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ETF ADVISOR K MEP FIDUCIARY WISE, LLC 401k Plan overview

Plan NameETF ADVISOR K MEP FIDUCIARY WISE, LLC
Plan identification number 336

ETF ADVISOR K MEP 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 ARCKCMO LLC has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO ARCKCMO LLC
Employer identification number (EIN):824627211
NAIC Classification:621310
NAIC Description:Offices of Chiropractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ETF ADVISOR K MEP FIDUCIARY WISE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3362023-01-01KAREN MILLER2024-08-07
3362022-01-01KRISTI DALLEY2023-07-13
3362021-01-01KRISTI DALLEY2022-08-25
3362020-01-01KRISTI DALLEY2021-10-09

Financial Data on ETF ADVISOR K MEP FIDUCIARY WISE, LLC

Measure Date Value
2025 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-281469
Net assets as of the end of the plan year2025-07-28133310
Total assets as of the beginning of the plan year2025-07-2893341
Value of plan covered by a fidelity bond2025-07-2810000
Participant contributions to plan in this plan year2025-07-2818750
Other income to plan in this plan year2025-07-2815948
Plan net income in this plan year2025-07-2839969
Net assets as of the end of the plan year2025-07-28133310
Net assets as of the beginning of the plan year2025-07-2893341
Employer contributions to plan in this plan year2025-07-286740
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-281469
2024 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-071128
Net assets as of the end of the plan year2024-08-0793341
Total assets as of the beginning of the plan year2024-08-0760456
Value of plan covered by a fidelity bond2024-08-0710000
Participant contributions to plan in this plan year2024-08-0722500
Other income to plan in this plan year2024-08-0711513
Plan net income in this plan year2024-08-0732885
Net assets as of the end of the plan year2024-08-0793341
Net assets as of the beginning of the plan year2024-08-0760456
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-071128
2022 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-25707
Net assets as of the end of the plan year2022-08-2549641
Total assets as of the beginning of the plan year2022-08-2524843
Value of plan covered by a fidelity bond2022-08-253000
Participant contributions to plan in this plan year2022-08-2516000
Other income to plan in this plan year2022-08-256238
Plan net income in this plan year2022-08-2524798
Net assets as of the end of the plan year2022-08-2549641
Net assets as of the beginning of the plan year2022-08-2524843
Employer contributions to plan in this plan year2022-08-253267
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-25707

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