Plan5500

Federated Funeral Directors Of America, Inc., A Fiducial Company, 401(K) Savings Plan — Form 5500 plan (Fiducial, Inc.)

Plain-English plan 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, Federated Funeral Directors Of America, Inc., A Fiducial Company, 401(K) Savings Plan is a benefit plan reported by Fiducial, Inc. under EIN 13-4009035 and plan number 003. The latest loaded filing year is 2023. The filing reports 164 participants and $17,872,728 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fiducial, Inc.
EIN
13-4009035
Plan number
003
Plan type
2
Location
Columbia, MD
Latest filing year
2023
Participants
164
End-of-year plan assets
$17,872,728

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20241015105437NAL0048929600001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,872,728
Total liabilities (EOY)
$0
Net assets (EOY)
$17,872,728
Net assets (BOY)
$15,725,663

Income & contributions

Employer contributions
$276,430
Participant contributions
$712,222
Total contributions
$988,652
Total income / additions
$3,636,850

Expenses & distributions

Benefits paid
$1,434,570
Administrative expenses
$55,215
Total expenses
$1,489,785
Net increase / (decrease)
$2,147,065

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Wealth Partners Group LLCINVESTMENT ADVISOR$41,850not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$9,470$02023

Related Form 5500 pages