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

Plan NameMY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC
Plan identification number 337

MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC Benefits

401k Plan TypeDefined 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 MITIGATION MASTERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE, LLC FBO MITIGATION MASTERS, LLC
Employer identification number (EIN):611734440
NAIC Classification:238900

Additional information about FIDUCIARY WISE, LLC FBO MITIGATION MASTERS, LLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2014-03-10
Company Identification Number: 603383753
Legal Registered Office Address: 1016 S 30TH ST

TACOMA
United States of America (USA)
984090000

More information about FIDUCIARY WISE, LLC FBO MITIGATION MASTERS, LLC

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3372023-01-01KAREN MILLER2024-06-20
3372022-01-01KRISTI DALLEY2023-07-10
3372021-01-01KRISTI DALLEY2022-07-29
3372020-01-01KRISTI DALLEY2021-07-02
3372019-01-01KRISTI DALLEY2020-06-08
3372018-01-01KRISTI DALLEY2019-05-10
3372017-01-01T R BICK2018-07-20
3372016-01-01T R BICK
3372015-01-01T R BICK

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

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

Measure Date Value
2016: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k membership
Total participants, beginning-of-year2016-01-0112
Total number of active participants reported on line 7a of the Form 55002016-01-0111
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0113
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 401k membership
Total participants, beginning-of-year2015-01-0118
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0112
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

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

Measure Date Value
2016 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k financial data
Total income from all sources2016-12-31$55,423
Expenses. Total of all expenses incurred2016-12-31$3,132
Benefits paid (including direct rollovers)2016-12-31$1,212
Total plan assets at end of year2016-12-31$137,752
Total plan assets at beginning of year2016-12-31$85,461
Value of fidelity bond covering the plan2016-12-31$10,000
Total contributions received or receivable from participants2016-12-31$38,605
Other income received2016-12-31$11,029
Net income (gross income less expenses)2016-12-31$52,291
Net plan assets at end of year (total assets less liabilities)2016-12-31$137,752
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$85,461
Total contributions received or receivable from employer(s)2016-12-31$5,789
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,920
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 401k financial data
Total income from all sources2015-12-31$45,130
Expenses. Total of all expenses incurred2015-12-31$5,811
Benefits paid (including direct rollovers)2015-12-31$3,997
Total plan assets at end of year2015-12-31$85,461
Total plan assets at beginning of year2015-12-31$46,142
Value of fidelity bond covering the plan2015-12-31$4,615
Total contributions received or receivable from participants2015-12-31$40,342
Other income received2015-12-31$-1,835
Net income (gross income less expenses)2015-12-31$39,319
Net plan assets at end of year (total assets less liabilities)2015-12-31$85,461
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$46,142
Total contributions received or receivable from employer(s)2015-12-31$6,623
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,814
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 MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

2016: MY FUTURE 401(K) PLAN 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: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
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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