401(k)
2022 plan-year 401(k) DOL Form 5500

401(k) Total Advantage Fbo Kahoots, Inc.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Fiduciary Wise, LLC Fbo Kahoots, Inc. · Arizona · Retail Trade

What the 2023 filing shows

401(k) Total Advantage Fbo Kahoots, Inc. holds $149K for 119 participants — about $1,250 per participant.

$149K
total plan assets (2022 EOY)
119
covered participants
$1,250
avg assets per participant
$149K
reported net income
Total Assets (2023)
$149K
Participants
119
State
Industry
Retail Trade

What the Filing Says About 401(k) Total Advantage Fbo Kahoots, Inc.

401(k) Total Advantage Fbo Kahoots, Inc. is a 401(k) retirement plan sponsored by Fiduciary Wise, LLC Fbo Kahoots, Inc., headquartered in Arizona. As of the 2022 Form 5500 filing, the plan reports $149K in total end-of-year assets and covers 119 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 330630459, and the plan has been effective since 2022-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to $149K at year-end. Net assets (after liabilities) closed the year at $149K, with reported net income of $149K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)$149K
Net Assets (End of Year)$149K
Net Income$149K
Plan Type401(k)
Employer EIN330630459
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fiduciary Wise, LLC Fbo Kahoots, Inc.)

Year Plans Participants Total Assets
2022 1 119 $149K
2023 1 133 $576K
2024 1 147 N/A

Nearby 401(k) Plans in Arizona

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Frequently Asked Questions

How much money is in the 401(k) Total Advantage Fbo Kahoots, Inc.?
As of the 2022 Form 5500 filing, 401(k) Total Advantage Fbo Kahoots, Inc. holds $149K in total assets with 119 participants. It is sponsored by Fiduciary Wise, LLC Fbo Kahoots, Inc..
What type of plan is 401(k) Total Advantage Fbo Kahoots, Inc.?
401(k) Total Advantage Fbo Kahoots, Inc. is a 401(k) plan. It has been effective since 2022-01-01. The plan is filed with the U.S. Department of Labor under EIN 330630459.
Who sponsors the 401(k) Total Advantage Fbo Kahoots, Inc.?
401(k) Total Advantage Fbo Kahoots, Inc. is sponsored by Fiduciary Wise, LLC Fbo Kahoots, Inc., located in Arizona. The sponsor's EIN is 330630459 and the plan operates in the Retail Trade industry.
How did 401(k) Total Advantage Fbo Kahoots, Inc. perform in 2022?
401(k) Total Advantage Fbo Kahoots, Inc. held $149K in total assets at the end of 2022. Net income was $149K.
Where can I find official filings for 401(k) Total Advantage Fbo Kahoots, Inc.?
Official Form 5500 filings for 401(k) Total Advantage Fbo Kahoots, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 330630459 or plan name at efast.dol.gov.
How does 401(k) Total Advantage Fbo Kahoots, Inc. compare to other plans?
You can compare 401(k) Total Advantage Fbo Kahoots, Inc. against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 330630459.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.