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BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 401k Plan overview

Plan NameBREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC
Plan identification number 347

BREAKTHROUGH 401K PLAN 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 SAND RUN RISK has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO SAND RUN RISK
Employer identification number (EIN):464204869
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3472023-01-01KRISTI DALLEY2024-06-06
3472022-01-01KRISTI DALLEY2023-07-17
3472021-01-01KRISTI DALLEY2022-07-26
3472020-01-01KRISTI DALLEY2021-07-28
3472019-01-01KRISTI DALLEY2020-07-15

Plan Statistics for BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC

401k plan membership statisitcs for BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC

Measure Date Value
2025: BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 2025 401k membership
Total number of particpants at beginning of year2025-07-173
Total number of particpants at end of year2025-07-173
Number of Participants With Account Balances2025-07-173
2024: BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 2024 401k membership
Total number of particpants at beginning of year2024-06-063
Total number of particpants at end of year2024-06-063
Number of Participants With Account Balances2024-06-063

Financial Data on BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC

Measure Date Value
2025 : BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1713278
Net assets as of the end of the plan year2025-07-171274744
Total assets as of the beginning of the plan year2025-07-171049711
Value of plan covered by a fidelity bond2025-07-17150000
Participant contributions to plan in this plan year2025-07-1765600
Other income to plan in this plan year2025-07-17153619
Plan net income in this plan year2025-07-17225033
Net assets as of the end of the plan year2025-07-171274744
Net assets as of the beginning of the plan year2025-07-171049711
Employer contributions to plan in this plan year2025-07-1719092
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1713278
2024 : BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-0610569
Net assets as of the end of the plan year2024-06-061049711
Total assets as of the beginning of the plan year2024-06-06830938
Value of plan covered by a fidelity bond2024-06-06100000
Participant contributions to plan in this plan year2024-06-0662400
Other income to plan in this plan year2024-06-06147518
Plan net income in this plan year2024-06-06218773
Net assets as of the end of the plan year2024-06-061049711
Net assets as of the beginning of the plan year2024-06-06830938
Employer contributions to plan in this plan year2024-06-0619424
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0610569

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