Fidelity Technologies Corporation Employees Savings And Protection Plan — Form 5500 plan (Fidelity Technologies Corporation)
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, Fidelity Technologies Corporation Employees Savings And Protection Plan is a benefit plan reported by Fidelity Technologies Corporation under EIN 23-2492166 and plan number 001. The latest loaded filing year is 2023. The filing reports 748 participants and $44,731,195 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fidelity Technologies Corporation
- EIN
- 23-2492166
- Plan number
- 001
- Plan type
- 2
- Location
- Reading, PA
- Latest filing year
- 2023
- Participants
- 748
- End-of-year plan assets
- $44,731,195
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 748 | H, C | 20241008101919NAL0008254755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,731,195
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,731,195
- Net assets (BOY)
- $30,104,102
Income & contributions
- Employer contributions
- $1,768,922
- Participant contributions
- $4,764,360
- Total contributions
- $11,652,445
- Total income / additions
- $17,552,948
Expenses & distributions
- Benefits paid
- $2,699,656
- Administrative expenses
- $133,749
- Total expenses
- $2,925,855
- Net increase / (decrease)
- $14,627,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $133,789 | $0 | 2023 |
| Ameritas Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $70,311 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fidelity Technologies Corporation
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Reading, PA
- Principal Life Insurance Company — Schedule C compensation
- Ameritas Advisory Services, LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation