| Plan Name | ETF ADVISOR K MEP FIDUCIARY WISE LLC |
| Plan identification number | 336 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | FIDUCIARY WISE LLC FBO PHENIX AUTOMATION |
| Employer identification number (EIN): | 813359827 |
| NAIC Classification: | 423100 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 336 | 2022-01-01 | KRISTI DALLEY | 2023-10-06 | ||
| 336 | 2021-01-01 | KRISTI DALLEY | 2022-07-09 | ||
| 336 | 2020-01-01 | KRISTI DALLEY | 2021-07-29 | ||
| 336 | 2019-01-01 | KRISTI DALLEY | 2020-07-22 | ||
| 336 | 2018-01-01 | KRISTI DALLEY | 2019-06-18 |
| Measure | Date | Value |
|---|---|---|
| 2022 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-07-09 | 84467 |
| Net assets as of the end of the plan year | 2022-07-09 | 176847 |
| Total assets as of the beginning of the plan year | 2022-07-09 | 160715 |
| Value of plan covered by a fidelity bond | 2022-07-09 | 20000 |
| Participant contributions to plan in this plan year | 2022-07-09 | 33165 |
| Other income to plan in this plan year | 2022-07-09 | 26476 |
| Plan net income in this plan year | 2022-07-09 | 16132 |
| Net assets as of the end of the plan year | 2022-07-09 | 176847 |
| Net assets as of the beginning of the plan year | 2022-07-09 | 160715 |
| Employer contributions to plan in this plan year | 2022-07-09 | 40958 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-09 | 1512 |