Plan5500

Fidelis 401(K) Plan — Form 5500 plan (Fidelis Cybersecurity, 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, Fidelis 401(K) Plan is a benefit plan reported by Fidelis Cybersecurity, Inc. under EIN 32-0013542 and plan number 002. The latest loaded filing year is 2023. The filing reports 355 participants and $9,768,251 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fidelis Cybersecurity, Inc.
EIN
32-0013542
Plan number
002
Plan type
2
Location
Bethesda, MD
Latest filing year
2023
Participants
355
End-of-year plan assets
$9,768,251

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023355H, C20241015193901NAL0030773489001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,768,251
Total liabilities (EOY)
$0
Net assets (EOY)
$9,768,251
Net assets (BOY)
$19,237,171

Income & contributions

Employer contributions
$212,619
Participant contributions
$802,878
Total contributions
$1,336,553
Total income / additions
$3,772,415

Expenses & distributions

Benefits paid
$13,109,611
Administrative expenses
$131,724
Total expenses
$13,241,335
Net increase / (decrease)
-$9,468,920

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Futureplan By AscensusRECORDKEEPER$55,414$02023
Cohn Reznick LlpAUDIT$37,010not reported in the loaded dataset2023
Creative PlanningINVESTMENT ADVISORY - PL$26,928not reported in the loaded dataset2023
Transamerica Life Insurance CompanyRECORDKEEPER$11,099$02023

Related Form 5500 pages