FIDUCIARY WISE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE 401(K) SOLUTION FBO PROS, INC. DBA VISION OPTICAL
| Measure | Date | Value |
|---|
| 2025 : THE 401(K) SOLUTION FBO PROS, INC. DBA VISION OPTICAL 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-02 | 5347 |
| Net assets as of the end of the plan year | 2025-10-02 | 480878 |
| Total assets as of the beginning of the plan year | 2025-10-02 | 422706 |
| Value of plan covered by a fidelity bond | 2025-10-02 | 50000 |
| Participant contributions to plan in this plan year | 2025-10-02 | 16750 |
| Other contributions to plan in this plan year | 2025-10-02 | 0 |
| Other income to plan in this plan year | 2025-10-02 | 42184 |
| Plan net income in this plan year | 2025-10-02 | 58172 |
| Net assets as of the end of the plan year | 2025-10-02 | 480878 |
| Net assets as of the beginning of the plan year | 2025-10-02 | 422706 |
| Employer contributions to plan in this plan year | 2025-10-02 | 4585 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-02 | 5347 |
| 2024 : THE 401(K) SOLUTION FBO PROS, INC. DBA VISION OPTICAL 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-17 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-17 | 4308 |
| Net assets as of the end of the plan year | 2024-07-17 | 422706 |
| Total assets as of the beginning of the plan year | 2024-07-17 | 346586 |
| Value of plan covered by a fidelity bond | 2024-07-17 | 50000 |
| Participant contributions to plan in this plan year | 2024-07-17 | 15625 |
| Other contributions to plan in this plan year | 2024-07-17 | 0 |
| Other income to plan in this plan year | 2024-07-17 | 60445 |
| Plan net income in this plan year | 2024-07-17 | 76120 |
| Net assets as of the end of the plan year | 2024-07-17 | 422706 |
| Net assets as of the beginning of the plan year | 2024-07-17 | 346586 |
| Employer contributions to plan in this plan year | 2024-07-17 | 4358 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-17 | 4308 |
| 2016 : THE 401(K) SOLUTION FBO PROS, INC. DBA VISION OPTICAL 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $37,090 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $2,841 |
| Total plan assets at end of year | 2016-12-31 | $272,750 |
| Total plan assets at beginning of year | 2016-12-31 | $238,501 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $10,650 |
| Other income received | 2016-12-31 | $22,770 |
| Net income (gross income less expenses) | 2016-12-31 | $34,249 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $272,750 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $238,501 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $3,670 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,841 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : THE 401(K) SOLUTION FBO PROS, INC. DBA VISION OPTICAL 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $2,392 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,703 |
| Total plan assets at end of year | 2015-12-31 | $238,501 |
| Total plan assets at beginning of year | 2015-12-31 | $238,812 |
| Value of fidelity bond covering the plan | 2015-12-31 | $27,223 |
| Total contributions received or receivable from participants | 2015-12-31 | $1,950 |
| Other income received | 2015-12-31 | $-1,035 |
| Net income (gross income less expenses) | 2015-12-31 | $-311 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $238,501 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $238,812 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $1,477 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,703 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2016: THE 401(K) SOLUTION FBO PROS, INC. DBA VISION OPTICAL 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: THE 401(K) SOLUTION FBO PROS, INC. DBA VISION OPTICAL 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 |