401k Plan data: ETF ADVISOR K MEP PLAN plan

ETF ADVISOR K MEP PLAN 401k Plan overview

Plan Name	ETF ADVISOR K MEP PLAN
Plan identification number	001

ETF ADVISOR K MEP PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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 ALABAMA DIGESTIVE DISORDERS CENTER, PC has sponsored the creation of one or more 401k plans.

Company Name: FIDUCIARY WISE, LLC FBO ALABAMA DIGESTIVE DISORDERS CENTER, PC

Employer identification number (EIN): 631187064

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ETF ADVISOR K MEP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 LYNNE MCAULEY
001 2013-01-01 LYNNE MCAULEY
001 2012-01-01 MIKE SEGARS, CPA
001 2011-01-01 MIKE SEGARS, CPA
001 2010-01-01 MIKE SEGARS, CPA
001 2009-01-01 MIKE SEGARS, CPA

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	LYNNE MCAULEY
001	2013-01-01	LYNNE MCAULEY
001	2012-01-01	MIKE SEGARS, CPA
001	2011-01-01	MIKE SEGARS, CPA
001	2010-01-01	MIKE SEGARS, CPA
001	2009-01-01	MIKE SEGARS, CPA

Plan Statistics for ETF ADVISOR K MEP PLAN

401k plan membership statisitcs for ETF ADVISOR K MEP PLAN

Measure Date Value
2014: ETF ADVISOR K MEP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
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 2
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ETF ADVISOR K MEP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ETF ADVISOR K MEP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ETF ADVISOR K MEP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ETF ADVISOR K MEP PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 11
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 12
Number of participants with account balances 2010-01-01 11
2009: ETF ADVISOR K MEP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9

Measure	Date	Value
2014: ETF ADVISOR K MEP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
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	2
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ETF ADVISOR K MEP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ETF ADVISOR K MEP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ETF ADVISOR K MEP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ETF ADVISOR K MEP PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	11
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	12
Number of participants with account balances	2010-01-01	11
2009: ETF ADVISOR K MEP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9

Financial Data on ETF ADVISOR K MEP PLAN

Measure	Date	Value
2014 : ETF ADVISOR K MEP PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$184,585
Expenses. Total of all expenses incurred	2014-12-31	$113,348
Benefits paid (including direct rollovers)	2014-12-31	$98,152
Total plan assets at end of year	2014-12-31	$1,458,122
Total plan assets at beginning of year	2014-12-31	$1,386,885
Value of fidelity bond covering the plan	2014-12-31	$138,700
Total contributions received or receivable from participants	2014-12-31	$70,650
Other income received	2014-12-31	$22,398
Net income (gross income less expenses)	2014-12-31	$71,237
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,458,122
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,386,885
Total contributions received or receivable from employer(s)	2014-12-31	$91,537
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$15,196
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ETF ADVISOR K MEP PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$243,809
Expenses. Total of all expenses incurred	2013-12-31	$11,335
Benefits paid (including direct rollovers)	2013-12-31	$2,398
Total plan assets at end of year	2013-12-31	$1,346,134
Total plan assets at beginning of year	2013-12-31	$1,113,660
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$71,771
Other income received	2013-12-31	$134,183
Net income (gross income less expenses)	2013-12-31	$232,474
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,346,134
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,113,660
Total contributions received or receivable from employer(s)	2013-12-31	$37,855
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$8,937
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ETF ADVISOR K MEP PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$200,703
Expenses. Total of all expenses incurred	2012-12-31	$17,808
Benefits paid (including direct rollovers)	2012-12-31	$17,808
Total plan assets at end of year	2012-12-31	$1,113,660
Total plan assets at beginning of year	2012-12-31	$930,765
Value of fidelity bond covering the plan	2012-12-31	$115,000
Total contributions received or receivable from participants	2012-12-31	$36,532
Other income received	2012-12-31	$112,873
Net income (gross income less expenses)	2012-12-31	$182,895
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,113,660
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$930,765
Total contributions received or receivable from employer(s)	2012-12-31	$51,298
2011 : ETF ADVISOR K MEP PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$47,560
Total plan assets at end of year	2011-12-31	$930,765
Total plan assets at beginning of year	2011-12-31	$883,205
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$41,123
Other income received	2011-12-31	$-48,188
Net income (gross income less expenses)	2011-12-31	$47,560
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$930,765
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$883,205
Total contributions received or receivable from employer(s)	2011-12-31	$54,625
2010 : ETF ADVISOR K MEP PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$182,602
Total plan assets at end of year	2010-12-31	$883,205
Total plan assets at beginning of year	2010-12-31	$700,603
Value of fidelity bond covering the plan	2010-12-31	$90,000
Total contributions received or receivable from participants	2010-12-31	$38,370
Other income received	2010-12-31	$84,370
Net income (gross income less expenses)	2010-12-31	$182,602
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$883,205
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$700,603
Total contributions received or receivable from employer(s)	2010-12-31	$59,862
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$59,862
Amount contributed by the employer to the plan for this plan year	2010-12-31	$59,862
2009 : ETF ADVISOR K MEP PLAN 2009 401k financial data
Minimum employer required contribution for this plan year	2009-12-31	$53,394
Amount contributed by the employer to the plan for this plan year	2009-12-31	$53,394

Form 5500 Responses for ETF ADVISOR K MEP PLAN

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
2013: ETF ADVISOR K MEP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ETF ADVISOR K MEP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ETF ADVISOR K MEP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ETF ADVISOR K MEP PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ETF ADVISOR K MEP PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FIDUCIARY WISE, LLC FBO ALABAMA DIGESTIVE DISORDERS CENTER, PC
Employer identification number (EIN):	631187064
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)