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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
  • 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 HOBE SOUND VETERINARY GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE LLC FBO HOBE SOUND VETERINARY GROUP LLC
Employer identification number (EIN):473726081
NAIC Classification:541940
NAIC Description:Veterinary Services

Additional information about FIDUCIARY WISE LLC FBO HOBE SOUND VETERINARY GROUP LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2015-03-17
Company Identification Number: L15000047766
Legal Registered Office Address: 11858 SE Dixie Hwy

Hobe Sound

33455

More information about FIDUCIARY WISE LLC FBO HOBE SOUND VETERINARY GROUP LLC

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 MILLER2024-05-28
3362022-01-01KRISTI DALLEY2023-07-07
3362021-01-01KRISTI DALLEY2022-07-12
3362020-01-01KRISTI DALLEY2021-07-07

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 year2025-07-161269
Net assets as of the end of the plan year2025-07-1649428
Total assets as of the beginning of the plan year2025-07-1641683
Value of plan covered by a fidelity bond2025-07-1610000
Participant contributions to plan in this plan year2025-07-162850
Other income to plan in this plan year2025-07-163308
Plan net income in this plan year2025-07-167745
Net assets as of the end of the plan year2025-07-1649428
Net assets as of the beginning of the plan year2025-07-1641683
Employer contributions to plan in this plan year2025-07-162856
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-161269
2024 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-2814873
Net assets as of the end of the plan year2024-05-2841683
Total assets as of the beginning of the plan year2024-05-2842408
Value of plan covered by a fidelity bond2024-05-2810000
Participant contributions to plan in this plan year2024-05-283500
Other income to plan in this plan year2024-05-287148
Plan net income in this plan year2024-05-28-725
Net assets as of the end of the plan year2024-05-2841683
Net assets as of the beginning of the plan year2024-05-2842408
Employer contributions to plan in this plan year2024-05-283500
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-281454

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