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MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 401k Plan overview

Plan NameMY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC
Plan identification number 337

MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 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.
  • 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 BEACHES WOODCRAFT INC. has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO BEACHES WOODCRAFT INC.
Employer identification number (EIN):593282417
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3372023-01-01KRISTI DALLEY2024-07-23
3372022-01-01KRISTI DALLEY2023-07-24
3372021-01-01KRISTI DALLEY2022-07-29
3372020-01-01KRISTI DALLEY2021-10-11
3372019-01-01KRISTI DALLEY2020-07-15
3372018-01-01KRISTI DALLEY2019-07-10
3372017-01-01T R BICK2018-07-17

Plan Statistics for MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

401k plan membership statisitcs for MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

Measure Date Value
2025: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2025 401k membership
Total number of particpants at beginning of year2025-07-3018
Total number of particpants at end of year2025-07-300
Number of Participants With Account Balances2025-07-300
2024: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2024 401k membership
Total number of particpants at beginning of year2024-07-2316
Total number of particpants at end of year2024-07-2319
Number of Participants With Account Balances2024-07-2312
2022: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2022 401k membership
Total number of particpants at beginning of year2022-07-2916
Total number of particpants at end of year2022-07-2914
Number of Participants With Account Balances2022-07-2913

Financial Data on MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

Measure Date Value
2025 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-30-281056
Total liabilities as of the end of the plan year2025-07-300
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-3015922
Net assets as of the end of the plan year2025-07-300
Total assets as of the beginning of the plan year2025-07-30274112
Value of plan covered by a fidelity bond2025-07-30100000
Participant contributions to plan in this plan year2025-07-304475
Other income to plan in this plan year2025-07-3016812
Plan net income in this plan year2025-07-306944
Net assets as of the end of the plan year2025-07-300
Net assets as of the beginning of the plan year2025-07-30274112
Employer contributions to plan in this plan year2025-07-301579
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-303922
2024 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2326385
Net assets as of the end of the plan year2024-07-23274112
Total assets as of the beginning of the plan year2024-07-23206494
Value of plan covered by a fidelity bond2024-07-23100000
Participant contributions to plan in this plan year2024-07-2340104
Value of participant loans at end of plan year2024-07-231260
Other income to plan in this plan year2024-07-2339162
Plan net income in this plan year2024-07-2367618
Net assets as of the end of the plan year2024-07-23274112
Net assets as of the beginning of the plan year2024-07-23206494
Employer contributions to plan in this plan year2024-07-2314737
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-234362
2022 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-297364
Net assets as of the end of the plan year2022-07-29188407
Total assets as of the beginning of the plan year2022-07-29119560
Value of plan covered by a fidelity bond2022-07-2910000000
Participant contributions to plan in this plan year2022-07-2938603
Value of participant loans at end of plan year2022-07-292704
Other contributions to plan in this plan year2022-07-290
Other income to plan in this plan year2022-07-2922995
Plan net income in this plan year2022-07-2968847
Net assets as of the end of the plan year2022-07-29188407
Net assets as of the beginning of the plan year2022-07-29119560
Employer contributions to plan in this plan year2022-07-2914613
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-292788

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