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THE OPEN 401K MEP FIDUCIARY WISE, LLC 401k Plan overview

Plan NameTHE OPEN 401K MEP FIDUCIARY WISE, LLC
Plan identification number 338

THE OPEN 401K MEP 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 WIND RIVER RANCH has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO WIND RIVER RANCH
Employer identification number (EIN):752737796
NAIC Classification:721210
NAIC Description: RV (Recreational Vehicle) Parks and Recreational Camps

Additional information about FIDUCIARY WISE, LLC FBO WIND RIVER RANCH

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1998-01-08
Company Identification Number: 19981004538
Legal Registered Office Address: 5770 State Highway 7

Estes Park
United States of America (USA)
80517

More information about FIDUCIARY WISE, LLC FBO WIND RIVER RANCH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE OPEN 401K MEP FIDUCIARY WISE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3382023-01-01KRISTI DALLEY2024-07-01
3382022-01-01KRISTI DALLEY2023-07-07
3382021-01-01KRISTI DALLEY2022-07-26
3382020-01-01KRISTI DALLEY2021-10-03

Financial Data on THE OPEN 401K MEP FIDUCIARY WISE, LLC

Measure Date Value
2024 : THE OPEN 401K MEP FIDUCIARY WISE, LLC 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-01-126533
Total expenses incurred by plan in this plan year2024-07-011030
Net assets as of the end of the plan year2024-07-010
Total assets as of the beginning of the plan year2024-07-0191327
Value of plan covered by a fidelity bond2024-07-0112000
Participant contributions to plan in this plan year2024-07-0125614
Other income to plan in this plan year2024-07-0110622
Plan net income in this plan year2024-07-0135206
Net assets as of the end of the plan year2024-07-010
Net assets as of the beginning of the plan year2024-07-0191327
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-011030
2022 : THE OPEN 401K MEP FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-26278
Net assets as of the end of the plan year2022-07-2656539
Total assets as of the beginning of the plan year2022-07-2629066
Value of plan covered by a fidelity bond2022-07-2620000
Participant contributions to plan in this plan year2022-07-2611814
Other income to plan in this plan year2022-07-265563
Plan net income in this plan year2022-07-2627473
Net assets as of the end of the plan year2022-07-2656539
Net assets as of the beginning of the plan year2022-07-2629066
Employer contributions to plan in this plan year2022-07-2610374
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-26278

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