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MAKE SENSE 401K FIDUCIARY WISE, LLC 401k Plan overview

Plan NameMAKE SENSE 401K FIDUCIARY WISE, LLC
Plan identification number 334

MAKE SENSE 401K 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.
  • 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

MEDICINE CREEK ENTERPRISE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:MEDICINE CREEK ENTERPRISE CORPORATION
Employer identification number (EIN):451632462
NAIC Classification:921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAKE SENSE 401K FIDUCIARY WISE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3342022-01-01
3342022-01-01
3342021-01-01
3342020-01-01
3342019-01-01
3342019-01-01
3342018-01-01KRISTI DALLEY2019-05-30
3342017-01-01T R BICK2018-07-04
3342016-01-01T R BICK
3342015-01-01T R BICK

Plan Statistics for MAKE SENSE 401K FIDUCIARY WISE, LLC

401k plan membership statisitcs for MAKE SENSE 401K FIDUCIARY WISE, LLC

Measure Date Value
2022: MAKE SENSE 401K FIDUCIARY WISE, LLC 2022 401k membership
Total participants, beginning-of-year2022-01-01242
Total number of active participants reported on line 7a of the Form 55002022-01-01289
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0116
Total of all active and inactive participants2022-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01305
Number of participants with account balances2022-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MAKE SENSE 401K FIDUCIARY WISE, LLC 2021 401k membership
Total participants, beginning-of-year2021-01-01215
Total number of active participants reported on line 7a of the Form 55002021-01-01248
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01257
Number of participants with account balances2021-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MAKE SENSE 401K FIDUCIARY WISE, LLC 2020 401k membership
Total participants, beginning-of-year2020-01-01142
Total number of active participants reported on line 7a of the Form 55002020-01-01152
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01154
Number of participants with account balances2020-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MAKE SENSE 401K FIDUCIARY WISE, LLC 2019 401k membership
Total participants, beginning-of-year2019-01-01133
Total number of active participants reported on line 7a of the Form 55002019-01-01180
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01182
Number of participants with account balances2019-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2016: MAKE SENSE 401K FIDUCIARY WISE, LLC 2016 401k membership
Total participants, beginning-of-year2016-01-0141
Total number of active participants reported on line 7a of the Form 55002016-01-0156
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0159
Number of participants with account balances2016-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MAKE SENSE 401K FIDUCIARY WISE, LLC 2015 401k membership
Total participants, beginning-of-year2015-01-0136
Total number of active participants reported on line 7a of the Form 55002015-01-0162
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 participants2015-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0162
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on MAKE SENSE 401K FIDUCIARY WISE, LLC

Measure Date Value
2022 : MAKE SENSE 401K FIDUCIARY WISE, LLC 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$70,783
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$39,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$430,821
Value of total assets at end of year2022-12-31$2,351,814
Value of total assets at beginning of year2022-12-31$2,320,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,110
Total interest from all sources2022-12-31$2,054
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$28,110
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$264,090
Participant contributions at end of year2022-12-31$39,200
Participant contributions at beginning of year2022-12-31$36,840
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$5,083
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$22,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$31,426
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,351,814
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,320,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,278,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,259,756
Interest on participant loans2022-12-31$2,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$22,768
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-362,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$144,207
Employer contributions (assets) at end of year2022-12-31$11,295
Employer contributions (assets) at beginning of year2022-12-31$15,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,247
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI, LLP
Accountancy firm EIN2022-12-31390758449
2021 : MAKE SENSE 401K FIDUCIARY WISE, LLC 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$739,313
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$121,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$96,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$439,302
Value of total assets at end of year2021-12-31$2,320,388
Value of total assets at beginning of year2021-12-31$1,702,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$24,110
Total interest from all sources2021-12-31$2,093
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$24,110
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$285,707
Participant contributions at end of year2021-12-31$36,840
Participant contributions at beginning of year2021-12-31$46,134
Participant contributions at end of year2021-12-31$5,083
Participant contributions at beginning of year2021-12-31$3,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$618,286
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,320,388
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,702,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,259,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,639,428
Interest on participant loans2021-12-31$2,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$297,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$153,595
Employer contributions (assets) at end of year2021-12-31$15,498
Employer contributions (assets) at beginning of year2021-12-31$10,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$96,917
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI, LLP
Accountancy firm EIN2021-12-31390758449
2020 : MAKE SENSE 401K FIDUCIARY WISE, LLC 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$517,362
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$64,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$49,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$366,335
Value of total assets at end of year2020-12-31$1,702,102
Value of total assets at beginning of year2020-12-31$1,248,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,025
Total interest from all sources2020-12-31$1,732
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$15,025
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$240,080
Participant contributions at end of year2020-12-31$46,134
Participant contributions at beginning of year2020-12-31$19,080
Participant contributions at end of year2020-12-31$3,731
Participant contributions at beginning of year2020-12-31$-3,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$453,298
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,702,102
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,248,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,639,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,229,656
Interest on participant loans2020-12-31$1,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$149,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$126,255
Employer contributions (assets) at end of year2020-12-31$10,260
Employer contributions (assets) at beginning of year2020-12-31$2,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$49,039
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI, LLP
Accountancy firm EIN2020-12-31390758449
2019 : MAKE SENSE 401K FIDUCIARY WISE, LLC 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$484,243
Total income from all sources (including contributions)2019-12-31$484,243
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$622,358
Total of all expenses incurred2019-12-31$622,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$609,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$609,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$277,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$277,337
Value of total assets at end of year2019-12-31$1,249,784
Value of total assets at end of year2019-12-31$1,249,784
Value of total assets at beginning of year2019-12-31$1,387,899
Value of total assets at beginning of year2019-12-31$1,387,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,267
Total interest from all sources2019-12-31$909
Total interest from all sources2019-12-31$909
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$13,267
Administrative expenses professional fees incurred2019-12-31$13,267
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$150,000
Value of fidelity bond cover2019-12-31$150,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$180,092
Contributions received from participants2019-12-31$180,092
Participant contributions at end of year2019-12-31$19,080
Participant contributions at end of year2019-12-31$19,080
Participant contributions at beginning of year2019-12-31$46,665
Participant contributions at beginning of year2019-12-31$46,665
Participant contributions at end of year2019-12-31$-2,921
Participant contributions at end of year2019-12-31$-2,921
Participant contributions at beginning of year2019-12-31$3,371
Participant contributions at beginning of year2019-12-31$3,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-138,115
Value of net income/loss2019-12-31$-138,115
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,249,784
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,249,784
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,387,899
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,387,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,229,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,229,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,329,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,329,361
Interest on participant loans2019-12-31$909
Interest on participant loans2019-12-31$909
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,881
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$205,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$205,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$97,245
Contributions received in cash from employer2019-12-31$97,245
Employer contributions (assets) at end of year2019-12-31$2,088
Employer contributions (assets) at end of year2019-12-31$2,088
Employer contributions (assets) at beginning of year2019-12-31$8,502
Employer contributions (assets) at beginning of year2019-12-31$8,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$609,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$609,091
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
2016 : MAKE SENSE 401K FIDUCIARY WISE, LLC 2016 401k financial data
Total income from all sources2016-12-31$254,548
Expenses. Total of all expenses incurred2016-12-31$53,120
Total plan assets at end of year2016-12-31$902,420
Total plan assets at beginning of year2016-12-31$700,992
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$132,881
Other income received2016-12-31$67,095
Net income (gross income less expenses)2016-12-31$201,428
Net plan assets at end of year (total assets less liabilities)2016-12-31$902,420
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$700,992
Total contributions received or receivable from employer(s)2016-12-31$54,572
Value of certain deemed distributions of participant loans2016-12-31$43,701
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$9,419
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MAKE SENSE 401K FIDUCIARY WISE, LLC 2015 401k financial data
Transfers to/from the plan2015-12-31$637,777
Total income from all sources2015-12-31$63,490
Expenses. Total of all expenses incurred2015-12-31$275
Total plan assets at end of year2015-12-31$700,992
Total plan assets at beginning of year2015-12-31$0
Value of fidelity bond covering the plan2015-12-31$75,000
Total contributions received or receivable from participants2015-12-31$45,737
Other income received2015-12-31$-1,480
Net income (gross income less expenses)2015-12-31$63,215
Net plan assets at end of year (total assets less liabilities)2015-12-31$700,992
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$19,233
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$275
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 MAKE SENSE 401K FIDUCIARY WISE, LLC

2022: MAKE SENSE 401K FIDUCIARY WISE, LLC 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MAKE SENSE 401K FIDUCIARY WISE, LLC 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MAKE SENSE 401K FIDUCIARY WISE, LLC 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MAKE SENSE 401K FIDUCIARY WISE, LLC 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2016: MAKE SENSE 401K 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: MAKE SENSE 401K FIDUCIARY WISE, LLC 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01First time form 5500 has been submittedYes
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

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