401k Plan data: MAKE SENSE 401K FIDUCIARY WISE, LLC plan

MAKE SENSE 401K FIDUCIARY WISE, LLC 401k Plan overview

Plan Name	MAKE SENSE 401K FIDUCIARY WISE, LLC
Plan identification number	334

MAKE SENSE 401K FIDUCIARY WISE, LLC Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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 FLAHERTY FINANCIAL GROUP has sponsored the creation of one or more 401k plans.

Company Name: FIDUCIARY WISE, LLC FBO FLAHERTY FINANCIAL GROUP

Employer identification number (EIN): 880515852

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAKE SENSE 401K FIDUCIARY WISE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
334 2022-01-01 KRISTI DALLEY 2023-07-26
334 2021-01-01 KRISTI DALLEY 2022-07-26
334 2020-01-01 KRISTI DALLEY 2021-07-13
334 2019-01-01 KRISTI DALLEY 2020-07-06
334 2018-01-01 KRISTI DALLEY 2019-05-20
334 2017-01-01 T R BICK 2018-07-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
334	2022-01-01	KRISTI DALLEY	2023-07-26
334	2021-01-01	KRISTI DALLEY	2022-07-26
334	2020-01-01	KRISTI DALLEY	2021-07-13
334	2019-01-01	KRISTI DALLEY	2020-07-06
334	2018-01-01	KRISTI DALLEY	2019-05-20
334	2017-01-01	T R BICK	2018-07-23

Potentially related plans

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Company Name:	FIDUCIARY WISE, LLC FBO FLAHERTY FINANCIAL GROUP
Employer identification number (EIN):	880515852
NAIC Classification:	541219
NAIC Description:	Other Accounting Services