Original filing (PDF)20230123174607NAL0008514689001

D WISE AND COMPANY LLC

Name: D WISE AND COMPANY LLC — D WISE AND COMPANY LLC 401K PROFIT SHARING PLAN, Form 5500 (2022)
Creator: D WISE AND COMPANY LLC

Form 5500-SF

FILING_RECEIVED

D WISE AND COMPANY LLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for D WISE AND COMPANY LLC.

Plan sponsor

Name

D WISE AND COMPANY LLC

EIN

20-2224528

Address

142 WEST 57TH STREET 11TH FLOOR · NEW YORK, NY · 100190000

Phone

(212) 938-1032

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-05

Filed

2023-01-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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$0 · 9 participants