The Fidelity Bank Pension Plan — Form 5500 plan (The Fidelity 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, The Fidelity Bank Pension Plan is a benefit plan reported by The Fidelity Bank under EIN 56-0132040 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $39,329,452 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Fidelity Bank
- EIN
- 56-0132040
- Plan number
- 001
- Plan type
- 2
- Location
- Fuquay-Varina, NC
- Latest filing year
- 2023
- Participants
- 300
- End-of-year plan assets
- $39,329,452
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H | 20240726121037NAL0032894738001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,329,452
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,329,452
- Net assets (BOY)
- $36,850,019
Income & contributions
- Total contributions
- $0
- Total income / additions
- $3,897,663
Expenses & distributions
- Benefits paid
- $1,418,230
- Administrative expenses
- $0
- Total expenses
- $1,418,230
- Net increase / (decrease)
- $2,479,433
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.