2024-07-178
Total number of particpants at end of year2024-07-178
Number of Participants With Account Balances2024-07-178

Financial Data on THE 401(K) SOLUTION FBO GUNTER MACHINE & TOOL, LLC

Measure Date Value
2025 : THE 401(K) SOLUTION FBO GUNTER MACHINE & TOOL, LLC 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-2865721
Net assets as of the end of the plan year2025-07-28536778
Total assets as of the beginning of the plan year2025-07-28417582
Value of plan covered by a fidelity bond2025-07-2840000
Participant contributions to plan in this plan year2025-07-2871327
Value of participant loans at end of plan year2025-07-281256
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-28100906
Plan net income in this plan year2025-07-28119196
Net assets as of the end of the plan year2025-07-28536778
Net assets as of the beginning of the plan year2025-07-28417582
Employer contributions to plan in this plan year2025-07-2812684
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-286613
2024 : THE 401(K) SOLUTION FBO GUNTER MACHINE & TOOL, LLC 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-174110
Net assets as of the end of the plan year2024-07-17417582
Total assets as of the beginning of the plan year2024-07-17226322
Value of plan covered by a fidelity bond2024-07-1722647
Participant contributions to plan in this plan year2024-07-1767925
Value of participant loans at end of plan year2024-07-175015
Other contributions to plan in this plan year2024-07-170
Other income to plan in this plan year2024-07-17112120
Plan net income in this plan year2024-07-17191260
Net assets as of the end of the plan year2024-07-17417582
Net assets as of the beginning of the plan year2024-07-17226322
Employer contributions to plan in this plan year2024-07-1715325
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-174110

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