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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 FACTORIA SPORTS AND SPINE PHYSICAL THERAPY P.S. has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE,LLC FBO FACTORIA SPORTS AND SPINE PHYSICAL THERAPY P.S.
Employer identification number (EIN):912169862
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Additional information about FIDUCIARY WISE,LLC FBO FACTORIA SPORTS AND SPINE PHYSICAL THERAPY P.S.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2001-11-15
Company Identification Number: 602162098
Legal Registered Office Address: 10655 NE 4TH ST STE 801

BELLEVUE
United States of America (USA)
980040000

More information about FIDUCIARY WISE,LLC FBO FACTORIA SPORTS AND SPINE PHYSICAL THERAPY P.S.

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 MILLER2024-06-20
3372022-01-01KRISTI DALLEY2023-07-18
3372021-01-01KRISTI DALLEY2022-07-29
3372020-01-01KRISTI DALLEY2021-07-07
3372019-01-01KRISTI DALLEY2020-10-07
3372018-01-01KRISTI DALLEY2019-05-05

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 year2025-07-295542
Net assets as of the end of the plan year2025-07-29453508
Total assets as of the beginning of the plan year2025-07-29344761
Value of plan covered by a fidelity bond2025-07-29300000
Participant contributions to plan in this plan year2025-07-2946823
Other income to plan in this plan year2025-07-2946467
Plan net income in this plan year2025-07-29108747
Net assets as of the end of the plan year2025-07-29453508
Net assets as of the beginning of the plan year2025-07-29344761
Employer contributions to plan in this plan year2025-07-2920999
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-295542
2024 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2089017
Net assets as of the end of the plan year2024-06-20344761
Total assets as of the beginning of the plan year2024-06-20320832
Value of plan covered by a fidelity bond2024-06-20300000
Participant contributions to plan in this plan year2024-06-2043820
Other income to plan in this plan year2024-06-2049191
Plan net income in this plan year2024-06-2023929
Net assets as of the end of the plan year2024-06-20344761
Net assets as of the beginning of the plan year2024-06-20320832
Employer contributions to plan in this plan year2024-06-2019935
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-204706
2022 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2925144
Net assets as of the end of the plan year2022-07-29325473
Total assets as of the beginning of the plan year2022-07-29239496
Value of plan covered by a fidelity bond2022-07-29300000
Participant contributions to plan in this plan year2022-07-2953973
Other contributions to plan in this plan year2022-07-290
Other income to plan in this plan year2022-07-2936563
Plan net income in this plan year2022-07-2985977
Net assets as of the end of the plan year2022-07-29325473
Net assets as of the beginning of the plan year2022-07-29239496
Employer contributions to plan in this plan year2022-07-2920585
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-294025

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