Helfrich Bros Boiler Works, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Helfrich Bros Boiler Works, Inc. (EIN 04-2280630) is a plan sponsor located in Lawrence, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2280630
Location
Lawrence, MA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,160,283
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$8,160,283

Contributions & income

Employer contributions
$459,849
Participant contributions
$1,114,100
Total income / additions
$2,589,000

Expenses & distributions

Benefits paid / distributions
$567,211
Total expenses
$628,363
Net increase / (decrease)
$1,960,637

Coverage

Total reported participants
426
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Helfrich Bros Boiler Works, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Helfrich Bros Boiler Works, Inc. 401(K) Profit Sharing Plan001326$8,160,2832023
Helfrich Bros Welfare Plan502100not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Helfrich Bros Boiler Works, Inc.
YearPlanParticipantsSchedulesFiling
2023Helfrich Bros Boiler Works, Inc. 401(K) Profit Sharing Plan326H, C20241002055803NAL0014388240001
2023Helfrich Bros Welfare Plan10020241122141300NAL0001854897001
2023Helfrich Bros Welfare Plan20320241122141313NAL0000820499001
2023Helfrich Bros Welfare Plan18720241122141403NAL0003416512001

Related Form 5500 pages