FIDUCIARY WISE LLC FBO UTILITY TRAILER OF DALLAS, INC. has sponsored the creation of one or more 401k plans.
Additional information about FIDUCIARY WISE LLC FBO UTILITY TRAILER OF DALLAS, INC.
| 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 |
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