FIDUCIARY WISE LLC FBO JIMMIE AND LUANNE ANDERSON, DDS, PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 year | 2025-07-16 | 11279 |
| Net assets as of the end of the plan year | 2025-07-16 | 974010 |
| Total assets as of the beginning of the plan year | 2025-07-16 | 773468 |
| Value of plan covered by a fidelity bond | 2025-07-16 | 100000 |
| Participant contributions to plan in this plan year | 2025-07-16 | 78668 |
| Value of participant loans at end of plan year | 2025-07-16 | 9000 |
| Other income to plan in this plan year | 2025-07-16 | 108751 |
| Plan net income in this plan year | 2025-07-16 | 200542 |
| Net assets as of the end of the plan year | 2025-07-16 | 974010 |
| Net assets as of the beginning of the plan year | 2025-07-16 | 773468 |
| Employer contributions to plan in this plan year | 2025-07-16 | 24402 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-16 | 11279 |
| 2024 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-21 | 36132 |
| Net assets as of the end of the plan year | 2024-05-21 | 773468 |
| Total assets as of the beginning of the plan year | 2024-05-21 | 595075 |
| Value of plan covered by a fidelity bond | 2024-05-21 | 100000 |
| Participant contributions to plan in this plan year | 2024-05-21 | 75115 |
| Value of participant loans at end of plan year | 2024-05-21 | 0 |
| Other income to plan in this plan year | 2024-05-21 | 112865 |
| Plan net income in this plan year | 2024-05-21 | 178393 |
| Net assets as of the end of the plan year | 2024-05-21 | 773468 |
| Net assets as of the beginning of the plan year | 2024-05-21 | 595075 |
| Employer contributions to plan in this plan year | 2024-05-21 | 26545 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-21 | 11057 |
| 2022 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-18 | 9010 |
| Net assets as of the end of the plan year | 2022-07-18 | 650718 |
| Total assets as of the beginning of the plan year | 2022-07-18 | 506544 |
| Value of plan covered by a fidelity bond | 2022-07-18 | 100000 |
| Participant contributions to plan in this plan year | 2022-07-18 | 67083 |
| Value of participant loans at end of plan year | 2022-07-18 | 2134 |
| Other income to plan in this plan year | 2022-07-18 | 61451 |
| Plan net income in this plan year | 2022-07-18 | 144174 |
| Net assets as of the end of the plan year | 2022-07-18 | 650718 |
| Net assets as of the beginning of the plan year | 2022-07-18 | 506544 |
| Employer contributions to plan in this plan year | 2022-07-18 | 24650 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-18 | 9010 |
| 2016 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $74,852 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,018 |
| Total plan assets at end of year | 2016-12-31 | $134,428 |
| Total plan assets at beginning of year | 2016-12-31 | $60,594 |
| Value of fidelity bond covering the plan | 2016-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $58,799 |
| Other income received | 2016-12-31 | $753 |
| Net income (gross income less expenses) | 2016-12-31 | $73,834 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $134,428 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $60,594 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $15,300 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,018 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $1,388 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $1,388 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $755 |
| Net income (gross income less expenses) | 2015-12-31 | $1,388 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,388 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $633 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2016: ETF ADVISOR K MEP FIDUCIARY WISE LLC 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Mulitple employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ETF ADVISOR K MEP FIDUCIARY WISE LLC 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Mulitple employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
