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 | ||||||
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Date first seen: 2007-01-01 | ||||||
Date last seen: 2024-09-23 | ||||||
USA Location Address | ||||||
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Date first seen: 2009-01-01 | ||||||
Date last seen: 2024-09-30 | ||||||
Date | Description |
---|---|
2023-07-10 | 454188515 Change of name detected from PERSONALIZED HEMATOLOGY-ONCOLOGY OF WAKE FOREST to FIDUCIARY WISE,LLC FBO PERSONALIZED HEMATOLOGY-ONCOLOGY OF WAKE FOREST |
2023-07-10 | 454188515 Change of plan name detected from ETF ADVISOR K MEP PLAN to ETF ADVISOR K MEP FIDUCIARY WISE, LLC for plan ID 336 |
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
---|---|---|---|
336 | ETF ADVISOR K MEP FIDUCIARY WISE, LLC | 2017-01-01 | 2017-01-01 |
001 | PERSONALIZED HEMATOLOGY CASH BALANCE PLAN | 2021-01-01 | 2019-01-01 |
Date | Type of contribution | Contribution |
---|---|---|
2023-09-15 | Employer Contributions | $ 15,000 |
2023-09-15 | Employee Contributions | $ 15,000 |
2023-08-25 | Employer Contributions | $ 20,000 |
2023-08-25 | Employee Contributions | $ 20,000 |
2023-07-28 | Employer Contributions | $ 20,000 |
2023-07-28 | Employee Contributions | $ 20,000 |
2023-06-30 | Employer Contributions | $ 27,000 |
2023-06-30 | Employee Contributions | $ 27,000 |
2023-05-26 | Employer Contributions | $ 16,000 |
2023-05-26 | Employee Contributions | $ 16,000 |
2023-04-28 | Employer Contributions | $ 16,000 |
2023-04-28 | Employee Contributions | $ 16,000 |
2023-03-31 | Employer Contributions | $ 20,000 |
2023-03-31 | Employee Contributions | $ 20,000 |
2023-02-24 | Employer Contributions | $ 16,000 |
2023-02-24 | Employee Contributions | $ 16,000 |
2023-01-27 | Employer Contributions | $ 16,000 |
2023-01-27 | Employee Contributions | $ 16,000 |
2022-12-30 | Employer Contributions | $ 20,000 |
2022-12-30 | Employee Contributions | $ 20,000 |
2022-11-28 | Employer Contributions | $ 16,000 |
2022-11-28 | Employee Contributions | $ 16,000 |
2022-10-28 | Employer Contributions | $ 16,000 |
2022-10-28 | Employee Contributions | $ 16,000 |
2022-09-12 | Employer Contributions | $ 48,200 |
2022-09-12 | Employee Contributions | $ 48,200 |
2022-08-25 | Employer Contributions | $ 24,000 |
2022-08-25 | Employee Contributions | $ 24,000 |
2022-07-28 | Employer Contributions | $ 48,000 |
2022-07-28 | Employee Contributions | $ 48,000 |
2022-06-24 | Employer Contributions | $ 12,000 |
2022-06-24 | Employee Contributions | $ 12,000 |
2022-02-16 | Employer Contributions | $ 27,000 |
2022-02-16 | Employee Contributions | $ 27,000 |
2022-01-26 | Employer Contributions | $ 36,000 |
2022-01-26 | Employee Contributions | $ 36,000 |