FIDUCIARY WISE, LLC FBO EAST CHATTANOOGA LUMBER & SUPPLY CO 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 | 2025-07-21 | 84677 |
| Net assets as of the end of the plan year | 2025-07-21 | 2905007 |
| Total assets as of the beginning of the plan year | 2025-07-21 | 2575461 |
| Value of plan covered by a fidelity bond | 2025-07-21 | 280000 |
| Participant contributions to plan in this plan year | 2025-07-21 | 96648 |
| Other income to plan in this plan year | 2025-07-21 | 249159 |
| Plan net income in this plan year | 2025-07-21 | 329546 |
| Net assets as of the end of the plan year | 2025-07-21 | 2905007 |
| Net assets as of the beginning of the plan year | 2025-07-21 | 2575461 |
| Employer contributions to plan in this plan year | 2025-07-21 | 68416 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-21 | 33355 |
| 2024 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-26 | 63756 |
| Net assets as of the end of the plan year | 2024-06-26 | 2575461 |
| Total assets as of the beginning of the plan year | 2024-06-26 | 2099498 |
| Value of plan covered by a fidelity bond | 2024-06-26 | 250000 |
| Participant contributions to plan in this plan year | 2024-06-26 | 102358 |
| Other income to plan in this plan year | 2024-06-26 | 372830 |
| Plan net income in this plan year | 2024-06-26 | 475963 |
| Net assets as of the end of the plan year | 2024-06-26 | 2575461 |
| Net assets as of the beginning of the plan year | 2024-06-26 | 2099498 |
| Employer contributions to plan in this plan year | 2024-06-26 | 64531 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-26 | 27273 |
| 2022 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-28 | 52467 |
| Net assets as of the end of the plan year | 2022-07-28 | 2459017 |
| Total assets as of the beginning of the plan year | 2022-07-28 | 2050520 |
| Value of plan covered by a fidelity bond | 2022-07-28 | 1000000 |
| Participant contributions to plan in this plan year | 2022-07-28 | 79821 |
| Other income to plan in this plan year | 2022-07-28 | 323859 |
| Plan net income in this plan year | 2022-07-28 | 408497 |
| Net assets as of the end of the plan year | 2022-07-28 | 2459017 |
| Net assets as of the beginning of the plan year | 2022-07-28 | 2050520 |
| Employer contributions to plan in this plan year | 2022-07-28 | 57284 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-28 | 26860 |
| 2016 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $190,918 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $33,110 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $20,833 |
| Total plan assets at end of year | 2016-12-31 | $1,078,000 |
| Total plan assets at beginning of year | 2016-12-31 | $920,192 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $60,680 |
| Other income received | 2016-12-31 | $87,489 |
| Net income (gross income less expenses) | 2016-12-31 | $157,808 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,078,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $920,192 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $42,749 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $12,277 |
| 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 | $61,447 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $27,852 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $16,825 |
| Total plan assets at end of year | 2015-12-31 | $920,192 |
| Total plan assets at beginning of year | 2015-12-31 | $886,597 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $42,533 |
| Other income received | 2015-12-31 | $-14,580 |
| Net income (gross income less expenses) | 2015-12-31 | $33,595 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $920,192 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $886,597 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $33,494 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $11,027 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
