2023 Form 5500 filing — Fidelity Bank 401(K) Retirement 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 20240821113032NAL0006179968001) for Fidelity Bank 401(K) Retirement Plan, reported by Fidelity Bank under EIN 72-0184470 and plan number 003. It reports 442 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821113032NAL0006179968001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fidelity Bank
- EIN
- 72-0184470
- Plan number
- 003
- Location
- Mandeville, LA
- Participants
- 442
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,554,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,554,751
- Employer contributions
- $1,112,747
- Participant contributions
- $2,007,847
- Total income / additions
- $8,212,945
- Benefits paid
- $3,557,725
- Administrative expenses
- $26,321
- Total expenses
- $3,584,194
- Net increase / (decrease)
- $4,628,751
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $21,292 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, Ll | SERVICE PROVIDER | $5,029 | not reported in the loaded dataset |