Fiducial 401(K) Retirement Savings Plan — Form 5500 plan (Fiducial, Inc.)
Plain-English plan 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, Fiducial 401(K) Retirement Savings Plan is a benefit plan reported by Fiducial, Inc. under EIN 13-4009035 and plan number 002. The latest loaded filing year is 2023. The filing reports 204 participants and $7,976,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fiducial, Inc.
- EIN
- 13-4009035
- Plan number
- 002
- Plan type
- 2
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $7,976,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20241015105812NAL0028132177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,976,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,976,951
- Net assets (BOY)
- $6,181,864
Income & contributions
- Employer contributions
- $53,175
- Participant contributions
- $579,825
- Total contributions
- $634,647
- Total income / additions
- $2,331,724
Expenses & distributions
- Benefits paid
- $497,824
- Administrative expenses
- $38,813
- Total expenses
- $536,637
- Net increase / (decrease)
- $1,795,087
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps, Inc | NONE | $38,813 | $0 | 2023 |
| Eaton Vance Funds | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Tiaa Funds | NONE | $0 | $0 | 2023 |
| Vanguard Funds | NONE | $0 | $0 | 2023 |
| Legg Mason Funds | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Fidelity Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fiducial, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- T Rowe Price Rps, Inc — Schedule C compensation
- Eaton Vance Funds — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Tiaa Funds — Schedule C compensation
- Vanguard Funds — Schedule C compensation
- Legg Mason Funds — Schedule C compensation
- American Funds — Schedule C compensation
- Fidelity Funds — Schedule C compensation