Helion Technologies, 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, Helion Technologies, Inc. (EIN 52-2179042) is a plan sponsor located in Baltimore, MD 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
52-2179042
Location
Baltimore, MD
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,567,711
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$4,567,711

Contributions & income

Employer contributions
$168,839
Participant contributions
$466,903
Total income / additions
$1,336,617

Expenses & distributions

Benefits paid / distributions
$156,701
Total expenses
$195,869
Net increase / (decrease)
$1,140,748

Coverage

Total reported participants
242
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

Helion Technologies, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Helion Technologies, Inc. 401(K) Plan001125$4,567,7112023
Helion Technologies Wrap Benefit Plan501117not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Helion Technologies, Inc.
YearPlanParticipantsSchedulesFiling
2023Helion Technologies Wrap Benefit Plan11720240724105655NAL0020156128001
2023Helion Technologies, Inc. 401(K) Plan125H, C20241007110840NAL0015975825001

Related Form 5500 pages