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| Plan Name | ETF ADVISOR K MEP FIDUCIARY WISE, LLC |
| Plan identification number | 336 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | FIDUCIARY WISE, LLC FBO COMPLETE FAMILY EYECARE & OPTIQUE, P.C. |
| Employer identification number (EIN): | 202557316 |
| NAIC Classification: | 621320 |
| NAIC Description: | Offices of Optometrists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 336 | 2023-01-01 | KAREN MILLER | 2024-09-23 | ||
| 336 | 2022-01-01 | KRISTI DALLEY | 2023-07-12 | ||
| 336 | 2021-01-01 | KRISTI DALLEY | 2022-07-28 | ||
| 336 | 2020-01-01 | KRISTI DALLEY | 2021-10-10 | ||
| 336 | 2019-01-01 | KRISTI DALLEY | 2020-10-12 | ||
| 336 | 2018-01-01 | KRISTI DALLEY | 2019-09-24 | ||
| 336 | 2017-01-01 | T R BICK | 2018-07-23 | ||
| 336 | 2016-01-01 | T R BICK |
| Measure | Date | Value |
|---|---|---|
| 2016: ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 17 |
| 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 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 17 |
| Number of participants with account balances | 2016-01-01 | 8 |
| 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 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $10,222 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $268 |
| Total plan assets at end of year | 2016-12-31 | $9,954 |
| Total plan assets at beginning of year | 2016-12-31 | $0 |
| Value of fidelity bond covering the plan | 2016-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $5,826 |
| Other income received | 2016-12-31 | $90 |
| Net income (gross income less expenses) | 2016-12-31 | $9,954 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $9,954 |
| 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 | $4,306 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $268 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2016: ETF ADVISOR K MEP 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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