Etf Advisor K Mep Fiduciary Wise LLC — Form 5500 plan (Fiduciary Wise LLC Fbo Prime Care Coordination, LLC)

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, Etf Advisor K Mep Fiduciary Wise LLC is a benefit plan reported by Fiduciary Wise LLC Fbo Prime Care Coordination, LLC under EIN 82-1094163 and plan number 336. The latest loaded filing year is 2023. The filing reports 460 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants460Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensationNone reported
Plan sponsor
Fiduciary Wise LLC Fbo Prime Care Coordination, LLC
EIN
82-1094163
Plan number
336
Plan type
2
Location
Gilbert, AZ
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    460 participants · 2Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Money in vs. money out
Total income / additions$244.4K
Total expenses$71.7K
Benefits paid / distributions$51.4K
Contributions
Employer$0
Participant$113.1K
Full reported line items

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$1,810,859

Income & contributions

Employer contributions
$0
Participant contributions
$113,088
Total contributions
$121,894
Total income / additions
$244,404

Expenses & distributions

Benefits paid
$51,398
Administrative expenses
$20,351
Total expenses
$71,749
Net increase / (decrease)
$172,655
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Benefits paid ÷ total income21%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages