FIDUCIARY WISE, LLC FBO PETERSON DENTAL LABORATORY, INC. has sponsored the creation of one or more 401k plans.
Additional information about FIDUCIARY WISE, LLC FBO PETERSON DENTAL LABORATORY, INC.
| Measure | Date | Value |
|---|
| 2017: WEALTHY & WISE 401K PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 26 |
| Number of participants with account balances | 2017-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: WEALTHY & WISE 401K PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 21 |
| 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 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 22 |
| Number of participants with account balances | 2016-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2017 : WEALTHY & WISE 401K PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $137,253 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $32,833 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $29,761 |
| Total plan assets at end of year | 2017-12-31 | $283,233 |
| Total plan assets at beginning of year | 2017-12-31 | $178,813 |
| Value of fidelity bond covering the plan | 2017-12-31 | $40,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $70,298 |
| Other income received | 2017-12-31 | $26,438 |
| Net income (gross income less expenses) | 2017-12-31 | $104,420 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $283,233 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $178,813 |
| Assets. Value of participant loans | 2017-12-31 | $295 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $40,517 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,072 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : WEALTHY & WISE 401K PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $180,288 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,475 |
| Total plan assets at end of year | 2016-12-31 | $178,813 |
| Total plan assets at beginning of year | 2016-12-31 | $0 |
| Value of fidelity bond covering the plan | 2016-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $51,375 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $80,355 |
| Other income received | 2016-12-31 | $13,874 |
| Net income (gross income less expenses) | 2016-12-31 | $178,813 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $178,813 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $34,684 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,475 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2017: WEALTHY & WISE 401K PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Mulitple 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: WEALTHY & WISE 401K PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Mulitple employer plan |
| 2016-01-01 | First time form 5500 has been submitted | Yes |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
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