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| Plan Name | EMPLOYEE FIRST 401 K PLAN |
| Plan identification number | 335 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | FIDUCIARY WISE, LLC FBO THE ACCOUNTANT'S OFFICE, LLC |
| Employer identification number (EIN): | 861033653 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 335 | 2015-01-01 | T R BICK |
| Measure | Date | Value |
|---|---|---|
| 2015: EMPLOYEE FIRST 401 K PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 0 |
| Number of participants with account balances | 2015-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2015 : EMPLOYEE FIRST 401 K PLAN 2015 401k financial data | ||
| Transfers to/from the plan | 2015-12-31 | $-50,176 |
| Total income from all sources | 2015-12-31 | $6,634 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $129 |
| Total plan assets at end of year | 2015-12-31 | $0 |
| Total plan assets at beginning of year | 2015-12-31 | $43,671 |
| Value of fidelity bond covering the plan | 2015-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $4,719 |
| Other income received | 2015-12-31 | $879 |
| Net income (gross income less expenses) | 2015-12-31 | $6,505 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $43,671 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $1,036 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $129 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2015: EMPLOYEE FIRST 401 K PLAN 2015 form 5500 responses | ||
|---|---|---|
| 2015-01-01 | Type of plan entity | Mulitple employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | Yes |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
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