How many benefit plans does Fidelity Bank report on Form 5500?

Fidelity Bank (EIN 72-0184470) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Fidelity Bank?

The Employer Identification Number (EIN) reported for Fidelity Bank is 72-0184470.

What is the latest Form 5500 filing year for Fidelity Bank?

The latest loaded Form 5500 filing year for Fidelity Bank is 2023.

Fidelity Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Bank (EIN 72-0184470) is a plan sponsor located in Mandeville, LA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 72-0184470
Location: Mandeville, LA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $32,554,751
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $32,554,751

Contributions & income

Employer contributions: $1,112,747
Participant contributions: $2,007,847
Total income / additions: $8,212,945

Expenses & distributions

Benefits paid / distributions: $3,557,725
Total expenses: $3,584,194
Net increase / (decrease): $4,628,751

Coverage

Total reported participants: 765
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Fidelity Bank plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Fidelity Bank 401(K) Retirement Plan	003	442	$32,554,751	2023
Fidelity Bank Health And Welfare Plan	501	323	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Fidelity Bank
Year	Plan	Participants	Schedules	Filing
2023	Fidelity Bank Health And Welfare Plan	323	—	20240401064625NAL0012580064001
2023	Fidelity Bank Health And Welfare Plan	386	—	20240625155611NAL0005061363001
2023	Fidelity Bank 401(K) Retirement Plan	442	H, C	20240821113032NAL0006179968001