FIDUCIARY WISE, LLC FBO COLDWELL BANKER PARK SHORE has sponsored the creation of one or more 401k plans.
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 | 2025-10-09 | 53394 |
| Net assets as of the end of the plan year | 2025-10-09 | 216928 |
| Total assets as of the beginning of the plan year | 2025-10-09 | 216580 |
| Value of plan covered by a fidelity bond | 2025-10-09 | 25000 |
| Participant contributions to plan in this plan year | 2025-10-09 | 25528 |
| Other income to plan in this plan year | 2025-10-09 | 22831 |
| Plan net income in this plan year | 2025-10-09 | 348 |
| Net assets as of the end of the plan year | 2025-10-09 | 216928 |
| Net assets as of the beginning of the plan year | 2025-10-09 | 216580 |
| Employer contributions to plan in this plan year | 2025-10-09 | 5383 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-09 | 3544 |
| 2024 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-08 | 2986 |
| Net assets as of the end of the plan year | 2024-07-08 | 216580 |
| Total assets as of the beginning of the plan year | 2024-07-08 | 163720 |
| Value of plan covered by a fidelity bond | 2024-07-08 | 25000 |
| Participant contributions to plan in this plan year | 2024-07-08 | 24101 |
| Other income to plan in this plan year | 2024-07-08 | 25369 |
| Plan net income in this plan year | 2024-07-08 | 52860 |
| Net assets as of the end of the plan year | 2024-07-08 | 216580 |
| Net assets as of the beginning of the plan year | 2024-07-08 | 163720 |
| Employer contributions to plan in this plan year | 2024-07-08 | 6376 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-08 | 2986 |
| 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 | 24388 |
| Net assets as of the end of the plan year | 2022-07-29 | 235718 |
| Total assets as of the beginning of the plan year | 2022-07-29 | 203033 |
| Value of plan covered by a fidelity bond | 2022-07-29 | 25000 |
| Participant contributions to plan in this plan year | 2022-07-29 | 23776 |
| Other contributions to plan in this plan year | 2022-07-29 | 0 |
| Other income to plan in this plan year | 2022-07-29 | 25577 |
| Plan net income in this plan year | 2022-07-29 | 32685 |
| Net assets as of the end of the plan year | 2022-07-29 | 235718 |
| Net assets as of the beginning of the plan year | 2022-07-29 | 203033 |
| Employer contributions to plan in this plan year | 2022-07-29 | 7720 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-29 | 3817 |
| 2016 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $27,401 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $628 |
| Total plan assets at end of year | 2016-12-31 | $49,352 |
| Total plan assets at beginning of year | 2016-12-31 | $22,579 |
| Value of fidelity bond covering the plan | 2016-12-31 | $4,867 |
| Total contributions received or receivable from participants | 2016-12-31 | $19,187 |
| Other income received | 2016-12-31 | $2,002 |
| Net income (gross income less expenses) | 2016-12-31 | $26,773 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $49,352 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $22,579 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $6,212 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $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 | $17,059 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $261 |
| Total plan assets at end of year | 2015-12-31 | $22,579 |
| Total plan assets at beginning of year | 2015-12-31 | $5,781 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $11,505 |
| Other income received | 2015-12-31 | $-431 |
| Net income (gross income less expenses) | 2015-12-31 | $16,798 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $22,579 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,781 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $5,985 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $261 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
