Fidelity Companies Employee Retirement Plan — Form 5500 plan (Fidelity Bank)
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 Companies Employee Retirement Plan is a benefit plan reported by Fidelity Bank under EIN 48-0630879 and plan number 001. The latest loaded filing year is 2023. The filing reports 666 participants and $49,961,797 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fidelity Bank
- EIN
- 48-0630879
- Plan number
- 001
- Plan type
- 2
- Location
- Wichita, KS
- Latest filing year
- 2023
- Participants
- 666
- End-of-year plan assets
- $49,961,797
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 666 | H, C | 20241002074521NAL0003879139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,961,797
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,961,797
- Net assets (BOY)
- $42,599,485
Income & contributions
- Employer contributions
- $1,928,427
- Participant contributions
- $2,884,952
- Total contributions
- $5,990,569
- Total income / additions
- $12,814,379
Expenses & distributions
- Benefits paid
- $5,290,260
- Administrative expenses
- $149,856
- Total expenses
- $5,452,067
- Net increase / (decrease)
- $7,362,312
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors | INVESTMENT ADVISOR | $68,718 | not reported in the loaded dataset | 2023 |
| John Hancock | RETAINED BY EMPLOYER | $57,263 | $0 | 2023 |
| Forvis Mazars | RETAINED BY EMPLOYER | $23,625 | not reported in the loaded dataset | 2023 |