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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
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 SUNWIZE POWER & BATTERY, LLC has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE LLC FBO SUNWIZE POWER & BATTERY, LLC
Employer identification number (EIN):465300807
NAIC Classification:454390
NAIC Description:Other Direct Selling Establishments

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 MILLER2024-09-10
3362022-01-01KRISTI DALLEY2023-07-06
3362021-01-01KRISTI DALLEY2022-07-09
3362020-01-01KRISTI DALLEY2021-07-20
3362019-01-01KRISTI DALLEY2020-07-23
3362018-01-01KRISTI DALLEY2019-06-19

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 year2025-07-16144238
Net assets as of the end of the plan year2025-07-161739652
Total assets as of the beginning of the plan year2025-07-161431472
Value of plan covered by a fidelity bond2025-07-16150000
Participant contributions to plan in this plan year2025-07-16123191
Value of participant loans at end of plan year2025-07-1680249
Other income to plan in this plan year2025-07-16187732
Plan net income in this plan year2025-07-16308180
Net assets as of the end of the plan year2025-07-161739652
Net assets as of the beginning of the plan year2025-07-161431472
Employer contributions to plan in this plan year2025-07-16141495
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1620358
2024 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-1039960
Net assets as of the end of the plan year2024-09-101431472
Total assets as of the beginning of the plan year2024-09-101043102
Value of plan covered by a fidelity bond2024-09-10110000
Participant contributions to plan in this plan year2024-09-10149540
Value of participant loans at end of plan year2024-09-10101811
Other income to plan in this plan year2024-09-10210501
Plan net income in this plan year2024-09-10388370
Net assets as of the end of the plan year2024-09-101431472
Net assets as of the beginning of the plan year2024-09-101043102
Employer contributions to plan in this plan year2024-09-1068289
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1014482
2022 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-0926995
Net assets as of the end of the plan year2022-07-091064538
Total assets as of the beginning of the plan year2022-07-09765571
Value of plan covered by a fidelity bond2022-07-09110000
Participant contributions to plan in this plan year2022-07-09131054
Value of participant loans at end of plan year2022-07-0922847
Other income to plan in this plan year2022-07-09133876
Plan net income in this plan year2022-07-09298967
Net assets as of the end of the plan year2022-07-091064538
Net assets as of the beginning of the plan year2022-07-09765571
Employer contributions to plan in this plan year2022-07-0961032
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-099827

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