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MY FUTURE 401K(K) PLAN FIDUCIARY WISE, LLC 401k Plan overview

Plan NameMY FUTURE 401K(K) PLAN FIDUCIARY WISE, LLC
Plan identification number 337

MY FUTURE 401K(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 RUFF CONSTRUCTION, INC. has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO RUFF CONSTRUCTION, INC.
Employer identification number (EIN):911908575
NAIC Classification:423300

Additional information about FIDUCIARY WISE, LLC FBO RUFF CONSTRUCTION, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2006-08-22
Company Identification Number: C2893509
Legal Registered Office Address: 73753 Church St

Lockeford
United States of America (USA)
95237

More information about FIDUCIARY WISE, LLC FBO RUFF CONSTRUCTION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MY FUTURE 401K(K) PLAN FIDUCIARY WISE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3372024-01-01KAREN MILLER2024-09-18
3372023-01-01KAREN MILLER2024-07-03
3372022-01-01KRISTI DALLEY2023-10-12
3372021-01-01KRISTI DALLEY2022-07-31
3372020-01-01KRISTI DALLEY2021-07-12
3372019-01-01KRISTI DALLEY2020-10-13
3372018-01-01KRISTI DALLEY2019-09-03
3372017-01-01T R BICK2018-07-12
3372016-01-01T R BICK
3372015-01-01T R BICK

Financial Data on MY FUTURE 401K(K) PLAN FIDUCIARY WISE, LLC

Measure Date Value
2024 : MY FUTURE 401K(K) PLAN FIDUCIARY WISE, LLC 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-18-284195
Total liabilities as of the beginning of the plan year2024-09-180
Total expenses incurred by plan in this plan year2024-09-181270
Net assets as of the end of the plan year2024-09-180
Total assets as of the beginning of the plan year2024-09-18270088
Value of plan covered by a fidelity bond2024-09-1827010
Other income to plan in this plan year2024-09-1815377
Plan net income in this plan year2024-09-1814107
Net assets as of the end of the plan year2024-09-180
Net assets as of the beginning of the plan year2024-09-18270088
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-181270
Total expenses incurred by plan in this plan year2024-07-034165
Net assets as of the end of the plan year2024-07-03270088
Total assets as of the beginning of the plan year2024-07-03221722
Value of plan covered by a fidelity bond2024-07-0325000
Participant contributions to plan in this plan year2024-07-037315
Value of participant loans at end of plan year2024-07-036292
Other income to plan in this plan year2024-07-0339023
Plan net income in this plan year2024-07-0348366
Net assets as of the end of the plan year2024-07-03270088
Net assets as of the beginning of the plan year2024-07-03221722
Employer contributions to plan in this plan year2024-07-036193
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-034165
2022 : MY FUTURE 401K(K) PLAN FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-313297
Net assets as of the end of the plan year2022-07-31225689
Total assets as of the beginning of the plan year2022-07-31161753
Value of plan covered by a fidelity bond2022-07-3125000
Participant contributions to plan in this plan year2022-07-3122209
Value of participant loans at end of plan year2022-07-31124
Other contributions to plan in this plan year2022-07-310
Other income to plan in this plan year2022-07-3126328
Plan net income in this plan year2022-07-3163936
Net assets as of the end of the plan year2022-07-31225689
Net assets as of the beginning of the plan year2022-07-31161753
Employer contributions to plan in this plan year2022-07-3118696
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-313297
2016 : MY FUTURE 401K(K) PLAN FIDUCIARY WISE, LLC 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$11,369
Expenses. Total of all expenses incurred2016-12-31$144
Total plan assets at end of year2016-12-31$13,252
Total plan assets at beginning of year2016-12-31$2,027
Value of fidelity bond covering the plan2016-12-31$12,000
Total contributions received or receivable from participants2016-12-31$6,068
Other income received2016-12-31$594
Net income (gross income less expenses)2016-12-31$11,225
Net plan assets at end of year (total assets less liabilities)2016-12-31$13,252
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,027
Total contributions received or receivable from employer(s)2016-12-31$4,707
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$144
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MY FUTURE 401K(K) PLAN FIDUCIARY WISE, LLC 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$2,045
Expenses. Total of all expenses incurred2015-12-31$18
Total plan assets at end of year2015-12-31$2,027
Total plan assets at beginning of year2015-12-31$0
Value of fidelity bond covering the plan2015-12-31$12,000
Total contributions received or receivable from participants2015-12-31$1,027
Other income received2015-12-31$-9
Net income (gross income less expenses)2015-12-31$2,027
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,027
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$1,027
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$18
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

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

2016: MY FUTURE 401K(K) PLAN FIDUCIARY WISE, LLC 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
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
2015: MY FUTURE 401K(K) PLAN FIDUCIARY WISE, LLC 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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