FIDUCIARY WISE, LLC FBO WASHINGTON SELF-INSURERS ASSOCIATION has sponsored the creation of one or more 401k plans.
Additional information about FIDUCIARY WISE, LLC FBO WASHINGTON SELF-INSURERS ASSOCIATION
Submission information for form 5500 for 401k plan 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 year | 2025-10-06 | 6590 |
| Net assets as of the end of the plan year | 2025-10-06 | 446690 |
| Total assets as of the beginning of the plan year | 2025-10-06 | 367053 |
| Value of plan covered by a fidelity bond | 2025-10-06 | 50000 |
| Participant contributions to plan in this plan year | 2025-10-06 | 29029 |
| Other income to plan in this plan year | 2025-10-06 | 38221 |
| Plan net income in this plan year | 2025-10-06 | 79637 |
| Net assets as of the end of the plan year | 2025-10-06 | 446690 |
| Net assets as of the beginning of the plan year | 2025-10-06 | 367053 |
| Employer contributions to plan in this plan year | 2025-10-06 | 18977 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-06 | 6590 |
| 2024 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-13 | 5077 |
| Net assets as of the end of the plan year | 2024-06-13 | 367053 |
| Total assets as of the beginning of the plan year | 2024-06-13 | 289382 |
| Value of plan covered by a fidelity bond | 2024-06-13 | 50000 |
| Participant contributions to plan in this plan year | 2024-06-13 | 16157 |
| Other income to plan in this plan year | 2024-06-13 | 55672 |
| Plan net income in this plan year | 2024-06-13 | 77671 |
| Net assets as of the end of the plan year | 2024-06-13 | 367053 |
| Net assets as of the beginning of the plan year | 2024-06-13 | 289382 |
| Employer contributions to plan in this plan year | 2024-06-13 | 10919 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-13 | 5077 |
| 2022 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-29 | 4439 |
| Net assets as of the end of the plan year | 2022-07-29 | 317680 |
| Total assets as of the beginning of the plan year | 2022-07-29 | 248500 |
| Value of plan covered by a fidelity bond | 2022-07-29 | 50000 |
| Participant contributions to plan in this plan year | 2022-07-29 | 17104 |
| Other contributions to plan in this plan year | 2022-07-29 | 0 |
| Other income to plan in this plan year | 2022-07-29 | 44513 |
| Plan net income in this plan year | 2022-07-29 | 69180 |
| Net assets as of the end of the plan year | 2022-07-29 | 317680 |
| Net assets as of the beginning of the plan year | 2022-07-29 | 248500 |
| Employer contributions to plan in this plan year | 2022-07-29 | 12002 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-29 | 4439 |
| 2016 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $35,743 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,628 |
| Total plan assets at end of year | 2016-12-31 | $121,224 |
| Total plan assets at beginning of year | 2016-12-31 | $87,109 |
| Value of fidelity bond covering the plan | 2016-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $14,268 |
| Other income received | 2016-12-31 | $10,137 |
| Net income (gross income less expenses) | 2016-12-31 | $34,115 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $121,224 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $87,109 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $11,338 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,628 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $87,748 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $639 |
| Total plan assets at end of year | 2015-12-31 | $87,109 |
| Value of fidelity bond covering the plan | 2015-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $13,291 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $65,536 |
| Other income received | 2015-12-31 | $-1,911 |
| Net income (gross income less expenses) | 2015-12-31 | $87,109 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $87,109 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $10,832 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $639 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2016: MY FUTURE 401(K) 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: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Mulitple employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 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 |
