Civic Intelligence

Fiduciary Wise LLC FBO Data Analytics Plus LLC

Plan context: Make Sense 401K Fiduciary Wise LLC

EIN 27-3693993 • Gilbert, AZ • 11 filings • 3 plans

2487 South Gilbert RoadSuite 106-454Gilbert, AZ 85295
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$487,953

2024 Contributions

$9,000

Historical Graphs

Total Assets Over Time

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

$487,953$243,977$0201520202024YearValue
$487,953Latest year 2024

Participants Over Time

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

320201520202024YearValue
3Latest 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
202413$487,953$0-
Make Sense 401K Fiduciary Wise LLC-3$487,953--
202313$446,925$9,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Make Sense 401K Fiduciary Wise LLC-3$446,925$9,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
202213$397,730$11,631$3,877iApproximate average salary by contribution assumption: employee only about $96,925 at 4% or $64,617 at 6%; with 50% employer match about $64,617 at 4% or $43,078 at 6%; with 100% employer match about $48,463 at 4% or $32,308 at 6%.
Make Sense 401K Fiduciary Wise LLC-3$397,730$11,631$3,877iApproximate average salary by contribution assumption: employee only about $96,925 at 4% or $64,617 at 6%; with 50% employer match about $64,617 at 4% or $43,078 at 6%; with 100% employer match about $48,463 at 4% or $32,308 at 6%.
202113$409,172$31,103$10,368iApproximate average salary by contribution assumption: employee only about $259,192 at 4% or $172,794 at 6%; with 50% employer match about $172,794 at 4% or $115,196 at 6%; with 100% employer match about $129,596 at 4% or $86,397 at 6%.
Make Sense 401K Fiduciary Wise LLC-3$409,172$31,103$10,368iApproximate average salary by contribution assumption: employee only about $259,192 at 4% or $172,794 at 6%; with 50% employer match about $172,794 at 4% or $115,196 at 6%; with 100% employer match about $129,596 at 4% or $86,397 at 6%.
202013$327,771$51,290$17,097iApproximate average salary by contribution assumption: employee only about $427,417 at 4% or $284,944 at 6%; with 50% employer match about $284,944 at 4% or $189,963 at 6%; with 100% employer match about $213,708 at 4% or $142,472 at 6%.
Make Sense 401K Fiduciary Wise LLC-3$327,771$51,290$17,097iApproximate average salary by contribution assumption: employee only about $427,417 at 4% or $284,944 at 6%; with 50% employer match about $284,944 at 4% or $189,963 at 6%; with 100% employer match about $213,708 at 4% or $142,472 at 6%.
201913$242,982$66,826$22,275iApproximate average salary by contribution assumption: employee only about $556,883 at 4% or $371,256 at 6%; with 50% employer match about $371,256 at 4% or $247,504 at 6%; with 100% employer match about $278,442 at 4% or $185,628 at 6%.
Make Sense 401K Fiduciary Wise LLC-3$242,982$66,826$22,275iApproximate average salary by contribution assumption: employee only about $556,883 at 4% or $371,256 at 6%; with 50% employer match about $371,256 at 4% or $247,504 at 6%; with 100% employer match about $278,442 at 4% or $185,628 at 6%.
201812$149,853$25,666$12,833iApproximate average salary by contribution assumption: employee only about $320,825 at 4% or $213,883 at 6%; with 50% employer match about $213,883 at 4% or $142,589 at 6%; with 100% employer match about $160,413 at 4% or $106,942 at 6%.
Make Sense 401K Fiduciary Wise LLC-2$149,853$25,666$12,833iApproximate average salary by contribution assumption: employee only about $320,825 at 4% or $213,883 at 6%; with 50% employer match about $213,883 at 4% or $142,589 at 6%; with 100% employer match about $160,413 at 4% or $106,942 at 6%.
201713$248,926$57,495$19,165iApproximate average salary by contribution assumption: employee only about $479,125 at 4% or $319,417 at 6%; with 50% employer match about $319,417 at 4% or $212,944 at 6%; with 100% employer match about $239,563 at 4% or $159,708 at 6%.
Make Sense 401K Fiduciary Wise LLC-3$248,926$57,495$19,165iApproximate average salary by contribution assumption: employee only about $479,125 at 4% or $319,417 at 6%; with 50% employer match about $319,417 at 4% or $212,944 at 6%; with 100% employer match about $239,563 at 4% or $159,708 at 6%.
201613$182,640$58,012$19,337iApproximate average salary by contribution assumption: employee only about $483,433 at 4% or $322,289 at 6%; with 50% employer match about $322,289 at 4% or $214,859 at 6%; with 100% employer match about $241,717 at 4% or $161,144 at 6%.
Make Sense 401K Fiduciary Wise LLC-3$182,640$58,012$19,337iApproximate average salary by contribution assumption: employee only about $483,433 at 4% or $322,289 at 6%; with 50% employer match about $322,289 at 4% or $214,859 at 6%; with 100% employer match about $241,717 at 4% or $161,144 at 6%.
201523$122,374$19,993$6,664iApproximate average salary by contribution assumption: employee only about $166,608 at 4% or $111,072 at 6%; with 50% employer match about $111,072 at 4% or $74,048 at 6%; with 100% employer match about $83,304 at 4% or $55,536 at 6%.
Make Sense 401K Fiduciary Wise LLC-3$122,374$19,993$6,664iApproximate average salary by contribution assumption: employee only about $166,608 at 4% or $111,072 at 6%; with 50% employer match about $111,072 at 4% or $74,048 at 6%; with 100% employer match about $83,304 at 4% or $55,536 at 6%.
Data Analytics-0$0--