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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.
  • Plan covering Self-Employed individuals.
  • 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 LOS ALAMOS FARM EQUIPMENT LLC has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO LOS ALAMOS FARM EQUIPMENT LLC
Employer identification number (EIN):850685977
NAIC Classification:423400

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 MILLER2024-06-06
3362022-01-01KRISTI DALLEY2023-07-10
3362021-01-01KRISTI DALLEY2022-07-09

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 year2025-07-218987
Net assets as of the end of the plan year2025-07-21239371
Total assets as of the beginning of the plan year2025-07-21147212
Value of plan covered by a fidelity bond2025-07-21250000
Participant contributions to plan in this plan year2025-07-2182454
Other income to plan in this plan year2025-07-2118692
Plan net income in this plan year2025-07-2192159
Net assets as of the end of the plan year2025-07-21239371
Net assets as of the beginning of the plan year2025-07-21147212
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-214277
2024 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-066755
Net assets as of the end of the plan year2024-06-06147212
Total assets as of the beginning of the plan year2024-06-0660053
Value of plan covered by a fidelity bond2024-06-0650000
Participant contributions to plan in this plan year2024-06-0677176
Other income to plan in this plan year2024-06-0616738
Plan net income in this plan year2024-06-0687159
Net assets as of the end of the plan year2024-06-06147212
Net assets as of the beginning of the plan year2024-06-0660053
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-061856
2022 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-0937849
Total expenses incurred by plan in this plan year2022-07-090
Net assets as of the end of the plan year2022-07-0942914
Total assets as of the beginning of the plan year2022-07-090
Value of plan covered by a fidelity bond2022-07-0910000
Participant contributions to plan in this plan year2022-07-094686
Other income to plan in this plan year2022-07-09379
Plan net income in this plan year2022-07-095065
Net assets as of the end of the plan year2022-07-0942914
Net assets as of the beginning of the plan year2022-07-090

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