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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
  • 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 TIBETAN NUNS PROJECT has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO TIBETAN NUNS PROJECT
Employer identification number (EIN):680327175
NAIC Classification:611000

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
3372023-01-01KAREN MILLER2024-06-20
3372022-01-01KRISTI DALLEY2023-07-22
3372021-01-01KRISTI DALLEY2022-07-29
3372020-01-01KRISTI DALLEY2021-07-01
3372019-01-01KRISTI DALLEY2020-07-01
3372018-01-01KRISTI DALLEY2019-05-20
3372018-01-01KRISTI DALLEY2020-07-01
3372017-01-01T R BICK2018-07-17
3372016-01-01T R BICK

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 expenses incurred by plan in this plan year2025-10-132498
Net assets as of the end of the plan year2025-10-13156746
Total assets as of the beginning of the plan year2025-10-13121793
Value of plan covered by a fidelity bond2025-10-1315179
Participant contributions to plan in this plan year2025-10-1314385
Other income to plan in this plan year2025-10-1320259
Plan net income in this plan year2025-10-1334953
Net assets as of the end of the plan year2025-10-13156746
Net assets as of the beginning of the plan year2025-10-13121793
Employer contributions to plan in this plan year2025-10-132807
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-132498
2024 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-201894
Net assets as of the end of the plan year2024-06-20121793
Total assets as of the beginning of the plan year2024-06-2089003
Value of plan covered by a fidelity bond2024-06-2010000
Participant contributions to plan in this plan year2024-06-2010062
Other income to plan in this plan year2024-06-2018230
Plan net income in this plan year2024-06-2032790
Net assets as of the end of the plan year2024-06-20121793
Net assets as of the beginning of the plan year2024-06-2089003
Employer contributions to plan in this plan year2024-06-206392
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-201894
2022 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-291498
Net assets as of the end of the plan year2022-07-2991537
Total assets as of the beginning of the plan year2022-07-2965554
Value of plan covered by a fidelity bond2022-07-2910000
Participant contributions to plan in this plan year2022-07-298692
Other contributions to plan in this plan year2022-07-290
Other income to plan in this plan year2022-07-2913255
Plan net income in this plan year2022-07-2925983
Net assets as of the end of the plan year2022-07-2991537
Net assets as of the beginning of the plan year2022-07-2965554
Employer contributions to plan in this plan year2022-07-295534
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-291498
2016 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k financial data
Total income from all sources2016-12-31$17,066
Expenses. Total of all expenses incurred2016-12-31$224
Total plan assets at end of year2016-12-31$16,842
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$1,700
Total contributions received or receivable from participants2016-12-31$7,297
Contributions received from other sources (not participants or employers)2016-12-31$3,750
Other income received2016-12-31$1,059
Net income (gross income less expenses)2016-12-31$16,842
Net plan assets at end of year (total assets less liabilities)2016-12-31$16,842
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$4,960
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$224
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0

Form 5500 Responses for MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

2016: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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