| Plan Name | MY FUTURE 401K PLAN FIDUCIARY WISE, LLC |
| Plan identification number | 340 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | FIDUCIARY WISE, LLC FBO RANTA CPA & ASSOCIATES LLC |
| Employer identification number (EIN): | 472307242 |
| NAIC Classification: | 541213 |
| NAIC Description: | Tax Preparation Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 340 | 2022-01-01 | KRISTI DALLEY | 2023-07-17 | ||
| 340 | 2021-01-01 | KRISTI DALLEY | 2022-07-29 | ||
| 340 | 2020-01-01 | KRISTI DALLEY | 2021-10-11 | ||
| 340 | 2019-01-01 | KRISTI DALLEY | 2020-10-13 | ||
| 340 | 2018-01-01 | KRISTI DALLEY | 2019-09-24 |
| Measure | Date | Value |
|---|---|---|
| 2022: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-07-29 | 7 |
| Total number of particpants at end of year | 2022-07-29 | 9 |
| Number of Participants With Account Balances | 2022-07-29 | 8 |
| Measure | Date | Value |
|---|---|---|
| 2022 : MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-07-29 | 3503 |
| Net assets as of the end of the plan year | 2022-07-29 | 125693 |
| Total assets as of the beginning of the plan year | 2022-07-29 | 67293 |
| Value of plan covered by a fidelity bond | 2022-07-29 | 10000 |
| Participant contributions to plan in this plan year | 2022-07-29 | 28634 |
| Other contributions to plan in this plan year | 2022-07-29 | 0 |
| Other income to plan in this plan year | 2022-07-29 | 11133 |
| Plan net income in this plan year | 2022-07-29 | 58400 |
| Net assets as of the end of the plan year | 2022-07-29 | 125693 |
| Net assets as of the beginning of the plan year | 2022-07-29 | 67293 |
| Employer contributions to plan in this plan year | 2022-07-29 | 22136 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-29 | 1450 |