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, Fidelis Realty Partners, Ltd. 401(K) Plan is a benefit plan reported by Fidelis Reality Partners, Ltd. under EIN 71-0944265 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $15,392,475 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,392,475
- Total liabilities (EOY)
- $7,704
- Net assets (EOY)
- $15,384,771
- Net assets (BOY)
- $12,451,769
Income & contributions
- Employer contributions
- $438,352
- Participant contributions
- $788,107
- Total contributions
- $1,244,155
- Total income / additions
- $3,859,447
Expenses & distributions
- Benefits paid
- $903,624
- Administrative expenses
- $15,117
- Total expenses
- $926,445
- Net increase / (decrease)
- $2,933,002