| Plan Name | THE OPEN 401K MEP FIDUCIARY WISE, LLC |
| Plan identification number | 338 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 338 | 2023-01-01 | KRISTI DALLEY | 2024-07-01 | ||
| 338 | 2022-01-01 | KRISTI DALLEY | 2023-07-07 | ||
| 338 | 2021-01-01 | KRISTI DALLEY | 2022-07-26 | ||
| 338 | 2020-01-01 | KRISTI DALLEY | 2021-10-03 |
| Measure | Date | Value |
|---|---|---|
| 2024 : THE OPEN 401K MEP FIDUCIARY WISE, LLC 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-01 | -126533 |
| Total expenses incurred by plan in this plan year | 2024-07-01 | 1030 |
| Net assets as of the end of the plan year | 2024-07-01 | 0 |
| Total assets as of the beginning of the plan year | 2024-07-01 | 91327 |
| Value of plan covered by a fidelity bond | 2024-07-01 | 12000 |
| Participant contributions to plan in this plan year | 2024-07-01 | 25614 |
| Other income to plan in this plan year | 2024-07-01 | 10622 |
| Plan net income in this plan year | 2024-07-01 | 35206 |
| Net assets as of the end of the plan year | 2024-07-01 | 0 |
| Net assets as of the beginning of the plan year | 2024-07-01 | 91327 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-01 | 1030 |
| 2022 : THE OPEN 401K MEP FIDUCIARY WISE, LLC 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-07-26 | 278 |
| Net assets as of the end of the plan year | 2022-07-26 | 56539 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 29066 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 20000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 11814 |
| Other income to plan in this plan year | 2022-07-26 | 5563 |
| Plan net income in this plan year | 2022-07-26 | 27473 |
| Net assets as of the end of the plan year | 2022-07-26 | 56539 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 29066 |
| Employer contributions to plan in this plan year | 2022-07-26 | 10374 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 278 |