Fidelity Money Purchase Plan — Form 5500 plan (Fidelity Bank & Trust)
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, Fidelity Money Purchase Plan is a benefit plan reported by Fidelity Bank & Trust under EIN 42-0388390 and plan number 002. The latest loaded filing year is 2023. The filing reports 286 participants and $9,050,259 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fidelity Bank & Trust
- EIN
- 42-0388390
- Plan number
- 002
- Plan type
- 2
- Location
- Dyersville, IA
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $9,050,259
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20241014155731NAL0026646177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,050,259
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,050,259
- Net assets (BOY)
- $8,766,260
Income & contributions
- Employer contributions
- $957,380
- Total contributions
- $957,380
- Total income / additions
- $1,010,547
Expenses & distributions
- Benefits paid
- $715,000
- Administrative expenses
- $11,548
- Total expenses
- $726,548
- Net increase / (decrease)
- $283,999
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group | NONE | $6,548 | not reported in the loaded dataset | 2023 |
| Jim Kircher And Associates, P.C. | NONE | $5,000 | not reported in the loaded dataset | 2023 |