2023 Form 5500 filing — 401(K) Total Advantage Fbo Kahoots, Inc.
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 20241014152614NAL0054188690001) for 401(K) Total Advantage Fbo Kahoots, Inc., reported by Fiduciary Wise, LLC Fbo Kahoots, Inc. under EIN 33-0630459 and plan number 101. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152614NAL0054188690001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fiduciary Wise, LLC Fbo Kahoots, Inc.
- EIN
- 33-0630459
- Plan number
- 101
- Location
- Gilbert, AZ
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $575,507
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $575,507
- Employer contributions
- $120,750
- Participant contributions
- $282,726
- Total income / additions
- $450,447
- Benefits paid
- $5,271
- Administrative expenses
- $18,449
- Total expenses
- $23,720
- Net increase / (decrease)
- $426,727
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $15,420 | $0 |
| Ameriprise Financial Services Inc | INVESTMENT ADVISORY | $1,542 | not reported in the loaded dataset |
| Tpa Services, Inc. | RECORDKEEPER | $1,100 | $0 |
| Fiduciary Wise, LLC | PLAN ADMINSITRATOR | $225 | not reported in the loaded dataset |
| Bell Rock Capital, LLC | INVESTMENT ADVISORY | $80 | not reported in the loaded dataset |
| The Bryn Mawr Trust Company | INVESTMENT ADVISORY | $32 | not reported in the loaded dataset |