Logo

401k Sponsoring company profile

FIDUCIARY WISE,LLC FBO PERSONALIZED HEMATOLOGY-ONCOLOGY OF WAKE FOREST has sponsored the creation of one or more 401k plans.

Company Name:FIDUCIARY WISE,LLC FBO PERSONALIZED HEMATOLOGY-ONCOLOGY OF WAKE FOREST
Employer identification number (EIN):454188515
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

The following addresses have been detected on the 401k submissions:

USA Location Address
11635 NORTHPACK DRIVE
SUITE 250
WAKE FOREST
NC
27587
Date first seen: 2007-01-01
Date last seen: 2024-09-23
USA Location Address
2487 S. GILBERT RD.
SUITE 106-454
GILBERT
AZ
85295
Date first seen: 2009-01-01
Date last seen: 2024-09-30

Plan Sponsor Events

Sponsoring Company Events

DateDescription
2023-07-10454188515 Change of name detected from PERSONALIZED HEMATOLOGY-ONCOLOGY OF WAKE FOREST to FIDUCIARY WISE,LLC FBO PERSONALIZED HEMATOLOGY-ONCOLOGY OF WAKE FOREST
2023-07-10454188515 Change of plan name detected from ETF ADVISOR K MEP PLAN to ETF ADVISOR K MEP FIDUCIARY WISE, LLC for plan ID 336

FIDUCIARY WISE,LLC FBO PERSONALIZED HEMATOLOGY-ONCOLOGY OF WAKE FOREST 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
336ETF ADVISOR K MEP FIDUCIARY WISE, LLC2017-01-01 2017-01-01
001PERSONALIZED HEMATOLOGY CASH BALANCE PLAN2021-01-01 2019-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2023-09-15Employer Contributions $ 15,000
2023-09-15Employee Contributions $ 15,000
2023-08-25Employer Contributions $ 20,000
2023-08-25Employee Contributions $ 20,000
2023-07-28Employer Contributions $ 20,000
2023-07-28Employee Contributions $ 20,000
2023-06-30Employer Contributions $ 27,000
2023-06-30Employee Contributions $ 27,000
2023-05-26Employer Contributions $ 16,000
2023-05-26Employee Contributions $ 16,000
2023-04-28Employer Contributions $ 16,000
2023-04-28Employee Contributions $ 16,000
2023-03-31Employer Contributions $ 20,000
2023-03-31Employee Contributions $ 20,000
2023-02-24Employer Contributions $ 16,000
2023-02-24Employee Contributions $ 16,000
2023-01-27Employer Contributions $ 16,000
2023-01-27Employee Contributions $ 16,000
2022-12-30Employer Contributions $ 20,000
2022-12-30Employee Contributions $ 20,000
2022-11-28Employer Contributions $ 16,000
2022-11-28Employee Contributions $ 16,000
2022-10-28Employer Contributions $ 16,000
2022-10-28Employee Contributions $ 16,000
2022-09-12Employer Contributions $ 48,200
2022-09-12Employee Contributions $ 48,200
2022-08-25Employer Contributions $ 24,000
2022-08-25Employee Contributions $ 24,000
2022-07-28Employer Contributions $ 48,000
2022-07-28Employee Contributions $ 48,000
2022-06-24Employer Contributions $ 12,000
2022-06-24Employee Contributions $ 12,000
2022-02-16Employer Contributions $ 27,000
2022-02-16Employee Contributions $ 27,000
2022-01-26Employer Contributions $ 36,000
2022-01-26Employee Contributions $ 36,000

Potentially Related Companies

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1