401k Plan data: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC plan

MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 401k Plan overview

Plan Name	MY FUTURE 401K PLAN FIDUCIARY WISE, LLC
Plan identification number	337

MY FUTURE 401K PLAN FIDUCIARY WISE, LLC Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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 IDEN'S DEALER SERVICES has sponsored the creation of one or more 401k plans.

Company Name: FIDUCIARY WISE, LLC FBO IDEN'S DEALER SERVICES

Employer identification number (EIN): 464077672

NAIC Classification: 811190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MY FUTURE 401K PLAN FIDUCIARY WISE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
337 2023-01-01 KAREN MILLER 2024-07-29
337 2022-01-01
337 2021-01-01
337 2020-01-01
337 2019-01-01
337 2018-01-01
337 2017-01-01 T R BICK
337 2016-01-01 T R BICK
337 2015-01-01 T R BICK

Plan Statistics for MY FUTURE 401K PLAN FIDUCIARY WISE, LLC

401k plan membership statisitcs for MY FUTURE 401K PLAN FIDUCIARY WISE, LLC

Measure Date Value
2022: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2022 401k membership
Total participants, beginning-of-year 2022-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 149
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 35
Total of all active and inactive participants 2022-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 184
Number of participants with account balances 2022-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2021 401k membership
Total participants, beginning-of-year 2021-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 155
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 34
Total of all active and inactive participants 2021-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 189
Number of participants with account balances 2021-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2020 401k membership
Total participants, beginning-of-year 2020-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 71
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 31
Total of all active and inactive participants 2020-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 102
Number of participants with account balances 2020-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2019 401k membership
Total participants, beginning-of-year 2019-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 82
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 37
Total of all active and inactive participants 2019-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 119
Number of participants with account balances 2019-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2018 401k membership
Total participants, beginning-of-year 2018-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 148
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 44
Total of all active and inactive participants 2018-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 192
Number of participants with account balances 2018-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2017 401k membership
Total participants, beginning-of-year 2017-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 158
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 38
Total of all active and inactive participants 2017-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 196
Number of participants with account balances 2017-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2016 401k membership
Total participants, beginning-of-year 2016-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 136
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 32
Total of all active and inactive participants 2016-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 168
Number of participants with account balances 2016-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2015 401k membership
Total participants, beginning-of-year 2015-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 126
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 26
Total of all active and inactive participants 2015-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 152
Number of participants with account balances 2015-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2022 401k membership
Total participants, beginning-of-year	2022-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	149
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	35
Total of all active and inactive participants	2022-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	184
Number of participants with account balances	2022-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2021 401k membership
Total participants, beginning-of-year	2021-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	155
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	34
Total of all active and inactive participants	2021-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	189
Number of participants with account balances	2021-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2020 401k membership
Total participants, beginning-of-year	2020-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	71
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	31
Total of all active and inactive participants	2020-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	102
Number of participants with account balances	2020-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2019 401k membership
Total participants, beginning-of-year	2019-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	82
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	37
Total of all active and inactive participants	2019-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	119
Number of participants with account balances	2019-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2018 401k membership
Total participants, beginning-of-year	2018-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	148
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	44
Total of all active and inactive participants	2018-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	192
Number of participants with account balances	2018-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2017 401k membership
Total participants, beginning-of-year	2017-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	158
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	38
Total of all active and inactive participants	2017-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	196
Number of participants with account balances	2017-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2016 401k membership
Total participants, beginning-of-year	2016-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	136
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	32
Total of all active and inactive participants	2016-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	168
Number of participants with account balances	2016-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2015 401k membership
Total participants, beginning-of-year	2015-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	126
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	26
Total of all active and inactive participants	2015-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	152
Number of participants with account balances	2015-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on MY FUTURE 401K PLAN FIDUCIARY WISE, LLC

Measure	Date	Value
2022 : MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-45,314
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$40,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$30,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$49,586
Value of total assets at end of year	2022-12-31	$453,042
Value of total assets at beginning of year	2022-12-31	$538,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$10,371
Total interest from all sources	2022-12-31	$2,026
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 year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$10,371
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$60,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$29,586
Participant contributions at end of year	2022-12-31	$11,050
Participant contributions at beginning of year	2022-12-31	$15,075
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-85,689
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$453,042
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$538,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$421,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$503,651
Interest on participant loans	2022-12-31	$2,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-96,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$20,000
Employer contributions (assets) at end of year	2022-12-31	$20,000
Employer contributions (assets) at beginning of year	2022-12-31	$20,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$30,004
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN	2022-12-31	453976013
2021 : MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$118,900
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$9,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$50,465
Value of total assets at end of year	2021-12-31	$538,731
Value of total assets at beginning of year	2021-12-31	$429,184
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$9,353
Total interest from all sources	2021-12-31	$564
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$67,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$67,871
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$50,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$30,460
Participant contributions at end of year	2021-12-31	$15,075
Participant contributions at beginning of year	2021-12-31	$8,448
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$109,547
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$538,731
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$429,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$4,544
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$503,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$420,736
Interest on participant loans	2021-12-31	$564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$20,005
Employer contributions (assets) at end of year	2021-12-31	$20,005
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$0
Contract administrator fees	2021-12-31	$4,809
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN	2021-12-31	453976013
2020 : MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$85,581
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$24,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$15,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$29,502
Value of total assets at end of year	2020-12-31	$429,184
Value of total assets at beginning of year	2020-12-31	$368,040
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$8,477
Total interest from all sources	2020-12-31	$840
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$55,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$55,239
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$50,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$29,502
Participant contributions at end of year	2020-12-31	$8,448
Participant contributions at beginning of year	2020-12-31	$14,718
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$675
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$61,144
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$429,184
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$368,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$3,375
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$420,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$353,653
Interest on participant loans	2020-12-31	$840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$0
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$-1,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$15,960
Contract administrator fees	2020-12-31	$5,102
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN	2020-12-31	453976013
2019 : MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2019 401k financial data
Total unrealized appreciation/depreciation of assets	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 income from all sources (including contributions)	2019-12-31	$106,646
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$30,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$22,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$40,989
Value of total assets at end of year	2019-12-31	$368,040
Value of total assets at beginning of year	2019-12-31	$291,437
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$7,487
Total interest from all sources	2019-12-31	$819
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$64,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$64,838
Administrative expenses professional fees incurred	2019-12-31	$7,487
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$50,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$40,951
Participant contributions at end of year	2019-12-31	$14,718
Participant contributions at beginning of year	2019-12-31	$5,040
Participant contributions at end of year	2019-12-31	$675
Participant contributions at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$76,603
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$368,040
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$291,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$353,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$286,397
Interest on participant loans	2019-12-31	$819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$38
Employer contributions (assets) at end of year	2019-12-31	$-1,006
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$22,556
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN	2019-12-31	453976013
2018 : MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$35,225
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$45,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$37,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$51,828
Value of total assets at end of year	2018-12-31	$291,437
Value of total assets at beginning of year	2018-12-31	$301,796
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$8,472
Total interest from all sources	2018-12-31	$375
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$-16,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$-16,978
Administrative expenses professional fees incurred	2018-12-31	$8,472
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$50,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$51,828
Participant contributions at end of year	2018-12-31	$5,040
Participant contributions at beginning of year	2018-12-31	$8,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-10,359
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$291,437
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$301,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$286,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$293,024
Interest on participant loans	2018-12-31	$375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$37,112
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN	2018-12-31	453976013
2017 : MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$105,396
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$41,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$34,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$66,752
Value of total assets at end of year	2017-12-31	$301,796
Value of total assets at beginning of year	2017-12-31	$238,263
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$7,248
Total interest from all sources	2017-12-31	$375
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$38,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$38,269
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$50,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$66,752
Participant contributions at end of year	2017-12-31	$8,772
Participant contributions at beginning of year	2017-12-31	$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$63,533
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$301,796
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$238,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$7,248
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$293,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$237,263
Interest on participant loans	2017-12-31	$375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$34,615
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN	2017-12-31	453976013
2016 : MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$82,841
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$18,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$12,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$63,253
Value of total assets at end of year	2016-12-31	$238,263
Value of total assets at beginning of year	2016-12-31	$173,505
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,937
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$5,937
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$30,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$63,253
Participant contributions at end of year	2016-12-31	$1,000
Participant contributions at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$64,758
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$238,263
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$173,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$237,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$173,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$19,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$12,146
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	JASON UNDERWOOD CPA, PLLC
Accountancy firm EIN	2016-12-31	453976013
2015 : MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2015 401k financial data
Total income from all sources	2015-12-31	$61,004
Expenses. Total of all expenses incurred	2015-12-31	$16,363
Benefits paid (including direct rollovers)	2015-12-31	$11,169
Total plan assets at end of year	2015-12-31	$173,505
Total plan assets at beginning of year	2015-12-31	$128,864
Value of fidelity bond covering the plan	2015-12-31	$30,000
Total contributions received or receivable from participants	2015-12-31	$67,037
Other income received	2015-12-31	$-6,033
Net income (gross income less expenses)	2015-12-31	$44,641
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$173,505
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$128,864
Assets. Value of participant loans	2015-12-31	$1,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,194
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 MY FUTURE 401K PLAN FIDUCIARY WISE, LLC

2022: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MY FUTURE 401K PLAN FIDUCIARY WISE, LLC 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MY FUTURE 401K PLAN 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: MY FUTURE 401K PLAN 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 IDEN'S DEALER SERVICES
Employer identification number (EIN):	464077672
NAIC Classification:	811190

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
337	2023-01-01	KAREN MILLER	2024-07-29
337	2022-01-01
337	2021-01-01
337	2020-01-01
337	2019-01-01
337	2018-01-01
337	2017-01-01	T R BICK
337	2016-01-01	T R BICK
337	2015-01-01	T R BICK