Plan Name | ETF ADVISOR K MEP PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | FIDUCIARY WISE LLC FBO LINDA L HUANG DDS MD, PLLC |
Employer identification number (EIN): | 454255912 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Additional information about FIDUCIARY WISE LLC FBO LINDA L HUANG DDS MD, PLLC
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2012-01-10 |
Company Identification Number: | 4186829 |
Legal Registered Office Address: |
131-07 40TH ROAD E35 FLUSHING United States of America (USA) 11354 |
More information about FIDUCIARY WISE LLC FBO LINDA L HUANG DDS MD, PLLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | LINDA L HUANG | 2024-10-10 | ||
001 | 2014-01-01 | LYNNE MCAULEY |
Measure | Date | Value |
---|---|---|
2014: ETF ADVISOR K MEP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2014 : ETF ADVISOR K MEP PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $153,355 |
Expenses. Total of all expenses incurred | 2014-12-31 | $884 |
Total plan assets at end of year | 2014-12-31 | $214,395 |
Total plan assets at beginning of year | 2014-12-31 | $61,924 |
Value of fidelity bond covering the plan | 2014-12-31 | $6,193 |
Total contributions received or receivable from participants | 2014-12-31 | $20,415 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $82,215 |
Other income received | 2014-12-31 | $3,633 |
Net income (gross income less expenses) | 2014-12-31 | $152,471 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $214,395 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $61,924 |
Assets. Value of participant loans | 2014-12-31 | $50,000 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $47,092 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $884 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2014: ETF ADVISOR K MEP PLAN 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Mulitple employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |