Civic Intelligence

Fiduciary Wise LLC FBO Lee & Lee, Ps

Plan context: My Future 401(K) Plan Fiduciary Wise LLC

EIN 27-3208105 • Gilbert, AZ • 11 filings • 3 plans

2487 S. Gilbert RoadSuite 106-454Gilbert, AZ 85295
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$230,273

2024 Contributions

$1,610

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$456,749$228,375$0201420192024YearValue
$230,273Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1160201420192024YearValue
6Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202416$230,273$1,610$268iApproximate average salary by contribution assumption: employee only about $6,708 at 4% or $4,472 at 6%; with 50% employer match about $4,472 at 4% or $2,981 at 6%; with 100% employer match about $3,354 at 4% or $2,236 at 6%.
My Future 401(K) Plan Fiduciary Wise LLC-6$230,273$1,610$268iApproximate average salary by contribution assumption: employee only about $6,708 at 4% or $4,472 at 6%; with 50% employer match about $4,472 at 4% or $2,981 at 6%; with 100% employer match about $3,354 at 4% or $2,236 at 6%.
202317$341,353$1,073$153iApproximate average salary by contribution assumption: employee only about $3,832 at 4% or $2,555 at 6%; with 50% employer match about $2,555 at 4% or $1,703 at 6%; with 100% employer match about $1,916 at 4% or $1,277 at 6%.
My Future 401(K) Plan Fiduciary Wise LLC-7$341,353$1,073$153iApproximate average salary by contribution assumption: employee only about $3,832 at 4% or $2,555 at 6%; with 50% employer match about $2,555 at 4% or $1,703 at 6%; with 100% employer match about $1,916 at 4% or $1,277 at 6%.
202217$395,227$26,300$3,757iApproximate average salary by contribution assumption: employee only about $93,929 at 4% or $62,619 at 6%; with 50% employer match about $62,619 at 4% or $41,746 at 6%; with 100% employer match about $46,964 at 4% or $31,310 at 6%.
My Future 401(K) Plan Fiduciary Wise LLC-7$395,227$26,300$3,757iApproximate average salary by contribution assumption: employee only about $93,929 at 4% or $62,619 at 6%; with 50% employer match about $62,619 at 4% or $41,746 at 6%; with 100% employer match about $46,964 at 4% or $31,310 at 6%.
202117$456,749$14,443$2,063iApproximate average salary by contribution assumption: employee only about $51,582 at 4% or $34,388 at 6%; with 50% employer match about $34,388 at 4% or $22,925 at 6%; with 100% employer match about $25,791 at 4% or $17,194 at 6%.
My Future 401(K) Plan Fiduciary Wise LLC-7$456,749$14,443$2,063iApproximate average salary by contribution assumption: employee only about $51,582 at 4% or $34,388 at 6%; with 50% employer match about $34,388 at 4% or $22,925 at 6%; with 100% employer match about $25,791 at 4% or $17,194 at 6%.
202017$391,874$55,269$7,896iApproximate average salary by contribution assumption: employee only about $197,389 at 4% or $131,593 at 6%; with 50% employer match about $131,593 at 4% or $87,729 at 6%; with 100% employer match about $98,695 at 4% or $65,796 at 6%.
My Future 401(K) Plan Fiduciary Wise LLC-7$391,874$55,269$7,896iApproximate average salary by contribution assumption: employee only about $197,389 at 4% or $131,593 at 6%; with 50% employer match about $131,593 at 4% or $87,729 at 6%; with 100% employer match about $98,695 at 4% or $65,796 at 6%.
201919$403,942$91,283$10,143iApproximate average salary by contribution assumption: employee only about $253,564 at 4% or $169,043 at 6%; with 50% employer match about $169,043 at 4% or $112,695 at 6%; with 100% employer match about $126,782 at 4% or $84,521 at 6%.
My Future 401(K) Plan Fiduciary Wise LLC-9$403,942$91,283$10,143iApproximate average salary by contribution assumption: employee only about $253,564 at 4% or $169,043 at 6%; with 50% employer match about $169,043 at 4% or $112,695 at 6%; with 100% employer match about $126,782 at 4% or $84,521 at 6%.
201819$260,497$112,658$12,518iApproximate average salary by contribution assumption: employee only about $312,939 at 4% or $208,626 at 6%; with 50% employer match about $208,626 at 4% or $139,084 at 6%; with 100% employer match about $156,469 at 4% or $104,313 at 6%.
My Future 401(K) Plan Fiduciary Wise LLC-9$260,497$112,658$12,518iApproximate average salary by contribution assumption: employee only about $312,939 at 4% or $208,626 at 6%; with 50% employer match about $208,626 at 4% or $139,084 at 6%; with 100% employer match about $156,469 at 4% or $104,313 at 6%.
2017111$232,529$69,229$6,294iApproximate average salary by contribution assumption: employee only about $157,339 at 4% or $104,892 at 6%; with 50% employer match about $104,892 at 4% or $69,928 at 6%; with 100% employer match about $78,669 at 4% or $52,446 at 6%.
My Future 401(K) Plan Fiduciary Wise LLC-11$232,529$69,229$6,294iApproximate average salary by contribution assumption: employee only about $157,339 at 4% or $104,892 at 6%; with 50% employer match about $104,892 at 4% or $69,928 at 6%; with 100% employer match about $78,669 at 4% or $52,446 at 6%.
201616$157,912$55,018$9,170iApproximate average salary by contribution assumption: employee only about $229,242 at 4% or $152,828 at 6%; with 50% employer match about $152,828 at 4% or $101,885 at 6%; with 100% employer match about $114,621 at 4% or $76,414 at 6%.
My Future 401(K) Plan Fiduciary Wise LLC-6$157,912$55,018$9,170iApproximate average salary by contribution assumption: employee only about $229,242 at 4% or $152,828 at 6%; with 50% employer match about $152,828 at 4% or $101,885 at 6%; with 100% employer match about $114,621 at 4% or $76,414 at 6%.
201516$98,706$73,403$12,234iApproximate average salary by contribution assumption: employee only about $305,846 at 4% or $203,897 at 6%; with 50% employer match about $203,897 at 4% or $135,931 at 6%; with 100% employer match about $152,923 at 4% or $101,949 at 6%.
My Future 401(K) Plan Fiduciary Wise LLC-6$98,706$73,403$12,234iApproximate average salary by contribution assumption: employee only about $305,846 at 4% or $203,897 at 6%; with 50% employer match about $203,897 at 4% or $135,931 at 6%; with 100% employer match about $152,923 at 4% or $101,949 at 6%.
201411$31,730$31,733$31,733iApproximate average salary by contribution assumption: employee only about $793,325 at 4% or $528,883 at 6%; with 50% employer match about $528,883 at 4% or $352,589 at 6%; with 100% employer match about $396,663 at 4% or $264,442 at 6%.
MY FUTURE 401(K) PLAN-1$31,730$31,733$31,733iApproximate average salary by contribution assumption: employee only about $793,325 at 4% or $528,883 at 6%; with 50% employer match about $528,883 at 4% or $352,589 at 6%; with 100% employer match about $396,663 at 4% or $264,442 at 6%.