401k Plan data: MY FUTURE 401K FIDUCIARY WISE, LLC plan

MY FUTURE 401K FIDUCIARY WISE, LLC 401k Plan overview

Plan Name	MY FUTURE 401K FIDUCIARY WISE, LLC
Plan identification number	337

MY FUTURE 401K FIDUCIARY WISE, LLC Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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 MILITARY (VAHORA, INC.) has sponsored the creation of one or more 401k plans.

Company Name: FIDUCIARY WISE, LLC FBO MILITARY (VAHORA, INC.)

Employer identification number (EIN): 820894236

NAIC Classification: 423990
NAIC Description: Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MY FUTURE 401K FIDUCIARY WISE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
337 2022-01-01 KRISTI DALLEY 2023-10-16
337 2021-01-01 KRISTI DALLEY 2022-07-23
337 2020-01-01 KRISTI DALLEY 2021-07-26
337 2019-01-01 KRISTI DALLEY 2020-06-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
337	2022-01-01	KRISTI DALLEY	2023-10-16
337	2021-01-01	KRISTI DALLEY	2022-07-23
337	2020-01-01	KRISTI DALLEY	2021-07-26
337	2019-01-01	KRISTI DALLEY	2020-06-30

Financial Data on MY FUTURE 401K FIDUCIARY WISE, LLC

Measure	Date	Value
2022 : MY FUTURE 401K FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-07-23	38
Net assets as of the end of the plan year	2022-07-23	207
Total assets as of the beginning of the plan year	2022-07-23	217
Value of plan covered by a fidelity bond	2022-07-23	15000
Participant contributions to plan in this plan year	2022-07-23	0
Other income to plan in this plan year	2022-07-23	28
Plan net income in this plan year	2022-07-23	-10
Net assets as of the end of the plan year	2022-07-23	207
Net assets as of the beginning of the plan year	2022-07-23	217
Employer contributions to plan in this plan year	2022-07-23	0
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-23	38

Potentially related plans

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Company Name:	FIDUCIARY WISE, LLC FBO MILITARY (VAHORA, INC.)
Employer identification number (EIN):	820894236
NAIC Classification:	423990
NAIC Description:	Other Miscellaneous Durable Goods Merchant Wholesalers