?>
Logo

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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 IATROS,INC has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO IATROS,INC
Employer identification number (EIN):273236002
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Additional information about FIDUCIARY WISE, LLC FBO IATROS,INC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2010-08-12
Company Identification Number: 603039219
Legal Registered Office Address: 7610 40TH ST W SUITE 101

UNIVERSITY PL
United States of America (USA)
984663838

More information about FIDUCIARY WISE, LLC FBO IATROS,INC

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
3372022-01-01KRISTI DALLEY2023-10-14
3372021-01-01KRISTI DALLEY2022-08-01
3372018-01-01KRISTI DALLEY2019-09-04
3372017-01-01KRISTI DALLEY2018-10-09
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
2016: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
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-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

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

Measure Date Value
2016 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k financial data
Total income from all sources2016-12-31$3,324
Expenses. Total of all expenses incurred2016-12-31$1,074
Total plan assets at end of year2016-12-31$67,035
Total plan assets at beginning of year2016-12-31$64,785
Value of fidelity bond covering the plan2016-12-31$6,500
Total contributions received or receivable from participants2016-12-31$0
Other income received2016-12-31$3,324
Net income (gross income less expenses)2016-12-31$2,250
Net plan assets at end of year (total assets less liabilities)2016-12-31$67,035
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$64,785
Assets. Value of participant loans2016-12-31$29,600
Total contributions received or receivable from employer(s)2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,074
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 income from all sources2015-12-31$24,559
Expenses. Total of all expenses incurred2015-12-31$640
Total plan assets at end of year2015-12-31$64,785
Total plan assets at beginning of year2015-12-31$40,866
Value of fidelity bond covering the plan2015-12-31$6,500
Total contributions received or receivable from participants2015-12-31$20,025
Other income received2015-12-31$218
Net income (gross income less expenses)2015-12-31$23,919
Net plan assets at end of year (total assets less liabilities)2015-12-31$64,785
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$40,866
Total contributions received or receivable from employer(s)2015-12-31$4,316
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$640
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
2015-01-01Submission 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3