2023 Form 5500 filing — Fidelity Technologies Corporation Employees Savings And Protection 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 20241008101919NAL0008254755001) for Fidelity Technologies Corporation Employees Savings And Protection Plan, reported by Fidelity Technologies Corporation under EIN 23-2492166 and plan number 001. It reports 748 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008101919NAL0008254755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fidelity Technologies Corporation
- EIN
- 23-2492166
- Plan number
- 001
- Location
- Reading, PA
- Participants
- 748
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,731,195
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,731,195
- Employer contributions
- $1,768,922
- Participant contributions
- $4,764,360
- Total income / additions
- $17,552,948
- Benefits paid
- $2,699,656
- Administrative expenses
- $133,749
- Total expenses
- $2,925,855
- Net increase / (decrease)
- $14,627,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $133,789 | $0 |
| Ameritas Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $70,311 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |