The Gateway 401k Plan Fiduciary Wise, LLC
Fiduciary Wise, LLC Fbo Merrill & Brousseau, Gilbert AZ. Employer ID 061024021, plan number 339. Annual reports on file for 2015 to 2022.
Where the money went
Plans that moved money into this one:
- 2016: money from Gateway 401 (k) Plan moved in.
- Filed 2015-2022The Gateway 401k Plan Fiduciary Wise, LLC, Fiduciary Wise, LLC Fbo Merrill & Brousseau
- 2022Assets transferred to Merrill & Brousseau PC 401(k) Profit Sharing Plan & Trust
- TodayMerrill & Brousseau PC 401(k) Profit Sharing Plan & Trust still files. That is where to ask.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2022: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2022: The employer decided to close the plan.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2015 | 8 | 0 | Filing |
| 2016 | 8 | 0 | Filing |
| 2017 | 8 | — | Filing |
| 2018 | 10 | — | Filing |
| 2019 | 11 | — | Filing |
| 2020 | 12 | — | Filing |
| 2021 | 12 | — | Filing |
| 2022 | 0 | — | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.