2023 Form 5500 filing — Fiducial 401(K) Retirement Savings 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 20241015105812NAL0028132177001) for Fiducial 401(K) Retirement Savings Plan, reported by Fiducial, Inc. under EIN 13-4009035 and plan number 002. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105812NAL0028132177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fiducial, Inc.
- EIN
- 13-4009035
- Plan number
- 002
- Location
- Columbia, MD
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,976,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,976,951
- Employer contributions
- $53,175
- Participant contributions
- $579,825
- Total income / additions
- $2,331,724
- Benefits paid
- $497,824
- Administrative expenses
- $38,813
- Total expenses
- $536,637
- Net increase / (decrease)
- $1,795,087
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps, Inc | NONE | $38,813 | $0 |
| Eaton Vance Funds | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Tiaa Funds | NONE | $0 | $0 |
| Vanguard Funds | NONE | $0 | $0 |
| Legg Mason Funds | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Fidelity Funds | NONE | $0 | $0 |