Logo

ETF ADVISOR K MEP 401k Plan overview

Plan NameETF ADVISOR K MEP
Plan identification number 001

ETF ADVISOR K MEP 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 TURBO DIESEL AND ELECTRIC SYSTEMS INC has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE LLC TURBO DIESEL AND ELECTRIC SYSTEMS INC
Employer identification number (EIN):582026353
NAIC Classification:423100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ETF ADVISOR K MEP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES ROBERTS2024-06-18
0012014-01-01LYNNE MCAULEY
0012014-01-01T R BICK

Financial Data on ETF ADVISOR K MEP

Measure Date Value
2024 : ETF ADVISOR K MEP 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-182297411
Total liabilities as of the end of the plan year2024-06-180
Total expenses incurred by plan in this plan year2024-06-182303692
Net assets as of the end of the plan year2024-06-180
Total assets as of the beginning of the plan year2024-06-180
Value of plan covered by a fidelity bond2024-06-181000
Other income to plan in this plan year2024-06-186281
Plan net income in this plan year2024-06-18-2297411
Net assets as of the end of the plan year2024-06-180
Net assets as of the beginning of the plan year2024-06-180
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-185740
2014 : ETF ADVISOR K MEP 2014 401k financial data
Transfers to/from the plan2014-12-31$3,473,750
Total income from all sources2014-12-31$3,450,010
Expenses. Total of all expenses incurred2014-12-31$34,431
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$3,415,579
Total plan assets at beginning of year2014-12-31$0
Value of fidelity bond covering the plan2014-12-31$1,000
Total contributions received or receivable from participants2014-12-31$18,097
Expenses. Other expenses not covered elsewhere2014-12-31$34,431
Contributions received from other sources (not participants or employers)2014-12-31$3,431,913
Other income received2014-12-31$0
Net income (gross income less expenses)2014-12-31$3,415,579
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,415,579
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Assets. Value of participant loans2014-12-31$41,837
Total contributions received or receivable from employer(s)2014-12-31$3,760
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for ETF ADVISOR K MEP

2014: ETF ADVISOR K MEP 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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
401k Lookup     VAT Lookup S1