Civic Intelligence

Fiduciary Wise LLC FBO the Accountant'S Office LLC

Plan context: Etf Advisor K Mep Fiduciary Wise LLC

EIN 86-1033653 • Gilbert, AZ • 12 filings • 5 plans

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

Latest Year

2024

2024 Participants

11

2024 Assets

$338,065

2024 Contributions

$38,301

Historical Graphs

Total Assets Over Time

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

$338,065$169,033$0201420192023YearValue
$338,065Latest year 2023

Participants Over Time

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

1160201420192023YearValue
11Latest year 2023

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
202410$0$0-
Etf Advisor K Mep Fiduciary Wise LLC-0$0--
2023111$338,065$38,301$3,482iApproximate average salary by contribution assumption: employee only about $87,048 at 4% or $58,032 at 6%; with 50% employer match about $58,032 at 4% or $38,688 at 6%; with 100% employer match about $43,524 at 4% or $29,016 at 6%.
Etf Advisor K Mep Fiduciary Wise LLC-11$338,065$38,301$3,482iApproximate average salary by contribution assumption: employee only about $87,048 at 4% or $58,032 at 6%; with 50% employer match about $58,032 at 4% or $38,688 at 6%; with 100% employer match about $43,524 at 4% or $29,016 at 6%.
2022110$250,023$27,611$2,761iApproximate average salary by contribution assumption: employee only about $69,028 at 4% or $46,018 at 6%; with 50% employer match about $46,018 at 4% or $30,679 at 6%; with 100% employer match about $34,514 at 4% or $23,009 at 6%.
Etf Advisor K Mep Fiduciary Wise LLC-10$250,023$27,611$2,761iApproximate average salary by contribution assumption: employee only about $69,028 at 4% or $46,018 at 6%; with 50% employer match about $46,018 at 4% or $30,679 at 6%; with 100% employer match about $34,514 at 4% or $23,009 at 6%.
202119$288,318$24,317$2,702iApproximate average salary by contribution assumption: employee only about $67,547 at 4% or $45,031 at 6%; with 50% employer match about $45,031 at 4% or $30,021 at 6%; with 100% employer match about $33,774 at 4% or $22,516 at 6%.
Etf Advisor K Mep Fiduciary Wise LLC-9$288,318$24,317$2,702iApproximate average salary by contribution assumption: employee only about $67,547 at 4% or $45,031 at 6%; with 50% employer match about $45,031 at 4% or $30,021 at 6%; with 100% employer match about $33,774 at 4% or $22,516 at 6%.
202019$238,847$28,605$3,178iApproximate average salary by contribution assumption: employee only about $79,458 at 4% or $52,972 at 6%; with 50% employer match about $52,972 at 4% or $35,315 at 6%; with 100% employer match about $39,729 at 4% or $26,486 at 6%.
Etf Advisor K Mep Fiduciary Wise LLC-9$238,847$28,605$3,178iApproximate average salary by contribution assumption: employee only about $79,458 at 4% or $52,972 at 6%; with 50% employer match about $52,972 at 4% or $35,315 at 6%; with 100% employer match about $39,729 at 4% or $26,486 at 6%.
201918$193,187$33,232$4,154iApproximate average salary by contribution assumption: employee only about $103,850 at 4% or $69,233 at 6%; with 50% employer match about $69,233 at 4% or $46,156 at 6%; with 100% employer match about $51,925 at 4% or $34,617 at 6%.
Etf Advisor K Mep Fiduciary Wise LLC-8$193,187$33,232$4,154iApproximate average salary by contribution assumption: employee only about $103,850 at 4% or $69,233 at 6%; with 50% employer match about $69,233 at 4% or $46,156 at 6%; with 100% employer match about $51,925 at 4% or $34,617 at 6%.
201818$146,293$13,294$1,662iApproximate average salary by contribution assumption: employee only about $41,544 at 4% or $27,696 at 6%; with 50% employer match about $27,696 at 4% or $18,464 at 6%; with 100% employer match about $20,772 at 4% or $13,848 at 6%.
Etf Advisor K Mep Fiduciary Wise LLC-8$146,293$13,294$1,662iApproximate average salary by contribution assumption: employee only about $41,544 at 4% or $27,696 at 6%; with 50% employer match about $27,696 at 4% or $18,464 at 6%; with 100% employer match about $20,772 at 4% or $13,848 at 6%.
201719$150,308$35,609$3,957iApproximate average salary by contribution assumption: employee only about $98,914 at 4% or $65,943 at 6%; with 50% employer match about $65,943 at 4% or $43,962 at 6%; with 100% employer match about $49,457 at 4% or $32,971 at 6%.
Etf Advisor K Mep Fiduciary Wise LLC-9$150,308$35,609$3,957iApproximate average salary by contribution assumption: employee only about $98,914 at 4% or $65,943 at 6%; with 50% employer match about $65,943 at 4% or $43,962 at 6%; with 100% employer match about $49,457 at 4% or $32,971 at 6%.
201615$108,491$9,212$1,842iApproximate average salary by contribution assumption: employee only about $46,060 at 4% or $30,707 at 6%; with 50% employer match about $30,707 at 4% or $20,471 at 6%; with 100% employer match about $23,030 at 4% or $15,353 at 6%.
Etf Advisor K Mep Fiduciary Wise LLC-5$108,491$9,212$1,842iApproximate average salary by contribution assumption: employee only about $46,060 at 4% or $30,707 at 6%; with 50% employer match about $30,707 at 4% or $20,471 at 6%; with 100% employer match about $23,030 at 4% or $15,353 at 6%.
201524$95,710$57,665$14,416iApproximate average salary by contribution assumption: employee only about $360,406 at 4% or $240,271 at 6%; with 50% employer match about $240,271 at 4% or $160,181 at 6%; with 100% employer match about $180,203 at 4% or $120,135 at 6%.
Etf Advisor K Mep Fiduciary Wise LLC-4$95,710$51,910$12,978iApproximate average salary by contribution assumption: employee only about $324,438 at 4% or $216,292 at 6%; with 50% employer match about $216,292 at 4% or $144,194 at 6%; with 100% employer match about $162,219 at 4% or $108,146 at 6%.
Employee First 401 K Plan-0-$5,755-
201411$43,671$43,590$43,590iApproximate average salary by contribution assumption: employee only about $1,089,750 at 4% or $726,500 at 6%; with 50% employer match about $726,500 at 4% or $484,333 at 6%; with 100% employer match about $544,875 at 4% or $363,250 at 6%.
EMPLOYEE FIRST 401 K PLAN-1$43,671$43,590$43,590iApproximate average salary by contribution assumption: employee only about $1,089,750 at 4% or $726,500 at 6%; with 50% employer match about $726,500 at 4% or $484,333 at 6%; with 100% employer match about $544,875 at 4% or $363,250 at 6%.