Civic Intelligence

Fiduciary Wise LLC FBO a & E Relocation Services

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

EIN 47-2025902 • Gilbert, AZ • 9 filings • 2 plans

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

Latest Year

2024

2024 Participants

11

2024 Assets

$267,192

2024 Contributions

$101,726

Historical Graphs

Total Assets Over Time

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

$267,192$133,596$0201620202024YearValue
$267,192Latest year 2024

Participants Over Time

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

25130201620212024YearValue
11Latest 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
2024111$267,192$101,726$9,248iApproximate average salary by contribution assumption: employee only about $231,195 at 4% or $154,130 at 6%; with 50% employer match about $154,130 at 4% or $102,754 at 6%; with 100% employer match about $115,598 at 4% or $77,065 at 6%.
My Future 401(K) Fiduciary Wise LLC-11$267,192$101,726$9,248iApproximate average salary by contribution assumption: employee only about $231,195 at 4% or $154,130 at 6%; with 50% employer match about $154,130 at 4% or $102,754 at 6%; with 100% employer match about $115,598 at 4% or $77,065 at 6%.
2023110$165,914$51,538$5,154iApproximate average salary by contribution assumption: employee only about $128,845 at 4% or $85,897 at 6%; with 50% employer match about $85,897 at 4% or $57,264 at 6%; with 100% employer match about $64,423 at 4% or $42,948 at 6%.
My Future 401(K) Fiduciary Wise LLC-10$165,914$51,538$5,154iApproximate average salary by contribution assumption: employee only about $128,845 at 4% or $85,897 at 6%; with 50% employer match about $85,897 at 4% or $57,264 at 6%; with 100% employer match about $64,423 at 4% or $42,948 at 6%.
202215$97,931$14,125$2,825iApproximate average salary by contribution assumption: employee only about $70,625 at 4% or $47,083 at 6%; with 50% employer match about $47,083 at 4% or $31,389 at 6%; with 100% employer match about $35,313 at 4% or $23,542 at 6%.
My Future 401(K) Fiduciary Wise LLC-5$97,931$14,125$2,825iApproximate average salary by contribution assumption: employee only about $70,625 at 4% or $47,083 at 6%; with 50% employer match about $47,083 at 4% or $31,389 at 6%; with 100% employer match about $35,313 at 4% or $23,542 at 6%.
202115$115,146$28,837$5,767iApproximate average salary by contribution assumption: employee only about $144,185 at 4% or $96,123 at 6%; with 50% employer match about $96,123 at 4% or $64,082 at 6%; with 100% employer match about $72,093 at 4% or $48,062 at 6%.
My Future 401(K) Fiduciary Wise LLC-5$115,146$28,837$5,767iApproximate average salary by contribution assumption: employee only about $144,185 at 4% or $96,123 at 6%; with 50% employer match about $96,123 at 4% or $64,082 at 6%; with 100% employer match about $72,093 at 4% or $48,062 at 6%.
202014$76,246$10,590$2,648iApproximate average salary by contribution assumption: employee only about $66,188 at 4% or $44,125 at 6%; with 50% employer match about $44,125 at 4% or $29,417 at 6%; with 100% employer match about $33,094 at 4% or $22,063 at 6%.
My Future 401(K) Fiduciary Wise LLC-4$76,246$10,590$2,648iApproximate average salary by contribution assumption: employee only about $66,188 at 4% or $44,125 at 6%; with 50% employer match about $44,125 at 4% or $29,417 at 6%; with 100% employer match about $33,094 at 4% or $22,063 at 6%.
201910$53,239$20,721-
My Future 401(K) Fiduciary Wise LLC-0$53,239$20,721-
201814$26,492$26,540$6,635iApproximate average salary by contribution assumption: employee only about $165,875 at 4% or $110,583 at 6%; with 50% employer match about $110,583 at 4% or $73,722 at 6%; with 100% employer match about $82,938 at 4% or $55,292 at 6%.
My Future 401(K) Fiduciary Wise LLC-4$26,492$26,540$6,635iApproximate average salary by contribution assumption: employee only about $165,875 at 4% or $110,583 at 6%; with 50% employer match about $110,583 at 4% or $73,722 at 6%; with 100% employer match about $82,938 at 4% or $55,292 at 6%.
201712$1,176$0-
My Future 401(K) Fiduciary Wise LLC-2$1,176--
2016125$1,115$1,114$45iApproximate average salary by contribution assumption: employee only about $1,114 at 4% or $743 at 6%; with 50% employer match about $743 at 4% or $495 at 6%; with 100% employer match about $557 at 4% or $371 at 6%.
My Future 401(K) Fiduciary Wise LLC-25$1,115$1,114$45iApproximate average salary by contribution assumption: employee only about $1,114 at 4% or $743 at 6%; with 50% employer match about $743 at 4% or $495 at 6%; with 100% employer match about $557 at 4% or $371 at 6%.