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, Fiduciary Real Estate Development, Inc. 401(K) Plan is a benefit plan reported by Fiduciary Real Estate Development, Inc. under EIN 39-1502923 and plan number 005. The latest loaded filing year is 2023. The filing reports 318 participants and $15,754,156 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,754,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,754,156
- Net assets (BOY)
- $13,999,441
Income & contributions
- Employer contributions
- $653,042
- Participant contributions
- $1,218,253
- Total contributions
- $1,953,647
- Total income / additions
- $4,170,293
Expenses & distributions
- Benefits paid
- $2,327,564
- Administrative expenses
- $88,014
- Total expenses
- $2,415,578
- Net increase / (decrease)
- $1,754,715