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| Plan Name | MAKE SENSE 401K, FIDUCIARY WISE, LLC |
| Plan identification number | 334 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | FIDUCIARY WISE, LLC FBO OLD DOMINION EQUINE ASSOCIATES PLC |
| Employer identification number (EIN): | 010667370 |
| NAIC Classification: | 541940 |
| NAIC Description: | Veterinary Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 334 | 2023-01-01 | KAREN MILLER | 2024-06-24 | ||
| 334 | 2022-01-01 | KRISTI DALLEY | 2023-07-24 | ||
| 334 | 2021-01-01 | KRISTI DALLEY | 2022-07-16 | ||
| 334 | 2020-01-01 | KRISTI DALLEY | 2021-07-13 | ||
| 334 | 2019-01-01 | KRISTI DALLEY | 2020-07-02 | ||
| 334 | 2018-01-01 | KRISTI DALLEY | 2019-05-20 | ||
| 334 | 2017-01-01 | T R BICK | 2018-07-23 | ||
| 334 | 2016-01-01 | T R BICK |
| Measure | Date | Value |
|---|---|---|
| 2016: MAKE SENSE 401K, FIDUCIARY WISE, LLC 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 8 |
| 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 | 5 |
| Total of all active and inactive participants | 2016-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 13 |
| Number of participants with account balances | 2016-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2016 : MAKE SENSE 401K, FIDUCIARY WISE, LLC 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $182,856 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,676 |
| Total plan assets at end of year | 2016-12-31 | $181,180 |
| Total plan assets at beginning of year | 2016-12-31 | $0 |
| Value of fidelity bond covering the plan | 2016-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $39,645 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $106,713 |
| Other income received | 2016-12-31 | $16,626 |
| Net income (gross income less expenses) | 2016-12-31 | $181,180 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $181,180 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $19,872 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,676 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2016: MAKE SENSE 401K, FIDUCIARY WISE, LLC 2016 form 5500 responses | ||
|---|---|---|
| 2016-01-01 | Type of plan entity | Mulitple employer plan |
| 2016-01-01 | First time form 5500 has been submitted | Yes |
| 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 |
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