THE FIDELIS GROUP INC. has sponsored the creation of one or more 401k plans.
Additional information about THE FIDELIS GROUP INC.
Submission information for form 5500 for 401k plan THE FIDELIS GROUP INC. RETIREMENT PLAN
401k plan membership statisitcs for THE FIDELIS GROUP INC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022: THE FIDELIS GROUP INC. RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-09-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-09-01 | 10 |
| Total of all active and inactive participants | 2022-09-01 | 10 |
| Total participants | 2022-09-01 | 10 |
| Number of participants with account balances | 2022-09-01 | 2 |
| 2021: THE FIDELIS GROUP INC. RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-09-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-09-01 | 9 |
| Number of retired or separated participants receiving benefits | 2021-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-09-01 | 0 |
| Total of all active and inactive participants | 2021-09-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-09-01 | 0 |
| Total participants | 2021-09-01 | 9 |
| Number of participants with account balances | 2021-09-01 | 2 |
| 2020: THE FIDELIS GROUP INC. RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-09-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 10 |
| Number of retired or separated participants receiving benefits | 2020-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-09-01 | 0 |
| Total of all active and inactive participants | 2020-09-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-09-01 | 0 |
| Total participants | 2020-09-01 | 10 |
| Number of participants with account balances | 2020-09-01 | 1 |
| 2019: THE FIDELIS GROUP INC. RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-09-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 11 |
| Total of all active and inactive participants | 2019-09-01 | 11 |
| Total participants | 2019-09-01 | 11 |
| Number of participants with account balances | 2019-09-01 | 1 |
| 2018: THE FIDELIS GROUP INC. RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-09-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 13 |
| Number of retired or separated participants receiving benefits | 2018-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-09-01 | 0 |
| Total of all active and inactive participants | 2018-09-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-09-01 | 0 |
| Total participants | 2018-09-01 | 13 |
| Number of participants with account balances | 2018-09-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-09-01 | 0 |
| 2017: THE FIDELIS GROUP INC. RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-09-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 15 |
| Number of retired or separated participants receiving benefits | 2017-09-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-09-01 | 0 |
| Total of all active and inactive participants | 2017-09-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-09-01 | 0 |
| Total participants | 2017-09-01 | 15 |
| Number of participants with account balances | 2017-09-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-09-01 | 0 |
| 2016: THE FIDELIS GROUP INC. RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-09-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 1 |
| Total of all active and inactive participants | 2016-09-01 | 1 |
| Total participants | 2016-09-01 | 1 |
| Number of participants with account balances | 2016-09-01 | 1 |
| 2015: THE FIDELIS GROUP INC. RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-09-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 1 |
| Total of all active and inactive participants | 2015-09-01 | 1 |
| Total participants | 2015-09-01 | 1 |
| Number of participants with account balances | 2015-09-01 | 1 |
| 2014: THE FIDELIS GROUP INC. RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-09-02 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-09-02 | 1 |
| Total of all active and inactive participants | 2014-09-02 | 1 |
| Total participants | 2014-09-02 | 1 |
| Number of participants with account balances | 2014-09-02 | 1 |
| Measure | Date | Value |
|---|
| 2023 : THE FIDELIS GROUP INC. RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-08-31 | $87,228 |
| Expenses. Total of all expenses incurred | 2023-08-31 | $0 |
| Total plan assets at end of year | 2023-08-31 | $450,212 |
| Total plan assets at beginning of year | 2023-08-31 | $362,984 |
| Value of fidelity bond covering the plan | 2023-08-31 | $10,000 |
| Other income received | 2023-08-31 | $87,228 |
| Net income (gross income less expenses) | 2023-08-31 | $87,228 |
| Net plan assets at end of year (total assets less liabilities) | 2023-08-31 | $450,212 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-08-31 | $362,984 |
| Assets. Value of employer securities | 2023-08-31 | $450,198 |
| 2022 : THE FIDELIS GROUP INC. RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-08-31 | $113,474 |
| Expenses. Total of all expenses incurred | 2022-08-31 | $0 |
| Total plan assets at end of year | 2022-08-31 | $362,984 |
| Total plan assets at beginning of year | 2022-08-31 | $249,510 |
| Value of fidelity bond covering the plan | 2022-08-31 | $10,000 |
| Other income received | 2022-08-31 | $113,474 |
| Net income (gross income less expenses) | 2022-08-31 | $113,474 |
| Net plan assets at end of year (total assets less liabilities) | 2022-08-31 | $362,984 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-08-31 | $249,510 |
| Assets. Value of employer securities | 2022-08-31 | $362,984 |
| 2021 : THE FIDELIS GROUP INC. RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-08-31 | $-15,146 |
| Expenses. Total of all expenses incurred | 2021-08-31 | $0 |
| Total plan assets at end of year | 2021-08-31 | $252,203 |
| Total plan assets at beginning of year | 2021-08-31 | $267,349 |
| Value of fidelity bond covering the plan | 2021-08-31 | $10,000 |
| Other income received | 2021-08-31 | $-15,146 |
| Net income (gross income less expenses) | 2021-08-31 | $-15,146 |
| Net plan assets at end of year (total assets less liabilities) | 2021-08-31 | $252,203 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-08-31 | $267,349 |
| Assets. Value of employer securities | 2021-08-31 | $249,510 |
| 2020 : THE FIDELIS GROUP INC. RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-08-31 | $64,549 |
| Total plan assets at end of year | 2020-08-31 | $267,349 |
| Total plan assets at beginning of year | 2020-08-31 | $202,800 |
| Value of fidelity bond covering the plan | 2020-08-31 | $10,000 |
| Other income received | 2020-08-31 | $64,549 |
| Net income (gross income less expenses) | 2020-08-31 | $64,549 |
| Net plan assets at end of year (total assets less liabilities) | 2020-08-31 | $267,349 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-08-31 | $202,800 |
| Assets. Value of employer securities | 2020-08-31 | $264,656 |
| 2019 : THE FIDELIS GROUP INC. RETIREMENT PLAN 2019 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2019-08-31 | $220,613 |
| Total plan assets at end of year | 2019-08-31 | $202,800 |
| Total plan assets at beginning of year | 2019-08-31 | $423,413 |
| Value of fidelity bond covering the plan | 2019-08-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2019-08-31 | $220,613 |
| Net income (gross income less expenses) | 2019-08-31 | $-220,613 |
| Net plan assets at end of year (total assets less liabilities) | 2019-08-31 | $202,800 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-08-31 | $423,413 |
| Assets. Value of employer securities | 2019-08-31 | $202,800 |
| 2017 : THE FIDELIS GROUP INC. RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-08-31 | $308,457 |
| Total plan assets at end of year | 2017-08-31 | $410,145 |
| Total plan assets at beginning of year | 2017-08-31 | $101,688 |
| Value of fidelity bond covering the plan | 2017-08-31 | $10,000 |
| Other income received | 2017-08-31 | $308,457 |
| Net income (gross income less expenses) | 2017-08-31 | $308,457 |
| Net plan assets at end of year (total assets less liabilities) | 2017-08-31 | $410,145 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-08-31 | $101,688 |
| Assets. Value of employer securities | 2017-08-31 | $407,457 |
| 2016 : THE FIDELIS GROUP INC. RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-08-31 | $-27,200 |
| Total plan assets at end of year | 2016-08-31 | $101,688 |
| Total plan assets at beginning of year | 2016-08-31 | $128,888 |
| Value of fidelity bond covering the plan | 2016-08-31 | $10,000 |
| Other income received | 2016-08-31 | $-27,200 |
| Net income (gross income less expenses) | 2016-08-31 | $-27,200 |
| Net plan assets at end of year (total assets less liabilities) | 2016-08-31 | $101,688 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-08-31 | $128,888 |
| Assets. Value of employer securities | 2016-08-31 | $99,000 |
| 2015 : THE FIDELIS GROUP INC. RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-08-31 | $128,888 |
| Total plan assets at end of year | 2015-08-31 | $128,888 |
| Total plan assets at beginning of year | 2015-08-31 | $0 |
| Value of fidelity bond covering the plan | 2015-08-31 | $10,000 |
| Contributions received from other sources (not participants or employers) | 2015-08-31 | $182,688 |
| Other income received | 2015-08-31 | $-53,800 |
| Net income (gross income less expenses) | 2015-08-31 | $128,888 |
| Net plan assets at end of year (total assets less liabilities) | 2015-08-31 | $128,888 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-08-31 | $0 |
| Assets. Value of employer securities | 2015-08-31 | $31,200 |
| 2022: THE FIDELIS GROUP INC. RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-09-01 | Type of plan entity | Single employer plan |
| 2022-09-01 | Submission has been amended | No |
| 2022-09-01 | This submission is the final filing | No |
| 2022-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-09-01 | Plan is a collectively bargained plan | No |
| 2022-09-01 | Plan funding arrangement – Trust | Yes |
| 2022-09-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THE FIDELIS GROUP INC. RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-09-01 | Type of plan entity | Single employer plan |
| 2021-09-01 | Submission has been amended | No |
| 2021-09-01 | This submission is the final filing | No |
| 2021-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-09-01 | Plan is a collectively bargained plan | No |
| 2021-09-01 | Plan funding arrangement – Trust | Yes |
| 2021-09-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THE FIDELIS GROUP INC. RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-09-01 | Type of plan entity | Single employer plan |
| 2020-09-01 | Submission has been amended | No |
| 2020-09-01 | This submission is the final filing | No |
| 2020-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-09-01 | Plan is a collectively bargained plan | No |
| 2020-09-01 | Plan funding arrangement – Trust | Yes |
| 2020-09-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE FIDELIS GROUP INC. RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-09-01 | Type of plan entity | Single employer plan |
| 2019-09-01 | Plan funding arrangement – Trust | Yes |
| 2019-09-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE FIDELIS GROUP INC. RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-09-01 | Type of plan entity | Single employer plan |
| 2018-09-01 | Plan funding arrangement – Trust | Yes |
| 2018-09-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE FIDELIS GROUP INC. RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-09-01 | Type of plan entity | Single employer plan |
| 2017-09-01 | Submission has been amended | No |
| 2017-09-01 | This submission is the final filing | No |
| 2017-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-09-01 | Plan is a collectively bargained plan | No |
| 2017-09-01 | Plan funding arrangement – Trust | Yes |
| 2017-09-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THE FIDELIS GROUP INC. RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-09-01 | Type of plan entity | Single employer plan |
| 2016-09-01 | Submission has been amended | No |
| 2016-09-01 | This submission is the final filing | No |
| 2016-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-09-01 | Plan is a collectively bargained plan | No |
| 2016-09-01 | Plan funding arrangement – Trust | Yes |
| 2016-09-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THE FIDELIS GROUP INC. RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-09-01 | Type of plan entity | Single employer plan |
| 2015-09-01 | Submission has been amended | No |
| 2015-09-01 | This submission is the final filing | No |
| 2015-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-09-01 | Plan is a collectively bargained plan | No |
| 2015-09-01 | Plan funding arrangement – Trust | Yes |
| 2015-09-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THE FIDELIS GROUP INC. RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-09-02 | Type of plan entity | Single employer plan |
| 2014-09-02 | First time form 5500 has been submitted | Yes |
| 2014-09-02 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2014-09-02 | Plan funding arrangement – Trust | Yes |
| 2014-09-02 | Plan benefit arrangement - Trust | Yes |
