2023 Form 5500 filing — Fidelity Companies Employee 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 20241002074521NAL0003879139001) for Fidelity Companies Employee Retirement Plan, reported by Fidelity Bank under EIN 48-0630879 and plan number 001. It reports 666 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002074521NAL0003879139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fidelity Bank
- EIN
- 48-0630879
- Plan number
- 001
- Location
- Wichita, KS
- Participants
- 666
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,961,797
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,961,797
- Employer contributions
- $1,928,427
- Participant contributions
- $2,884,952
- Total income / additions
- $12,814,379
- Benefits paid
- $5,290,260
- Administrative expenses
- $149,856
- Total expenses
- $5,452,067
- Net increase / (decrease)
- $7,362,312
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors | INVESTMENT ADVISOR | $68,718 | not reported in the loaded dataset |
| John Hancock | RETAINED BY EMPLOYER | $57,263 | $0 |
| Forvis Mazars | RETAINED BY EMPLOYER | $23,625 | not reported in the loaded dataset |