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Plan Name | ETF ADVISOR K MEP PLAN |
Plan identification number | 336 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | FIDUCIARY WISE LLC FBO UTILITY TRAILER OF DALLAS, INC. |
Employer identification number (EIN): | 752407220 |
NAIC Classification: | 441228 |
NAIC Description: | Motorcycle, ATV, and All Other Motor Vehicle Dealers |
Additional information about FIDUCIARY WISE LLC FBO UTILITY TRAILER OF DALLAS, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1991-11-08 |
Company Identification Number: | 0121184100 |
Legal Registered Office Address: |
34241 LYNDON B JOHNSON FWY DALLAS United States of America (USA) 75241 |
More information about FIDUCIARY WISE LLC FBO UTILITY TRAILER OF DALLAS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
336 | 2021-01-01 | KRISTI DALLEY | 2022-07-18 | ||
336 | 2020-01-01 | KRISTI DALLEY | 2021-07-26 | ||
336 | 2019-01-01 | KRISTI DALLEY | 2020-07-23 | ||
336 | 2018-01-01 | KRISTI DALLEY | 2019-06-19 | ||
336 | 2017-01-01 | T R BICK | 2018-07-03 | ||
336 | 2016-01-01 | T R BICK | |||
336 | 2015-01-01 | T R BICK |
Measure | Date | Value |
---|---|---|
2016: ETF ADVISOR K MEP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 40 |
Number of participants with account balances | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ETF ADVISOR K MEP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 6 |
Total of all active and inactive participants | 2015-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 43 |
Number of participants with account balances | 2015-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2016 : ETF ADVISOR K MEP PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $320,740 |
Expenses. Total of all expenses incurred | 2016-12-31 | $14,984 |
Total plan assets at end of year | 2016-12-31 | $1,539,152 |
Total plan assets at beginning of year | 2016-12-31 | $1,233,396 |
Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
Total contributions received or receivable from participants | 2016-12-31 | $129,101 |
Other income received | 2016-12-31 | $107,023 |
Net income (gross income less expenses) | 2016-12-31 | $305,756 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,539,152 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,233,396 |
Assets. Value of participant loans | 2016-12-31 | $39,200 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $84,616 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $14,984 |
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 PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $158,163 |
Expenses. Total of all expenses incurred | 2015-12-31 | $12,759 |
Total plan assets at end of year | 2015-12-31 | $1,233,396 |
Total plan assets at beginning of year | 2015-12-31 | $1,087,992 |
Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
Total contributions received or receivable from participants | 2015-12-31 | $118,810 |
Other income received | 2015-12-31 | $-34,587 |
Net income (gross income less expenses) | 2015-12-31 | $145,404 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,233,396 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,087,992 |
Assets. Value of participant loans | 2015-12-31 | $48,494 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $73,940 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $12,759 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2016: ETF ADVISOR K MEP PLAN 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: ETF ADVISOR K MEP PLAN 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 |