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Plan Name | MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC |
Plan identification number | 337 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
337 | 2022-01-01 | KRISTI DALLEY | 2023-10-14 | ||
337 | 2021-01-01 | KRISTI DALLEY | 2022-08-01 | ||
337 | 2018-01-01 | KRISTI DALLEY | 2019-09-04 | ||
337 | 2017-01-01 | KRISTI DALLEY | 2018-10-09 | ||
337 | 2016-01-01 | T R BICK | |||
337 | 2015-01-01 | T R BICK |
Measure | Date | Value |
---|---|---|
2016: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 3 |
Number of participants with account balances | 2015-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2016 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $3,324 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,074 |
Total plan assets at end of year | 2016-12-31 | $67,035 |
Total plan assets at beginning of year | 2016-12-31 | $64,785 |
Value of fidelity bond covering the plan | 2016-12-31 | $6,500 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $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 loans | 2016-12-31 | $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 securities | 2016-12-31 | $0 |
2015 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $24,559 |
Expenses. Total of all expenses incurred | 2015-12-31 | $640 |
Total plan assets at end of year | 2015-12-31 | $64,785 |
Total plan assets at beginning of year | 2015-12-31 | $40,866 |
Value of fidelity bond covering the plan | 2015-12-31 | $6,500 |
Total contributions received or receivable from participants | 2015-12-31 | $20,025 |
Other income received | 2015-12-31 | $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 securities | 2015-12-31 | $0 |
2016: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Mulitple employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Mulitple employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |