Profit Sharing · DOL Form 5500 · 2024
Fiduciary Wise, LLC Fbo Kahoots, Inc. Profit Sharing Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 147
- Participants Small participant base
Official DOL plan name: 401(k) Total Advantage Fbo Kahoots, Inc. · Sponsored by Fiduciary Wise, LLC Fbo Kahoots, Inc. · Arizona · Retail Trade
N/A in assets, 147 participants
Fiduciary Wise, LLC Fbo Kahoots, Inc.'s 401(k) Total Advantage Fbo Kahoots, Inc. reported N/A in total assets and 147 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Arizona
401(k) Total Advantage Fbo Kahoots, Inc. covers 147 participants in Arizona, about 26% of the average Arizona filer (state average ~564 per filing). Assets: N/A.
- $88K
- reported net income
401(k) Total Advantage Fbo Kahoots, Inc. among mid-size filed plans by headcount
Plan-year 2024 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 (147 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 401(k) Total Advantage Fbo Kahoots, Inc. reported net income fell from $427K in the plan year 2023 filing to $88K in the plan year 2024 filing.
- 401(k) Total Advantage Fbo Kahoots, Inc. reported participants rose from 133 in the plan year 2023 filing to 147 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 330630459 · Fiduciary Wise, LLC Fbo Kahoots, Inc. PY 2024 · Profit Sharing
401(k) Total Advantage Fbo Kahoots, Inc. · N/A · 147
- PCT N/A
- PCT 147
- PCT PY 2024
- PCT Profit Sharing
- PCT near Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan
- PCT $88K
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 →
Arizona filing particulars
| Total Assets (Beginning of Year) | $576K |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $88K |
| Employer EIN | 330630459 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING 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
| 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.
- Preferred Employer Plan II $76M · 415
- Kitchell Affiliates Employees' Profit Sharing Plan $66M · 557
- Food & Beverage Workers Union Local 23 & Employers Pension Plan $50M · 5,107
- M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $49M · 25
- Center for Biological Diversity 403(b) DC Plan $34M · 187
401(k) Total Advantage Fbo Kahoots, Inc.'s closest out-of-state Profit Sharing peers by headcount
Outside Arizona, the nearest Profit Sharing by covered participants is Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan in MT (147 participants; this filing: 147 participants).
Similar participant headcount
Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.