Logo

MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 401k Plan overview

Plan NameMY FUTURE 401K PLAN FIDUCIARY WISE, LLC
Plan identification number 340

MY FUTURE 401K PLAN 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 DM BRENT & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO DM BRENT & ASSOCIATES, INC.
Employer identification number (EIN):471978908
NAIC Classification:561300

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3402023-01-01KAREN MILLER2024-07-23
3402022-01-01KRISTI DALLEY2023-07-22
3402021-01-01KRISTI DALLEY2022-07-29

Plan Statistics for MY FUTURE 401K PLAN FIDUCIARY WISE, LLC

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

Measure Date Value
2025: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2025 401k membership
Total number of particpants at beginning of year2025-07-297
Total number of particpants at end of year2025-07-299
Number of Participants With Account Balances2025-07-298
2024: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2024 401k membership
Total number of particpants at beginning of year2024-07-236
Total number of particpants at end of year2024-07-237
Number of Participants With Account Balances2024-07-235
2022: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2022 401k membership
Total number of particpants at beginning of year2022-07-291
Total number of particpants at end of year2022-07-294
Number of Participants With Account Balances2022-07-294

Financial Data on MY FUTURE 401K PLAN FIDUCIARY WISE, LLC

Measure Date Value
2025 : MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-298649
Net assets as of the end of the plan year2025-07-29557156
Total assets as of the beginning of the plan year2025-07-29399581
Value of plan covered by a fidelity bond2025-07-2955000
Participant contributions to plan in this plan year2025-07-2980389
Value of participant loans at end of plan year2025-07-2921263
Other income to plan in this plan year2025-07-2950095
Plan net income in this plan year2025-07-29157575
Net assets as of the end of the plan year2025-07-29557156
Net assets as of the beginning of the plan year2025-07-29399581
Employer contributions to plan in this plan year2025-07-2935740
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-296183
2024 : MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-235641
Net assets as of the end of the plan year2024-07-23399581
Total assets as of the beginning of the plan year2024-07-23269494
Value of plan covered by a fidelity bond2024-07-2330000
Participant contributions to plan in this plan year2024-07-2363345
Value of participant loans at end of plan year2024-07-2331179
Other income to plan in this plan year2024-07-2343420
Plan net income in this plan year2024-07-23130087
Net assets as of the end of the plan year2024-07-23399581
Net assets as of the beginning of the plan year2024-07-23269494
Employer contributions to plan in this plan year2024-07-2328963
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-234306
2022 : MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-29250
Net assets as of the end of the plan year2022-07-29274174
Total assets as of the beginning of the plan year2022-07-290
Value of plan covered by a fidelity bond2022-07-2930000
Participant contributions to plan in this plan year2022-07-2933004
Value of participant loans at end of plan year2022-07-2950000
Other contributions to plan in this plan year2022-07-29224689
Other income to plan in this plan year2022-07-295065
Plan net income in this plan year2022-07-29274174
Net assets as of the end of the plan year2022-07-29274174
Net assets as of the beginning of the plan year2022-07-290
Employer contributions to plan in this plan year2022-07-2911666
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-29250

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup