Fidelity Profit Sharing Plan - An Esop — Form 5500 plan (Fidelity Bank & Trust)
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 Profit Sharing Plan - An Esop is a benefit plan reported by Fidelity Bank & Trust under EIN 42-0388390 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $25,905,124 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fidelity Bank & Trust
- EIN
- 42-0388390
- Plan number
- 001
- Plan type
- 2
- Location
- Dyersville, IA
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $25,905,124
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20241014161130NAL0027824849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,905,124
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,905,124
- Net assets (BOY)
- $26,996,144
Income & contributions
- Employer contributions
- $1,800,120
- Total contributions
- $1,800,120
- Total income / additions
- $967,874
Expenses & distributions
- Benefits paid
- $2,038,471
- Administrative expenses
- $20,423
- Total expenses
- $2,058,894
- Net increase / (decrease)
- -$1,091,020
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group | NONE | $6,548 | not reported in the loaded dataset | 2023 |
| Bcc Advisors | NONE | $5,275 | not reported in the loaded dataset | 2023 |
| Jim Kircher And Associates, P.C. | NONE | $5,000 | not reported in the loaded dataset | 2023 |