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WISE OWLZ INC. RETIREMENT PLAN 401k Plan overview

Plan NameWISE OWLZ INC. RETIREMENT PLAN
Plan identification number 001

WISE OWLZ INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WISE OWLZ INC. has sponsored the creation of one or more 401k plans.

Company Name:WISE OWLZ INC.
Employer identification number (EIN):874714796
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WISE OWLZ INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01

Plan Statistics for WISE OWLZ INC. RETIREMENT PLAN

401k plan membership statisitcs for WISE OWLZ INC. RETIREMENT PLAN

Measure Date Value
2023: WISE OWLZ INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-012
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012
Number of participants with account balances2023-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: WISE OWLZ INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-010
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010

Financial Data on WISE OWLZ INC. RETIREMENT PLAN

Measure Date Value
2023 : WISE OWLZ INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$-40,779
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$138,321
Total plan assets at beginning of year2023-12-31$179,100
Value of fidelity bond covering the plan2023-12-31$25,000
Other income received2023-12-31$-40,779
Net income (gross income less expenses)2023-12-31$-40,779
Net plan assets at end of year (total assets less liabilities)2023-12-31$138,321
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$179,100
Assets. Value of employer securities2023-12-31$138,321
2022 : WISE OWLZ INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$179,100
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$179,100
Value of fidelity bond covering the plan2022-12-31$25,000
Contributions received from other sources (not participants or employers)2022-12-31$198,924
Other income received2022-12-31$-19,824
Net income (gross income less expenses)2022-12-31$179,100
Net plan assets at end of year (total assets less liabilities)2022-12-31$179,100
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$0
Assets. Value of employer securities2022-12-31$179,100

Form 5500 Responses for WISE OWLZ INC. RETIREMENT PLAN

2023: WISE OWLZ INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WISE OWLZ INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01First time form 5500 has been submittedYes
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes

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