401k Plan data: FFEC 401K PLAN SOLUTION plan

FFEC 401K PLAN SOLUTION 401k Plan overview

Plan Name	FFEC 401K PLAN SOLUTION
Plan identification number	004

FFEC 401K PLAN SOLUTION 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.
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 has sponsored the creation of one or more 401k plans.

Company Name: FIDUCIARY WISE, LLC

Employer identification number (EIN): 752483015

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FFEC 401K PLAN SOLUTION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2014-01-01 LYNNE MCAULEY
004 2013-01-01 LYNNE MCAULEY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2014-01-01	LYNNE MCAULEY
004	2013-01-01	LYNNE MCAULEY

Plan Statistics for FFEC 401K PLAN SOLUTION

401k plan membership statisitcs for FFEC 401K PLAN SOLUTION

Measure Date Value
2014: FFEC 401K PLAN SOLUTION 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
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 0
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FFEC 401K PLAN SOLUTION 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 1
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2014: FFEC 401K PLAN SOLUTION 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
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	0
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FFEC 401K PLAN SOLUTION 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	1
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on FFEC 401K PLAN SOLUTION

Measure	Date	Value
2014 : FFEC 401K PLAN SOLUTION 2014 401k financial data
Total income from all sources	2014-12-31	$112,763
Expenses. Total of all expenses incurred	2014-12-31	$14,357
Benefits paid (including direct rollovers)	2014-12-31	$11,787
Total plan assets at end of year	2014-12-31	$235,810
Total plan assets at beginning of year	2014-12-31	$137,404
Value of fidelity bond covering the plan	2014-12-31	$13,741
Total contributions received or receivable from participants	2014-12-31	$60,896
Contributions received from other sources (not participants or employers)	2014-12-31	$25,000
Other income received	2014-12-31	$9,074
Net income (gross income less expenses)	2014-12-31	$98,406
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$235,810
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$137,404
Assets. Value of participant loans	2014-12-31	$30,664
Total contributions received or receivable from employer(s)	2014-12-31	$17,793
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,570
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : FFEC 401K PLAN SOLUTION 2013 401k financial data
Total income from all sources	2013-12-31	$84,631
Expenses. Total of all expenses incurred	2013-12-31	$89,235
Benefits paid (including direct rollovers)	2013-12-31	$87,096
Total plan assets at end of year	2013-12-31	$137,404
Total plan assets at beginning of year	2013-12-31	$142,008
Value of fidelity bond covering the plan	2013-12-31	$15,000
Total contributions received or receivable from participants	2013-12-31	$38,712
Other income received	2013-12-31	$28,397
Net income (gross income less expenses)	2013-12-31	$-4,604
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$137,404
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$142,008
Assets. Value of participant loans	2013-12-31	$5,336
Total contributions received or receivable from employer(s)	2013-12-31	$17,522
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,139
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for FFEC 401K PLAN SOLUTION

2014: FFEC 401K PLAN SOLUTION 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: FFEC 401K PLAN SOLUTION 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

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Company Name:	FIDUCIARY WISE, LLC
Employer identification number (EIN):	752483015
NAIC Classification:	236200