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

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023460H20250326095303NAL0023856800001
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

Service provider compensation (Schedule C)

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

Related Form 5500 pages