Plan5500

Preferred Employer Plan Fbo Foothills Gateway, Inc — Form 5500 plan (Fiduciary Wise, LLC Fbo Foothills Gateway, 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, Preferred Employer Plan Fbo Foothills Gateway, Inc is a benefit plan reported by Fiduciary Wise, LLC Fbo Foothills Gateway, Inc. under EIN 23-7019672 and plan number 200. The latest loaded filing year is 2023. The filing reports 276 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fiduciary Wise, LLC Fbo Foothills Gateway, Inc.
EIN
23-7019672
Plan number
200
Plan type
2
Location
Gilbert, AZ
Latest filing year
2023
Participants
276
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023276H, C20240626082514NAL0009196337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$10,659,338

Income & contributions

Employer contributions
$346,972
Participant contributions
$315,380
Total contributions
$664,273
Total income / additions
$2,131,762

Expenses & distributions

Benefits paid
$1,175,193
Administrative expenses
$57,689
Total expenses
$1,240,012
Net increase / (decrease)
$891,750

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideCUSTODIAN$23,554$662023
Inwest Retirement SolutionsTPA$11,074not reported in the loaded dataset2023
Ifam CapitalADVISOR$10,835not reported in the loaded dataset2023
Fiduciary Wise, LLCNAMED FIDUCIARY$10,833not reported in the loaded dataset2023

Related Form 5500 pages