2023 Form 5500 filing — Fidelity Money Purchase Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014155731NAL0026646177001) for Fidelity Money Purchase Plan, reported by Fidelity Bank & Trust under EIN 42-0388390 and plan number 002. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155731NAL0026646177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fidelity Bank & Trust
- EIN
- 42-0388390
- Plan number
- 002
- Location
- Dyersville, IA
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,050,259
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,050,259
- Employer contributions
- $957,380
- Total income / additions
- $1,010,547
- Benefits paid
- $715,000
- Administrative expenses
- $11,548
- Total expenses
- $726,548
- Net increase / (decrease)
- $283,999
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group | NONE | $6,548 | not reported in the loaded dataset |
| Jim Kircher And Associates, P.C. | NONE | $5,000 | not reported in the loaded dataset |