Fiduciary Wise LLC FBO Lima Tank Wash Inc.
Plan context: Makes Sense 401K Plan Fiduciary Wise LLC
EIN 34-1529769 • Gilbert, AZ • 10 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
46
2024 Assets
$709,998
2024 Contributions
$144,599
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 46 | $709,998 | $144,599 | $3,143iApproximate average salary by contribution assumption: employee only about $78,586 at 4% or $52,391 at 6%; with 50% employer match about $52,391 at 4% or $34,927 at 6%; with 100% employer match about $39,293 at 4% or $26,195 at 6%. |
| Makes Sense 401K Plan Fiduciary Wise LLC | - | 46 | $709,998 | $144,599 | $3,143iApproximate average salary by contribution assumption: employee only about $78,586 at 4% or $52,391 at 6%; with 50% employer match about $52,391 at 4% or $34,927 at 6%; with 100% employer match about $39,293 at 4% or $26,195 at 6%. |
| 2023 | 1 | 34 | $764,614 | $118,565 | $3,487iApproximate average salary by contribution assumption: employee only about $87,180 at 4% or $58,120 at 6%; with 50% employer match about $58,120 at 4% or $38,747 at 6%; with 100% employer match about $43,590 at 4% or $29,060 at 6%. |
| Makes Sense 401K Plan Fiduciary Wise LLC | - | 34 | $764,614 | $118,565 | $3,487iApproximate average salary by contribution assumption: employee only about $87,180 at 4% or $58,120 at 6%; with 50% employer match about $58,120 at 4% or $38,747 at 6%; with 100% employer match about $43,590 at 4% or $29,060 at 6%. |
| 2022 | 1 | 36 | $589,526 | $126,153 | $3,504iApproximate average salary by contribution assumption: employee only about $87,606 at 4% or $58,404 at 6%; with 50% employer match about $58,404 at 4% or $38,936 at 6%; with 100% employer match about $43,803 at 4% or $29,202 at 6%. |
| Makes Sense 401K Plan Fiduciary Wise LLC | - | 36 | $589,526 | $126,153 | $3,504iApproximate average salary by contribution assumption: employee only about $87,606 at 4% or $58,404 at 6%; with 50% employer match about $58,404 at 4% or $38,936 at 6%; with 100% employer match about $43,803 at 4% or $29,202 at 6%. |
| 2021 | 1 | 35 | $614,073 | $100,591 | $2,874iApproximate average salary by contribution assumption: employee only about $71,851 at 4% or $47,900 at 6%; with 50% employer match about $47,900 at 4% or $31,934 at 6%; with 100% employer match about $35,925 at 4% or $23,950 at 6%. |
| Makes Sense 401K Plan Fiduciary Wise LLC | - | 35 | $614,073 | $100,591 | $2,874iApproximate average salary by contribution assumption: employee only about $71,851 at 4% or $47,900 at 6%; with 50% employer match about $47,900 at 4% or $31,934 at 6%; with 100% employer match about $35,925 at 4% or $23,950 at 6%. |
| 2020 | 1 | 39 | $452,500 | $102,012 | $2,616iApproximate average salary by contribution assumption: employee only about $65,392 at 4% or $43,595 at 6%; with 50% employer match about $43,595 at 4% or $29,063 at 6%; with 100% employer match about $32,696 at 4% or $21,797 at 6%. |
| Makes Sense 401K Plan Fiduciary Wise LLC | - | 39 | $452,500 | $102,012 | $2,616iApproximate average salary by contribution assumption: employee only about $65,392 at 4% or $43,595 at 6%; with 50% employer match about $43,595 at 4% or $29,063 at 6%; with 100% employer match about $32,696 at 4% or $21,797 at 6%. |
| 2019 | 1 | 39 | $335,072 | $85,486 | $2,192iApproximate average salary by contribution assumption: employee only about $54,799 at 4% or $36,532 at 6%; with 50% employer match about $36,532 at 4% or $24,355 at 6%; with 100% employer match about $27,399 at 4% or $18,266 at 6%. |
| Makes Sense 401K Plan Fiduciary Wise LLC | - | 39 | $335,072 | $85,486 | $2,192iApproximate average salary by contribution assumption: employee only about $54,799 at 4% or $36,532 at 6%; with 50% employer match about $36,532 at 4% or $24,355 at 6%; with 100% employer match about $27,399 at 4% or $18,266 at 6%. |
| 2018 | 1 | 29 | $231,663 | $76,860 | $2,650iApproximate average salary by contribution assumption: employee only about $66,259 at 4% or $44,172 at 6%; with 50% employer match about $44,172 at 4% or $29,448 at 6%; with 100% employer match about $33,129 at 4% or $22,086 at 6%. |
| Makes Sense 401K Plan Fiduciary Wise LLC | - | 29 | $231,663 | $76,860 | $2,650iApproximate average salary by contribution assumption: employee only about $66,259 at 4% or $44,172 at 6%; with 50% employer match about $44,172 at 4% or $29,448 at 6%; with 100% employer match about $33,129 at 4% or $22,086 at 6%. |
| 2017 | 1 | 23 | $195,547 | $61,780 | $2,686iApproximate average salary by contribution assumption: employee only about $67,152 at 4% or $44,768 at 6%; with 50% employer match about $44,768 at 4% or $29,845 at 6%; with 100% employer match about $33,576 at 4% or $22,384 at 6%. |
| Makes Sense 401K Plan Fiduciary Wise LLC | - | 23 | $195,547 | $61,780 | $2,686iApproximate average salary by contribution assumption: employee only about $67,152 at 4% or $44,768 at 6%; with 50% employer match about $44,768 at 4% or $29,845 at 6%; with 100% employer match about $33,576 at 4% or $22,384 at 6%. |
| 2016 | 1 | 16 | $121,108 | $43,552 | $2,722iApproximate average salary by contribution assumption: employee only about $68,050 at 4% or $45,367 at 6%; with 50% employer match about $45,367 at 4% or $30,244 at 6%; with 100% employer match about $34,025 at 4% or $22,683 at 6%. |
| Makes Sense 401K Plan Fiduciary Wise LLC | - | 16 | $121,108 | $43,552 | $2,722iApproximate average salary by contribution assumption: employee only about $68,050 at 4% or $45,367 at 6%; with 50% employer match about $45,367 at 4% or $30,244 at 6%; with 100% employer match about $34,025 at 4% or $22,683 at 6%. |
| 2015 | 1 | 18 | $75,433 | $83,977 | $4,665iApproximate average salary by contribution assumption: employee only about $116,635 at 4% or $77,756 at 6%; with 50% employer match about $77,756 at 4% or $51,838 at 6%; with 100% employer match about $58,317 at 4% or $38,878 at 6%. |
| Makes Sense 401K Plan Fiduciary Wise LLC | - | 18 | $75,433 | $83,977 | $4,665iApproximate average salary by contribution assumption: employee only about $116,635 at 4% or $77,756 at 6%; with 50% employer match about $77,756 at 4% or $51,838 at 6%; with 100% employer match about $58,317 at 4% or $38,878 at 6%. |