2023 Form 5500 filing — Preferred Employer Plan Ii
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 20241015170804NAL0029208193001) for Preferred Employer Plan Ii, reported by Fiduciary Wise, LLC under EIN 92-3047404 and plan number 001. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170804NAL0029208193001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Fiduciary Wise, LLC
- EIN
- 92-3047404
- Plan number
- 001
- Location
- Gilbert, AZ
- Participants
- 297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,192,046
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,192,046
- Employer contributions
- $332,035
- Participant contributions
- $579,269
- Total income / additions
- $1,765,596
- Benefits paid
- $336,954
- Administrative expenses
- $32,689
- Total expenses
- $381,054
- Net increase / (decrease)
- $1,384,542
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN | $86,638 | not reported in the loaded dataset |
| Ifam Capital | ADVISOR | $11,374 | not reported in the loaded dataset |
| Inwest Retirement Solutions | TPA | $5,668 | not reported in the loaded dataset |