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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.
  • 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 FREIGHT MANAGEMENT TEAM, INC. has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO FREIGHT MANAGEMENT TEAM, INC.
Employer identification number (EIN):460576921
NAIC Classification:482110
NAIC Description: Rail Transportation

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 MILLER2024-09-05
3362022-01-01KRISTI DALLEY2023-10-09
3362021-01-01KRISTI DALLEY2022-07-28
3362020-01-01KRISTI DALLEY2021-10-10
3362019-01-01KRISTI DALLEY2020-10-09
3362018-01-01KRISTI DALLEY2019-09-03
3362017-01-01T R BICK2018-07-16
3362016-01-01T R BICK

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 year2025-10-086354
Net assets as of the end of the plan year2025-10-08479668
Total assets as of the beginning of the plan year2025-10-08383968
Value of plan covered by a fidelity bond2025-10-0848000
Participant contributions to plan in this plan year2025-10-0856483
Value of participant loans at end of plan year2025-10-08926
Other income to plan in this plan year2025-10-0826094
Plan net income in this plan year2025-10-0895700
Net assets as of the end of the plan year2025-10-08479668
Net assets as of the beginning of the plan year2025-10-08383968
Employer contributions to plan in this plan year2025-10-0819477
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-086313
2024 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-057429
Net assets as of the end of the plan year2024-09-05383968
Total assets as of the beginning of the plan year2024-09-05264980
Value of plan covered by a fidelity bond2024-09-0539000
Participant contributions to plan in this plan year2024-09-0552324
Value of participant loans at end of plan year2024-09-051052
Other income to plan in this plan year2024-09-0556499
Plan net income in this plan year2024-09-05118988
Net assets as of the end of the plan year2024-09-05383968
Net assets as of the beginning of the plan year2024-09-05264980
Employer contributions to plan in this plan year2024-09-0517594
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-054559
2022 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2812173
Net assets as of the end of the plan year2022-07-28251514
Total assets as of the beginning of the plan year2022-07-28169134
Value of plan covered by a fidelity bond2022-07-2820000
Participant contributions to plan in this plan year2022-07-2847285
Value of participant loans at end of plan year2022-07-283315
Other income to plan in this plan year2022-07-2827296
Plan net income in this plan year2022-07-2882380
Net assets as of the end of the plan year2022-07-28251514
Net assets as of the beginning of the plan year2022-07-28169134
Employer contributions to plan in this plan year2022-07-2819972
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-282837
2016 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2016 401k financial data
Total income from all sources2016-12-31$24,977
Expenses. Total of all expenses incurred2016-12-31$208
Total plan assets at end of year2016-12-31$24,769
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$21,093
Other income received2016-12-31$207
Net income (gross income less expenses)2016-12-31$24,769
Net plan assets at end of year (total assets less liabilities)2016-12-31$24,769
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$3,677
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$208
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0

Form 5500 Responses for ETF ADVISOR K MEP FIDUCIARY WISE, LLC

2016: ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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