Profit Sharing · DOL Form 5500 · 2023

Fiduciary Wise, LLC Fbo Kahoots, Inc. Profit Sharing Plan

Data updated 2026-08-25

$576K
Total assets Small plan by assets
133
Participants Small participant base
19th
Percentile by assets National rank
$4,327
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Total Advantage Fbo Kahoots, Inc. · Sponsored by Fiduciary Wise, LLC Fbo Kahoots, Inc. · Arizona · Retail Trade

$576K in assets, 133 participants

Fiduciary Wise, LLC Fbo Kahoots, Inc.'s 401(k) Total Advantage Fbo Kahoots, Inc. reported $576K in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 19th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,532 in Retail Trade (8,414 peers)

Coverage in Arizona

401(k) Total Advantage Fbo Kahoots, Inc. covers 133 participants in Arizona, about 24% of the average Arizona filer (state average ~564 per filing). Assets: $576K.

#2,532
in Retail Trade (8,414 peers)
+286.8%
assets growth YoY

401(k) Total Advantage Fbo Kahoots, Inc. among the smaller filed plans by assets

401(k) Total Advantage Fbo Kahoots, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$575,507 19th percentile higher than 19% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

401(k) Total Advantage Fbo Kahoots, Inc. among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Total Advantage Fbo Kahoots, Inc. sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(k) Total Advantage Fbo Kahoots, Inc. end-of-year assets rose from $149K in the plan year 2022 filing to $576K in the plan year 2023 filing.
  • 401(k) Total Advantage Fbo Kahoots, Inc. reported net income rose from $149K in the plan year 2022 filing to $427K in the plan year 2023 filing.
  • 401(k) Total Advantage Fbo Kahoots, Inc. reported participants rose from 119 in the plan year 2022 filing to 133 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330630459 · Fiduciary Wise, LLC Fbo Kahoots, Inc. PY 2023 · Profit Sharing

401(k) Total Advantage Fbo Kahoots, Inc. · $576K · 133 · 19th

  • IND $576K
  • IND 133
  • IND 19th
  • IND Profit Sharing
  • IND near M.D. Meyer Inc. Retirement Plan
  • IND ind #2532

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Arizona →

401(k) Total Advantage Fbo Kahoots, Inc. in the asset neighbourhood

401(k) Total Advantage Fbo Kahoots, Inc.401(k) Total Advantage Fbo K…$576KM.D. Meyer Inc. Retirement PlanM.D. Meyer Inc. Retirement P…$576KAsselta & Company Basic Profit Sharing PlanAsselta & Company Basic Prof…$576KIkhaya World, Inc. Profit Sharing PlanIkhaya World, Inc. Profit Sh…$575KRockwood Construction, Inc. Retirement PlanRockwood Construction, Inc. …$575K
End-of-year total assets ($M) among 401(k) Total Advantage Fbo Kahoots, Inc. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$149K
Net Assets (End of Year)$576K
Net Income$427K
Employer EIN330630459
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Fiduciary Wise, LLC Fbo Kahoots, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.15M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 119 $149K
2023 1 133 $576K
2024 1 147 N/A

Nearby Profit Sharing Plans in Arizona

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

401(k) Total Advantage Fbo Kahoots, Inc. vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -200204060 Total assets ($M) Participants 401(k) Total Advantage Fbo Kahoots, Inc., Total assets ($M): 0.575507 · Participants: 133401(k) Total Advantage Fbo Kahoots, Inc.Kitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
401(k) Total Advantage Fbo Kahoots, Inc. vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare 401(k) Total Advantage Fbo Kahoots, Inc. side-by-side with 3 peers →

401(k) Total Advantage Fbo Kahoots, Inc.'s out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is M.D. Meyer Inc. Retirement Plan in IN ($576K); by covered participants it is Defined Contribution Pension Plan for Employees of Presbyterian Manor in TX (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($576K here).

Similar participant headcount

Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 401(k) Total Advantage Fbo Kahoots, Inc. assets move in 2023? ▼
401(k) Total Advantage Fbo Kahoots, Inc. surged - up 286.8% during 2023, from $149K to $576K. Reported net income was $427K.
Where does 401(k) Total Advantage Fbo Kahoots, Inc. rank by assets among Form 5500 filers? ▼
401(k) Total Advantage Fbo Kahoots, Inc. ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to 401(k) Total Advantage Fbo Kahoots, Inc.? ▼
Among Profit Sharing plans in other states, the closest by assets is M.D. Meyer Inc. Retirement Plan in IN ($576K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to 401(k) Total Advantage Fbo Kahoots, Inc.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Defined Contribution Pension Plan for Employees of Presbyterian Manor in TX (133 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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

Read our methodology - how this data is sourced, computed, and verified.

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