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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
  • 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 BATT & LEAR, INC. has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO BATT & LEAR, INC.
Employer identification number (EIN):912033695
NAIC Classification:238100

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 MILLER2024-06-13
3372022-01-01KRISTI DALLEY2023-07-19
3372021-01-01KRISTI DALLEY2022-07-29
3372020-01-01KRISTI DALLEY2021-10-11
3372019-01-01KRISTI DALLEY2020-10-13
3372018-01-01KRISTI DALLEY2019-09-23
3372017-01-01KRISTI DALLEY2018-10-05
3372016-01-01T R BICK
3372015-01-01T R BICK

Plan Statistics for MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

401k plan membership statisitcs for MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

Measure Date Value
2025: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2025 401k membership
Total number of particpants at beginning of year2025-07-3024
Total number of particpants at end of year2025-07-3014
Number of Participants With Account Balances2025-07-3013
2024: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2024 401k membership
Total number of particpants at beginning of year2024-06-1323
Total number of particpants at end of year2024-06-1325
Number of Participants With Account Balances2024-06-1323
2022: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2022 401k membership
Total number of particpants at beginning of year2022-07-2923
Total number of particpants at end of year2022-07-2923
Number of Participants With Account Balances2022-07-2922
2016: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k membership
Total participants, beginning-of-year2016-01-0125
Total number of active participants reported on line 7a of the Form 55002016-01-0125
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0131
Number of participants with account balances2016-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-0121
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0123
Number of participants with account balances2015-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013

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 expenses incurred by plan in this plan year2025-07-309212
Net assets as of the end of the plan year2025-07-30580430
Total assets as of the beginning of the plan year2025-07-30420168
Value of plan covered by a fidelity bond2025-07-3050000
Participant contributions to plan in this plan year2025-07-3061659
Value of participant loans at end of plan year2025-07-308502
Other income to plan in this plan year2025-07-3069750
Plan net income in this plan year2025-07-30160262
Net assets as of the end of the plan year2025-07-30580430
Net assets as of the beginning of the plan year2025-07-30420168
Employer contributions to plan in this plan year2025-07-3038065
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-308859
2024 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-139167
Net assets as of the end of the plan year2024-06-13420168
Total assets as of the beginning of the plan year2024-06-13295022
Value of plan covered by a fidelity bond2024-06-1350000
Participant contributions to plan in this plan year2024-06-1345252
Value of participant loans at end of plan year2024-06-13224
Other income to plan in this plan year2024-06-1358659
Plan net income in this plan year2024-06-13125146
Net assets as of the end of the plan year2024-06-13420168
Net assets as of the beginning of the plan year2024-06-13295022
Employer contributions to plan in this plan year2024-06-1330402
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-136171
2022 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2918409
Net assets as of the end of the plan year2022-07-29375130
Total assets as of the beginning of the plan year2022-07-29288968
Value of plan covered by a fidelity bond2022-07-2937513
Participant contributions to plan in this plan year2022-07-2935460
Value of participant loans at end of plan year2022-07-2911500
Other contributions to plan in this plan year2022-07-290
Other income to plan in this plan year2022-07-2946047
Plan net income in this plan year2022-07-2986162
Net assets as of the end of the plan year2022-07-29375130
Net assets as of the beginning of the plan year2022-07-29288968
Employer contributions to plan in this plan year2022-07-2923064
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-295922
2016 : MY FUTURE 401(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$48,356
Expenses. Total of all expenses incurred2016-12-31$1,708
Benefits paid (including direct rollovers)2016-12-31$381
Total plan assets at end of year2016-12-31$89,980
Total plan assets at beginning of year2016-12-31$43,332
Value of fidelity bond covering the plan2016-12-31$12,000
Total contributions received or receivable from participants2016-12-31$24,193
Other income received2016-12-31$5,848
Net income (gross income less expenses)2016-12-31$46,648
Net plan assets at end of year (total assets less liabilities)2016-12-31$89,980
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$43,332
Total contributions received or receivable from employer(s)2016-12-31$18,315
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,327
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MY FUTURE 401(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$37,931
Expenses. Total of all expenses incurred2015-12-31$2,095
Benefits paid (including direct rollovers)2015-12-31$1,444
Total plan assets at end of year2015-12-31$35,836
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$24,381
Other income received2015-12-31$-1,044
Net income (gross income less expenses)2015-12-31$35,836
Net plan assets at end of year (total assets less liabilities)2015-12-31$35,836
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$14,594
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$651
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 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
2016-01-01Submission 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 401(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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