Plan5500

Fidelity Mortgage Lenders, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fidelity Mortgage Lenders, Inc. (EIN 95-2682899) is a plan sponsor located in Los Angeles, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
95-2682899
Location
Los Angeles, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Fidelity Mortgage Lenders, Inc.

  • 2 loaded plans hold $8.4M in reported assets.
  • The largest, Fidelity Mortgage Lenders, Inc. Profit Sharing Plan, holds 79% of this company's reported plan assets.
  • Plans cover 25 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.4MSummed across loaded plans$8,370,399
Total reported assets$8.4M$8,370,399
Total reported participants25
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$8.4M total assets
Net assets$8.4MLiabilities—
Contributions & income
Employer contributions$300K
Participant contributionsNot reported
Total income / additions$738.3K
Expenses & distributions
Benefits paid / distributions$619.1K
Total expenses$641.2K
Net increase / (decrease)$97.1K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets79%Fidelity Mortgage Lenders, Inc. Profit Sharing Plan
Participants per plan13Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Fidelity Mortgage Lenders, Inc. Profit Sharing Plan$6.6M
    Plan #004 · 17 participants · 2023
  2. 2
    Fidelity Mortgage Lenders, Inc. Pension Plan$1.8M
    Plan #005 · 8 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Fidelity Mortgage Lenders, Inc.. Open one for its full reported snapshot.

  1. 2023
    Fidelity Mortgage Lenders, Inc. Pension Plan8 participants · 2Sch I
    View filing →
  2. 2023
    Fidelity Mortgage Lenders, Inc. Profit Sharing Plan17 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Fidelity Mortgage Lenders, Inc. report on Form 5500?
Fidelity Mortgage Lenders, Inc. (EIN 95-2682899) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Fidelity Mortgage Lenders, Inc.?
The Employer Identification Number (EIN) reported for Fidelity Mortgage Lenders, Inc. is 95-2682899.
What is the latest Form 5500 filing year for Fidelity Mortgage Lenders, Inc.?
The latest loaded Form 5500 filing year for Fidelity Mortgage Lenders, Inc. is 2023.

Related Form 5500 pages