401(k)
2023 plan-year 401(k) DOL Form 5500

Fidelity Mortgage Lenders, Inc. Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Fidelity Mortgage Lenders, Inc. · California · Finance & Insurance

What the 2023 filing shows

Fidelity Mortgage Lenders, Inc. Profit Sharing Plan holds N/A for 14 participants.

N/A
total plan assets (2023 EOY)
14
covered participants
Total Assets (2023)
N/A
Participants
14
State
Industry
Finance & Insurance

What the Filing Says About Fidelity Mortgage Lenders, Inc. Profit Sharing Plan

Fidelity Mortgage Lenders, Inc. Profit Sharing Plan is a 401(k) retirement plan sponsored by Fidelity Mortgage Lenders, Inc., headquartered in California. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 14 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 952682899, and the plan has been effective since 1991-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN952682899
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fidelity Mortgage Lenders, Inc.)

Year Plans Participants Total Assets
2022 2 20 N/A
2023 2 21 N/A
2024 2 20 N/A

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Frequently Asked Questions

How much money is in the Fidelity Mortgage Lenders, Inc. Profit Sharing Plan?
As of the 2023 Form 5500 filing, Fidelity Mortgage Lenders, Inc. Profit Sharing Plan holds N/A in total assets with 14 participants. It is sponsored by Fidelity Mortgage Lenders, Inc..
What type of plan is Fidelity Mortgage Lenders, Inc. Profit Sharing Plan?
Fidelity Mortgage Lenders, Inc. Profit Sharing Plan is a 401(k) plan. It has been effective since 1991-01-01. The plan is filed with the U.S. Department of Labor under EIN 952682899.
Who sponsors the Fidelity Mortgage Lenders, Inc. Profit Sharing Plan?
Fidelity Mortgage Lenders, Inc. Profit Sharing Plan is sponsored by Fidelity Mortgage Lenders, Inc., located in California. The sponsor's EIN is 952682899 and the plan operates in the Finance & Insurance industry.
How did Fidelity Mortgage Lenders, Inc. Profit Sharing Plan perform in 2023?
Fidelity Mortgage Lenders, Inc. Profit Sharing Plan held N/A in total assets at the end of 2023.
Where can I find official filings for Fidelity Mortgage Lenders, Inc. Profit Sharing Plan?
Official Form 5500 filings for Fidelity Mortgage Lenders, Inc. Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 952682899 or plan name at efast.dol.gov.
How does Fidelity Mortgage Lenders, Inc. Profit Sharing Plan compare to other plans?
You can compare Fidelity Mortgage Lenders, Inc. Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 952682899.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.