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| Plan Name | ETF ADVISOR K MEP FIDUCIARY WISE LLC |
| Plan identification number | 336 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | FIDUCIARY WISE LLC FBO CLOVER CONSTRUCTION, INC. |
| Employer identification number (EIN): | 770232173 |
| NAIC Classification: | 236110 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 336 | 2022-01-01 | KRISTI DALLEY | 2023-09-18 | ||
| 336 | 2021-01-01 | KRISTI DALLEY | 2022-07-12 | ||
| 336 | 2020-01-01 | KRISTI DALLEY | 2021-07-29 | ||
| 336 | 2019-01-01 | KRISTI DALLEY | 2020-07-29 | ||
| 336 | 2018-01-01 | KRISTI DALLEY | 2019-06-20 | ||
| 336 | 2017-01-01 | T R BICK | 2018-07-23 | ||
| 336 | 2016-01-01 | T R BICK | |||
| 336 | 2016-01-01 | T R BICK |
| Measure | Date | Value |
|---|---|---|
| 2016: ETF ADVISOR K MEP FIDUCIARY WISE LLC 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 64 |
| 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 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 64 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 64 |
| Number of participants with account balances | 2016-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2016 : ETF ADVISOR K MEP FIDUCIARY WISE LLC 2016 401k financial data | ||
| Transfers to/from the plan | 2016-12-31 | $81,426 |
| Total income from all sources | 2016-12-31 | $218,553 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,767 |
| Total plan assets at end of year | 2016-12-31 | $216,786 |
| Value of fidelity bond covering the plan | 2016-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $81,087 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $81,426 |
| Other income received | 2016-12-31 | $9,099 |
| Net income (gross income less expenses) | 2016-12-31 | $216,786 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $216,786 |
| 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 | $46,941 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,767 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2016: ETF ADVISOR K MEP FIDUCIARY WISE LLC 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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