Fidelity Ban Corporation Employee Stock Ownership And 401(K) Plan — Form 5500 plan (Fidelity Ban Corporation)
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 Ban Corporation Employee Stock Ownership And 401(K) Plan is a benefit plan reported by Fidelity Ban Corporation under EIN 42-1147211 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $26,433,450 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fidelity Ban Corporation
- EIN
- 42-1147211
- Plan number
- 001
- Plan type
- 2
- Location
- Independence, IA
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $26,433,450
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20241010171736NAL0011771107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,433,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,433,450
- Net assets (BOY)
- $24,617,669
Income & contributions
- Employer contributions
- $335,410
- Participant contributions
- $845,927
- Total contributions
- $1,348,287
- Total income / additions
- $3,927,527
Expenses & distributions
- Benefits paid
- $2,043,024
- Administrative expenses
- $68,722
- Total expenses
- $2,111,746
- Net increase / (decrease)
- $1,815,781
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RECORD-KEEPER | $975 | not reported in the loaded dataset | 2023 |