| Plan Name | MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC |
| Plan identification number | 337 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | FIDUCIARY WISE, LLC FBO NINE POUND HAMMER, LLC |
| Employer identification number (EIN): | 611416549 |
| NAIC Classification: | 722410 |
| NAIC Description: | Drinking Places (Alcoholic Beverages) |
Additional information about FIDUCIARY WISE, LLC FBO NINE POUND HAMMER, LLC
| Jurisdiction of Incorporation: | Colorado Department of State |
| Incorporation Date: | 2015-09-28 |
| Company Identification Number: | 20151627641 |
| Legal Registered Office Address: |
4891 Independence St. #270 Wheat Ridge United States of America (USA) 80033 |
More information about FIDUCIARY WISE, LLC FBO NINE POUND HAMMER, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 337 | 2023-01-01 | KAREN MILLER | 2024-06-13 | ||
| 337 | 2022-01-01 | KRISTI DALLEY | 2023-10-13 | ||
| 337 | 2021-01-01 | KRISTI DALLEY | 2022-07-23 | ||
| 337 | 2020-01-01 | KRISTI DALLEY | 2021-07-19 | ||
| 337 | 2019-01-01 | KRISTI DALLEY | 2020-07-14 | ||
| 337 | 2018-01-01 | KRISTI DALLEY | 2019-10-07 | ||
| 337 | 2017-01-01 | KRISTI DALLEY | 2018-10-01 | ||
| 337 | 2016-01-01 | T R BICK | |||
| 337 | 2015-01-01 | T R BICK |
| Measure | Date | Value |
|---|---|---|
| 2025 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-09-17 | 19300 |
| Net assets as of the end of the plan year | 2025-09-17 | 152135 |
| Total assets as of the beginning of the plan year | 2025-09-17 | 135565 |
| Value of plan covered by a fidelity bond | 2025-09-17 | 100000 |
| Participant contributions to plan in this plan year | 2025-09-17 | 10554 |
| Other income to plan in this plan year | 2025-09-17 | 18058 |
| Plan net income in this plan year | 2025-09-17 | 16570 |
| Net assets as of the end of the plan year | 2025-09-17 | 152135 |
| Net assets as of the beginning of the plan year | 2025-09-17 | 135565 |
| Employer contributions to plan in this plan year | 2025-09-17 | 7258 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-17 | 2861 |
| 2024 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-06-13 | 2251 |
| Net assets as of the end of the plan year | 2024-06-13 | 135565 |
| Total assets as of the beginning of the plan year | 2024-06-13 | 85428 |
| Value of plan covered by a fidelity bond | 2024-06-13 | 100000 |
| Participant contributions to plan in this plan year | 2024-06-13 | 21643 |
| Other income to plan in this plan year | 2024-06-13 | 17300 |
| Plan net income in this plan year | 2024-06-13 | 50137 |
| Net assets as of the end of the plan year | 2024-06-13 | 135565 |
| Net assets as of the beginning of the plan year | 2024-06-13 | 85428 |
| Employer contributions to plan in this plan year | 2024-06-13 | 13445 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-13 | 2190 |
| 2022 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-07-23 | 1023 |
| Net assets as of the end of the plan year | 2022-07-23 | 70135 |
| Total assets as of the beginning of the plan year | 2022-07-23 | 53567 |
| Value of plan covered by a fidelity bond | 2022-07-23 | 100000 |
| Participant contributions to plan in this plan year | 2022-07-23 | 3897 |
| Other income to plan in this plan year | 2022-07-23 | 10163 |
| Plan net income in this plan year | 2022-07-23 | 16568 |
| Net assets as of the end of the plan year | 2022-07-23 | 70135 |
| Net assets as of the beginning of the plan year | 2022-07-23 | 53567 |
| Employer contributions to plan in this plan year | 2022-07-23 | 3531 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-23 | 1023 |
| 2016 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $15,717 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $12,491 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $11,937 |
| Total plan assets at end of year | 2016-12-31 | $30,891 |
| Total plan assets at beginning of year | 2016-12-31 | $27,665 |
| Value of fidelity bond covering the plan | 2016-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $7,707 |
| Other income received | 2016-12-31 | $1,533 |
| Net income (gross income less expenses) | 2016-12-31 | $3,226 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $30,891 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $27,665 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $6,477 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $554 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $15,781 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $413 |
| Total plan assets at end of year | 2015-12-31 | $27,665 |
| Total plan assets at beginning of year | 2015-12-31 | $12,297 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,230 |
| Total contributions received or receivable from participants | 2015-12-31 | $10,771 |
| Other income received | 2015-12-31 | $-450 |
| Net income (gross income less expenses) | 2015-12-31 | $15,368 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $27,665 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $12,297 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $5,460 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $413 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2016: MY FUTURE 401(K) PLAN 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: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Mulitple employer plan |
| 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 |