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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 PACE STAFFING NETWORK has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO PACE STAFFING NETWORK
Employer identification number (EIN):911017306
NAIC Classification:561300

Additional information about FIDUCIARY WISE, LLC FBO PACE STAFFING NETWORK

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2015-02-10
Company Identification Number: 0802153878

More information about FIDUCIARY WISE, LLC FBO PACE STAFFING NETWORK

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 MILLER2024-06-11
3372022-01-01KRISTI DALLEY2023-07-22
3372021-01-01KRISTI DALLEY2022-07-23
3372020-01-01KRISTI DALLEY2021-07-26
3372019-01-01KRISTI DALLEY2020-07-25
3372018-01-01KRISTI DALLEY2019-06-21
3372018-01-01KRISTI DALLEY2020-06-10
3372017-01-01T R BICK2018-07-20
3372016-01-01T R BICK

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 transfers to/from plan in this plan year2025-03-06-172168
Total liabilities as of the end of the plan year2025-03-060
Total liabilities as of the beginning of the plan year2025-03-060
Total expenses incurred by plan in this plan year2025-03-062147
Net assets as of the end of the plan year2025-03-060
Total assets as of the beginning of the plan year2025-03-06164773
Value of plan covered by a fidelity bond2025-03-0650000
Other income to plan in this plan year2025-03-069542
Plan net income in this plan year2025-03-067395
Net assets as of the end of the plan year2025-03-060
Net assets as of the beginning of the plan year2025-03-06164773
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-062147
2024 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-1154704
Net assets as of the end of the plan year2024-06-11164773
Total assets as of the beginning of the plan year2024-06-11192032
Value of plan covered by a fidelity bond2024-06-1150000
Other income to plan in this plan year2024-06-1127445
Plan net income in this plan year2024-06-11-27259
Net assets as of the end of the plan year2024-06-11164773
Net assets as of the beginning of the plan year2024-06-11192032
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-113597
2022 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-233640
Net assets as of the end of the plan year2022-07-23235067
Total assets as of the beginning of the plan year2022-07-23205349
Value of plan covered by a fidelity bond2022-07-2350000
Participant contributions to plan in this plan year2022-07-230
Other income to plan in this plan year2022-07-2333358
Plan net income in this plan year2022-07-2329718
Net assets as of the end of the plan year2022-07-23235067
Net assets as of the beginning of the plan year2022-07-23205349
Employer contributions to plan in this plan year2022-07-230
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-233640
2016 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k financial data
Transfers to/from the plan2016-12-31$39,137
Total income from all sources2016-12-31$24,117
Expenses. Total of all expenses incurred2016-12-31$140
Total plan assets at end of year2016-12-31$63,114
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$4,637
Contributions received from other sources (not participants or employers)2016-12-31$18,467
Other income received2016-12-31$1,013
Net income (gross income less expenses)2016-12-31$23,977
Net plan assets at end of year (total assets less liabilities)2016-12-31$63,114
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$140
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0

Form 5500 Responses for MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

2016: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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