Fidelity Deposit & Discount Bank Profit Sharing Plan — Form 5500 plan (Fidelity Deposit & Discount Bank)
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 Deposit & Discount Bank Profit Sharing Plan is a benefit plan reported by Fidelity Deposit & Discount Bank under EIN 24-0578040 and plan number 002. The latest loaded filing year is 2023. The filing reports 371 participants and $25,269,088 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fidelity Deposit & Discount Bank
- EIN
- 24-0578040
- Plan number
- 002
- Plan type
- 2
- Location
- Scranton, PA
- Latest filing year
- 2023
- Participants
- 371
- End-of-year plan assets
- $25,269,088
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 371 | H, C | 20241001101409NAL0006598193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,269,088
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,269,088
- Net assets (BOY)
- $21,944,741
Income & contributions
- Employer contributions
- $1,100,114
- Participant contributions
- $1,455,288
- Total contributions
- $2,787,656
- Total income / additions
- $5,958,748
Expenses & distributions
- Benefits paid
- $2,573,281
- Administrative expenses
- $61,120
- Total expenses
- $2,634,401
- Net increase / (decrease)
- $3,324,347
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement | RETAINED BY EMPLOYER | $42,483 | $0 | 2023 |
| Kronick Kalada Berdy & Co. Pc | RETAINED BY EMPLOYER | $9,450 | not reported in the loaded dataset | 2023 |
| Millennium Investment & Retirement | RETAINED BY EMPLOYER | $9,187 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fidelity Deposit & Discount Bank
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Scranton, PA
- John Hancock Retirement — Schedule C compensation
- Kronick Kalada Berdy & Co. Pc — Schedule C compensation
- Millennium Investment & Retirement — Schedule C compensation