2023 Form 5500 filing — Fidelis 401(K) 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 20241015193901NAL0030773489001) for Fidelis 401(K) Plan, reported by Fidelis Cybersecurity, Inc. under EIN 32-0013542 and plan number 002. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015193901NAL0030773489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fidelis Cybersecurity, Inc.
- EIN
- 32-0013542
- Plan number
- 002
- Location
- Bethesda, MD
- Participants
- 355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,768,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,768,251
- Employer contributions
- $212,619
- Participant contributions
- $802,878
- Total income / additions
- $3,772,415
- Benefits paid
- $13,109,611
- Administrative expenses
- $131,724
- Total expenses
- $13,241,335
- Net increase / (decrease)
- -$9,468,920
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Futureplan By Ascensus | RECORDKEEPER | $55,414 | $0 |
| Cohn Reznick Llp | AUDIT | $37,010 | not reported in the loaded dataset |
| Creative Planning | INVESTMENT ADVISORY - PL | $26,928 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $11,099 | $0 |