Cpr Advisor K Mep Fiduciary Wise LLC — Form 5500 plan (Fiduciary Wise, LLC Fbo Psn Services, 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, Cpr Advisor K Mep Fiduciary Wise LLC is a benefit plan reported by Fiduciary Wise, LLC Fbo Psn Services, LLC under EIN 82-4690433 and plan number 340. The latest loaded filing year is 2023. The filing reports 1,112 participants and $9,351,335 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fiduciary Wise, LLC Fbo Psn Services, LLC
- EIN
- 82-4690433
- Plan number
- 340
- Plan type
- 2
- Location
- Gilbert, AZ
- Latest filing year
- 2023
- Participants
- 1,112
- End-of-year plan assets
- $9,351,335
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,112 | H, C | 20241009112432NAL0010563411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,351,335
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,351,335
- Net assets (BOY)
- $7,205,614
Income & contributions
- Employer contributions
- $1,010,987
- Participant contributions
- $1,716,865
- Total contributions
- $2,928,567
- Total income / additions
- $4,228,224
Expenses & distributions
- Benefits paid
- $1,980,214
- Administrative expenses
- $102,289
- Total expenses
- $2,082,503
- Net increase / (decrease)
- $2,145,721
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cpr Financial & Insurance Services | ADVISOR | $46,577 | not reported in the loaded dataset | 2023 |
| Futurebenefits Of America | RECORDKEEPER | $38,066 | not reported in the loaded dataset | 2023 |
| Fiduciary Wise, LLC | FIDUCIARY | $7,622 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fiduciary Wise, LLC Fbo Psn Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Gilbert, AZ
- Cpr Financial & Insurance Services — Schedule C compensation
- Futurebenefits Of America — Schedule C compensation
- Fiduciary Wise, LLC — Schedule C compensation