| Plan Name | ETF ADVISOR K MEP FIDUCIARY WISE LLC |
| Plan identification number | 336 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 336 | 2023-01-01 | KAREN MILLER | 2024-05-28 | ||
| 336 | 2022-01-01 | KRISTI DALLEY | 2023-07-07 | ||
| 336 | 2021-01-01 | KRISTI DALLEY | 2022-07-12 | ||
| 336 | 2020-01-01 | KRISTI DALLEY | 2021-07-07 |
| Measure | Date | Value |
|---|---|---|
| 2025 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-16 | 1269 |
| Net assets as of the end of the plan year | 2025-07-16 | 49428 |
| Total assets as of the beginning of the plan year | 2025-07-16 | 41683 |
| Value of plan covered by a fidelity bond | 2025-07-16 | 10000 |
| Participant contributions to plan in this plan year | 2025-07-16 | 2850 |
| Other income to plan in this plan year | 2025-07-16 | 3308 |
| Plan net income in this plan year | 2025-07-16 | 7745 |
| Net assets as of the end of the plan year | 2025-07-16 | 49428 |
| Net assets as of the beginning of the plan year | 2025-07-16 | 41683 |
| Employer contributions to plan in this plan year | 2025-07-16 | 2856 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-16 | 1269 |
| 2024 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-05-28 | 14873 |
| Net assets as of the end of the plan year | 2024-05-28 | 41683 |
| Total assets as of the beginning of the plan year | 2024-05-28 | 42408 |
| Value of plan covered by a fidelity bond | 2024-05-28 | 10000 |
| Participant contributions to plan in this plan year | 2024-05-28 | 3500 |
| Other income to plan in this plan year | 2024-05-28 | 7148 |
| Plan net income in this plan year | 2024-05-28 | -725 |
| Net assets as of the end of the plan year | 2024-05-28 | 41683 |
| Net assets as of the beginning of the plan year | 2024-05-28 | 42408 |
| Employer contributions to plan in this plan year | 2024-05-28 | 3500 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-28 | 1454 |