401k Plan data: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC plan

MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 401k Plan overview

Plan Name	MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC
Plan identification number	337

MY FUTURE 401(K) PLAN 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.
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 FBO LORETTAS NORTHWESTERNER has sponsored the creation of one or more 401k plans.

Company Name: FIDUCIARY WISE, LLC FBO LORETTAS NORTHWESTERNER

Employer identification number (EIN): 463943936

NAIC Classification: 722410
NAIC Description: Drinking Places (Alcoholic Beverages)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
337 2023-01-01 KRISTI DALLEY 2024-06-21
337 2022-01-01 KRISTI DALLEY 2023-10-13
337 2021-01-01 KRISTI DALLEY 2022-07-23
337 2020-01-01 KRISTI DALLEY 2021-10-04
337 2019-01-01 KRISTI DALLEY 2020-07-01
337 2018-01-01 KRISTI DALLEY 2019-07-02
337 2017-01-01 T R BICK 2018-07-20
337 2016-01-01 T R BICK
337 2015-01-01 T R BICK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
337	2023-01-01	KRISTI DALLEY	2024-06-21
337	2022-01-01	KRISTI DALLEY	2023-10-13
337	2021-01-01	KRISTI DALLEY	2022-07-23
337	2020-01-01	KRISTI DALLEY	2021-10-04
337	2019-01-01	KRISTI DALLEY	2020-07-01
337	2018-01-01	KRISTI DALLEY	2019-07-02
337	2017-01-01	T R BICK	2018-07-20
337	2016-01-01	T R BICK
337	2015-01-01	T R BICK

Plan Statistics for MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

401k plan membership statisitcs for MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

Measure Date Value
2016: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k membership
Total participants, beginning-of-year 2016-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 14
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 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 14
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 14
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 1
Total of all active and inactive participants 2015-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 15
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2016: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k membership
Total participants, beginning-of-year	2016-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	14
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	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	14
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	14
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	1
Total of all active and inactive participants	2015-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	15
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

Measure	Date	Value
2016 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 401k financial data
Total income from all sources	2016-12-31	$26,309
Expenses. Total of all expenses incurred	2016-12-31	$5,146
Benefits paid (including direct rollovers)	2016-12-31	$4,093
Total plan assets at end of year	2016-12-31	$60,482
Total plan assets at beginning of year	2016-12-31	$39,319
Value of fidelity bond covering the plan	2016-12-31	$10,000
Total contributions received or receivable from participants	2016-12-31	$12,666
Other income received	2016-12-31	$4,349
Net income (gross income less expenses)	2016-12-31	$21,163
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$60,482
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$39,319
Total contributions received or receivable from employer(s)	2016-12-31	$9,294
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,053
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2015 401k financial data
Total income from all sources	2015-12-31	$20,847
Expenses. Total of all expenses incurred	2015-12-31	$623
Total plan assets at end of year	2015-12-31	$39,319
Total plan assets at beginning of year	2015-12-31	$19,095
Value of fidelity bond covering the plan	2015-12-31	$1,910
Total contributions received or receivable from participants	2015-12-31	$12,841
Other income received	2015-12-31	$-595
Net income (gross income less expenses)	2015-12-31	$20,224
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$39,319
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$19,095
Total contributions received or receivable from employer(s)	2015-12-31	$8,601
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$623
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC

2016: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
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
2015: MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC 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	No
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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Company Name:	FIDUCIARY WISE, LLC FBO LORETTAS NORTHWESTERNER
Employer identification number (EIN):	463943936
NAIC Classification:	722410
NAIC Description:	Drinking Places (Alcoholic Beverages)