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THE 401(K) SOLUTION FBO NORTHSTAR CONSTRUCTION, LLC 401k Plan overview

Plan NameTHE 401(K) SOLUTION FBO NORTHSTAR CONSTRUCTION, LLC
Plan identification number 333

THE 401(K) SOLUTION FBO NORTHSTAR CONSTRUCTION, 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC
Employer identification number (EIN):752483015
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE 401(K) SOLUTION FBO NORTHSTAR CONSTRUCTION, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332023-01-01T R BICK2024-07-17
3332022-01-01DEBORAH EICHHORN2023-06-23
3332021-01-01DEBORAH EICHHORN2022-10-14
3332020-01-01KRISTI DALLEY2021-07-27
3332019-01-01KRISTI DALLEY2020-07-01
3332018-01-01KRISTI DALLEY2019-05-07
3332017-01-01T R BICK2018-07-23
3332016-01-01T R BICK
3332015-01-01T R BICK

Financial Data on THE 401(K) SOLUTION FBO NORTHSTAR CONSTRUCTION, LLC

Measure Date Value
2024 : THE 401(K) SOLUTION FBO NORTHSTAR CONSTRUCTION, LLC 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-17377759
Net assets as of the end of the plan year2024-07-171034999
Total assets as of the beginning of the plan year2024-07-171123280
Value of plan covered by a fidelity bond2024-07-17125000
Participant contributions to plan in this plan year2024-07-1795806
Value of participant loans at end of plan year2024-07-1718847
Other contributions to plan in this plan year2024-07-170
Other income to plan in this plan year2024-07-17146187
Plan net income in this plan year2024-07-17-88281
Net assets as of the end of the plan year2024-07-171034999
Net assets as of the beginning of the plan year2024-07-171123280
Employer contributions to plan in this plan year2024-07-1747485
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1715870
2016 : THE 401(K) SOLUTION FBO NORTHSTAR CONSTRUCTION, LLC 2016 401k financial data
Total income from all sources2016-12-31$125,764
Expenses. Total of all expenses incurred2016-12-31$45,245
Benefits paid (including direct rollovers)2016-12-31$39,950
Total plan assets at end of year2016-12-31$397,088
Total plan assets at beginning of year2016-12-31$316,569
Value of fidelity bond covering the plan2016-12-31$32,000
Total contributions received or receivable from participants2016-12-31$67,279
Contributions received from other sources (not participants or employers)2016-12-31$8,996
Other income received2016-12-31$23,546
Net income (gross income less expenses)2016-12-31$80,519
Net plan assets at end of year (total assets less liabilities)2016-12-31$397,088
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$316,569
Assets. Value of participant loans2016-12-31$20,715
Total contributions received or receivable from employer(s)2016-12-31$25,943
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,295
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : THE 401(K) SOLUTION FBO NORTHSTAR CONSTRUCTION, LLC 2015 401k financial data
Total income from all sources2015-12-31$84,427
Expenses. Total of all expenses incurred2015-12-31$3,668
Total plan assets at end of year2015-12-31$316,569
Total plan assets at beginning of year2015-12-31$235,810
Value of fidelity bond covering the plan2015-12-31$32,000
Total contributions received or receivable from participants2015-12-31$65,053
Other income received2015-12-31$-3,199
Net income (gross income less expenses)2015-12-31$80,759
Net plan assets at end of year (total assets less liabilities)2015-12-31$316,569
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$235,810
Assets. Value of participant loans2015-12-31$20,097
Total contributions received or receivable from employer(s)2015-12-31$22,573
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,668
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for THE 401(K) SOLUTION FBO NORTHSTAR CONSTRUCTION, LLC

2016: THE 401(K) SOLUTION FBO NORTHSTAR CONSTRUCTION, LLC 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
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
2015: THE 401(K) SOLUTION FBO NORTHSTAR CONSTRUCTION, LLC 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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