Fidelity Bank 401(K) Retirement Plan — Form 5500 plan (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, Fidelity Bank 401(K) Retirement Plan is a benefit plan reported by Fidelity Bank under EIN 72-0184470 and plan number 003. The latest loaded filing year is 2023. The filing reports 442 participants and $32,554,751 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fidelity Bank
- EIN
- 72-0184470
- Plan number
- 003
- Plan type
- 2
- Location
- Mandeville, LA
- Latest filing year
- 2023
- Participants
- 442
- End-of-year plan assets
- $32,554,751
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 442 | H, C | 20240821113032NAL0006179968001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,554,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,554,751
- Net assets (BOY)
- $27,926,000
Income & contributions
- Employer contributions
- $1,112,747
- Participant contributions
- $2,007,847
- Total contributions
- $3,381,477
- Total income / additions
- $8,212,945
Expenses & distributions
- Benefits paid
- $3,557,725
- Administrative expenses
- $26,321
- Total expenses
- $3,584,194
- Net increase / (decrease)
- $4,628,751
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $21,292 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors, Ll | SERVICE PROVIDER | $5,029 | not reported in the loaded dataset | 2023 |