2023 Form 5500 filing — The Fidelity Bank Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726121037NAL0032894738001) for The Fidelity Bank Pension Plan, reported by The Fidelity Bank under EIN 56-0132040 and plan number 001. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240726121037NAL0032894738001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Fidelity Bank
- EIN
- 56-0132040
- Plan number
- 001
- Location
- Fuquay-Varina, NC
- Participants
- 300
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,329,452
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,329,452
- Total income / additions
- $3,897,663
- Benefits paid
- $1,418,230
- Administrative expenses
- $0
- Total expenses
- $1,418,230
- Net increase / (decrease)
- $2,479,433
- Schedule source
- Schedule H