2023 Form 5500 filing — The Leona M And Harry B Helmsley Charitable Trust 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 20240701141201NAL0004264977001) for The Leona M And Harry B Helmsley Charitable Trust 401(K) Plan, reported by Leona M. And Harry B. Helmsley Charitable under EIN 13-7184401 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240701141201NAL0004264977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leona M. And Harry B. Helmsley Charitable
- EIN
- 13-7184401
- Plan number
- 001
- Location
- New York, NY
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,253,287
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,253,287
- Employer contributions
- $2,697,394
- Participant contributions
- $1,542,239
- Total income / additions
- $10,016,665
- Benefits paid
- $1,158,346
- Administrative expenses
- $129,579
- Total expenses
- $1,287,925
- Net increase / (decrease)
- $8,728,740
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $129,579 | $0 |
| Resources Investment Advisors | INVESTMENT ADVISORY | $0 | $66,332 |