401k Plan data: ETF ADVISOR K MEP FIDUCIARY WISE, LLC plan

ETF ADVISOR K MEP FIDUCIARY WISE, LLC 401k Plan overview

Plan Name	ETF ADVISOR K MEP FIDUCIARY WISE, LLC
Plan identification number	336

ETF ADVISOR K MEP FIDUCIARY WISE, LLC Benefits

401k Plan Type

Defined 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 FELLOWSHIP CONNECTION, INC. has sponsored the creation of one or more 401k plans.

Company Name: FIDUCIARY WISE, LLC FBO FELLOWSHIP CONNECTION, INC.

Employer identification number (EIN): 205393417

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ETF ADVISOR K MEP FIDUCIARY WISE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
336 2022-01-01 KRISTI DALLEY 2023-10-16
336 2019-01-01 KRISTI DALLEY 2020-07-29
336 2018-01-01 KRISTI DALLEY 2019-10-14
336 2017-01-01 T R BICK 2018-07-12
336 2016-01-01 T R BICK
336 2015-01-01 T R BICK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
336	2022-01-01	KRISTI DALLEY	2023-10-16
336	2019-01-01	KRISTI DALLEY	2020-07-29
336	2018-01-01	KRISTI DALLEY	2019-10-14
336	2017-01-01	T R BICK	2018-07-12
336	2016-01-01	T R BICK
336	2015-01-01	T R BICK

Plan Statistics for ETF ADVISOR K MEP FIDUCIARY WISE, LLC

401k plan membership statisitcs for ETF ADVISOR K MEP FIDUCIARY WISE, LLC

Measure Date Value
2016: ETF ADVISOR K MEP 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 0
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 20
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 1
Total of all active and inactive participants 2015-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 21
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1

Measure	Date	Value
2016: ETF ADVISOR K MEP 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	0
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	20
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	1
Total of all active and inactive participants	2015-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	21
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1

Financial Data on ETF ADVISOR K MEP FIDUCIARY WISE, LLC

Measure	Date	Value
2016 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2016 401k financial data
Total income from all sources	2016-12-31	$564
Expenses. Total of all expenses incurred	2016-12-31	$872
Total plan assets at end of year	2016-12-31	$6,173
Total plan assets at beginning of year	2016-12-31	$6,481
Total contributions received or receivable from participants	2016-12-31	$0
Other income received	2016-12-31	$564
Net income (gross income less expenses)	2016-12-31	$-308
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,173
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,481
Total contributions received or receivable from employer(s)	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$872
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ETF ADVISOR K MEP FIDUCIARY WISE, LLC 2015 401k financial data
Total income from all sources	2015-12-31	$-95
Expenses. Total of all expenses incurred	2015-12-31	$719
Total plan assets at end of year	2015-12-31	$6,481
Total plan assets at beginning of year	2015-12-31	$7,295
Total contributions received or receivable from participants	2015-12-31	$62
Other income received	2015-12-31	$-219
Net income (gross income less expenses)	2015-12-31	$-814
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,481
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,295
Total contributions received or receivable from employer(s)	2015-12-31	$62
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$719
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for ETF ADVISOR K MEP FIDUCIARY WISE, LLC

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	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: ETF ADVISOR K MEP 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

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Company Name:	FIDUCIARY WISE, LLC FBO FELLOWSHIP CONNECTION, INC.
Employer identification number (EIN):	205393417
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations