2023 Form 5500 filing — Fidelity Deposit & Discount Bank Profit Sharing 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 20241001101409NAL0006598193001) for Fidelity Deposit & Discount Bank Profit Sharing Plan, reported by Fidelity Deposit & Discount Bank under EIN 24-0578040 and plan number 002. It reports 371 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001101409NAL0006598193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fidelity Deposit & Discount Bank
- EIN
- 24-0578040
- Plan number
- 002
- Location
- Scranton, PA
- Participants
- 371
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,269,088
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,269,088
- Employer contributions
- $1,100,114
- Participant contributions
- $1,455,288
- Total income / additions
- $5,958,748
- Benefits paid
- $2,573,281
- Administrative expenses
- $61,120
- Total expenses
- $2,634,401
- Net increase / (decrease)
- $3,324,347
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement | RETAINED BY EMPLOYER | $42,483 | $0 |
| Kronick Kalada Berdy & Co. Pc | RETAINED BY EMPLOYER | $9,450 | not reported in the loaded dataset |
| Millennium Investment & Retirement | RETAINED BY EMPLOYER | $9,187 | not reported in the loaded dataset |