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FIDELITY RETIREMENT PLAN 401k Plan overview

Plan NameFIDELITY RETIREMENT PLAN
Plan identification number 003

FIDELITY RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

DICK M. HOM & PRITCHARD Y. LAM has sponsored the creation of one or more 401k plans.

Company Name:DICK M. HOM & PRITCHARD Y. LAM
Employer identification number (EIN):680223234
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIDELITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01JOHN HOM2024-07-29 JOHN HOM2024-07-29
0032022-01-01DICK HOM2023-08-11 DICK HOM2023-08-11
0032021-01-01DICK HOM2022-07-28 DICK HOM2022-07-28
0032020-01-01JOHN HOM2021-07-07
0032019-01-01JOHN HOM2020-07-17 JOHN HOM2020-07-17
0032018-01-01DICK HOM2019-07-25 DICK HOM2019-07-25
0032017-01-01DICK HOM2018-07-23 DICK HOM2018-07-23
0032016-01-01DICK HOM2017-07-19 DICK HOM2017-07-19
0032015-01-01DICK HOM2016-07-07 DICK HOM2016-07-07
0032014-01-01DICK HOM2015-07-15 DICK HOM2015-07-15
0032013-01-01DICK HOM2014-07-09 DICK HOM2014-07-09
0032012-01-01DICK HOM2013-07-23 DICK HOM2013-07-23
0032011-01-01DICK HOM2012-07-26
0032010-01-01DICK HOM2011-07-28

Plan Statistics for FIDELITY RETIREMENT PLAN

401k plan membership statisitcs for FIDELITY RETIREMENT PLAN

Measure Date Value
2025: FIDELITY RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-252
Total number of particpants at end of year2025-09-250
Number of Participants With Account Balances2025-09-250
2024: FIDELITY RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-294
Total number of particpants at end of year2024-07-292

Financial Data on FIDELITY RETIREMENT PLAN

Measure Date Value
2025 : FIDELITY RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-250
Total liabilities as of the beginning of the plan year2025-09-250
Total expenses incurred by plan in this plan year2025-09-2526198
Net assets as of the end of the plan year2025-09-250
Total assets as of the beginning of the plan year2025-09-2524014
Participant contributions to plan in this plan year2025-09-250
Other expenses paid from plan in this plan year2025-09-250
Other contributions to plan in this plan year2025-09-250
Other income to plan in this plan year2025-09-252184
Plan net income in this plan year2025-09-25-24014
Net assets as of the end of the plan year2025-09-250
Net assets as of the beginning of the plan year2025-09-2524014
Employer contributions to plan in this plan year2025-09-250
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-250
2024 : FIDELITY RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-29740407
Net assets as of the end of the plan year2024-07-2924014
Total assets as of the beginning of the plan year2024-07-29668384
Participant contributions to plan in this plan year2024-07-290
Other expenses paid from plan in this plan year2024-07-294214
Other contributions to plan in this plan year2024-07-290
Other income to plan in this plan year2024-07-2996036
Plan net income in this plan year2024-07-29-644371
Net assets as of the end of the plan year2024-07-2924014
Net assets as of the beginning of the plan year2024-07-29668384
Employer contributions to plan in this plan year2024-07-290
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-290

Potentially related plans

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