Plan5500

Fiduciary Wise, LLC Fbo Kahoots, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fiduciary Wise, LLC Fbo Kahoots, Inc. (EIN 33-0630459) is a plan sponsor located in Gilbert, AZ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
33-0630459
Location
Gilbert, AZ
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Fiduciary Wise, LLC Fbo Kahoots, Inc.

  • 2 loaded plans hold $575.5K in reported assets.
  • The largest, 401(K) Total Advantage Fbo Kahoots, Inc., holds 100% of this company's reported plan assets.
  • Plans cover 265 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$575.5KSummed across loaded plans$575,507
Total reported assets$575.5K$575,507
Total reported participants265
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$575.5K total assets
Net assets$575.5KLiabilities$0
Contributions & income
Employer contributions$120.8K
Participant contributions$282.7K
Total income / additions$450.4K
Expenses & distributions
Benefits paid / distributions$5.3K
Total expenses$23.7K
Net increase / (decrease)$426.7K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%401(K) Total Advantage Fbo Kahoots, Inc.
Participants per plan133Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    401(K) Total Advantage Fbo Kahoots, Inc.$575.5K
    Plan #101 · 151 participants · 2023
  2. 2
    Kahoots Inc Health & Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 114 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Fiduciary Wise, LLC Fbo Kahoots, Inc.. Open one for its full reported snapshot.

  1. 2023
    Kahoots Inc Health & Welfare Benefits Plan114 participants · 2No schedules
    View filing →
  2. 2023
    401(K) Total Advantage Fbo Kahoots, Inc.151 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Fiduciary Wise, LLC Fbo Kahoots, Inc. report on Form 5500?
Fiduciary Wise, LLC Fbo Kahoots, Inc. (EIN 33-0630459) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Fiduciary Wise, LLC Fbo Kahoots, Inc.?
The Employer Identification Number (EIN) reported for Fiduciary Wise, LLC Fbo Kahoots, Inc. is 33-0630459.
What is the latest Form 5500 filing year for Fiduciary Wise, LLC Fbo Kahoots, Inc.?
The latest loaded Form 5500 filing year for Fiduciary Wise, LLC Fbo Kahoots, Inc. is 2023.

Related Form 5500 pages