2023 Form 5500 filing — Cpr Advisor K Mep Fiduciary Wise LLC
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240925160946NAL0014612913001) for Cpr Advisor K Mep Fiduciary Wise LLC, reported by Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC under EIN 33-1227799 and plan number 340. It reports 367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925160946NAL0014612913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fiduciary Wise LLC Fbo Arcelormittal Texas Hbi, LLC
- EIN
- 33-1227799
- Plan number
- 340
- Location
- Gilbert, AZ
- Participants
- 367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,343,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,343,983
- Employer contributions
- $970,674
- Participant contributions
- $1,555,950
- Total income / additions
- $4,256,960
- Benefits paid
- $2,192,473
- Administrative expenses
- $107,203
- Total expenses
- $2,299,676
- Net increase / (decrease)
- $1,957,284
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Futurebenefits Of America | RECORDKEEPER | $35,682 | not reported in the loaded dataset |
| Fiduciary Wise, LLC | FIDUCIARY | $10,985 | not reported in the loaded dataset |
| Bell Rock Capital | ADVSIOR | $5,497 | not reported in the loaded dataset |