2023 Form 5500 filing — Helm Group, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240524150127NAL0013238530001) for Helm Group, Inc. 401(K) Plan, reported by Helm Group, Inc. under EIN 36-3065097 and plan number 002. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240524150127NAL0013238530001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Helm Group, Inc.
- EIN
- 36-3065097
- Plan number
- 002
- Location
- Freeport, IL
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,568,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,568,855
- Employer contributions
- $1,290,089
- Participant contributions
- $2,393,185
- Total income / additions
- $11,793,746
- Benefits paid
- $4,269,682
- Administrative expenses
- $118,431
- Total expenses
- $4,388,113
- Net increase / (decrease)
- $7,405,633
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Choreo LLC | ADVISOR | $80,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $28,431 | $0 |
| James M. Moyna, Cpa, Pc | ACCOUNTANT\AUDITOR | $10,000 | not reported in the loaded dataset |