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BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 401k Plan overview

Plan NameBREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC
Plan identification number 347

BREAKTHROUGH 401K PLAN FIDUCIARY WISE, 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.
  • 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 REMEDICS, LLC has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO REMEDICS, LLC
Employer identification number (EIN):821487855
NAIC Classification:561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3472023-01-01KAREN MILLER2024-08-28
3472022-01-01KRISTI DALLEY2023-07-17
3472021-01-01KRISTI DALLEY2022-07-26

Financial Data on BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC

Measure Date Value
2025 : BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-216993
Net assets as of the end of the plan year2025-07-21412002
Total assets as of the beginning of the plan year2025-07-21268966
Value of plan covered by a fidelity bond2025-07-2150000
Participant contributions to plan in this plan year2025-07-2162338
Other income to plan in this plan year2025-07-2146070
Plan net income in this plan year2025-07-21143036
Net assets as of the end of the plan year2025-07-21412002
Net assets as of the beginning of the plan year2025-07-21268966
Employer contributions to plan in this plan year2025-07-2141621
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-215546
2024 : BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-284229
Net assets as of the end of the plan year2024-08-28268966
Total assets as of the beginning of the plan year2024-08-28123694
Value of plan covered by a fidelity bond2024-08-2850000
Participant contributions to plan in this plan year2024-08-2879686
Other income to plan in this plan year2024-08-2830579
Plan net income in this plan year2024-08-28145272
Net assets as of the end of the plan year2024-08-28268966
Net assets as of the beginning of the plan year2024-08-28123694
Employer contributions to plan in this plan year2024-08-2839236
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-282816
2022 : BREAKTHROUGH 401K PLAN FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-26535
Net assets as of the end of the plan year2022-07-2670794
Total assets as of the beginning of the plan year2022-07-260
Value of plan covered by a fidelity bond2022-07-2610000
Participant contributions to plan in this plan year2022-07-2644207
Other income to plan in this plan year2022-07-264641
Plan net income in this plan year2022-07-2670794
Net assets as of the end of the plan year2022-07-2670794
Net assets as of the beginning of the plan year2022-07-260
Employer contributions to plan in this plan year2022-07-2622481
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-26535

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