401k Plan data: MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC plan

MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC 401k Plan overview

Plan Name	MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC
Plan identification number	334

MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 NATIONAL FINANCIAL SERVICES has sponsored the creation of one or more 401k plans.

Company Name: FIDUCIARY WISE, LLC, FBO NATIONAL FINANCIAL SERVICES

Employer identification number (EIN): 901072470

NAIC Classification: 523900

Additional information about FIDUCIARY WISE, LLC, FBO NATIONAL FINANCIAL SERVICES

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1972-07-03

Company Identification Number: C0654984

Legal Registered Office Address: 4776 El Cajon Blvd #205

San Diego
United States of America (USA)
92115

More information about FIDUCIARY WISE, LLC, FBO NATIONAL FINANCIAL SERVICES

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
334 2022-01-01 KRISTI DALLEY 2023-07-05
334 2021-01-01 KRISTI DALLEY 2022-07-27
334 2020-01-01 KRISTI DALLEY 2021-10-04
334 2019-01-01 KRISTI DALLEY 2020-07-02
334 2018-01-01 KRISTI DALLEY 2019-05-20
334 2017-01-01 T R BICK 2018-07-21
334 2016-01-01 T R BICK
334 2015-01-01 T R BICK
334 2014-01-01 LYNNE MCAULEY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
334	2022-01-01	KRISTI DALLEY	2023-07-05
334	2021-01-01	KRISTI DALLEY	2022-07-27
334	2020-01-01	KRISTI DALLEY	2021-10-04
334	2019-01-01	KRISTI DALLEY	2020-07-02
334	2018-01-01	KRISTI DALLEY	2019-05-20
334	2017-01-01	T R BICK	2018-07-21
334	2016-01-01	T R BICK
334	2015-01-01	T R BICK
334	2014-01-01	LYNNE MCAULEY

Plan Statistics for MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC

401k plan membership statisitcs for MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC

Measure Date Value
2016: MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2016: MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC

Measure	Date	Value
2016 : MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC 2016 401k financial data
Total income from all sources	2016-12-31	$75,467
Expenses. Total of all expenses incurred	2016-12-31	$1,395
Total plan assets at end of year	2016-12-31	$300,607
Total plan assets at beginning of year	2016-12-31	$226,535
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$24,000
Other income received	2016-12-31	$30,467
Net income (gross income less expenses)	2016-12-31	$74,072
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$300,607
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$226,535
Total contributions received or receivable from employer(s)	2016-12-31	$21,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,395
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC 2015 401k financial data
Total income from all sources	2015-12-31	$43,549
Expenses. Total of all expenses incurred	2015-12-31	$1,092
Total plan assets at end of year	2015-12-31	$226,535
Total plan assets at beginning of year	2015-12-31	$184,078
Value of fidelity bond covering the plan	2015-12-31	$18,408
Total contributions received or receivable from participants	2015-12-31	$23,000
Other income received	2015-12-31	$-9,451
Net income (gross income less expenses)	2015-12-31	$42,457
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$226,535
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$184,078
Total contributions received or receivable from employer(s)	2015-12-31	$30,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,092
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC 2014 401k financial data
Total income from all sources	2014-12-31	$61,295
Expenses. Total of all expenses incurred	2014-12-31	$821
Total plan assets at end of year	2014-12-31	$184,078
Total plan assets at beginning of year	2014-12-31	$123,604
Value of fidelity bond covering the plan	2014-12-31	$18,408
Total contributions received or receivable from participants	2014-12-31	$23,000
Other income received	2014-12-31	$9,295
Net income (gross income less expenses)	2014-12-31	$60,474
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$184,078
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$123,604
Total contributions received or receivable from employer(s)	2014-12-31	$29,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$821
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC

2016: MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MAKES SENSE 401K PLAN FIDUCIARY WISE, LLC 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FIDUCIARY WISE, LLC, FBO NATIONAL FINANCIAL SERVICES
Employer identification number (EIN):	901072470
NAIC Classification:	523900

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1972-07-03
Company Identification Number:	C0654984
Legal Registered Office Address:	4776 El Cajon Blvd #205 San Diego United States of America (USA) 92115