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MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 401k Plan overview

Plan NameMY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC
Plan identification number 337

MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC Benefits

401k Plan TypeDefined 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 SRC HOMECARE, INC DBA BRIGHTSTAR CARE has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO SRC HOMECARE, INC DBA BRIGHTSTAR CARE
Employer identification number (EIN):844654269
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Additional information about FIDUCIARY WISE, LLC FBO SRC HOMECARE, INC DBA BRIGHTSTAR CARE

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2020-02-10
Company Identification Number: 604568388
Legal Registered Office Address: 1102 8TH ST, STE A KIRKLAND, WA

KIRKLAND
United States of America (USA)
980335666

More information about FIDUCIARY WISE, LLC FBO SRC HOMECARE, INC DBA BRIGHTSTAR CARE

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3372023-01-01KAREN MILLER2024-06-21
3372022-01-01KRISTI DALLEY2023-08-31
3372021-01-01KRISTI DALLEY2022-07-29
3372020-01-01KRISTI DALLEY2021-10-11

Financial Data on MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

Measure Date Value
2025 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-062267
Net assets as of the end of the plan year2025-10-06147849
Total assets as of the beginning of the plan year2025-10-06133359
Value of plan covered by a fidelity bond2025-10-06400000
Other income to plan in this plan year2025-10-0616757
Plan net income in this plan year2025-10-0614490
Net assets as of the end of the plan year2025-10-06147849
Net assets as of the beginning of the plan year2025-10-06133359
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-062267
2024 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-216891
Net assets as of the end of the plan year2024-06-21133359
Total assets as of the beginning of the plan year2024-06-21120493
Value of plan covered by a fidelity bond2024-06-21400000
Other income to plan in this plan year2024-06-2119757
Plan net income in this plan year2024-06-2112866
Net assets as of the end of the plan year2024-06-21133359
Net assets as of the beginning of the plan year2024-06-21120493
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-213198

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