| Plan Name | ETF ADVISOR K MEP |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | FIDUCIARY WISE LLC FBO BATEMAN ORTHODONTICS, PLLC |
| Employer identification number (EIN): | 465469316 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
Additional information about FIDUCIARY WISE LLC FBO BATEMAN ORTHODONTICS, PLLC
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2014-02-21 |
| Company Identification Number: | 4533017 |
| Legal Registered Office Address: |
175 EAST AVENUE Monroe BROCKPORT United States of America (USA) 14420 |
More information about FIDUCIARY WISE LLC FBO BATEMAN ORTHODONTICS, PLLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JEREMY BATEMAN | 2024-05-07 | ||
| 001 | 2014-01-01 | LYNNE MCAULEY |
| Measure | Date | Value |
|---|---|---|
| 2024 : ETF ADVISOR K MEP 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-05-07 | 1217602 |
| Total expenses incurred by plan in this plan year | 2024-05-07 | 1219823 |
| Net assets as of the end of the plan year | 2024-05-07 | 0 |
| Total assets as of the beginning of the plan year | 2024-05-07 | 0 |
| Value of plan covered by a fidelity bond | 2024-05-07 | 10000 |
| Other income to plan in this plan year | 2024-05-07 | 2221 |
| Plan net income in this plan year | 2024-05-07 | -1217602 |
| Net assets as of the end of the plan year | 2024-05-07 | 0 |
| Net assets as of the beginning of the plan year | 2024-05-07 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-07 | 3825 |
| 2014 : ETF ADVISOR K MEP 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $31,233 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $141 |
| Total plan assets at end of year | 2014-12-31 | $31,092 |
| Total plan assets at beginning of year | 2014-12-31 | $0 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $1,864 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $141 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $29,368 |
| Other income received | 2014-12-31 | $1 |
| Net income (gross income less expenses) | 2014-12-31 | $31,092 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $31,092 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2014: ETF ADVISOR K MEP 2014 form 5500 responses | ||
|---|---|---|
| 2014-01-01 | Type of plan entity | Mulitple employer plan |
| 2014-01-01 | First time form 5500 has been submitted | Yes |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |