FIDUCIARY WISE, LLC FBO K&D MECHANICAL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MY FUTURE 401K PLAN FIDUCIARY WISE, LLC
| Measure | Date | Value |
|---|
| 2025 : MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-30 | 3599 |
| Net assets as of the end of the plan year | 2025-07-30 | 290997 |
| Total assets as of the beginning of the plan year | 2025-07-30 | 230681 |
| Value of plan covered by a fidelity bond | 2025-07-30 | 265000 |
| Participant contributions to plan in this plan year | 2025-07-30 | 32530 |
| Other income to plan in this plan year | 2025-07-30 | 16553 |
| Plan net income in this plan year | 2025-07-30 | 60316 |
| Net assets as of the end of the plan year | 2025-07-30 | 290997 |
| Net assets as of the beginning of the plan year | 2025-07-30 | 230681 |
| Employer contributions to plan in this plan year | 2025-07-30 | 14832 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-30 | 3599 |
| 2024 : MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-09 | 2687 |
| Net assets as of the end of the plan year | 2024-07-09 | 230681 |
| Total assets as of the beginning of the plan year | 2024-07-09 | 166296 |
| Value of plan covered by a fidelity bond | 2024-07-09 | 265000 |
| Participant contributions to plan in this plan year | 2024-07-09 | 22865 |
| Other income to plan in this plan year | 2024-07-09 | 33626 |
| Plan net income in this plan year | 2024-07-09 | 64385 |
| Net assets as of the end of the plan year | 2024-07-09 | 230681 |
| Net assets as of the beginning of the plan year | 2024-07-09 | 166296 |
| Employer contributions to plan in this plan year | 2024-07-09 | 10581 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-09 | 2687 |
| 2022 : MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-29 | 1964 |
| Net assets as of the end of the plan year | 2022-07-29 | 170461 |
| Total assets as of the beginning of the plan year | 2022-07-29 | 116487 |
| Value of plan covered by a fidelity bond | 2022-07-29 | 265000 |
| Participant contributions to plan in this plan year | 2022-07-29 | 23983 |
| Other contributions to plan in this plan year | 2022-07-29 | 0 |
| Other income to plan in this plan year | 2022-07-29 | 19893 |
| Plan net income in this plan year | 2022-07-29 | 53974 |
| Net assets as of the end of the plan year | 2022-07-29 | 170461 |
| Net assets as of the beginning of the plan year | 2022-07-29 | 116487 |
| Employer contributions to plan in this plan year | 2022-07-29 | 12062 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-29 | 1964 |
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