Plan5500

401(K) Total Advantage Fbo Kahoots, Inc. — Form 5500 plan (Fiduciary Wise, LLC Fbo Kahoots, Inc.)

Plain-English plan 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, 401(K) Total Advantage Fbo Kahoots, Inc. is a benefit plan reported by Fiduciary Wise, LLC Fbo Kahoots, Inc. under EIN 33-0630459 and plan number 101. The latest loaded filing year is 2023. The filing reports 151 participants and $575,507 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fiduciary Wise, LLC Fbo Kahoots, Inc.
EIN
33-0630459
Plan number
101
Plan type
2
Location
Gilbert, AZ
Latest filing year
2023
Participants
151
End-of-year plan assets
$575,507

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20241014152614NAL0054188690001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$575,507
Total liabilities (EOY)
$0
Net assets (EOY)
$575,507
Net assets (BOY)
$148,780

Income & contributions

Employer contributions
$120,750
Participant contributions
$282,726
Total contributions
$403,476
Total income / additions
$450,447

Expenses & distributions

Benefits paid
$5,271
Administrative expenses
$18,449
Total expenses
$23,720
Net increase / (decrease)
$426,727

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$15,420$02023
Ameriprise Financial Services IncINVESTMENT ADVISORY$1,542not reported in the loaded dataset2023
Tpa Services, Inc.RECORDKEEPER$1,100$02023
Fiduciary Wise, LLCPLAN ADMINSITRATOR$225not reported in the loaded dataset2023
Bell Rock Capital, LLCINVESTMENT ADVISORY$80not reported in the loaded dataset2023
The Bryn Mawr Trust CompanyINVESTMENT ADVISORY$32not reported in the loaded dataset2023

Related Form 5500 pages