Civic Intelligence

Fiduciary Wise LLC FBO Clinard Financial LLC

Plan context: Make Sense 401K Fiduciary Wise LLC

EIN 81-1382554 • Gilbert, AZ • 9 filings • 2 plans

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

Latest Year

2024

2024 Participants

5

2024 Assets

$835,380

2024 Contributions

$26,418

Historical Graphs

Total Assets Over Time

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

$835,380$417,690$0201620202024YearValue
$835,380Latest year 2024

Participants Over Time

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

530201620202024YearValue
5Latest 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
202415$835,380$26,418$5,284iApproximate average salary by contribution assumption: employee only about $132,090 at 4% or $88,060 at 6%; with 50% employer match about $88,060 at 4% or $58,707 at 6%; with 100% employer match about $66,045 at 4% or $44,030 at 6%.
Make Sense 401K Fiduciary Wise LLC-5$835,380$26,418$5,284iApproximate average salary by contribution assumption: employee only about $132,090 at 4% or $88,060 at 6%; with 50% employer match about $88,060 at 4% or $58,707 at 6%; with 100% employer match about $66,045 at 4% or $44,030 at 6%.
202315$751,282$24,798$4,960iApproximate average salary by contribution assumption: employee only about $123,990 at 4% or $82,660 at 6%; with 50% employer match about $82,660 at 4% or $55,107 at 6%; with 100% employer match about $61,995 at 4% or $41,330 at 6%.
Make Sense 401K Fiduciary Wise LLC-5$751,282$24,798$4,960iApproximate average salary by contribution assumption: employee only about $123,990 at 4% or $82,660 at 6%; with 50% employer match about $82,660 at 4% or $55,107 at 6%; with 100% employer match about $61,995 at 4% or $41,330 at 6%.
202215$664,353$25,114$5,023iApproximate average salary by contribution assumption: employee only about $125,570 at 4% or $83,713 at 6%; with 50% employer match about $83,713 at 4% or $55,809 at 6%; with 100% employer match about $62,785 at 4% or $41,857 at 6%.
Make Sense 401K Fiduciary Wise LLC-5$664,353$25,114$5,023iApproximate average salary by contribution assumption: employee only about $125,570 at 4% or $83,713 at 6%; with 50% employer match about $83,713 at 4% or $55,809 at 6%; with 100% employer match about $62,785 at 4% or $41,857 at 6%.
202115$691,593$60,108$12,022iApproximate average salary by contribution assumption: employee only about $300,540 at 4% or $200,360 at 6%; with 50% employer match about $200,360 at 4% or $133,573 at 6%; with 100% employer match about $150,270 at 4% or $100,180 at 6%.
Make Sense 401K Fiduciary Wise LLC-5$691,593$60,108$12,022iApproximate average salary by contribution assumption: employee only about $300,540 at 4% or $200,360 at 6%; with 50% employer match about $200,360 at 4% or $133,573 at 6%; with 100% employer match about $150,270 at 4% or $100,180 at 6%.
202015$563,166$56,543$11,309iApproximate average salary by contribution assumption: employee only about $282,715 at 4% or $188,477 at 6%; with 50% employer match about $188,477 at 4% or $125,651 at 6%; with 100% employer match about $141,358 at 4% or $94,238 at 6%.
Make Sense 401K Fiduciary Wise LLC-5$563,166$56,543$11,309iApproximate average salary by contribution assumption: employee only about $282,715 at 4% or $188,477 at 6%; with 50% employer match about $188,477 at 4% or $125,651 at 6%; with 100% employer match about $141,358 at 4% or $94,238 at 6%.
201914$464,224$32,241$8,060iApproximate average salary by contribution assumption: employee only about $201,506 at 4% or $134,338 at 6%; with 50% employer match about $134,338 at 4% or $89,558 at 6%; with 100% employer match about $100,753 at 4% or $67,169 at 6%.
Make Sense 401K Fiduciary Wise LLC-4$464,224$32,241$8,060iApproximate average salary by contribution assumption: employee only about $201,506 at 4% or $134,338 at 6%; with 50% employer match about $134,338 at 4% or $89,558 at 6%; with 100% employer match about $100,753 at 4% or $67,169 at 6%.
201814$376,723$37,081$9,270iApproximate average salary by contribution assumption: employee only about $231,756 at 4% or $154,504 at 6%; with 50% employer match about $154,504 at 4% or $103,003 at 6%; with 100% employer match about $115,878 at 4% or $77,252 at 6%.
Make Sense 401K Fiduciary Wise LLC-4$376,723$37,081$9,270iApproximate average salary by contribution assumption: employee only about $231,756 at 4% or $154,504 at 6%; with 50% employer match about $154,504 at 4% or $103,003 at 6%; with 100% employer match about $115,878 at 4% or $77,252 at 6%.
201714$374,960$42,675$10,669iApproximate average salary by contribution assumption: employee only about $266,719 at 4% or $177,813 at 6%; with 50% employer match about $177,813 at 4% or $118,542 at 6%; with 100% employer match about $133,359 at 4% or $88,906 at 6%.
Make Sense 401K Fiduciary Wise LLC-4$374,960$42,675$10,669iApproximate average salary by contribution assumption: employee only about $266,719 at 4% or $177,813 at 6%; with 50% employer match about $177,813 at 4% or $118,542 at 6%; with 100% employer match about $133,359 at 4% or $88,906 at 6%.
201614$300,925$296,471$74,118iApproximate average salary by contribution assumption: employee only about $1,852,944 at 4% or $1,235,296 at 6%; with 50% employer match about $1,235,296 at 4% or $823,531 at 6%; with 100% employer match about $926,472 at 4% or $617,648 at 6%.
Make Sense 401K Fiduciary Wise LLC-4$300,925$296,471$74,118iApproximate average salary by contribution assumption: employee only about $1,852,944 at 4% or $1,235,296 at 6%; with 50% employer match about $1,235,296 at 4% or $823,531 at 6%; with 100% employer match about $926,472 at 4% or $617,648 at 6%.