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THE 401(K) SOLUTION FBO FOAM PACKAGING SPECIALTIES, LLC 401k Plan overview

Plan NameTHE 401(K) SOLUTION FBO FOAM PACKAGING SPECIALTIES, LLC
Plan identification number 333

THE 401(K) SOLUTION FBO FOAM PACKAGING SPECIALTIES, 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):815318360
NAIC Classification:488990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE 401(K) SOLUTION FBO FOAM PACKAGING SPECIALTIES, 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 EICHHORN2023-09-25

Plan Statistics for THE 401(K) SOLUTION FBO FOAM PACKAGING SPECIALTIES, LLC

401k plan membership statisitcs for THE 401(K) SOLUTION FBO FOAM PACKAGING SPECIALTIES, LLC

Measure Date Value
2025: THE 401(K) SOLUTION FBO FOAM PACKAGING SPECIALTIES, LLC 2025 401k membership
Total number of particpants at beginning of year2025-07-2828
Total number of particpants at end of year2025-07-2828
Number of Participants With Account Balances2025-07-2810
2024: THE 401(K) SOLUTION FBO FOAM PACKAGING SPECIALTIES, LLC 2024 401k membership
Total number of particpants at beginning of year2024-07-1733
Total number of particpants at end of year2024-07-1728
Number of Participants With Account Balances2024-07-1711

Financial Data on THE 401(K) SOLUTION FBO FOAM PACKAGING SPECIALTIES, LLC

Measure Date Value
2025 : THE 401(K) SOLUTION FBO FOAM PACKAGING SPECIALTIES, LLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2820226
Net assets as of the end of the plan year2025-07-28365825
Total assets as of the beginning of the plan year2025-07-28258062
Value of plan covered by a fidelity bond2025-07-2825000
Participant contributions to plan in this plan year2025-07-2865957
Other income to plan in this plan year2025-07-2827690
Plan net income in this plan year2025-07-28107763
Net assets as of the end of the plan year2025-07-28365825
Net assets as of the beginning of the plan year2025-07-28258062
Employer contributions to plan in this plan year2025-07-2834342
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-287787
2024 : THE 401(K) SOLUTION FBO FOAM PACKAGING SPECIALTIES, LLC 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-1727592
Net assets as of the end of the plan year2024-07-17258062
Total assets as of the beginning of the plan year2024-07-17168957
Value of plan covered by a fidelity bond2024-07-1725000
Participant contributions to plan in this plan year2024-07-1752610
Other contributions to plan in this plan year2024-07-170
Other income to plan in this plan year2024-07-1736228
Plan net income in this plan year2024-07-1789105
Net assets as of the end of the plan year2024-07-17258062
Net assets as of the beginning of the plan year2024-07-17168957
Employer contributions to plan in this plan year2024-07-1727859
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-176431

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